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Disclosery

SCZ ISHARES TR

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ETF (fund)

753 managers (766 13F filers) reported a position in SCZ shares at 2026-06-30, 153,106,658 shares in all. 50 filers opened a position and 40 filers sold out during the quarter.

Managers
753
13F filers
766
New
50
Added
266
Reduced
253
Sold out
40
Shares held by filers
153,106,658

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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,299,660$4.38B1.75%+3,871,62313F-HRTimelineGroup
TIAAgroup of 5 filers holding14,521,977$1.2B-124,996Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,107,864$1.16B1.31%+1,401,69513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,322,889$520M0.05%+3,286,79713F-HRTimelineGroup
FMR LLCin group FMR LLC5,321,287$438M0.02%+647,54513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,880,423$319M<0.01%+92,97113F-HRTimelineGroup
Creative Planningin group Creative Planning3,798,676$313M0.18%-125,69413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,702,826$305M1.04%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,987,961$246M0.04%-186,69613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,276,111$187M0.01%-218,91413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,958,678$161M0.01%-493,59613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,534,940$126M0.08%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,385,031$114M+50,731Timeline
Cassaday & Co Wealth Management LLC1,361,748$112M2.1%+103,25813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,302,991$107M0.01%+2,55513F-HRTimelineGroup
Cetera Investment Advisers1,189,371$97.8M0.09%+58,02113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,070,547$88.1M0.02%-408,22913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding975,459$80.3M-11,893Timeline
LPL Financial LLC940,672$77.4M0.02%+91,89213F-HRTimeline
Wilmington Savings Fund Society, FSB878,997$72.3M1.61%+17,89713F-HRTimeline
Modera Wealth Management, LLC878,343$72.3M0.77%-16,51813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding818,399$67.3M+40,660Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…724,156$59.6M0.03%+3,98413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/718,382$59.1M0.02%+186,69613F-HRTimelineGroup
State of Tennessee, Department of Treas…611,475$50.3M0.15%-14,44913F-HRTimeline
HighTower Advisors, LLC601,647$49.5M0.05%-99,60713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC559,265$46M0.77%-16,75913F-HRTimeline
Financial Advisory Corp550,184$45.3M6%-31,68313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC530,040$43.6M0.32%+60,85113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN501,946$41.3M0.01%+25,62213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…470,951$38.7M0.02%-25,96513F-HRTimelineGroup
Baker Avenue Asset Management, LP451,566$37.2M0.71%+4,78113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding435,640$35.8M+18,106Timeline
Plancorp, LLC394,801$32.6M0.79%-19,57313F-HRTimeline
FLOW TRADERS U.S. LLC392,688$32.3M1.33%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV388,759$32M0.04%+21,10013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC386,423$31.8M0.09%+234,15313F-HRTimelineGroup
MAI Capital Management383,693$31.6M0.12%+7,51913F-HRTimeline
Savant Capital, LLC372,190$31.2M0.09%+159,39213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC369,979$30.4M1.32%-5,08513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,448$29.2M<0.01%+211,00213F-HRTimelineGroup
