SUB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SUB? 56 Institutions Hold $226M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SUB)? 56 institutions reported holding $225.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($62.6M), Apella Capital, LLC ($51.0M), GAMMA Investing LLC ($24.1M).

Rank	Institution	Value	Shares	Change
1	CX Institutional	$62.6M	599,280	Added
2	Apella Capital, LLC	$51.0M	488,398	Added
3	GAMMA Investing LLC	$24.1M	230,745	Added
4	Grove Bank & Trust	$12.1M	116,091	Trimmed
5	Central Pacific Bank - Trust Division	$9.8M	93,415	Trimmed
6	Wedmont Private Capital	$6.9M	66,309	Added
7	Baron Financial Group, LLC	$4.3M	40,725	Trimmed
8	Prosperity Planning, Inc.	$3.9M	0	Trimmed
9	Farther Finance Advisors, LLC	$3.7M	35,479	Trimmed
10	Avidian Wealth Enterprises, LLC	$3.4M	32,870	Added
11	KFA Private Wealth Group, LLC	$2.9M	27,307	Added
12	Conrad Siegel Investment Advisors, Inc.	$2.8M	27,251	Added
13	FC Advisory LLC	$2.3M	21,854	Added
14	Rosenberg Matthew Hamilton	$2.1M	20,494	Added
15	McNaughton Wealth Management, LLC	$2.1M	20,061	Added
16	CLUNE & ASSOCIATES, LTD.	$1.9M	17,844	Trimmed
17	Lake Hills Wealth Management, LLC	$1.8M	17,496	Added
18	Roth Financial Partners LLC	$1.8M	17,195	Trimmed
19	Apeiron RIA LLC	$1.8M	17,043	Added
20	Bangor Savings Bank	$1.8M	16,789	Trimmed
21	Boltwood Capital Management	$1.7M	16,015	Added
22	JUNCTURE WEALTH STRATEGIES, LLC	$1.6M	15,282	Trimmed
23	First Heartland Consultants, Inc.	$1.6M	14,980	Added
24	Heartwood Wealth Advisors LLC	$1.4M	13,868	Hold
25	Roan Capital Partners	$1.4M	13,303	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30