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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

72 managers (72 13F filers) reported a position in SIZE shares at 2025-12-31, 1,968,089 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
72
13F filers
72
New
9
Added
21
Reduced
21
Sold out
6
Shares held by filers
1,968,089

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/505,787$81.7M0.01%+3,57013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.371,684$60.1M<0.01%-11,23313F-HRTimelineGroup
James Reed Financial Services, Inc.168,732$27.3M21.85%+5,85413F-HRTimeline
Trinity Wealth Management, LLC112,294$18.1M6.68%+58713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC109,914$17.7M0.07%+213F-HRTimelineGroup
Strategic Financial Services, Inc.102,077$17.2M0.79%-29513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,368$12M0.02%+69,64713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,117$11.7M<0.01%-30013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC67,209$10.9M<0.01%+15,89913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC61,966$10M<0.01%+4,53013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,420$7.5M0.01%+3,27313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…38,865$6.28M<0.01%-4,35913F-HRTimelineGroup
LPL Financial LLC35,368$5.71M<0.01%-13,66213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,522$4.45M<0.01%-7,49813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,809$4.33M<0.01%+9,44913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,000$2.75M<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC12,610$2.04M0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,686$1.56M<0.01%+5,60813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,947$1.45M<0.01%+6813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,775$1.09M<0.01%-2,05813F-HRTimeline
Parallel Advisors, LLC6,088$984K0.02%-19313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,827$941K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG5,488$887K<0.01%+4,04913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,455$881K<0.01%-67813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,054$817K<0.01%+2,98213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,616$746K0.01%+1,34613F-HRTimelineGroup
Keystone Financial Group4,581$740K0.05%+49013F-HRTimeline
QTR Family Wealth, LLC4,371$740K0.33%-19613F-HRTimeline
BCGM Wealth Management, LLC3,964$640K0.16%013F-HRTimeline
Strategic Blueprint, LLC3,770$609K0.04%-27713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,335$539K0.17%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,917$471K<0.01%-9013F-HRTimelineGroup
Cypress Wealth Services, LLC2,627$424K0.06%+1213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,386$386K<0.01%-10,54813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,248$363K0.01%-7513F-HRTimelineGroup
NewEdge Advisors, LLC2,207$357K<0.01%+1313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,207$357K<0.01%-4513F-HRTimeline
TD Waterhouse Canada Inc.2,150$347K<0.01%-2013F-HRTimeline
Cambridge Investment Research Advisors,…2,077$336K<0.01%+29513F-HRTimeline
MML INVESTORS SERVICES, LLC1,905$308K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,899$307K<0.01%013F-HRTimelineGroup
CHOREO, LLC1,759$288K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,569$253K0.01%+4813F-HRTimeline
46 Peaks LLC1,520$246K0.18%13F-HRTimeline
CWM, LLCin group CWM, LLC1,461$236K<0.01%013F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,397$226K0.15%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,370$221K<0.01%-9913F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,302$210K<0.01%13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,188$192K<0.01%-1,25213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,065$160K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…814$132K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.690$112K<0.01%+213F-HRTimeline
MAI Capital Management585$94.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC278$45K<0.01%-213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.252$40.7K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…206$33.3K0.02%+16613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$32.3K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC184$29.9K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.141$23K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC133$21.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC97$15.7K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc96$15.5K0.01%new13F-HRTimeline
CoreCap Advisors, LLC76$12.3K<0.01%-213F-HRTimeline
Arax Advisory Partners68$11K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$10.5K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$10.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.55$8.94K<0.01%013F-HRTimeline
AE Wealth Management LLC51$8.24K<0.01%-213F-HRTimeline
Global Retirement Partners, LLC48$7.77K<0.01%013F-HRTimeline
Allworth Financial LP16$2.59K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc14$2.28K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$646<0.01%013F-HRTimelineGroup