Bear Mountain Capital, Inc.343,768$28.6M8.28%+10,14213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding320,051$26.3M-5,809Timeline
Arvest Bank Trust Division310,319$25.5M1.24%-3,33013F-HRTimeline
Shakespeare Wealth Management, LLC307,098$25.3M6.69%+9,57413F-HRTimeline
CHOREO, LLC304,597$25.1M0.27%-9,51713F-HRTimeline
St. Louis Trust Co9,680$24.6M2.98%013F-HRTimeline
Pure Financial Advisors, LLC295,814$24.3M0.31%+2,27213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP293,676$24.2M0.3%+65,54113F-HRTimeline
Ballentine Partners, LLC288,781$23.8M0.29%-1,36113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO261,333$21.5M0.32%+64,19613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP251,342$20.7M0.02%+65213F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC241,190$19.8M0.87%+10,43413F-HRTimeline
FSM Wealth Advisors, LLC239,967$19.7M2.12%+10,73813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP234,532$19.3M0.03%-256,90413F-HR/ATimelineGroup
IMA Advisory Services, Inc.225,707$18.6M1.16%+41813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC218,025$17.9M<0.01%+7,07313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.208,440$17.2M0.02%+17,69913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP201,948$16.6M0.02%-4,25713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC198,886$16.4M0.02%-14,25913F-HRTimeline
Sequoia Financial Advisors, LLC175,462$14.4M0.07%+4813F-HRTimeline
Wealth Architects, LLC171,066$14.1M1.11%-4,01013F-HRTimeline
RTD Financial Advisors, Inc.169,510$13.9M1.52%-1,34713F-HRTimeline
Curi Capital, LLC168,288$13.8M0.21%+29,46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,894$13.4M0.02%+2,71813F-HRTimeline
Checchi Capital Advisers, LLC162,285$13.4M0.85%-6,83813F-HRTimeline
Mariner, LLCin group Mariner, LLC161,488$13.3M0.01%-2,49113F-HRTimelineGroup
Klingman & Associates, LLC155,240$12.8M0.54%-1,53013F-HRTimeline
Shoker Investment Counsel, Inc.147,709$12.2M3.05%+4,88313F-HRTimeline
Integrated Wealth Concepts LLC144,554$11.9M0.06%+41,25413F-HRTimeline
NewEdge Advisors, LLC143,478$11.8M0.04%+12,14113F-HRTimeline
Omega Financial Group, LLC142,432$11.7M3.57%+1,02513F-HRTimeline
Federation des caisses Desjardins du Qu…142,085$11.7M0.04%-6,93113F-HRTimeline
Alesco Advisors, LLC, An ESL Co140,031$11.5M0.26%-3,08013F-HRTimeline
TUDOR INVESTMENT CORP ET AL139,628$11.5M0.05%+136,35813F-HRTimeline
Sound Stewardship, LLC137,157$11.3M4.65%+5,22713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.136,727$11.2M0.11%+1,24513F-HRTimelineGroup
Brand Asset Management Group, Inc.134,949$11.1M2.45%-4,79213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC133,683$11M<0.01%+7,43113F-HRTimelineGroup
DORVAL Corp131,697$10.8M3.12%+2,19913F-HRTimeline
Frontier Asset Management, LLC131,519$10.8M1.94%+1,61413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.127,823$10.5M0.01%+5,08213F-HRTimelineGroup
WESCAP Management Group, Inc.127,477$10.5M1.96%-1,53013F-HRTimeline
BRIGHTON JONES LLC122,742$10.1M0.19%+3,93213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,299$10M<0.01%-87,46513F-HRTimelineGroup
Fonville Wealth Management LLC118,451$9.74M1.59%+2,20413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp118,277$9.73M0.03%-4,14713F-HRTimelineGroup
DRW Securities, LLC117,097$9.63M0.57%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC115,123$9.47M0.01%+49,56413F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co113,154$9.31M0.52%-5,73713F-HRTimelineGroup
Ifrah Financial Services, Inc.111,756$9.19M2.25%-2,44613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC107,225$8.82M0.01%-40013F-HRTimelineGroup
