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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,534,007$1.12B0.08%+2,207,65613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,196,615$979M1.45%+707,34113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,916,664$630M0.04%+242,80313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,932,802$525M0.1%-213,83313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,287,541$350M+1,994,692Timeline
Creative Planningin group Creative Planning2,904,852$309M0.21%+91,41313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,860,129$305M0.28%+62,30313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,542,535$164M0.1%+154,19013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,453,960$155M0.1%+61,20213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,296,728$138M0.24%+44,29313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,281,043$136M0.03%+10,96413F-HRTimelineGroup
TIAAgroup of 3 filers holding1,279,874$136M-7,473Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,048,462$112M0.03%+22,35813F-HR/ATimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,047,584$112M1.19%-500,16013F-HRTimelineGroup
LPL Financial LLC1,037,196$110M0.03%+3,73413F-HRTimeline
Mariner, LLCin group Mariner, LLC883,807$94.1M0.11%+9,89613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding868,527$92.5M+164,686Timeline
Robinhood Asset Management, LLC755,267$80.4M5.83%-12,36813F-HRTimeline
Salomon & Ludwin, LLC711,088$76.3M6.81%+47,82613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC679,490$72.4M0.27%+4,67513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding632,063$68.1M+81,891Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC634,187$67.5M0.02%+112,52213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/632,784$67.4M0.03%-29,84313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO603,574$64.3M<0.01%-37,08513F-HR/ATimelineGroup
Allworth Financial LP596,499$63.5M0.26%-4,23613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA587,359$62.6M0.01%+46,38113F-HRTimelineGroup
Heritage Investment Group, Inc.541,010$57.6M8.72%+16,79213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC540,109$57.5M0.08%-74,48213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC518,240$55.2M0.08%+41,15013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\476,766$50.8M0.06%-53,64013F-HRTimelineGroup
Truepoint, Inc.448,765$47.8M1.07%+23,08213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN443,715$47.3M0.01%+89,63513F-HR/ATimelineGroup
Crestwood Advisors Group, LLC434,108$46.2M0.78%-73,89413F-HRTimeline
HighTower Advisors, LLC421,239$44.9M0.05%-75,67213F-HRTimeline
Apella Capital, LLC418,476$44.7M0.66%+7,41713F-HRTimeline
WIT, LLC418,588$44.6M0.84%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC404,443$43.1M0.01%-21,88713F-HRTimelineGroup
Beacon Pointe Advisors, LLC385,215$41M0.22%+40,37613F-HRTimeline
Orion Porfolio Solutions, LLC366,914$39.1M0.33%+17,26913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC330,165$35.2M5.79%-7,05313F-HRTimelineGroup
Cetera Investment Advisers327,556$34.9M0.04%+67,26113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…308,233$32.8M0.06%+15,28413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP298,813$31.8M0.03%-16,82913F-HRTimelineGroup
RMR Wealth Builders294,637$31.4M2.47%+6,59913F-HRTimeline
Willis Johnson & Associates, Inc.283,043$30.1M1.76%-4,76813F-HRTimeline
Gross & Hartman Investments LLC276,655$29.5M15.32%+85713F-HRTimeline
