Who Owns ISHARES TR (VLUE)? -- Institutional Holders (2026-06-30)
660 institutions reported holding $6.80B of ISHARES TR (VLUE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mason Investment Advisory Services, Inc. ($893.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($659.9M), Matson Money. Inc. ($456.8M), BANK OF AMERICA CORP /DE/ ($296.0M), BlackRock, Inc. ($268.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mason Investment Advisory Services, Inc. | $893.4M | 4.5M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $659.9M | 3.3M | Trimmed |
| 3 | Matson Money. Inc. | $456.8M | 2.3M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $296.0M | 1.5M | Trimmed |
| 5 | BlackRock, Inc. | $268.7M | 1.3M | Trimmed |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $225.3M | 1.1M | Trimmed |
| 7 | Wharton Business Group, LLC | $213.1M | 1.1M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $206.6M | 1.0M | Trimmed |
| 9 | LPL Financial LLC | $196.1M | 981,271 | Added |
| 10 | MORGAN STANLEY | $184.8M | 924,975 | Trimmed |
| 11 | FMR LLC | $157.5M | 788,426 | Added |
| 12 | JPMORGAN CHASE & CO | $136.3M | 678,701 | Added |
| 13 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $117.6M | 588,750 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $117.2M | 586,569 | Trimmed |
| 15 | PNC Financial Services Group, Inc. | $111.4M | 557,547 | Trimmed |
| 16 | Marks Wealth, LLC | $108.2M | 541,454 | Added |
| 17 | Kathmere Capital Management, LLC | $85.4M | 427,319 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $79.7M | 398,981 | Trimmed |
| 19 | TWO SIGMA INVESTMENTS, LP | $69.5M | 347,900 | New |
| 20 | PRUDENTIAL PLC | $65.9M | 330,000 | Added |
| 21 | UBS Group AG | $65.7M | 328,620 | Trimmed |
| 22 | Focus Partners Wealth | $63.9M | 319,562 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $60.3M | 301,994 | Trimmed |
| 24 | M&T Bank Corp | $56.4M | 282,246 | Trimmed |
| 25 | AMERIPRISE FINANCIAL INC | $55.0M | 275,103 | Added |
Source: SEC Form 13F filings · as of 2026-06-30