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

69 institutions reported holding $194.1M of ISHARES TR (TLTW) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($38.4M), Foguth Wealth Management, LLC. ($32.7M), Columbus Macro, LLC ($16.0M), ASSETMARK, INC ($9.3M), Cambridge Investment Research Advisors, Inc. ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$38.4M1.7MTrimmed
2Foguth Wealth Management, LLC.$32.7M1.5MAdded
3Columbus Macro, LLC$16.0M715,323Added
4ASSETMARK, INC$9.3M414,923Added
5Cambridge Investment Research Advisors, Inc.$9.0M404,058Added
6TRAPHAGEN INVESTMENT ADVISORS LLC$7.7M345,355Added
7PRINCIPAL FINANCIAL GROUP INC$6.6M296,050Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.6M301,496Added
9KESTRA PRIVATE WEALTH SERVICES, LLC$4.6M206,900Added
10IFP Advisors, Inc$3.3M149,948Added
11PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$3.3M147,659Trimmed
12Farther Finance Advisors, LLC$3.3M146,099Added
13ARMSTRONG ADVISORY GROUP, INC$3.0M135,889Added
14Sentinel Advisory Group, LLC$3.0M132,639Trimmed
15MGO ONE SEVEN LLC$2.9M131,033Added
16OPPENHEIMER & CO INC$2.8M125,611Trimmed
17Secure Asset Management, LLC$2.5M113,843Added
18KINGSWOOD WEALTH ADVISORS, LLC$2.5M112,393Added
19Triumph Capital Management$2.5M111,429Added
20TRANSCEND CAPITAL ADVISORS, LLC$2.3M104,859Added
21Apella Capital, LLC$2.2M102,632Trimmed
22AE Wealth Management LLC$2.0M91,269Added
23Aspen Investment Management Inc$2.0M87,715Added
24Golden State Equity Partners$1.9M84,320Trimmed
25Sumitomo Mitsui Trust Group, Inc.$1.9M82,850New

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