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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
BLUELINE ADVISORS LLC1,604$171K0.13%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,584$169K0.02%-5,25013F-HRTimeline
Measured Wealth Private Client Group, L…1,577$168K0.05%013F-HRTimeline
Cornerstone Financial Management LLC1,483$158K0.14%013F-HR/ATimeline
Glen Eagle Advisors, LLC1,427$152K0.02%013F-HRTimeline
Independence Bank of Kentucky1,365$145K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,357$145K0.01%-2,72413F-HRTimeline
Atlantic Edge Private Wealth Management…1,300$138K0.03%013F-HRTimeline
Integrity Financial Corp /WA1,245$133K0.07%-68013F-HRTimeline
Robinswood Financial LLC1,088$116K0.04%013F-HR/ATimeline
Sunbelt Securities, Inc.1,044$111K0.01%-2413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…945$101K<0.01%new13F-HRTimelineGroup
2UniFi Bank903$96.2K0.05%013F-HRTimeline
WFA of San Diego, LLC894$95.2K0.08%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.806$85.8K0.01%013F-HRTimelineGroup
Collier Financial781$83.1K0.06%+413F-HRTimeline
DT Investment Partners, LLC772$82.2K0.01%+4413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC763$81.3K0.01%013F-HRTimeline
Vision Retirement, LLC762$81.2K0.02%-99013F-HRTimeline
HHM Wealth Advisors, LLC700$74.5K0.01%013F-HRTimeline
POM Investment Strategies, LLC663$70.7K0.09%new13F-HRTimeline
Capital Investment Counsel, Inc659$70.2K0.01%013F-HRTimeline
Field & Main Bank651$69.3K0.02%013F-HRTimeline
MOTCO637$67.8K0.01%013F-HRTimeline
Pacifica Partners Inc.625$66.6K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC570$60.7K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC528$56.2K0.01%-16013F-HRTimeline
Monetary Solutions, Ltd512$54.5K0.05%+213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC471$50.2K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.463$49.3K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.450$47.9K0.02%013F-HRTimeline
10Elms LLP435$46.3K0.03%013F-HRTimeline
MASECO LLP403$42.9K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC375$39.9K0.02%+2013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$35K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp321$34.2K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.294$31.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.293$31K<0.01%+26713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC264$28K<0.01%+5913F-HRTimeline
AdvisorNet Financial, Inc256$27.3K<0.01%013F-HRTimeline
Longview Financial Advisors LLC250$26.6K0.01%-2,56113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO234$24.9K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC226$24K<0.01%+14113F-HRTimeline
Financial Network Wealth Advisors LLC218$23.2K0.02%-2513F-HRTimeline
Global Wealth Strategies & Associates214$22.8K0.01%new13F-HRTimeline
Frisco Financial Planning LLC210$22.4K0.02%new13F-HRTimeline
Caldwell Trust Co201$21.4K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$21.3K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.189$20.2K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.189$20.2K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC146$15.6K0.01%-11813F-HRTimeline
Mascoma Wealth Management LLC145$15.4K<0.01%-16413F-HRTimeline
Balentine LLC144$15.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.133$14.2K<0.01%-1,75013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC129$13.7K<0.01%13F-HRTimelineGroup
Holos Integrated Wealth LLC118$12.6K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC117$12.5K0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…114$12.2K<0.01%013F-HRTimelineGroup
Joseph Group Capital Management97$10.3K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC89$9.48K<0.01%-14513F-HRTimeline
Bell Investment Advisors, Inc64$6.82K<0.01%new13F-HRTimeline
EPG Wealth Management LLC61$6.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$5.96K0.01%013F-HRTimeline
Crews Bank & Trust39$4.15K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36$3.83K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC31$3.3K<0.01%013F-HRTimeline
EASTERN BANK31$3.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.30$3.23K<0.01%013F-HRTimeline
SOFI WEALTH, LLC30$3.18K<0.01%-1,11113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC28$2.98K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.24$2.56K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.18$1.92K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC14$1.49K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC12$1.28K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC4$426<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$320<0.01%-40213F-HRTimeline
Activest Wealth Management3$320<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC1$108<0.01%013F-HRTimeline
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.