Who Owns ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF (VTV)? -- Institutional Holders (2026-06-30)

2,899 institutions reported holding $129.40B of ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF (VTV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($29.30B), JONES FINANCIAL COMPANIES LLLP ($9.74B), MORGAN STANLEY ($7.71B), ENVESTNET ASSET MANAGEMENT INC ($5.04B), UBS Group AG ($2.98B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$29.30B	134.5M	Added
2	JONES FINANCIAL COMPANIES LLLP	$9.74B	44.6M	Trimmed
3	MORGAN STANLEY	$7.71B	35.4M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$5.04B	23.1M	Added
5	UBS Group AG	$2.98B	13.7M	Added
6	LPL Financial LLC	$2.50B	11.5M	Added
7	AMERIPRISE FINANCIAL INC	$2.49B	11.4M	Trimmed
8	RAYMOND JAMES FINANCIAL INC	$1.97B	9.0M	Added
9	EP Wealth Advisors, LLC	$1.96B	9.0M	Added
10	WELLS FARGO & COMPANY/MN	$1.90B	8.7M	Added
11	Cetera Investment Advisers	$1.74B	8.0M	Added
12	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$1.50B	6.9M	Added
13	CAPTRUST FINANCIAL ADVISORS	$1.48B	6.8M	Added
14	Royal Bank of Canada	$1.30B	6.0M	Added
15	D.A. DAVIDSON & CO.	$1.24B	5.7M	Added
16	Pathstone Holdings, LLC	$1.14B	5.2M	Added
17	MATHER GROUP, LLC.	$1.10B	5.1M	Added
18	Mariner, LLC	$1.08B	5.0M	Trimmed
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.04B	4.8M	Added
20	Betterment LLC	$1.04B	4.8M	Trimmed
21	FMR LLC	$985.0M	4.5M	Trimmed
22	Focus Partners Wealth	$928.8M	4.3M	Trimmed
23	PNC Financial Services Group, Inc.	$911.1M	4.2M	Trimmed
24	JPMORGAN CHASE & CO	$910.3M	4.2M	Added
25	SEI INVESTMENTS CO	$852.7M	3.9M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30