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

168 institutions reported holding $299.8M of ISHARES (XVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: University of Cambridge Investment Management Ltd ($93.9M), SUN LIFE FINANCIAL INC ($25.1M), LPL Financial LLC ($17.4M), BECKER CAPITAL MANAGEMENT INC ($14.5M), BROWN ADVISORY INC ($12.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	University of Cambridge Investment Management Ltd	$93.9M	0	Trimmed
2	SUN LIFE FINANCIAL INC	$25.1M	441,619	Trimmed
3	LPL Financial LLC	$17.4M	306,206	Added
4	BECKER CAPITAL MANAGEMENT INC	$14.5M	255,669	Added
5	BROWN ADVISORY INC	$12.9M	227,661	Added
6	KEYBANK NATIONAL ASSOCIATION/OH	$10.0M	175,276	Added
7	Thrivent Financial for Lutherans	$4.5M	78,662	Added
8	FRANKLIN RESOURCES INC	$4.3M	75,998	Hold
9	Wharton Business Group, LLC	$4.3M	75,920	Trimmed
10	JNBA Financial Advisors	$4.3M	75,662	Trimmed
11	Bank of New York Mellon Corp	$4.2M	74,207	Added
12	Alpine Bank Wealth Management	$4.1M	72,621	Added
13	Atlantic Private Wealth, LLC	$3.8M	67,627	Trimmed
14	BSW Wealth Partners	$3.3M	57,656	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$3.2M	56,515	Trimmed
16	Biltmore Family Office, LLC	$3.2M	56,201	Hold
17	NorthRock Partners, LLC	$2.7M	47,634	Added
18	HighTower Advisors, LLC	$2.6M	46,494	Added
19	GOULD ASSET MANAGEMENT LLC /CA/	$2.6M	44,968	Added
20	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.5M	44,053	Added
21	EP Wealth Advisors, LLC	$2.3M	39,984	Trimmed
22	Lido Advisors, LLC	$2.1M	37,530	Trimmed
23	Royal Bank of Canada	$1.8M	32,248	Added
24	MAI Capital Management	$1.8M	31,548	Trimmed
25	BANK OF AMERICA CORP /DE/	$1.7M	30,222	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30