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Disclosery

SUB ISHARES TR

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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
Gibbs Wealth Management4,481$477K0.06%+89913F-HRTimeline
Main Line Retirement Advisors, LLC4,433$472K0.24%+1,18713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,413$470K0.01%-13013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,387$467K0.29%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,368$465K0.13%+313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC4,364$465K0.1%+57513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,357$464K0.02%-94013F-HRTimeline
Prosperity Consulting Group, LLC4,354$464K0.02%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp4,281$456K<0.01%013F-HRTimelineGroup
TSFG, LLC4,218$449K0.07%+113F-HRTimeline
Eagle Bay Advisors LLC4,180$445K0.39%+2,00013F-HRTimeline
Chatterton & Associates Inc.4,156$443K0.31%+1,86313F-HRTimeline
Shepherd Street Advisors LLC4,143$441K0.43%+1513F-HRTimeline
Cherry Tree Wealth Management, LLC4,006$427K0.09%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,000$426K0.04%013F-HRTimeline
HCR Wealth Advisors4,000$426K0.04%013F-HRTimeline
Allen Capital Group, LLC3,993$425K0.04%+1,09013F-HRTimeline
Sovereign Financial Group, Inc.3,978$424K0.07%+1,28113F-HRTimeline
Investments & Financial Planning, LLC3,964$422K0.23%+713F-HRTimeline
CAPSTONE CAPITAL LLC3,957$421K0.27%+32513F-HRTimeline
JHP Wealth Management, LLC3,956$421K0.4%-1,50613F-HRTimeline
Aerodigm Wealth, LLC3,950$421K0.16%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,921$418K0.01%+81413F-HRTimelineGroup
Team Financial Group, LLC3,913$417K0.19%+913F-HRTimeline
WPG Advisers, LLC3,908$416K0.31%-1013F-HRTimeline
Hutchens & Kramer Investment Management…3,894$415K0.13%new13F-HRTimeline
NorthCrest Asset Manangement, LLC3,894$414K0.01%-19213F-HRTimeline
Clarus Group, Inc.3,868$412K0.15%-3,22513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,862$411K0.01%+1,89013F-HRTimeline
BCGM Wealth Management, LLC3,830$408K0.1%+413F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.3,810$406K0.21%+1613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,796$404K0.24%013F-HRTimeline
Collaborative Wealth Managment Inc.3,795$404K0.19%+23313F-HRTimeline
WARNER FINANCIAL, INC3,784$403K0.14%013F-HRTimeline
Traction Financial Partners, LLC3,741$398K0.25%013F-HRTimeline
Approach Retirement Advisors, LLC3,739$398K0.33%+3013F-HRTimeline
Cannon Financial Strategists, Inc.3,738$398K0.05%013F-HRTimeline
GRANDFIELD & DODD, LLC3,735$398K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,734$398K0.02%-5,56213F-HRTimeline
Hayek Kallen Investment Management3,725$397K0.13%new13F-HRTimeline
Cornerstone Investment Partners, LLC3,712$395K0.02%+5913F-HRTimeline
Guardian Asset Advisors, LLC3,681$392K0.23%+1,39413F-HRTimeline
Purkiss Capital Advisors LLC3,657$389K0.17%new13F-HRTimeline
Mills Wealth Advisors LLC3,654$389K0.14%new13F-HRTimeline
FOSTER & MOTLEY INC3,648$389K0.02%-55113F-HRTimeline
American Institute for Advanced Investm…3,650$389K0.25%+35013F-HRTimeline
Bernardo Wealth Planning LLC3,637$387K0.08%+713F-HRTimeline
1834 INVESTMENT ADVISORS CO3,631$387K0.05%new13F-HRTimeline
Wealthspire Retirement, LLC3,569$380K0.02%+56413F-HRTimeline
Marshall Financial Group, LLC3,565$380K0.06%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,560$379K0.06%+1,99813F-HRTimeline
WEST PACES ADVISORS INC.3,535$376K0.07%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,531$376K0.06%-17213F-HRTimeline
Armor Investment Advisors, LLC3,504$373K0.13%-11113F-HRTimeline
KINTRA WEALTH, LLC3,489$372K0.03%+93213F-HRTimeline
ISTHMUS PARTNERS, LLC3,472$370K0.04%new13F-HRTimeline
Investment Advisory Group, LLC3,464$369K0.09%013F-HRTimeline
Blue Trust, Inc.3,462$369K<0.01%+38013F-HRTimeline
Park Place Capital Corp3,458$368K0.07%+1513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,456$368K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC3,446$367K0.12%-1,88613F-HRTimeline
IHT Wealth Management, LLC3,439$366K0.01%+22313F-HRTimeline
CAP Partners, LLC3,417$364K0.21%+16413F-HRTimeline
CWA Asset Management Group, LLC3,402$362K0.01%-53613F-HRTimeline
