22 institutions reported holding $100.5M of ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($47.7M), Beaumont Financial Advisors, LLC ($26.8M), Royal Bank of Canada ($15.3M), HighTower Advisors, LLC ($1.8M), Treasure Coast Financial Planning ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $47.7M | 1.9M | Added |
| 2 | Beaumont Financial Advisors, LLC | $26.8M | 1.1M | Added |
| 3 | Royal Bank of Canada | $15.3M | 610,004 | Added |
| 4 | HighTower Advisors, LLC | $1.8M | 73,189 | Added |
| 5 | Treasure Coast Financial Planning | $1.7M | 68,889 | Trimmed |
| 6 | Gilbert Capital Group, Inc. | $1.6M | 62,169 | New |
| 7 | Spinnaker Investment Group, LLC | $1.4M | 56,192 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 54,946 | Added |
| 9 | RFP Financial Group LLC | $842,457 | 33,367 | Added |
| 10 | CITADEL ADVISORS LLC | $611,282 | 24,349 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $410,442 | 16,349 | New |
| 12 | Advisory Services Network, LLC | $279,235 | 11,123 | Added |
| 13 | Strategic Blueprint, LLC | $251,050 | 10,000 | Hold |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $120,253 | 4,790 | New |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $95,022 | 3,785 | New |
| 16 | WELLS FARGO & COMPANY/MN | $83,524 | 3,327 | Hold |
| 17 | FIFTH THIRD BANCORP | $37,457 | 1,492 | New |
| 18 | ACTION POINT FINANCIAL PLANNING, LLC | $13,657 | 544 | New |
| 19 | Clearstead Trust, LLC | $3,088 | 123 | Hold |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | UBS Group AG | $0 | 0 | Exited |
| 22 | Synergy Asset Management, LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30