Who Owns ISHARES TR (XT)? -- Institutional Holders (2026-06-30)

303 institutions reported holding $3.06B of ISHARES TR (XT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($2.44B), LPL Financial LLC ($50.9M), Baird Financial Group, Inc. ($46.1M), AMERIPRISE FINANCIAL INC ($45.1M), COMMONWEALTH EQUITY SERVICES, LLC ($27.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Engines Advisors L.L.C.$2.44B29.5MTrimmed
2LPL Financial LLC$50.9M616,361Trimmed
3Baird Financial Group, Inc.$46.1M557,561Trimmed
4AMERIPRISE FINANCIAL INC$45.1M544,882Trimmed
5COMMONWEALTH EQUITY SERVICES, LLC$27.0M326,745Trimmed
6BANK OF AMERICA CORP /DE/$22.8M276,028Trimmed
7UBS Group AG$21.9M264,698Trimmed
8Wealthcare Advisory Partners LLC$21.9M264,664Added
9MORGAN STANLEY$19.9M240,445Added
10RAYMOND JAMES FINANCIAL INC$19.4M234,347Added
11New England Private Wealth Advisors LLC$17.1M216,534Added
12Wharton Business Group, LLC$16.8M202,875Hold
13Stratos Investment Management, LLC$12.8M155,271Trimmed
14Arkadios Wealth Advisors$11.4M138,057Added
15Private Advisory Group LLC$11.1M134,343Added
16Betterment LLC$10.4M125,622Trimmed
17Clearwater Capital Advisors, LLC$10.1M121,987Trimmed
18Mariner, LLC$9.2M111,596Trimmed
19Brookstone Capital Management$9.2M111,331Added
20CFS Investment Advisory Services, LLC$9.0M109,236Trimmed
21BARRETT & COMPANY, INC.$8.5M102,727Added
22DAYMARK WEALTH PARTNERS, LLC$7.6M92,019Added
23Savvy Advisors, Inc.$7.6M91,405Added
24Cetera Investment Advisers$7.2M86,556Added
25WELLS FARGO & COMPANY/MN$7.1M86,293Added

Source: SEC Form 13F filings · as of 2026-06-30