Skip to content
Disclosery

SUB ISHARES TR

Follow

ETF (fund)

879 managers (891 13F filers) reported a position in SUB shares at 2026-03-31, 88,210,061 shares in all. 73 filers opened a position and 39 filers sold out during the quarter.

Managers
879
13F filers
891
New
73
Added
392
Reduced
257
Sold out
39
Shares held by filers
88,210,061

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
UMB Bank, n.a.40,419$4.3M0.06%-2,84413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mayflower Financial Advisors, LLC40,338$4.3M0.52%+62513F-HRTimeline
O'Domhnaill Enterprises, Inc.40,132$4.27M3.44%+32,50013F-HRTimeline
Farther Finance Advisors, LLC40,141$4.27M0.04%-3,01713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,017$4.26M0.08%+5,81813F-HRTimelineGroup
LJI Wealth Management, LLC40,015$4.26M0.68%+9,76313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…39,850$4.24M0.23%013F-HRTimeline
Mullooly Asset Management, Inc.38,807$4.13M1.53%+17113F-HRTimeline
Sanchez Levi Garrett38,236$4.07M2.55%13F-HRTimeline
Manhattan West Asset Management, LLC37,872$4.03M0.79%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC37,858$4.03M0.56%+8,01813F-HRTimeline
K2 Financial Inc.37,717$4.02M2.93%+1,19213F-HRTimeline
BCO Wealth Management LLC37,166$3.96M2.38%+3,70613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.36,771$3.92M0.34%-80213F-HRTimeline
BLAIR WILLIAM & CO/IL36,770$3.92M0.01%+2,52413F-HRTimeline
BWM Planning, LLC36,356$3.87M1.02%+10,55013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC35,894$3.82M0.88%-58013F-HRTimeline
Clearstead Advisors, LLC35,821$3.81M0.03%+2,90213F-HRTimeline
Patten Group, Inc.35,699$3.8M0.66%-2,55413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35,611$3.79M0.1%+33,82613F-HRTimelineGroup
Alhambra Investment Management LLC35,421$3.77M1.74%+63013F-HRTimeline
Root Financial Partners, LLC35,327$3.76M0.17%+5,58413F-HRTimeline
1015 Capital Partners, LLC34,898$3.72M3.61%+19013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC34,823$3.71M0.27%-7,89913F-HRTimeline
Wealth Architects, LLC34,499$3.67M0.33%+74813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co34,315$3.65M0.24%+55713F-HRTimelineGroup
Dynamic Advisor Solutions LLC34,116$3.63M0.11%+1,79913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC33,720$3.59M0.26%+3,57013F-HRTimeline
NORTH DALLAS BANK & TRUST CO33,611$3.58M2.42%-1,15013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC33,439$3.56M2.69%-1,03513F-HRTimeline
Financial Plan, Inc.33,089$3.52M0.38%+37513F-HRTimeline
Avidian Wealth Enterprises, LLC32,964$3.51M0.11%+13213F-HRTimeline
Equita Financial Network, Inc.32,447$3.46M1.09%+1,67713F-HRTimeline
Aspen Wealth Management LLC32,279$3.44M0.69%+11,43613F-HRTimeline
Sigma Planning Corp32,138$3.42M0.1%+18613F-HRTimeline
North Star Investment Management Corp.32,088$3.42M0.21%+7,45813F-HRTimeline
CARDIFF PARK ADVISORS, LLC31,916$3.4M0.27%+3,52613F-HRTimeline
Ironwood Wealth Management, LLC.31,612$3.37M0.97%+4,73313F-HRTimeline
Factor Wealth Management LTD31,451$3.35M0.63%-9,87313F-HRTimeline
Ausdal Financial Partners, Inc.30,049$3.2M0.14%+24,85613F-HRTimeline
ROGCO, LP29,969$3.19M1.07%+3,54213F-HRTimeline
SIMON QUICK ADVISORS, LLC29,935$3.19M0.15%+11,03413F-HRTimeline
Fonville Wealth Management LLC29,878$3.18M0.61%013F-HRTimeline
