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Disclosery

COMT ISHARES U S ETF TR

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SHS (fund)

167 managers (169 13F filers) reported a position in COMT shares at 2026-03-31, 13,746,813 shares in all. 45 filers opened a position and 13 filers sold out during the quarter.

Managers
167
13F filers
169
New
45
Added
46
Reduced
47
Sold out
13
Shares held by filers
13,746,813

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,267,032$110M0.01%+1,050,82413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,558,624$86.5M0.18%+2,330,61913F-HRTimelineGroup
Tradewinds Capital Management, LLC1,387,976$46.9M9.32%+1,387,38513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC644,386$21.8M0.01%+501,06813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY403,748$13.7M<0.01%+184,79713F-HRTimelineGroup
UBS Group AGin group UBS Group AG294,852$9.97M<0.01%+158,50613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding269,708$9.12M-54,494Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…251,585$8.51M0.01%new13F-HRTimelineGroup
VCI Wealth Management LLC226,428$7.66M2.12%-7,73113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.205,400$6.94M0.02%-396,50013F-HRTimelineGroup
NWAM LLC200,180$6.77M0.39%+3,51813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP198,518$6.71M0.01%-19,83213F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…197,672$6.68M0.36%-3,67513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC195,931$6.62M<0.01%+125,80213F-HRTimelineGroup
Sunbelt Securities, Inc.172,363$5.83M0.37%+25,90413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,280$5.55M<0.01%+127,02613F-HRTimelineGroup
Chicago Wealth Management, Inc.147,321$4.98M1.99%new13F-HRTimeline
Proficio Capital Partners LLC123,695$4.2M0.22%new13F-HRTimeline
HANCOCK WHITNEY CORP113,403$4.1M0.07%+1,66913F-HRTimeline
WEALTH ALLIANCE, LLC105,985$3.58M0.35%+60313F-HRTimeline
LPL Financial LLC104,135$3.52M<0.01%+37,89813F-HRTimeline
Avior Wealth Management, LLC94,111$3.18M0.09%-3,25613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd93,692$3.17M0.04%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC91,466$3.09M0.32%-32,21113F-HRTimeline
NewEdge Advisors, LLC84,568$2.86M0.01%+14,12013F-HR/ATimeline
Carrera Capital Advisors82,140$2.78M0.43%+6,15313F-HRTimeline
Trek Financial, LLC78,665$2.66M0.14%-10,51513F-HRTimeline
Navis Wealth Advisors, LLC74,620$2.52M1.29%new13F-HRTimeline
Note Advisors, LLC74,005$2.5M1.25%-3,22713F-HRTimeline
Philadelphia Investment Partners, LLC73,934$2.5M1.7%13F-HRTimeline
Cetera Investment Advisers69,470$2.35M<0.01%+34,28313F-HRTimeline
Advus Financial Partners, LLC68,911$2.33M0.88%-89,61313F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.67,088$2.27M<0.01%+7,06213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC63,470$2.15M<0.01%+12,15813F-HRTimelineGroup
Aletheian Wealth Advisors LLC61,689$2.09M1.02%13F-HRTimeline
GenTrust, LLC59,740$2.02M0.09%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.61,324$2.01M0.28%-10,29613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,090$1.82M<0.01%+23,33513F-HR/ATimelineGroup
Alhambra Investment Management LLC51,401$1.74M0.8%-5,33013F-HRTimeline
Balefire, LLC51,334$1.74M0.33%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,705$1.68M<0.01%-7,59913F-HRTimelineGroup
Legacy Wealth Partners, LLC49,268$1.67M0.42%new13F-HRTimeline
Essential Partners LLC48,567$1.64M0.55%+1,14613F-HRTimeline
MML INVESTORS SERVICES, LLC40,479$1.37M<0.01%-9,85613F-HRTimeline
Crusonia Wealth Advisors LLC40,334$1.36M0.28%-81213F-HRTimeline
FLOW TRADERS U.S. LLC37,415$1.26M0.04%new13F-HRTimeline
Algorithmic Investment Models, LLC35,704$1.21M1.49%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,328$1.19M0.05%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC34,911$1.18M0.05%new13F-HRTimeline
Columbus Macro, LLC32,763$1.11M0.12%013F-HRTimeline
Pines Wealth Management, LLC29,115$984K0.32%+4413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,081$949K<0.01%-28,89813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management26,651$901K0.01%+2,87613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,897$876K<0.01%+9,80313F-HRTimelineGroup
Prosperity Planning, Inc.24,966$844K0.21%+45313F-HRTimeline
VestGen Investment Management22,383$757K0.42%new13F-HRTimeline
Atria Investments, Inc21,040$711K0.01%new13F-HRTimeline
SkyView Investment Advisors, LLC20,000$676K0.09%-450,84913F-HRTimeline
AE Wealth Management LLC19,086$645K<0.01%+4,17213F-HRTimeline
Pettinga Financial Advisors LLC18,014$609K0.11%-45,49213F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding16,686$577KnewTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,000$575K<0.01%-3,50013F-HR/ATimelineGroup
Spectrum Planning & Advisory Services I…16,529$559K0.28%+2,89613F-HRTimeline
Kingsview Wealth Management, LLC16,255$550K0.01%-62513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,950$539K0.01%+23613F-HR/ATimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…15,500$524K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC15,441$522K0.01%-7,25213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,327$518K<0.01%-48313F-HRTimelineGroup
Nolet Wealth Management, LLC15,017$508K0.29%+1,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC14,115$477K<0.01%+17013F-HRTimelineGroup
Creative Planningin group Creative Planning14,000$473K<0.01%+2,32913F-HRTimelineGroup
Compound Planning, Inc.13,607$460K0.01%+3,73313F-HRTimeline
HighTower Advisors, LLC12,901$436K<0.01%+4,19813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,583$425K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,470$422K<0.01%-7,51313F-HRTimeline
