Who Owns ISHARES TR (MXI)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (MXI) Institutional Holders (2026-06-30)
Creator: ko.io

39 institutions reported holding $57.6M of ISHARES TR (MXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathway Financial Advisors LLC ($20.0M), Pictet Asset Management Holding SA ($19.9M), Banco Santander, S.A. ($4.9M), Financial Management Professionals, Inc. ($2.4M), Private Advisor Group, LLC ($1.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Pathway Financial Advisors LLC	$20.0M	185,828	Added
2	Pictet Asset Management Holding SA	$19.9M	188,700	New
3	Banco Santander, S.A.	$4.9M	46,430	Added
4	Financial Management Professionals, Inc.	$2.4M	22,615	Added
5	Private Advisor Group, LLC	$1.5M	14,593	Added
6	J. Safra Sarasin Holding AG	$1.5M	14,252	Hold
7	Sava Infond d.o.o.	$1.2M	11,500	Trimmed
8	Climber Capital SA	$655,228	6,203	Added
9	ENVESTNET ASSET MANAGEMENT INC	$605,668	5,722	Added
10	Vontobel Holding Ltd.	$529,200	5,000	Hold
11	Fisher Asset Management, LLC	$507,103	4,791	Trimmed
12	PW Nova Financial Services LLC	$491,415	4,643	Added
13	BFI Infinity Ltd.	$491,203	4,641	Hold
14	Farther Finance Advisors, LLC	$464,874	4,393	Added
15	Gladstone Institutional Advisory LLC	$451,457	4,265	Added
16	Belvedere Trading LLC	$366,206	3,460	New
17	COMMONWEALTH EQUITY SERVICES, LLC	$324,340	3,064	Trimmed
18	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	$243,432	2,300	Hold
19	PARK AVENUE SECURITIES LLC	$217,000	2,050	Trimmed
20	YANKCOM Partnership	$168,180	1,589	Hold
21	PRIVATE TRUST CO NA	$100,125	946	Hold
22	CX Institutional	$100,000	941	Trimmed
23	Founders Financial Alliance, LLC	$85,739	810	Added
24	SYM FINANCIAL Corp	$31,838	301	Added
25	LRI Investments, LLC	$31,752	300	New

Source: SEC Form 13F filings · as of 2026-06-30