AlphaCore Capital LLC29,537$3.15M0.07%+11,85213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.29,533$3.15M0.35%-2,38113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,494$3.14M0.04%-12,58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,178$3.11M<0.01%-42,11213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC28,894$3.08M0.1%-94913F-HRTimeline
Choate Investment Advisors28,825$3.07M0.06%013F-HRTimeline
RFG Advisory, LLC28,542$3.04M0.06%+1,88713F-HRTimeline
Compound Planning, Inc.28,458$3.03M0.09%-1,01413F-HRTimeline
Advisory Services Network, LLC28,378$3.02M0.04%+4,79813F-HRTimeline
Hudson Oak Wealth Advisory LLC28,368$3.02M2.63%+15713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,039$2.99M0.01%-1,77613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.27,927$2.97M0.74%013F-HRTimeline
AE Wealth Management LLC27,576$2.94M0.02%+13,58613F-HRTimeline
Brewster Financial Planning LLC27,438$2.92M1.77%+2,60713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.27,408$2.92M0.77%-1,11613F-HRTimeline
Johnson Bixby & Associates, LLC27,157$2.89M0.36%+55413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC27,043$2.88M0.29%+5,54913F-HRTimeline
Highview Capital Management LLC/DE/26,916$2.87M1.04%-69813F-HRTimeline
Triad Wealth Partners, LLC26,559$2.83M0.22%+4,72913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,301$2.8M0.03%+76113F-HRTimelineGroup
MAI Capital Management26,010$2.77M0.02%-1,66213F-HRTimeline
Stone Summit Wealth LLC25,865$2.75M0.77%+54413F-HRTimeline
Atria Investments, Inc25,841$2.75M0.03%-1,21013F-HRTimeline
Confluence Wealth Services, Inc.24,825$2.64M0.1%+58313F-HRTimeline
Ally Invest Advisors Inc.24,466$2.61M0.18%+1,21913F-HRTimeline
Penney Financial, LLC24,446$2.6M1%-16013F-HRTimeline
Rehmann Capital Advisory Group24,335$2.59M0.13%-4313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,989$2.55M1.63%+9,44713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,811$2.54M<0.01%-3,69213F-HRTimelineGroup
OneDigital Investment Advisors LLC23,781$2.53M0.02%+96813F-HRTimeline
Bonfire Financial23,728$2.53M1.9%+71813F-HRTimeline
NewEdge Wealth, LLC23,645$2.52M0.03%-2,17913F-HRTimeline
Destination Wealth Management23,425$2.49M0.06%+51213F-HRTimeline
FMR LLCin group FMR LLC23,417$2.49M<0.01%+86613F-HRTimelineGroup
Crewe Advisors LLC23,393$2.49M0.21%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,364$2.49M0.08%+6,23213F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC23,286$2.48M0.13%+5,77613F-HRTimeline
Unison Advisors LLC23,277$2.48M0.19%+313F-HRTimeline
Steward Partners Investment Advisory, L…23,259$2.48M0.01%+5,88713F-HRTimeline
Safir Wealth Advisors, LLC23,056$2.46M1.78%+46513F-HRTimeline
Omega Financial Group, LLC22,844$2.43M0.8%-1,76213F-HRTimeline
Pines Wealth Management, LLC22,428$2.39M0.77%+2,11913F-HRTimeline
Rosenberg Matthew Hamilton22,375$2.38M0.49%+8,04913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,367$2.38M0.03%+1,93013F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…22,333$2.38M0.28%-46113F-HRTimeline
KFA Private Wealth Group, LLC22,298$2.37M0.57%+1,08213F-HRTimeline
Narus Financial Partners, LLC22,218$2.37M0.62%-43913F-HRTimeline
McBroom & Associates, LLC22,126$2.36M1.31%-1,25713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.21,664$2.31M0.16%+18,47013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC21,568$2.3M0.3%+16213F-HRTimeline
Avant Financial Advisors LLC21,562$2.3M1.61%+1,06113F-HRTimeline
