369 institutions reported holding $2.87B of ISHARES TR (CMF) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($483.1M), Wealthfront Advisers LLC ($352.5M), MORGAN STANLEY ($106.5M), BANK OF AMERICA CORP /DE/ ($104.4M), FMR LLC ($102.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $483.1M | 8.5M | Added |
| 2 | Wealthfront Advisers LLC | $352.5M | 6.2M | Added |
| 3 | MORGAN STANLEY | $106.5M | 1.9M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $104.4M | 1.8M | Trimmed |
| 5 | FMR LLC | $102.7M | 1.8M | Trimmed |
| 6 | Facet Wealth, Inc. | $89.9M | 1.6M | Added |
| 7 | SYON CAPITAL LLC | $76.9M | 1.4M | Added |
| 8 | BAILARD, INC. | $70.2M | 1.2M | Trimmed |
| 9 | EP Wealth Advisors, LLC | $67.1M | 1.2M | Added |
| 10 | LPL Financial LLC | $65.3M | 1.1M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $58.1M | 1.0M | Added |
| 12 | Mariner, LLC | $52.2M | 918,584 | Added |
| 13 | BlackRock, Inc. | $50.2M | 882,814 | Added |
| 14 | JPMORGAN CHASE & CO | $38.7M | 681,794 | Added |
| 15 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $37.7M | 663,621 | New |
| 16 | WELLS FARGO & COMPANY/MN | $37.4M | 657,464 | Added |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $37.4M | 657,171 | Added |
| 18 | UBS Group AG | $30.2M | 531,875 | Trimmed |
| 19 | Royal Bank of Canada | $26.8M | 471,638 | Added |
| 20 | Opes Wealth Management LLC | $26.6M | 467,978 | Added |
| 21 | Beacon Pointe Advisors, LLC | $23.4M | 411,658 | Added |
| 22 | Focus Partners Wealth | $23.0M | 404,359 | Added |
| 23 | Manhattan West Asset Management, LLC | $22.6M | 397,775 | Added |
| 24 | GUGGENHEIM CAPITAL LLC | $22.5M | 396,010 | Added |
| 25 | ASSETMARK, INC | $22.3M | 391,733 | Added |
Source: SEC Form 13F filings · as of 2026-03-31