XVVISHARES TR
CUSIP 46436E569 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (XVV) has 144 institutional holders in Filings Flow’s 13F database, together reporting 6.05M shares worth $298M as of Q1 2026. The largest reported holders are University Of Cambridge Investment Management Ltd, Sun Life Financial Inc, and Lpl Financial LLC.
Institutional Holders
144
Q1 2026
Reported Value
$298M
Ticker
XVV
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| University of Cambridge Investment Management Ltd$108M AUM | 100.00% | $108M | 2.20M | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 2.57% | $4M | 88.6K | Q2 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 2.30% | $4M | 71.5K | Q1 2026 |
| SUN LIFE FINANCIAL INC$1.8B AUM | 2.30% | $41M | 823.0K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.86% | $936,095 | 19.0K | Q1 2026 |
| Financial Council, LLC$259M AUM | 0.54% | $1M | 28.4K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.50% | $3M | 70.3K | Q1 2026 |
| FUTURE YOU WEALTH LLC$184M AUM | 0.50% | $921,169 | 19.3K | Q2 2025OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.48% | $1M | 22.4K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.39% | $3M | 56.2K | Q1 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.38% | $2M | 44.7K | Q1 2026 |
| BSW Wealth Partners$819M AUM | 0.38% | $3M | 62.8K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.37% | $508,258 | 10.7K | Q2 2025OLDER |
| Sound Stewardship, LLC$218M AUM | 0.36% | $789,571 | 16.0K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.36% | $12M | 247.3K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.35% | $4M | 85.6K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.34% | $572,281 | 11.6K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.33% | $1M | 28.8K | Q1 2026 |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.29% | $757,053 | 15.4K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.27% | $1M | 30.1K | Q1 2026 |
| Sprinkle Financial Consultants LLC$255M AUM | 0.27% | $585,907 | 11.9K | Q1 2026 |
| Timmons Wealth Management, LLC$106M AUM | 0.24% | $248,723 | 5.1K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.22% | $733,476 | 14.9K | Q1 2026 |
| Highland Financial Advisors, LLC$455M AUM | 0.22% | $830,194 | 16.9K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 0.21% | $590,503 | 12.0K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.20% | $479,133 | 9.6K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.19% | $679,974 | 13.8K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.19% | $361,245 | 7.3K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 0.19% | $563,766 | 11.5K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 0.19% | $502,487 | 10.2K | Q1 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.18% | $354,663 | 8.3K | Q2 2025OLDER |
| Gray Private Wealth, LLC$199M AUM | 0.16% | $309,249 | 6.3K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.14% | $4M | 76.4K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 0.13% | $451,279 | 9.5K | Q2 2025OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 0.13% | $257,716 | 5.2K | Q1 2026 |
| Human Investing LLC$687M AUM | 0.13% | $873,957 | 17.8K | Q1 2026 |
| Tarbox Family Office, Inc.$616M AUM | 0.12% | $748,299 | 15.2K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.12% | $4M | 83.5K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.11% | $520,748 | 10.6K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.11% | $438,156 | 8.9K | Q1 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.10% | $289,168 | 5.9K | Q1 2026 |
| Presidio Capital Management, LLC$344M AUM | 0.10% | $283,632 | 5.5K | Q3 2025OLDER |
| Archer Investment Management, LLC$293M AUM | 0.09% | $207,807 | 4.2K | Q1 2026 |
| Curtis Advisory Group, LLC$464M AUM | 0.09% | $401,881 | 8.2K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.09% | $257,175 | 5.2K | Q1 2026 |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.08% | $248,213 | 5.0K | Q1 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.08% | $355,713 | 7.2K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.07% | $905,621 | 18.4K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.07% | $119,359 | 2.4K | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.07% | $196,689 | 4.0K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.06% | $136,635 | 2.8K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.06% | $337,994 | 6.9K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 0.06% | $274,155 | 5.6K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.06% | $855,739 | 17.4K | Q1 2026 |
| Monument Capital Management$399M AUM | 0.06% | $231,142 | 4.4K | Q4 2025OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.05% | $81,443 | 1.7K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.05% | $204,792 | 3.9K | Q4 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.05% | $313,236 | 6.4K | Q1 2026 |
| Crane Advisory, LLC$668M AUM | 0.05% | $334,491 | 6.2K | Q1 2026 |
| Black Diamond Financial, LLC$916M AUM | 0.05% | $456,024 | 9.3K | Q1 2026 |
| Peak Retirement Planning, Inc.$501M AUM | 0.05% | $241,681 | 4.9K | Q1 2026 |
| Ellenbecker Investment Group$743M AUM | 0.05% | $352,355 | 7.2K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.04% | $250,284 | 5.1K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.04% | $536,366 | 10.9K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.04% | $563,766 | 11.5K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.04% | $2M | 47.3K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $202,464 | 4.1K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.03% | $692,476 | 14.1K | Q1 2026 |
