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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

73 managers (73 13F filers) reported a position in SIZE shares at 2026-06-30, 1,926,009 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
73
13F filers
73
New
6
Added
15
Reduced
28
Sold out
5
Shares held by filers
1,926,009

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/512,970$91.5M0.01%+2,19713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.323,556$57.7M<0.01%-28,89213F-HRTimelineGroup
James Reed Financial Services, Inc.163,881$29.2M22.3%-8513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC109,018$19.4M0.07%+5,32813F-HRTimelineGroup
Trinity Wealth Management, LLC99,753$17.8M5.64%-11,11013F-HRTimeline
Strategic Financial Services, Inc.98,837$17.6M0.77%-2,88713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,509$13.5M<0.01%+10,61113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,053$13M0.02%-39013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,798$13M<0.01%+5,81513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,343$10.8M<0.01%-1,37213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,562$9.37M<0.01%-6,76313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40,151$7.16M<0.01%+10,51013F-HRTimelineGroup
LPL Financial LLC32,943$5.87M<0.01%-3,62413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,810$5.85M<0.01%-4,52313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,076$5.51M<0.01%-3,67413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,122$2.87M<0.01%-30,43913F-HRTimelineGroup
Summit Trail Advisors, LLC10,570$1.88M0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,333$1.66M<0.01%+17413F-HRTimelineGroup
G&S Capital LLC6,917$1.23M0.36%+35713F-HRTimeline
Parallel Advisors, LLC5,868$1.05M0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,827$1.04M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,417$966K<0.01%-2813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,248$936K<0.01%+1,08013F-HRTimeline
UBS Group AGin group UBS Group AG5,238$934K<0.01%-59213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,802$856K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,598$820K<0.01%-1,15513F-HR/ATimeline
NewEdge Advisors, LLC4,564$814K<0.01%+12313F-HRTimeline
Keystone Financial Group4,369$779K0.05%013F-HRTimeline
QTR Family Wealth, LLC4,280$763K0.27%-4313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,036$720K<0.01%+3,92113F-HRTimelineGroup
BCGM Wealth Management, LLC3,964$707K0.15%013F-HRTimeline
Strategic Blueprint, LLC3,637$648K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,146$561K<0.01%+22913F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,124$557K0.15%013F-HRTimeline
Cypress Wealth Services, LLC2,644$471K0.06%+713F-HRTimeline
Cambridge Investment Research Advisors,…2,451$437K<0.01%-16813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,255$402K<0.01%-6,53813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,238$399K<0.01%-1013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,809$323K<0.01%-1513F-HRTimelineGroup
TKG Advisors, LLC1,789$319K0.11%+8613F-HRTimeline
CHOREO, LLC1,759$314K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,694$303K<0.01%-24613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,652$295K<0.01%-17013F-HRTimelineGroup
FLOW TRADERS U.S. LLC1,590$283K0.01%new13F-HRTimeline
46 Peaks LLC1,514$270K0.17%-613F-HRTimeline
J.W. COLE ADVISORS, INC.1,474$263K<0.01%-7313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,431$255K<0.01%-11413F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,397$249K0.13%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,344$240K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,159$207K<0.01%-54913F-HRTimeline
Cetera Investment Advisers1,148$205K<0.01%-16013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,065$190K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA914$163K<0.01%-8613F-HRTimelineGroup
Capital Investment Advisory Services, L…814$145K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC804$143K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.601$107K<0.01%-3213F-HRTimeline
Farther Finance Advisors, LLC535$95.4K<0.01%+40713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC273$48.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC265$47.3K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.252$44.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc172$30.7K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC87$15.5K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC75$13.3K<0.01%+113F-HRTimeline
Arax Advisory Partners68$12.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$11.6K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$11.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC59$10.6K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.56$9.92K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC53$9.45K<0.01%new13F-HRTimeline
AE Wealth Management LLC51$9.09K<0.01%013F-HRTimeline
Signature Resources Capital Management,…35$6.24K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc14$2.53K<0.01%013F-HRTimeline
GFS Advisors, LLC20$17Mnew13F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.