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Disclosery

CMDY ISHARES U S ETF TR

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BLOOMBERG ROLL (fund)

73 managers (73 13F filers) reported a position in CMDY shares at 2026-03-31, 4,610,824 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
73
13F filers
73
New
14
Added
21
Reduced
22
Sold out
8
Shares held by filers
4,610,824

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.1,127,480$66.4M0.2%+812,36713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC863,858$51.4M0.01%+465,88513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC434,390$25.8M0.01%+10,08613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC286,107$17M0.25%-1,43913F-HRTimelineGroup
Disciplina Capital Management LLC192,074$11.4M1.21%-2,83213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,818$9.62M<0.01%+10,35413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO137,128$8.18M<0.01%013F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS133,199$7.91M0.32%+120,55213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.132,000$7.84M0.03%new13F-HRTimelineGroup
LPL Financial LLC131,878$7.84M<0.01%+22,39213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,246$7.74M0.01%-30,73013F-HRTimelineGroup
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…101,070$6.01M0.72%-1,18513F-HRTimelineGroup
Horizons Wealth Management91,840$5.44M3.62%-1,46913F-HRTimeline
Proficio Capital Partners LLC83,140$4.94M0.26%new13F-HRTimeline
FDx Advisors, Inc.73,861$4.39M1.4%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,298$4.24M<0.01%+12,89713F-HRTimelineGroup
WESBANCO BANK INC60,700$3.61M0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,250$2.81M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC26,984$1.6M0.02%-1,55513F-HRTimeline
SteelPeak Wealth, LLC26,007$1.55M0.05%+12,00213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,180$1.32M0.1%+20613F-HRTimeline
OpenArc Corporate Advisory, LLC20,746$1.23M0.02%new13F-HRTimeline
Cetera Investment Advisers20,127$1.2M<0.01%+56413F-HRTimeline
Cambridge Investment Research Advisors,…19,193$1.14M<0.01%+1,61513F-HRTimeline
LITTLE HOUSE CAPITAL LLC17,260$1.03M0.26%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,179$902K<0.01%-80213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC14,664$871K0.11%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,044$834K<0.01%+7,35013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC13,612$809K0.14%-4,24113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,112$720K0.03%-1,70913F-HRTimeline
National Philanthropic Trust12,112$720K0.01%-1,70913F-HRTimeline
MML INVESTORS SERVICES, LLC11,132$661K<0.01%+2,61513F-HRTimeline
Pullen Investment Management, LLC9,114$542K0.27%+23713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,625$512K<0.01%-1,11513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,850$466K0.03%-95313F-HRTimelineGroup
Columbia River Financial Group, LLC7,660$455K0.26%-56513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,965$414K<0.01%+16513F-HRTimelineGroup
Valmark Advisers, Inc.6,605$392K<0.01%+36013F-HRTimeline
HighTower Advisors, LLC6,576$391K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,307$375K<0.01%-38813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,204$309K<0.01%013F-HRTimeline
Seaside Wealth Management, Inc.4,857$289K0.08%+4413F-HRTimeline
Faithward Advisors, LLC4,643$276K0.04%-1,31813F-HRTimeline
Atria Investments, Inc4,407$262K<0.01%-7313F-HRTimeline
Advisory Services Network, LLC3,834$228K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,379$201K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,315$197K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,735$163K0.02%new13F-HRTimelineGroup
Essential Partners LLC2,199$131K0.04%-7013F-HRTimeline
10Elms LLP2,145$127K0.08%+64513F-HRTimeline
IFP Advisors, Inc1,921$114K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,449$86.1K<0.01%-14013F-HRTimelineGroup
NewEdge Advisors, LLC1,256$74.6K<0.01%-1,06713F-HR/ATimeline
PlanVest Financial, Inc1,251$74.3K0.06%13F-HRTimeline
Stone House Investment Management, LLC979$58.2K0.01%+2313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC600$35.7K<0.01%new13F-HR/ATimeline
Ameliora Wealth Management Ltd.342$20.3K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.305$18.1K<0.01%+18113F-HRTimeline
UBS Group AGin group UBS Group AG267$15.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC266$15.8K<0.01%013F-HRTimeline
Bravera Wealth257$15.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management153$9.09K<0.01%013F-HRTimelineGroup
2UniFi Bank150$8.91K<0.01%013F-HRTimeline
Key Capital Management, INC113$6.71K<0.01%-213F-HRTimeline
SIMPLEX TRADING, LLC86$5.11K<0.01%+5413F-HRTimeline
Smartleaf Asset Management LLC84$5.01K<0.01%013F-HRTimeline
Copia Wealth Management75$4.46K<0.01%-2213F-HRTimeline
CWM, LLCin group CWM, LLC62$3.68K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48$3K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC41$2.44K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC5$310<0.01%-68013F-HRTimelineGroup
NVWM, LLC3$178<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC2$119<0.01%013F-HRTimeline