FC Advisory LLC21,501$2.29M0.67%-2,13813F-HRTimeline
Pinnacle Bancorp, Inc.21,428$2.28M0.67%+4513F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,074$2.24M0.14%+1,86513F-HRTimeline
SteelPeak Wealth, LLC21,046$2.24M0.07%-22813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC21,044$2.24M0.32%-6,15713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC21,011$2.24M0.57%13F-HRTimeline
Mutual Advisors, LLC20,721$2.21M0.05%-42913F-HRTimeline
Belleair Asset Management, LLC20,660$2.2M2.01%013F-HRTimeline
Pure Financial Advisors, LLC20,530$2.19M0.03%+1,63313F-HRTimeline
Vise Technologies, Inc.20,314$2.17M0.04%013F-HRTimeline
FLC Capital Advisors20,334$2.17M0.39%+64813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC20,305$2.16M<0.01%-27013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC20,218$2.15M0.12%-17,89713F-HRTimelineGroup
Wiser Wealth Management, Inc19,973$2.13M0.46%+16313F-HRTimeline
Carr Financial Group Corp19,808$2.11M0.56%+7813F-HRTimeline
Meridian Wealth Management, LLC19,794$2.11M0.07%-4513F-HRTimeline
NDWM LLC19,663$2.09M1.36%+68713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding19,562$2.08M-195Timeline
Advus Financial Partners, LLC19,489$2.08M0.79%+1,41413F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,216$2.05M0.01%-2,66313F-HRTimelineGroup
Evensky & Katz LLC19,077$2.03M0.12%-38813F-HRTimeline
Red Tortoise LLC18,766$2M0.84%-39513F-HRTimeline
Bravera Wealth18,700$1.99M0.9%new13F-HRTimeline
United Advisor Group, LLC18,682$1.99M0.25%+8,08713F-HRTimeline
Wealthfront Advisers LLC18,662$1.99M<0.01%+7,23013F-HRTimeline
Altar Rock LLC18,603$1.98M2.33%new13F-HRTimeline
May Hill Capital, LLC18,435$1.96M0.49%-14113F-HRTimeline
Beaird Harris Wealth Management, LLC18,287$1.95M0.13%-48913F-HRTimeline
Midwestern Financial, LLC /IA18,124$1.93M1.52%-9413F-HRTimeline
Per Stirling Capital Management, LLC.18,069$1.92M0.21%+18913F-HRTimeline
Allegheny Financial Group18,064$1.92M0.26%013F-HRTimeline
WLTH Capital Management, LLC17,943$1.91M1.5%+77613F-HR/ATimeline
FORONJY FINANCIAL LLC17,805$1.9M0.79%-1,37313F-HRTimeline
HARBOUR INVESTMENTS, INC.17,771$1.89M0.03%+10,41213F-HRTimeline
Chicago Partners Investment Group LLC17,659$1.88M0.04%+2613F-HRTimeline
Crusonia Wealth Advisors LLC17,618$1.88M0.39%+2,53613F-HRTimeline
Kings Path Partners LLC17,484$1.86M0.64%+3,41913F-HR/ATimeline
MAYPORT, LLC17,478$1.86M0.35%+47713F-HRTimeline
Smith Thornton Advisors LLC17,424$1.86M0.93%-54513F-HRTimeline
KWMG, LLC17,404$1.85M0.15%-1,22713F-HRTimeline
Apeiron RIA LLC17,320$1.84M0.43%+58813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC17,025$1.81M1.04%013F-HRTimeline
Trivium Point Advisory, LLC16,980$1.81M0.33%-97013F-HRTimeline
Thompson David Blair16,872$1.8M1.03%+6,47813F-HRTimeline
Bangor Savings Bank16,848$1.79M0.14%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,847$1.79M1.15%-37913F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC16,823$1.79M0.09%new13F-HRTimeline
First Heartland Consultants, Inc.16,714$1.78M0.14%+3,73813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group16,685$1.78M0.2%+65013F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC16,625$1.77M0.59%-25113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,594$1.77M0.04%-35113F-HRTimeline
SFAM, LLC16,585$1.77M1.64%+39613F-HRTimeline
Hobart Private Capital, LLC16,436$1.75M0.34%-1,04413F-HRTimeline
