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Disclosery

CMDY ISHARES U S ETF TR

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BLOOMBERG ROLL (fund)

78 managers (78 13F filers) reported a position in CMDY shares at 2026-06-30, 5,538,824 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
78
13F filers
78
New
10
Added
24
Reduced
31
Sold out
5
Shares held by filers
5,538,824

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TD Waterhouse Canada Inc.1,433,635$78.9M0.21%+306,15513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC856,123$47.3M0.01%-7,73513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC411,442$22.7M0.01%-22,94813F-HRTimelineGroup
Heck Capital Advisors, LLC407,139$22.5M1.34%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS284,185$15.7M0.56%+150,98613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC270,142$14.9M0.18%-15,96513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/211,943$11.7M<0.01%+50,12513F-HRTimelineGroup
Disciplina Capital Management LLC200,154$11.1M1.14%+8,08013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,084$9.56M0.01%+42,83813F-HRTimelineGroup
LPL Financial LLC156,096$8.62M<0.01%+24,21813F-HRTimeline
WESBANCO BANK INC137,186$7.58M0.19%+76,48613F-HRTimeline
Proficio Capital Partners LLC134,645$7.44M0.27%+51,50513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,351$6.93M<0.01%-10,77713F-HRTimelineGroup
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…98,138$5.42M0.59%-2,93213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,905$5.3M<0.01%+24,60713F-HRTimelineGroup
FDx Advisors, Inc.70,022$3.87M1.17%-3,83913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.61,200$3.38M0.01%-70,80013F-HRTimelineGroup
Cetera Investment Advisers41,576$2.3M<0.01%+21,44913F-HRTimeline
SteelPeak Wealth, LLC28,480$1.57M0.04%+2,47313F-HRTimeline
Kingsview Wealth Management, LLC27,472$1.52M0.02%+48813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,499$1.19M0.07%-68113F-HRTimeline
OpenArc Corporate Advisory, LLC20,746$1.15M0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.18,621$1.03M<0.01%+3,44213F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,480$1.02M<0.01%-71313F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,990$994K<0.01%new13F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC17,755$981K0.22%+49513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,548$859K<0.01%-31,70213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC14,663$810K0.09%-113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,853$765K<0.01%-19113F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC13,256$732K0.11%-35613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,230$620K0.04%-88213F-HRTimeline
National Philanthropic Trust11,230$620K0.01%-88213F-HRTimeline
MML INVESTORS SERVICES, LLC10,766$595K<0.01%-36613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,581$474K0.03%+73113F-HRTimelineGroup
Pullen Investment Management, LLC8,114$448K0.21%-1,00013F-HRTimeline
Columbia River Financial Group, LLC7,816$431K0.23%+15613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,579$363K<0.01%-2,04613F-HRTimelineGroup
Valmark Advisers, Inc.6,187$342K<0.01%-41813F-HRTimeline
Orion Porfolio Solutions, LLC5,832$322K<0.01%-47513F-HRTimeline
FLOW TRADERS U.S. LLC5,562$307K0.01%new13F-HRTimeline
HighTower Advisors, LLC5,441$301K<0.01%-1,13513F-HRTimeline
Creative Planningin group Creative Planning5,414$299K<0.01%new13F-HRTimelineGroup
Noble Wealth Partners LLC5,174$286K0.25%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,124$283K<0.01%-8013F-HRTimeline
Seaside Wealth Management, Inc.4,910$271K0.07%+5313F-HRTimeline
Atria Investments, Inc4,314$238K<0.01%-9313F-HRTimeline
Faithward Advisors, LLC3,823$211K0.03%-82013F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,315$183K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,224$123K0.02%-51113F-HRTimelineGroup
Essential Partners LLC2,199$121K0.06%013F-HRTimeline
10Elms LLP2,020$112K0.05%-12513F-HRTimeline
Parallel Advisors, LLC1,947$108K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,921$106K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,718$94.9K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,449$80.1K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc1,299$71.7K0.05%+4813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP985$54.2K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC961$53.1K0.01%-1813F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…910$50K0.08%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC700$38.7K<0.01%+10013F-HRTimeline
NewEdge Advisors, LLC659$36.4K<0.01%-59713F-HRTimeline
UBS Group AGin group UBS Group AG648$35.8K<0.01%+38113F-HRTimelineGroup
Ameliora Wealth Management Ltd.342$18.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.322$17.8K<0.01%+1713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\294$16.2K<0.01%new13F-HRTimelineGroup
Bravera Wealth257$14.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC249$13.8K<0.01%+24413F-HRTimelineGroup
CoreCap Advisors, LLC239$13.2K<0.01%-2713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management153$8.45K<0.01%013F-HRTimelineGroup
NBH Bank150$8.29K<0.01%13F-HRTimeline
Key Capital Management, INC111$6.13K<0.01%-213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102$6K<0.01%+5413F-HRTimelineGroup
Smartleaf Asset Management LLC84$4.61K<0.01%013F-HRTimeline
Copia Wealth Management75$4.14K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC31$1.71K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC28$1.55K<0.01%-5813F-HRTimeline
NVWM, LLC4$221<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC2$111<0.01%013F-HRTimeline