| Horst & Graben Wealth Management LLC$729M AUM | 0.03% | $215,457 | 3.9K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.03% | $291,430 | 5.5K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.03% | $8M | 159.5K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.03% | $94,383 | 1.9K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $203,905 | 3.9K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.02% | $2M | 35.6K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.02% | $190,137 | 3.9K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $11M | 219.0K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $427,772 | 8.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $999,638 | 20.3K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $63,888 | 1.3K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $376,484 | 7.6K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $528,265 | 10.0K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $203,770 | 4.1K | Q1 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.01% | $164,887 | 3.4K | Q1 2026 |
| Carolina Wealth Advisors, LLC$255M AUM | 0.01% | $24,265 | 493 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 41.4K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $357,878 | 7.3K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 32.0K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $536,744 | 10.9K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $300,669 | 6.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $4M | 72.4K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $311,840 | 6.3K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.01% | $149,000 | 3.0K | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.01% | $11,863 | 241 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $6,000 | 116 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 39.3K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $245,064 | 5.0K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $156,180 | 3.3K | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.01% | $15,258 | 310 | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.01% | $201,839 | 3.8K | Q4 2025OLDER |
| Hanson & Doremus Investment Management$869M AUM | 0.01% | $45,000 | 919 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $23,863 | 480 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $130,701 | 2.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $242,409 | 4.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $529,878 | 10.8K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $236,207 | 4.8K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $927,452 | 18.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 30.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $234,199 | 4.9K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $217,410 | 4.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 273.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $152,352 | 3.0K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $871,351 | 17.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $6,019 | 122 | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $618,916 | 12.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 46.3K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $37,486 | 762 | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $6,440 | 125 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $474,038 | 9.6K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $500,715 | 10.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 27.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $17,311 | 336 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $77,177 | 1.6K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $15,406 | 313 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 40.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $440,386 | 8.4K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 21.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 23.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $869,532 | 17.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 61.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 76.0K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $456,000 | 9.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $784,749 | 15.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $202,530 | 3.9K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $44,463 | 863 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 73.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $428,459 | 8.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $349,511 | 7.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $17,965 | 365 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $200,473 | 4.1K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,670 | 359 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $282,897 | 5.9K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $324,928 | 6.6K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $77,226 | 1.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 28.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $109,160 | 2.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 30.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $202,589 | 4.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,875 | 160 | Q1 2026 |
| GW&K Investment Management, LLC$11.3B AUM | 0.00% | $20,000 | 415 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $15,283 | 290 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $71,664 | 1.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $31,974 | 650 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 29.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 32.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,481 | 152 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $725,109 | 14.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $7,383 | 150 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $72,903 | 1.4K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $274,598 | 5.6K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $22,000 | 411 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,153 | 125 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $126,348 | 2.6K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $98 | 2 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,689 | 280 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $130,122 | 2.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $105,752 | 2.0K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.