Modera Wealth Management, LLC275,400$29.3M0.35%+22,77813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT271,256$28.9M0.5%+9,82613F-HRTimeline
Glenview Trust Co263,159$28M0.44%+132,49713F-HRTimeline
OLD NATIONAL BANCORP /IN/262,352$27.9M0.47%-19,23413F-HRTimeline
Bear Mountain Capital, Inc.258,958$27.6M8.31%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…259,354$27.6M0.38%-3,14713F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.259,110$27.6M1.87%-2,44313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding253,734$27M+228,346Timeline
EP Wealth Advisors, LLC251,628$26.8M0.13%+6,28113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.249,190$26.6M0.04%13F-HRTimelineGroup
Merit Financial Group, LLC241,506$25.7M0.19%+83,02813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…233,904$24.9M0.76%+33,34413F-HRTimelineGroup
Safe Harbor Family Capital, LLC231,281$24.6M19.27%+47513F-HRTimeline
LVW Advisors, LLC230,341$24.5M2.39%+12,68913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP222,273$23.7M0.89%+63,07913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP213,298$22.7M0.01%+77,09713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,257$22.4M0.03%-52,03313F-HRTimelineGroup
MATHER GROUP, LLC.197,700$21.1M0.21%+3,77413F-HRTimeline
Legacy Edge Advisors, LLC195,954$20.9M2.19%+7,30913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…197,812$20.6M0.05%-66,84213F-HRTimeline
Carnegie Investment Counsel190,620$20.3M0.4%-5,27213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC187,832$20M0.69%+11,48713F-HRTimelineGroup
Members Trust Co187,268$19.9M0.66%+7,47913F-HRTimeline
Betterment LLC186,835$19.9M0.04%-12,58713F-HRTimeline
GAMMA Investing LLC179,558$19.1M0.89%+24,96813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.175,251$18.7M2.6%+97013F-HRTimeline
BAILARD, INC.174,632$18.6M0.43%-24,89613F-HRTimeline
Alesco Advisors, LLC, An ESL Co173,848$18.5M0.47%-1,15713F-HRTimeline
One Capital Management, LLC171,415$18.3M0.5%+3,33313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding167,719$17.9M+39,631Timeline
Ellevest, Inc.164,434$17.5M2.44%+5,22413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC155,398$16.5M4.25%+5,36413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC149,522$15.9M0.33%+17,31013F-HRTimeline
Dakota Wealth Management147,820$15.7M0.34%+3,18713F-HR/ATimeline
Prime Capital Investment Advisors, LLC147,013$15.7M0.18%+33613F-HRTimeline
BANK OF HAWAII146,336$15.6M0.82%-5,10413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC145,350$15.5M1.3%+8,51813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP145,078$15.5M0.2%+43,59913F-HRTimeline
Slow Capital, Inc.141,308$15M1.95%+98913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA133,231$14.2M0.44%+8,57013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…130,304$13.9M1.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management124,842$13.3M0.15%+13,78113F-HRTimelineGroup
Oak Harvest Investment Services124,062$13.2M1.38%+3,24513F-HRTimeline
Abundance Wealth Counselors123,854$13.2M1.89%+6,38913F-HRTimeline
Sequoia Financial Advisors, LLC123,473$13.1M0.07%+1,23413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding122,370$13M+21,869Timeline
Janney Montgomery Scott LLC122,001$13M0.03%+11,31913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO120,870$12.9M0.19%+1,97813F-HRTimeline
Smithfield Trust Co119,192$12.7M0.55%+21,36213F-HRTimeline
MBL Wealth, LLC118,521$12.6M0.96%+26,85313F-HRTimeline
Grove Bank & Trust115,406$12.3M1.39%+1,70613F-HRTimeline
