XVV — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (XVV)? 12 institutions reported holding $4.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sprinkle Financial Consultants LLC ($697,241), Colton Groome Financial Advisors, LLC ($690,564), Emergent Wealth Advisors, LLC ($677,854).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sprinkle Financial Consultants LLC | $697,241 | 11,960 | Added |
| 2 | COLTON GROOME FINANCIAL ADVISORS, LLC | $690,564 | 11,845 | Hold |
| 3 | Emergent Wealth Advisors, LLC | $677,854 | 11,627 | Hold |
| 4 | Cambridge Financial Group, LLC | $650,473 | 11,454 | Hold |
| 5 | Montecito Bank & Trust | $371,021 | 6,364 | Hold |
| 6 | Valeo Financial Advisors, LLC | $363,994 | 6,243 | Added |
| 7 | Wealth Group Ltd | $361,373 | 6,149 | Hold |
| 8 | Prosperity Planning, Inc. | $226,554 | 3,886 | Hold |
| 9 | Grove Bank & Trust | $225,213 | 3,863 | Hold |
| 10 | Monument Capital Management | $201,485 | 3,456 | Trimmed |
| 11 | EASTERN BANK | $70,193 | 1,204 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $18,248 | 313 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30