18 institutions reported holding $35.6M of ISHARES TR (TEND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($17.1M), BlackRock, Inc. ($10.9M), RAYMOND JAMES FINANCIAL INC ($2.9M), Ashton Thomas Private Wealth, LLC ($1.6M), Clear Point Advisors Inc. ($628,369). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $17.1M | 629,089 | Trimmed |
| 2 | BlackRock, Inc. | $10.9M | 400,000 | Hold |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.9M | 106,842 | Added |
| 4 | Ashton Thomas Private Wealth, LLC | $1.6M | 60,208 | Added |
| 5 | Clear Point Advisors Inc. | $628,369 | 23,070 | New |
| 6 | GOLDMAN SACHS GROUP INC | $445,878 | 16,370 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $385,683 | 14,160 | New |
| 8 | Encompass More Asset Management | $384,621 | 14,121 | Trimmed |
| 9 | CAPTRUST FINANCIAL ADVISORS | $340,196 | 12,490 | Hold |
| 10 | OLD MISSION CAPITAL LLC | $322,573 | 11,843 | Trimmed |
| 11 | UBS Group AG | $291,528 | 10,703 | Trimmed |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $256,795 | 9,428 | New |
| 13 | FIDUCIARY FINANCIAL ADVISORS | $8,361 | 307 | New |
| 14 | AE Wealth Management LLC | $3,051 | 112 | New |
| 15 | IFP Advisors, Inc | $1,226 | 45 | Hold |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 18 | ASHTON THOMAS SECURITIES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30