Quantinno Capital Management LP114,752$12.2M0.02%-88713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp112,089$11.9M0.04%-5,94313F-HR/ATimelineGroup
PDS Planning, Inc111,837$11.9M0.79%+12,17913F-HRTimeline
MML INVESTORS SERVICES, LLC111,836$11.9M0.03%-17,15413F-HRTimeline
Mesirow Financial Investment Management…111,488$11.9M0.19%+59413F-HRTimeline
TD Capital Management LLC111,051$11.8M1.06%+63413F-HRTimeline
Quent Capital, LLC105,106$11.2M0.79%+10,82413F-HRTimeline
MidFirst Bank103,379$11M0.91%+30,39513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT103,354$11M1.24%+2,44513F-HRTimeline
Partners in Financial Planning102,201$10.9M1.81%+1,96113F-HRTimeline
Altiora Financial Group, LLC102,197$10.9M1.79%+4,33013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC102,078$10.9M0.08%+17,07113F-HRTimelineGroup
Aaron Wealth Advisors LLC101,053$10.8M0.62%+3,75713F-HRTimeline
Waterway Wealth Management, LLC100,733$10.7M2.37%+2,76113F-HRTimeline
Sanctuary Advisors, LLC100,659$10.7M0.06%+4,99713F-HRTimeline
Financial Solutions Advisory Group, Inc.99,706$10.6M1.47%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP99,129$10.6M0.02%+2213F-HRTimelineGroup
Private Advisor Group, LLC98,130$10.5M0.05%+4,99113F-HRTimeline
CHOREO, LLC96,695$10.3M0.13%+73,09413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,390$10.3M0.01%new13F-HRTimelineGroup
BIP Wealth, LLC95,672$10.2M0.41%-82,33713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.93,674$9.98M0.02%+9,74813F-HRTimelineGroup
Investment Research Partners LLC90,494$9.64M3.92%+8,94813F-HRTimeline
Integrated Wealth Concepts LLC88,260$9.4M0.07%+55,30113F-HRTimeline
Cambridge Investment Research Advisors,…86,348$9.2M0.02%+4,39613F-HRTimeline
JFS WEALTH ADVISORS, LLC85,703$9.13M0.51%+1,14813F-HRTimeline
Savvy Advisors, Inc.81,632$8.69M0.23%+7,48213F-HRTimeline
Vestmark Advisory Solutions, Inc.81,440$8.67M0.1%+16,73313F-HRTimeline
World Investment Advisors78,064$8.31M0.13%+11,46713F-HRTimeline
NewEdge Advisors, LLC77,740$8.28M0.03%-4,30813F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT77,564$8.26M0.69%+1,83013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC77,533$8.25M0.3%new13F-HRTimelineGroup
Elmwood Wealth Management, Inc.75,696$8.06M2.23%+12,73813F-HRTimeline
Joel Isaacson & Co., LLC73,035$7.78M0.26%+16,74113F-HRTimeline
Zhang Financial LLC72,582$7.73M0.27%-1,64913F-HRTimeline
Brio Consultants, LLC72,366$7.69M0.94%+2,47313F-HRTimeline
Bragg Financial Advisors, Inc71,736$7.64M0.24%+4,40913F-HRTimeline
SageView Advisory Group, LLC71,325$7.6M0.28%-20,40213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.70,943$7.56M1.05%+16,09413F-HRTimeline
Clearwater Capital Advisors, LLC70,430$7.5M0.61%-2,28413F-HRTimeline
Alaethes Wealth, LLC69,878$7.44M2.15%-16,50013F-HRTimeline
Chesley Taft & Associates LLC69,747$7.43M0.31%+69013F-HRTimeline
Meridian Wealth Partners, LLC69,709$7.42M1.02%-76513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC67,377$7.18M3.67%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…66,914$7.13M1.9%-17,64213F-HRTimelineGroup
Ackerman Capital Advisors, LLC66,619$7.09M1.45%+4,53513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\66,510$7.08M<0.01%-6,81113F-HRTimelineGroup
Summit Financial, LLC65,274$6.95M0.09%+50,00313F-HRTimeline
Single Point Partners, LLC63,178$6.73M1.34%+1,75913F-HRTimeline
