19 institutions reported holding $196.7M of ISHARES TR (AQLT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Balentine LLC ($184.0M), Advocacy Wealth Management, LLC ($4.0M), NATIONAL BANK OF CANADA /FI/ ($3.4M), Empire Life Investments Inc. ($1.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Balentine LLC | $184.0M | 6.7M | Added |
| 2 | Advocacy Wealth Management, LLC | $4.0M | 143,239 | Hold |
| 3 | NATIONAL BANK OF CANADA /FI/ | $3.4M | 123,169 | Added |
| 4 | Empire Life Investments Inc. | $1.6M | 57,217 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 46,136 | Trimmed |
| 6 | FLOW TRADERS U.S. LLC | $748,000 | 27,057 | New |
| 7 | CITADEL ADVISORS LLC | $671,806 | 24,306 | Trimmed |
| 8 | Ameliora Wealth Management Ltd. | $359,231 | 12,997 | Hold |
| 9 | Royal Bank of Canada | $283,000 | 10,249 | Trimmed |
| 10 | HB Wealth Management, LLC | $266,998 | 9,660 | New |
| 11 | MORGAN STANLEY | $61,139 | 2,212 | Added |
| 12 | Ameritas Advisory Services, LLC | $24,876 | 900 | New |
| 13 | UBS Group AG | $2,239 | 81 | Trimmed |
| 14 | Sunbelt Securities, Inc. | $1,083 | 39 | Hold |
| 15 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 16 | Virtu Financial LLC | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 18 | Strategic Blueprint, LLC | $0 | 0 | Exited |
| 19 | BlackRock, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31