SACHEM HILL LLC106,770$8.78M1.56%-4,37413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO106,672$8.78M0.01%+58,80413F-HRTimelineGroup
Ocean Park Asset Management, LLC105,074$8.64M0.42%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,065$8.51M0.01%+4,74313F-HRTimeline
Brooklyn FI, LLC102,259$8.49M1.55%+17213F-HRTimeline
LTG Capital LLC102,786$8.46M5.66%+46813F-HRTimeline
Bleakley Financial Group, LLC101,101$8.32M0.11%+77213F-HRTimeline
IFG Advisors, LLC99,986$8.23M1.13%-5,49313F-HRTimeline
ARVEST INVESTMENTS, INC.98,417$8.1M0.98%+3,83913F-HRTimeline
Cambridge Investment Research Advisors,…95,940$7.89M0.02%-107,80313F-HR/ATimeline
ENCOMPASS WEALTH ADVISORS, LLC93,904$7.73M2.35%+4,52513F-HRTimeline
BANK OF STOCKTON88,871$7.31M2.05%-55813F-HRTimeline
Beacon Pointe Advisors, LLC88,345$7.27M0.03%-7,57113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding88,004$7.24M+8,764Timeline
US BANCORP \DE\in group US BANCORP \DE\86,465$7.12M0.01%-9,42713F-HRTimelineGroup
Wealthspire Retirement, LLC86,551$7.12M0.39%-5,60613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources84,016$6.91M<0.01%+79813F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/82,601$6.8M2.76%+5,51813F-HRTimeline
BLUELINE ADVISORS LLC81,096$6.67M4.62%+5,03513F-HRTimeline
BEAM WEALTH ADVISORS, INC.81,014$6.67M1.47%+39,44713F-HR/ATimeline
Waverly Advisors, LLC74,463$6.13M0.04%-3,21913F-HRTimeline
Cornerstone Management, Inc.73,520$6.05M0.87%+1,15913F-HRTimeline
My Personal CFO, LLC72,844$5.99M2.34%+1,64813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT71,800$5.91M0.09%+74113F-HR/ATimeline
MML INVESTORS SERVICES, LLC71,711$5.9M0.01%-2,31913F-HRTimeline
Sterling Capital Management LLC71,309$5.87M0.1%-12,81913F-HRTimeline
HARBOR ADVISORY CORP /MA/70,845$5.83M1.56%+5,03413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC68,932$5.67M0.01%-14,03913F-HRTimelineGroup
Cascade Financial Partners, LLC68,728$5.65M0.49%+2,24913F-HRTimeline
Washington Trust Bank68,611$5.64M0.39%+9,52613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RENAISSANCE TECHNOLOGIES LLC68,600$5.64M0.01%-5,86713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC68,241$5.61M0.07%-2,51413F-HRTimeline
Quent Capital, LLC67,573$5.56M0.34%+7,47013F-HRTimeline
BANK OF HAWAII67,150$5.52M0.27%-1,54713F-HRTimeline
HUB Investment Partners, LLC66,846$5.5M0.1%+2,20113F-HRTimeline
Financiere des Professionnels - Fonds d…66,200$5.45M0.31%+4,70013F-HRTimeline
MSH Capital Advisors LLC63,895$5.26M0.91%-28413F-HRTimeline
Shore Point Advisors, LLC63,860$5.25M1.8%+90313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC50,162$5.21M1.25%+47,29013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP63,074$5.2M<0.01%new13F-HRTimeline
Allworth Financial LP62,890$5.17M0.02%-2,92013F-HRTimeline
Private Advisor Group, LLC62,723$5.16M0.02%+3,84813F-HRTimeline
&PARTNERS62,748$5.14M0.02%-31,93713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62,336$5.13M0.01%+60,69913F-HRTimelineGroup
FCA CORP /TX62,199$5.12M1.26%+2,70313F-HRTimeline
One Capital Management, LLC65,083$5.1M0.14%013F-HRTimeline
Composition Wealth, LLC60,932$5.01M0.06%-3,26213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.60,101$4.94M0.01%+55,60113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding60,040$4.94M+1,494Timeline
Clearwater Capital Advisors, LLC58,515$4.81M0.35%-2,18313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC58,070$4.78M0.02%+7,15513F-HRTimeline
SVB WEALTH LLC57,388$4.72M0.3%-2,97913F-HRTimeline
Qube Research & Technologies Ltd56,232$4.63M0.01%+46,66413F-HRTimeline
Investors Research Corp56,196$4.62M0.83%-2,96013F-HRTimeline
