Who Owns ISHARES FTSE NAREIT MORTGAGE (REM)? -- Institutional Holders (2026-06-30)

134 institutions reported holding $217.5M of ISHARES FTSE NAREIT MORTGAGE (REM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($24.5M), MORGAN STANLEY ($23.4M), BNP PARIBAS FINANCIAL MARKETS ($17.3M), EVERGREEN CAPITAL MANAGEMENT LLC ($14.8M), BANK OF AMERICA CORP /DE/ ($13.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$24.5M	1.1M	Added
2	MORGAN STANLEY	$23.4M	1.1M	Added
3	BNP PARIBAS FINANCIAL MARKETS	$17.3M	786,000	Trimmed
4	EVERGREEN CAPITAL MANAGEMENT LLC	$14.8M	672,345	Added
5	BANK OF AMERICA CORP /DE/	$13.0M	591,342	Added
6	Bank of New York Mellon Corp	$13.0M	588,513	Trimmed
7	AdvisorNet Financial, Inc	$7.6M	342,996	Added
8	OSAIC HOLDINGS, INC.	$7.3M	331,638	Trimmed
9	LPL Financial LLC	$5.7M	259,385	Trimmed
10	CITADEL ADVISORS LLC	$5.5M	249,100	Trimmed
11	AMERIPRISE FINANCIAL INC	$4.6M	207,305	Added
12	Foundations Investment Advisors, LLC	$4.4M	201,617	Trimmed
13	Balefire, LLC	$4.4M	201,161	Trimmed
14	Point Nemo Capital, LLC	$4.0M	183,205	New
15	INDEPENDENT FINANCIAL GROUP, LLC	$3.9M	175,508	Added
16	ENVESTNET ASSET MANAGEMENT INC	$3.7M	169,651	Added
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.1M	140,284	Trimmed
18	Trivium Point Advisory, LLC	$3.1M	138,985	New
19	Mount Lucas Management LP	$3.0M	137,838	Added
20	RAYMOND JAMES FINANCIAL INC	$2.9M	130,697	Added
21	JANE STREET GROUP, LLC	$2.8M	124,893	New
22	MML INVESTORS SERVICES, LLC	$2.7M	123,571	Added
23	Cetera Investment Advisers	$2.7M	122,333	Added
24	UBS Group AG	$2.6M	118,142	Trimmed
25	BRIDGES INVESTMENT MANAGEMENT INC	$2.1M	95,079	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30