Mezzasalma Advisors, LLC3,396$362K0.09%-56013F-HRTimeline
Western Wealth Management, LLC3,379$360K0.01%+28113F-HR/ATimeline
McKinley Carter Wealth Services, Inc.3,355$357K0.02%-33213F-HRTimeline
Heritage Wealth Management, Inc. /CA/3,343$356K0.2%+313F-HRTimeline
CacheTech Inc.3,330$355K0.07%new13F-HRTimeline
Probity Advisors, Inc.3,327$354K0.06%-1813F-HRTimeline
LANARK FINANCIAL, INC.3,326$354K0.03%+88613F-HRTimeline
Traveka Wealth, LLC3,296$351K0.13%013F-HRTimeline
Riverbend Wealth Management, LLC3,285$350K0.22%013F-HRTimeline
Sunesis Advisors, LLC3,275$349K0.16%new13F-HRTimeline
Valeo Financial Advisors, LLC3,268$348K0.01%+32013F-HRTimeline
Advisor Resource Council3,257$347K0.14%new13F-HRTimeline
Horst & Graben Wealth Management LLC3,225$344K0.05%+2013F-HRTimeline
Hurlow Wealth Management Group, Inc.3,217$343K0.08%+49613F-HRTimeline
Second Line Capital, LLC3,194$340K0.06%+20413F-HRTimeline
Washington Trust Bank3,185$339K0.03%+1,23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH EFFECTS LLC3,180$339K0.12%+88813F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC3,175$338K0.12%new13F-HRTimeline
Central Pacific Bank - Trust Division3,168$337K0.04%-2,80013F-HRTimeline
WealthShield Partners, LLC3,152$336K0.04%+4313F-HRTimeline
Foster Group, Inc.3,131$333K0.01%+1513F-HRTimeline
FIRST HORIZON CORP3,124$333K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,066$327K<0.01%+813F-HRTimeline
Balanced Rock Investment Advisors LLC3,060$326K0.23%-27113F-HRTimeline
Trust Co3,033$323K0.03%+313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP3,000$320K0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/3,000$320K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,005$319K<0.01%013F-HRTimeline
BFSG, LLC2,994$319K0.03%+34813F-HRTimeline
Wise Wealth Partners2,994$319K0.43%+1313F-HRTimeline
FIRST MANHATTAN CO. LLC.2,992$319K<0.01%013F-HRTimeline
Alta Wealth Advisors LLC2,980$317K0.1%+813F-HRTimeline
Passive Capital Management, LLC.2,979$317K0.09%new13F-HRTimeline
Legacy Financial Strategies, LLC2,959$315K0.06%+413F-HRTimeline
BALLAST ADVISORS LLC2,949$314K0.09%-14513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,906$309K0.01%+113F-HRTimelineGroup
Facet Wealth, Inc.2,870$306K0.01%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO2,869$306K0.01%013F-HRTimeline
Coordinated Financial Services, Inc.2,850$304K0.18%+1113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,846$303K0.11%-4513F-HR/ATimelineGroup
Eagle Strategies LLC2,838$302K0.04%+64913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,812$299K0.08%-2,81213F-HRTimeline
Private Wealth Asset Management, LLC2,806$299K0.03%013F-HRTimeline
Firestone Capital Management2,805$299K0.06%+1113F-HRTimeline
Sterling Investment Counsel, LLC2,804$299K0.08%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,798$298K0.1%-3113F-HRTimeline
WEDBUSH SECURITIES INC2,800$298K0.01%new13F-HRTimeline
Capasso Planning Partners LLC2,791$297K0.16%-26413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,780$296K<0.01%+90013F-HRTimelineGroup
NTV Asset Management LLC2,768$295K0.03%-41813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,765$294K0.01%-20013F-HR/ATimeline
BDFS Capital LLC2,764$294K0.14%-2513F-HRTimeline
Maia Wealth LLC2,718$290K0.05%-25213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,714$289K<0.01%-1,75813F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd2,703$288K0.01%-8413F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,702$288K0.01%013F-HRTimelineGroup
SHUFRO ROSE & CO LLC2,694$287K0.02%new13F-HRTimeline
Integris Wealth Management, LLC2,685$286K0.07%-24213F-HRTimeline
CX Institutional2,658$283K0.01%-8,19313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,640$281K0.02%013F-HRTimeline
KEYVANTAGE WEALTH, LLC2,623$279K0.12%-413F-HRTimeline
Sequent Planning LLC2,618$279K0.07%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,601$277K0.5%013F-HRTimeline
Kovack Advisors, Inc.2,599$276K0.01%-6713F-HRTimeline
VERITY Wealth Advisors2,568$273K0.18%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,568$273K0.03%013F-HRTimeline
Essential Planning, LLC.2,546$271K0.09%-9413F-HRTimeline
Hidden Cove Wealth Management, LLC2,545$271K0.17%013F-HRTimeline
