Who Owns I Shares MSCI KLD 400 Social ETF (DSI)? -- Institutional Holders (2026-06-30)

657 institutions reported holding $3.54B of I Shares MSCI KLD 400 Social ETF (DSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($602.6M), ENVESTNET ASSET MANAGEMENT INC ($248.0M), BANK OF AMERICA CORP /DE/ ($200.1M), LPL Financial LLC ($175.0M), Bank of New York Mellon Corp ($169.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$602.6M	4.2M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$248.0M	1.7M	Trimmed
3	BANK OF AMERICA CORP /DE/	$200.1M	1.4M	Trimmed
4	LPL Financial LLC	$175.0M	1.2M	Trimmed
5	Bank of New York Mellon Corp	$169.9M	1.2M	Trimmed
6	JPMORGAN CHASE & CO	$163.1M	1.2M	Trimmed
7	AMERIPRISE FINANCIAL INC	$117.1M	797,286	Trimmed
8	IMA Advisory Services, Inc.	$63.0M	444,726	Added
9	UBS Group AG	$58.0M	407,533	Trimmed
10	Betterment LLC	$48.1M	337,922	Trimmed
11	Mariner, LLC	$47.8M	335,917	Added
12	US BANCORP \DE\	$45.9M	322,658	Trimmed
13	Envestnet Portfolio Solutions, Inc.	$45.4M	318,940	Trimmed
14	Rockefeller Capital Management L.P.	$43.0M	302,319	Added
15	GOLDMAN SACHS GROUP INC	$42.6M	298,963	Added
16	SEI INVESTMENTS CO	$39.9M	280,073	Trimmed
17	NORTHSTAR ASSET MANAGEMENT INC	$39.9M	279,901	Added
18	COMMONWEALTH EQUITY SERVICES, LLC	$32.4M	227,210	Trimmed
19	Global Retirement Partners, LLC	$31.5M	221,547	Trimmed
20	WELLS FARGO & COMPANY/MN	$30.6M	214,635	Trimmed
21	Creative Planning	$30.0M	210,927	Trimmed
22	Cetera Investment Advisers	$29.2M	204,758	Added
23	CAPTRUST FINANCIAL ADVISORS	$25.3M	177,439	Added
24	RAYMOND JAMES FINANCIAL INC	$25.2M	176,795	Added
25	OSAIC HOLDINGS, INC.	$24.8M	174,483	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30