Who Owns ISHARES TR (EFV)? -- Institutional Holders (2026-03-31)

1,302 institutions reported holding $25.60B of ISHARES TR (EFV) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($4.44B), LPL Financial LLC ($1.55B), FMR LLC ($1.26B), US BANCORP \DE\ ($1.04B), JPMORGAN CHASE & CO ($969.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$4.44B59.7MAdded
2LPL Financial LLC$1.55B20.8MAdded
3FMR LLC$1.26B17.0MTrimmed
4US BANCORP \DE\$1.04B14.0MTrimmed
5JPMORGAN CHASE & CO$969.7M13.4MAdded
6MORGAN STANLEY$889.8M12.0MTrimmed
7BANK OF AMERICA CORP /DE/$769.0M10.3MAdded
8JONES FINANCIAL COMPANIES LLLP$536.1M7.4MAdded
9AMERIPRISE FINANCIAL INC$511.9M6.9MAdded
10PARK AVENUE SECURITIES LLC$435.9M5.9MTrimmed
11Auto-Owners Insurance Co$341.1M4.6MHold
12Envestnet Portfolio Solutions, Inc.$315.5M4.2MTrimmed
13MML INVESTORS SERVICES, LLC$292.7M3.9MTrimmed
14Cetera Investment Advisers$291.1M3.9MAdded
15ALLIANCEBERNSTEIN L.P.$273.0M3.8MTrimmed
16Dynasty Wealth Management, LLC$261.9M3.5MAdded
17UBS Group AG$240.6M3.2MAdded
18PNC Financial Services Group, Inc.$226.4M3.0MAdded
19CWM, LLC$225.3M3.0MTrimmed
20RiverFront Investment Group, LLC$208.4M2.8MAdded
21Baird Financial Group, Inc.$201.9M2.7MAdded
22Royal Bank of Canada$200.7M2.7MTrimmed
23Janney Montgomery Scott LLC$200.7M2.7MTrimmed
24WELLS FARGO & COMPANY/MN$187.8M2.5MTrimmed
25Bank of New York Mellon Corp$184.5M2.5MAdded

Source: SEC Form 13F filings · as of 2026-03-31