Financial Engines Advisors L.L.C.16,336$1.74M<0.01%-5,77913F-HRTimeline
Ballast Rock Private Wealth LLC16,220$1.73M0.96%+413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.16,199$1.73M1.17%-64413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,923$1.7M0.39%-3,36013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,916$1.7M<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.15,872$1.69M0.56%+42913F-HRTimeline
IFG Advisors, LLC15,631$1.66M0.27%+25413F-HRTimeline
Advisory Alpha, LLC15,437$1.64M0.04%-58513F-HRTimeline
Olde Wealth Management, LLC15,362$1.64M0.52%013F-HRTimeline
Roth Financial Partners LLC15,360$1.64M0.56%-10513F-HRTimeline
Evernest Financial Advisors, LLC15,231$1.62M0.34%+1,04413F-HRTimeline
Aptus Capital Advisors, LLC15,168$1.62M0.01%-2,04813F-HRTimeline
VestGen Advisors, LLC15,115$1.61M0.05%+4,78713F-HRTimeline
GREENWOOD GEARHART LLC15,000$1.6M0.09%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,791$1.58M0.45%+10013F-HRTimeline
ADE, LLC14,471$1.54M0.74%-1,52513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,303$1.52M+6,697Timeline
CATALYST FINANCIAL PARTNERS LLC14,264$1.52M0.18%-1,20013F-HRTimeline
Parkwoods Wealth Partners, LLC14,067$1.5M0.37%+9,47213F-HRTimeline
Seaside Wealth Management, Inc.14,063$1.5M0.42%-31013F-HRTimeline
Financial Strategies Group, Inc.14,029$1.5M0.25%+80013F-HRTimeline
Galvin, Gaustad & Stein, LLC13,896$1.48M0.12%-1,80013F-HRTimeline
Heartwood Wealth Advisors LLC13,868$1.48M0.13%013F-HRTimeline
Wedmont Private Capital13,813$1.47M0.05%-78313F-HRTimeline
Soltis Investment Advisors LLC13,710$1.46M0.09%013F-HRTimeline
Edgestream Partners, L.P.13,689$1.46M0.05%+1,11713F-HRTimeline
True Link Financial Advisors, LLC13,535$1.44M0.09%+6513F-HR/ATimeline
Jasper Ridge Partners, L.P.13,521$1.44M0.03%new13F-HRTimeline
McNaughton Wealth Management, LLC13,311$1.42M0.59%-6513F-HRTimeline
Rockbridge Investment Management, LCC13,299$1.42M0.13%-113F-HRTimeline
RCS Financial Planning, LLC13,286$1.42M0.73%+19313F-HRTimeline
Smith & Howard Wealth Management, LLC13,140$1.4M0.3%013F-HRTimeline
Plancorp, LLC13,118$1.4M0.04%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.13,050$1.39M0.81%-90013F-HRTimeline
IFP Advisors, Inc13,042$1.39M0.03%+67313F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.12,911$1.38M0.29%013F-HRTimeline
Parallel Advisors, LLC12,905$1.37M0.02%-1,11513F-HR/ATimeline
Orange Investment Advisors, Inc.12,753$1.36M0.18%013F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC12,741$1.36M0.04%+2,71113F-HRTimeline
White Lighthouse Investment Management …12,636$1.35M0.19%013F-HRTimeline
Boltwood Capital Management12,605$1.34M0.34%+75013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,604$1.34M0.01%new13F-HRTimeline
Roan Capital Partners12,582$1.34M1.24%13F-HRTimeline
Ethos Financial Group, LLC12,437$1.32M0.1%+3,44413F-HRTimeline
IAM Advisory, LLC12,399$1.32M0.3%+7713F-HRTimeline
Midwest Trust Co12,317$1.31M0.02%+1,91313F-HRTimeline
Wingate Wealth Advisors, Inc.12,254$1.31M0.7%+4413F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.12,187$1.3M0.41%-11113F-HRTimeline
Peak Wealth Management LLC12,171$1.3M1.06%+2,06113F-HRTimeline
Capital Investment Advisors, LLC12,060$1.28M0.02%-29013F-HR/ATimeline
First National Trust Co11,991$1.28M0.04%013F-HRTimeline
Shore Point Advisors, LLC11,946$1.27M0.5%+1,12813F-HRTimeline
Strategic Wealth Partners, Ltd.11,934$1.27M0.09%-51413F-HRTimeline