Who Owns ISHARES TR (CMF)? -- Institutional Holders (2026-06-30)
195 institutions reported holding $619.5M of ISHARES TR (CMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Facet Wealth, Inc. ($100.9M), BAILARD, INC. ($69.9M), ENVESTNET ASSET MANAGEMENT INC ($64.5M), ASSETMARK, INC ($25.1M), Affinity Capital Advisors, LLC ($16.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Facet Wealth, Inc. | $100.9M | 1.8M | Added |
| 2 | BAILARD, INC. | $69.9M | 1.2M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $64.5M | 1.1M | Added |
| 4 | ASSETMARK, INC | $25.1M | 436,085 | Added |
| 5 | Affinity Capital Advisors, LLC | $16.9M | 293,212 | Trimmed |
| 6 | Orin Green Financial, LLC | $16.4M | 284,860 | Trimmed |
| 7 | Rinkey Investments | $15.4M | 266,511 | Added |
| 8 | Slow Capital, Inc. | $14.6M | 252,501 | Trimmed |
| 9 | RiverFront Investment Group, LLC | $13.9M | 241,434 | Trimmed |
| 10 | Apella Capital, LLC | $11.8M | 204,693 | Trimmed |
| 11 | Navalign, LLC | $11.6M | 202,036 | Added |
| 12 | Atlas Legacy Advisors, LLC | $11.4M | 198,228 | Trimmed |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.3M | 195,345 | Added |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $10.1M | 174,620 | New |
| 15 | Wedmont Private Capital | $8.1M | 142,052 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 131,735 | Added |
| 17 | Farther Finance Advisors, LLC | $7.4M | 128,340 | Added |
| 18 | Garde Capital, Inc. | $6.7M | 116,793 | Trimmed |
| 19 | Freestone Capital Holdings, LLC | $6.6M | 115,189 | Added |
| 20 | Ashton Thomas Private Wealth, LLC | $5.7M | 98,953 | Added |
| 21 | Fullerton Advisors, LLC | $5.7M | 98,660 | Added |
| 22 | Client First Capital LLC | $5.3M | 92,578 | Hold |
| 23 | NDWM LLC | $5.3M | 92,199 | Added |
| 24 | Compound Planning, Inc. | $5.0M | 86,886 | Trimmed |
| 25 | Elmwood Wealth Management, Inc. | $4.8M | 82,736 | Added |
Source: SEC Form 13F filings · as of 2026-06-30