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

145 institutions reported holding $190.9M of ISHARES TR (XT) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($27.0M), Wealthcare Advisory Partners LLC ($21.9M), New England Private Wealth Advisors LLC ($17.1M), Brookstone Capital Management ($9.2M), CFS Investment Advisory Services, LLC ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$27.0M326,745Trimmed
2Wealthcare Advisory Partners LLC$21.9M264,664Added
3New England Private Wealth Advisors LLC$17.1M216,534Added
4Brookstone Capital Management$9.2M111,331Added
5CFS Investment Advisory Services, LLC$9.0M109,236Trimmed
6BARRETT & COMPANY, INC.$8.5M102,727Added
7DAYMARK WEALTH PARTNERS, LLC$7.6M92,019Added
8Savvy Advisors, Inc.$7.6M91,405Added
9MGO ONE SEVEN LLC$6.1M73,768Trimmed
10ENVESTNET ASSET MANAGEMENT INC$5.9M70,825Trimmed
11Kestra Advisory Services, LLC$5.0M60,053Trimmed
12Cambridge Investment Research Advisors, Inc.$4.5M54,434Added
13Atlas Private Wealth Advisors$4.3M51,659Added
14BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$3.3M40,158Added
15Dynamic Advisor Solutions LLC$2.9M35,099Trimmed
16RFG Advisory, LLC$2.6M31,998Trimmed
17Wealthcare Capital Partners, LLC$2.4M29,056Trimmed
18EVERGREEN CAPITAL MANAGEMENT LLC$2.3M28,279Added
19TRUIST FINANCIAL CORP$2.3M27,406Trimmed
20Gladstone Institutional Advisory LLC$2.1M25,796Trimmed
21Mirae Asset Global Investments Co., Ltd.$2.1M24,820Trimmed
22Opus Financial Solutions LLC$1.9M23,401Trimmed
23Berger Financial Group, Inc$1.7M20,353Trimmed
24VALLEY NATIONAL ADVISERS INC$1.5M18,489Added
25Traynor Capital Management, Inc.$1.3M15,628Added

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