CWM, LLCin group CWM, LLC12,173$412K<0.01%-1,46413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,034$407K<0.01%+2,75613F-HRTimelineGroup
FCA CORP /TX11,984$405K0.11%+16213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,485$388K<0.01%-23513F-HRTimeline
WAYSTONE ADVISORS LLC11,430$386K0.35%new13F-HRTimeline
CoreCap Advisors, LLC10,727$363K0.01%+6113F-HRTimeline
Marion Wealth Management10,392$351K0.08%-1,99613F-HRTimeline
TRUE Private Wealth Advisors9,984$338K0.03%-678,10313F-HRTimeline
Three Bridge Wealth Advisors, LLC9,892$334K0.09%+1,11313F-HRTimeline
Madison Wealth Partners, Inc9,570$324K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC9,326$315K0.01%-94213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,809$298K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC8,793$297K<0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,729$295K0.02%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,326$282K<0.01%new13F-HRTimeline
Ignite Planners, LLC8,308$281K0.04%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…8,085$273K0.11%-1,71413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,805$264K0.03%new13F-HRTimeline
EHRLICH FINANCIAL GROUP7,579$256K0.15%new13F-HRTimeline
Security Financial Services, INC.7,275$246K0.04%-1,98013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,266$246K0.04%-2,42013F-HRTimeline
Sanchez Gaunt Capital Management, LLC7,016$237K0.15%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,798$230K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,542$227K<0.01%new13F-HRTimeline
Parkwoods Wealth Partners, LLC6,679$226K0.06%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,569$222K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,557$222K<0.01%new13F-HRTimeline
Rossby Financial, LCC5,005$167K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC3,605$122K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,259$110K<0.01%013F-HRTimeline
KM Capital Management Ltd.2,995$107K0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,055$103K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,896$97.9K<0.01%-50013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC2,372$80.2K<0.01%new13F-HRTimeline
Financial Perspectives, Inc2,309$78.1K0.02%013F-HRTimeline
Farther Finance Advisors, LLC2,228$74.3K<0.01%-39913F-HRTimeline
EFG International AGin group EFG International AG1,805$61K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,521$51.4K<0.01%+1313F-HRTimelineGroup
Atomic Invest LLC1,474$50.6K0.02%-40713F-HRTimeline
Gen-Wealth Partners Inc1,475$49.9K0.02%-94413F-HRTimeline
MAI Capital Management1,322$44.7K<0.01%+1,28113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,294$43.8K<0.01%+10813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,218$41.2K<0.01%+92413F-HRTimeline
Turim 21 Investimentos Ltda.197$38K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,096$37K<0.01%-2113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,093$37K<0.01%+95513F-HRTimelineGroup
Parallel Advisors, LLC1,092$36.9K<0.01%013F-HR/ATimeline
Lloyd Advisory Services, LLC.1,006$34K0.01%+95013F-HRTimeline
Kingdom Financial Group LLC.1,006$34K0.01%-17913F-HRTimeline
Triumph Capital Management828$28K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC808$27.3K0.02%-1,58813F-HRTimeline
Crewe Advisors LLC760$25.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.701$23.7K<0.01%+13513F-HRTimeline
Arax Advisory Partners661$22.3K<0.01%-1,20213F-HRTimeline
Allworth Financial LP659$22.3K<0.01%+11813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.633$21.4K<0.01%+27513F-HRTimelineGroup
Horizons Wealth Management555$18.8K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC511$17.3K<0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC468$17K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN503$17K<0.01%-27513F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/495$16.7K<0.01%-20,71113F-HRTimelineGroup
Advisory Services Network, LLC495$16.7K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.453$15.3K<0.01%+42813F-HRTimelineGroup
Vision Retirement, LLC427$14.4K<0.01%-33613F-HRTimeline
Founders Financial Alliance, LLC330$11.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP302$10.2K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.286$9.67K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…237$8.01K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC211$7.13K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…203$6.86K<0.01%013F-HRTimeline
Sound Income Strategies, LLC200$6.67K<0.01%new13F-HRTimeline
Forum Finance Group S.A.200$6K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167$5.65K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC166$5.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV163$5.51K<0.01%-1613F-HRTimeline
Strategic Wealth Partners, Ltd.136$4.6K<0.01%013F-HRTimeline
LAM GROUP, INC.110$3.72K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC98$3.31K<0.01%new13F-HRTimelineGroup
Axiom Investment Management LLC79$2.67K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.77$2.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.72$2.43K<0.01%-313F-HRTimeline
Transce3nd, LLC64$2.16K0.02%-3113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC60$2.03K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC52$1.76K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\47$1.59K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.37$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC22$744<0.01%013F-HRTimeline
Cornerstone Planning Group LLC19$685<0.01%-1613F-HRTimeline
SIMPLEX TRADING, LLC17$574<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC10$354<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4$135<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$90<0.01%-113F-HR/ATimelineGroup