Larson Financial Group LLC54,638$4.5M0.12%-4,87213F-HRTimeline
Heritage Trust Co54,534$4.49M0.39%-3,72113F-HRTimeline
Goldstein Advisors, LLC54,262$4.46M0.41%-2,12113F-HRTimeline
Cooke Wealth Management, LLC54,179$4.46M3.65%-84013F-HRTimeline
Vise Technologies, Inc.53,741$4.42M0.05%+13,96213F-HRTimeline
Aptus Capital Advisors, LLC52,518$4.32M0.03%+2,41713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$4.3M0.1%013F-HRTimelineGroup
Partners in Financial Planning51,454$4.23M0.64%+1,60313F-HRTimeline
Endowment Wealth Management, Inc.50,158$4.13M1.6%+3,56613F-HRTimeline
MARTIN & CO INC /TN/50,003$4.11M0.64%+37113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,992$4.03M0.03%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.48,846$4.02M0.27%-1,32113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA48,387$3.98M0.02%+30213F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC46,499$3.92M0.12%+9,56413F-HRTimelineGroup
Richard W. Paul & Associates, LLC46,878$3.86M1.18%+43213F-HRTimeline
World Investment Advisors49,024$3.84M0.06%-1,06313F-HRTimeline
Professional Financial Advisors, LLC46,618$3.84M0.66%-11,87413F-HRTimeline
IFP Advisors, Inc46,221$3.8M0.07%-2213F-HRTimeline
Foundation Wealth Management, LLC46,093$3.79M2.24%+9,97813F-HRTimeline
Waldron Private Wealth LLC46,015$3.79M0.13%-52013F-HRTimeline
ASPIRIANT, LLC45,220$3.72M0.09%-92513F-HRTimeline
Steward Partners Investment Advisory, L…45,110$3.71M0.02%+9,14413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,337$3.65M<0.01%-641,95413F-HRTimelineGroup
Summit Trail Advisors, LLC43,500$3.58M0.05%013F-HRTimeline
Narus Financial Partners, LLC43,185$3.55M0.91%-33213F-HRTimeline
Creekside Partners42,843$3.52M1.28%+37813F-HRTimeline
James J. Burns & Company, LLC42,698$3.51M0.38%+2,48613F-HRTimeline
HANCOCK WHITNEY CORP42,089$3.46M0.06%-6,57813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,895$3.45M0.03%+13,35413F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.40,870$3.43M0.67%+1,91213F-HRTimeline
Global Retirement Partners, LLC40,793$3.36M0.05%13F-HRTimeline
PINNACLE ASSOCIATES LTD40,465$3.33M0.04%-1,54413F-HRTimeline
Eagle Strategies LLC39,702$3.27M0.32%+1,60313F-HRTimeline
Crewe Advisors LLC39,586$3.26M0.24%+1,52713F-HRTimeline
Partnership Wealth Management, LLC38,716$3.19M2.15%+1,54813F-HRTimeline
Strategic Wealth Advisors LLC40,598$3.15M2.69%+1,10213F-HRTimeline
Advisory Services Network, LLC38,017$3.13M0.04%-2,48613F-HRTimeline
Pointe Capital Management LLC37,483$3.08M1.38%+1,01213F-HRTimeline
Disciplined Investments, LLC37,414$3.08M0.99%-1,07913F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…36,048$2.97M0.18%-1,40913F-HRTimeline
Avior Wealth Management, LLC35,806$2.94M0.08%-13713F-HRTimeline
BIP Wealth, LLC35,635$2.93M0.08%+5,01013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,100$2.89M0.03%+1,54313F-HRTimelineGroup
Probity Advisors, Inc.35,087$2.89M0.41%+18213F-HRTimeline
Abacus Planning Group, Inc.35,084$2.89M0.36%-1,05913F-HRTimeline
D.A. DAVIDSON & CO.34,676$2.85M0.02%+76013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,531$2.84M0.04%-20013F-HRTimeline
Sowell Financial Services LLC34,519$2.84M0.09%+1,99413F-HRTimeline
Noble Family Wealth, LLC34,131$2.81M0.5%-24413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…33,493$2.76M0.03%+5,91413F-HRTimelineGroup
Acropolis Investment Management, LLC33,125$2.73M0.11%-2,84013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,914$2.71M<0.01%+1,33513F-HRTimelineGroup
Breakwater Capital Group32,889$2.71M0.32%+51413F-HRTimeline
SAX WEALTH ADVISORS, LLC34,412$2.7M0.11%+18,40813F-HRTimeline