11 institutions reported holding $14.6M of ISHARES TR (ENZL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marotta Asset Management ($8.8M), TD Waterhouse Canada Inc. ($4.5M), Dynamic Advisor Solutions LLC ($658,918), Ballentine Partners, LLC ($362,781), Harel Insurance Investments & Financial Services Ltd. ($90,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $8.8M | 195,937 | Added |
| 2 | TD Waterhouse Canada Inc. | $4.5M | 101,746 | Added |
| 3 | Dynamic Advisor Solutions LLC | $658,918 | 14,712 | Added |
| 4 | Ballentine Partners, LLC | $362,781 | 8,100 | Hold |
| 5 | Harel Insurance Investments & Financial Services Ltd. | $90,000 | 2,000 | Hold |
| 6 | Advantage Trust Co | $80,618 | 1,800 | Hold |
| 7 | Blue Trust, Inc. | $39,100 | 873 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $37,174 | 830 | Hold |
| 9 | IFP Advisors, Inc | $8,958 | 200 | Hold |
| 10 | CX Institutional | $2,000 | 43 | Hold |
| 11 | 4Thought Financial Group Inc. | $1,819 | 41 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30