Opus Capital Group, LLC62,230$6.63M0.71%-57513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC61,718$6.57M0.03%-1013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP60,392$6.43M0.04%+3,46513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding60,201$6.41M-11,352Timeline
Larson Financial Group LLC59,865$6.38M0.2%-4,99613F-HRTimeline
FourThought Financial Partners, LLC57,541$6.13M0.53%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers57,467$6.12M0.01%+15,03013F-HRTimelineGroup
Lutz Financial Services LLC57,341$6.11M0.41%-43813F-HRTimeline
Waverly Advisors, LLC55,582$5.92M0.04%+3,89613F-HRTimeline
HUB Investment Partners, LLC55,496$5.91M0.14%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…55,511$5.9M0.04%-1,62013F-HRTimelineGroup
Morton Brown Family Wealth, LLC55,101$5.87M1.55%+1,29713F-HRTimeline
Composition Wealth, LLC54,617$5.82M0.08%-142,69513F-HRTimeline
Life Planning Partners, Inc54,582$5.81M4.44%-4213F-HRTimeline
Rockwood Wealth Management, LLC54,036$5.75M0.41%+4,57413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC53,560$5.7M0.64%+1,54613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,249$5.67M0.01%-11,97013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,953$5.64M0.08%-21,86213F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC52,874$5.63M0.99%+2,50013F-HRTimeline
DURANTE & WATERS, LLC52,780$5.62M4.07%+2,18213F-HRTimeline
Empirical Financial Services, LLC d.b.a…52,599$5.6M0.1%-15813F-HRTimeline
Integrated Advisors Network LLC52,262$5.57M0.29%-35,68113F-HRTimeline
ANDERSON HOAGLAND & CO52,127$5.55M0.48%+57213F-HRTimeline
Apex Wealth Management, LLC50,103$5.34M3.66%+45,87613F-HRTimeline
Pine Harbor Wealth Management, LLC49,963$5.32M1.59%+12413F-HRTimeline
GREENLEAF TRUST49,788$5.3M0.05%-45313F-HRTimeline
CWM, LLCin group CWM, LLC49,746$5.3M0.01%-3,77813F-HRTimelineGroup
GWN SECURITIES INC.49,558$5.28M1.01%-11,82513F-HRTimeline
McNamara Financial Services, Inc.49,477$5.27M1%+94313F-HRTimeline
Syntegra Private Wealth Group, LLC49,465$5.27M0.5%+5,23513F-HRTimeline
Cascade Financial Partners, LLC49,032$5.22M0.54%+9,67913F-HRTimeline
Private Wealth Management Group, LLC48,573$5.17M1.36%+1,18813F-HRTimeline
Wealthspire Advisors, LLC48,114$5.12M0.04%-11613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.48,092$5.12M1.09%-4,46513F-HRTimeline
Prospera Financial Services Inc48,002$5.11M0.08%+86713F-HRTimeline
AMG National Trust Bank47,773$5.09M0.11%+8,94513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,621$5.07M<0.01%+49013F-HRTimelineGroup
XML Financial, LLC47,607$5.07M0.41%+2,12913F-HRTimeline
Perigon Wealth Management, LLC46,946$5M0.09%+1,26413F-HRTimeline
Symmetry Partners, LLC46,797$4.98M0.28%+3,28713F-HRTimeline
Avantax Planning Partners, Inc.46,116$4.91M0.13%-6,10413F-HRTimeline
Valmark Advisers, Inc.45,908$4.89M0.06%+3,18413F-HRTimeline
INVESTED ADVISORS45,489$4.84M4.89%+2,29613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.45,459$4.84M3.87%-46113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45,078$4.8M0.01%-4,87213F-HRTimelineGroup
Avail Investment Partners, LLC45,005$4.79M5.12%13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC44,714$4.76M0.69%+2,01713F-HRTimeline
FIRST AMERICAN TRUST, FSB43,282$4.61M0.31%-2,71213F-HRTimeline
Diversified Portfolios, Inc.43,164$4.6M0.38%-3,76513F-HRTimeline
IF Advisors, LLC42,500$4.53M3.2%+5,12213F-HRTimeline
Fisher Asset Management, LLC41,935$4.47M<0.01%-2,62213F-HRTimeline
Greenspring Advisors, LLC41,625$4.43M0.27%+75913F-HRTimeline
Baron Financial Group, LLC40,930$4.36M2.35%-1513F-HRTimeline
Curbstone Financial Management Corp40,460$4.31M0.82%+20013F-HRTimeline