3 institutions reported holding $20.5M of ISHARES TR (STLVZZZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: PFG Private Wealth Management, LLC ($20.2M), Hoxton Planning & Management, LLC ($297,943), Legacy Private Trust Co. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PFG Private Wealth Management, LLC | $20.2M | 818,103 | New |
| 2 | Hoxton Planning & Management, LLC | $297,943 | 8,486 | Added |
| 3 | Legacy Private Trust Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30