PROFFITT & GOODSON INC2,544$271K0.04%+2113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,504$267K0.03%new13F-HRTimeline
LPWM LLC2,501$266K0.07%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,501$266K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC2,587$266K0.07%new13F-HRTimeline
Sowell Financial Services LLC2,491$265K0.01%+10513F-HRTimeline
Atlas Legacy Advisors, LLC2,485$265K0.05%-14813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,467$263K0.21%-1,20013F-HRTimeline
Capital Advisors, Ltd. LLC2,452$261K0.03%013F-HRTimeline
Winthrop Advisory Group LLC2,439$260K0.02%+4413F-HRTimeline
Targeted Financial Services LLC2,403$256K0.21%new13F-HRTimeline
Omnia Family Wealth, LLC2,403$256K0.08%013F-HRTimeline
Lodestone Wealth Management LLC2,398$255K0.1%013F-HR/ATimeline
Elevated Financial Group LLC2,386$254K0.08%013F-HRTimeline
White & Co Financial Planning Inc2,384$254K0.18%+10713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,388$254K0.01%-1,09913F-HRTimeline
Robertson Stephens Wealth Management, L…2,373$253K0.01%013F-HRTimeline
Nautilus Advisors LLC2,370$252K0.17%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,354$251K0.14%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,346$250K0.01%013F-HRTimeline
Embree Financial Group2,342$249K0.03%+1013F-HRTimeline
Rialto Wealth Management, LLC2,335$249K0.06%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,317$247K0.01%013F-HRTimeline
BCS Wealth Management2,292$244K0.05%-2,29213F-HRTimeline
Global Wealth Management Investment Adv…2,285$243K0.04%-64413F-HRTimeline
Pasadena Private Wealth, LLC2,278$243K0.03%-82,78813F-HRTimeline
Portfolio Design Labs, LLC2,266$241K0.04%013F-HRTimeline
Symphony Financial, Ltd. Co.2,265$241K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA2,240$239K0.18%-28,42213F-HRTimeline
Wealth Advisory Solutions, LLC2,222$237K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,209$235K<0.01%-1,53013F-HRTimeline
CROBAN2,200$234K0.11%-1,19413F-HRTimeline
Split Rock Private Trading & Wealth Man…2,175$232K0.18%new13F-HRTimeline
Westside Investment Management, Inc.2,172$231K0.04%013F-HRTimeline
MCF Advisors LLC2,167$231K0.01%-2513F-HRTimeline
Veery Capital, LLC2,137$228K0.07%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,135$227K0.04%new13F-HRTimeline
Lansing Street Advisors2,134$227K0.06%+813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,133$227K0.05%+3613F-HRTimeline
Gemmer Asset Management LLC2,132$227K0.02%+1013F-HRTimeline
Rossby Financial, LCC2,127$226K0.05%+1,76213F-HRTimeline
Integrity Advisory Solutions, LLC2,121$226K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC2,092$223K0.01%-69813F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2,080$222K0.1%013F-HRTimeline
Caliber Wealth Management, LLC / KS2,068$220K0.02%-1,72813F-HRTimeline
One Wealth Advisors, LLC2,062$220K0.03%-87113F-HRTimeline
Keel Point, LLC2,049$218K0.01%+5513F-HRTimeline
Northstar Financial Companies, Inc.2,014$214K0.17%013F-HRTimeline
VCI Wealth Management LLC2,004$213K0.06%-26213F-HRTimeline
Goldstone Financial Group, LLC2,004$213K0.02%+613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,000$213K0.02%013F-HRTimeline
Sage Mountain Advisors LLC2,000$213K0.01%013F-HRTimeline
High Probability Advisors, LLC1,971$210K0.03%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,962$209K0.03%-4,57913F-HRTimeline
Curtis Advisory Group, LLC1,958$209K0.04%+813F-HRTimeline
Foundation Wealth Management, LLC\PA1,949$208K0.07%013F-HRTimeline
Fiduciary Alliance LLC1,946$207K0.01%-8213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,935$206K0.03%013F-HRTimelineGroup
Uptown Financial Advisors LLC1,935$206K0.17%013F-HRTimeline
Paladin Partners, LLC1,935$206K0.15%013F-HRTimeline
Bigelow Investment Advisors, LLC1,931$206K0.08%new13F-HRTimeline
CALTON & ASSOCIATES, INC.1,928$205K0.03%-45113F-HRTimeline
Bedel Financial Consulting, Inc.1,925$205K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,907$203K<0.01%013F-HRTimeline
First Interstate Bank1,895$202K0.01%013F-HRTimeline
Jessup Wealth Management, Inc1,884$201K0.07%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,882$200K0.02%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,699$181K0.04%+813F-HRTimeline