11 institutions reported holding $26.2M of ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF (INRO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Stonebrook Private Inc. ($12.0M), BlackRock, Inc. ($6.1M), EQ LLC ($3.7M), Concurrent Investment Advisors, LLC ($2.9M), ENVESTNET ASSET MANAGEMENT INC ($977,167). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebrook Private Inc. | $12.0M | 391,722 | Added |
| 2 | BlackRock, Inc. | $6.1M | 200,000 | Hold |
| 3 | EQ LLC | $3.7M | 119,023 | Added |
| 4 | Concurrent Investment Advisors, LLC | $2.9M | 94,946 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $977,167 | 31,832 | Added |
| 6 | Spectrum Planning & Advisory Services Inc. | $390,208 | 12,711 | Trimmed |
| 7 | Imprint Wealth LLC | $78,894 | 2,570 | Hold |
| 8 | Sunbelt Securities, Inc. | $22,778 | 742 | Added |
| 9 | UBS Group AG | $276 | 9 | New |
| 10 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 11 | Parallel Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31