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Disclosery

SUB ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 54 13F filers report a position in SUB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CX Institutional599,280$62.6M1.7%+478,99613F-HRTimeline
Apella Capital, LLC488,398$51M0.65%+72,98213F-HRTimeline
GAMMA Investing LLC230,745$24.1M0.82%+8,89613F-HRTimeline
Grove Bank & Trust116,091$12.1M1.21%-90313F-HRTimeline
Central Pacific Bank - Trust Division93,415$9.77M1.03%-1,94313F-HRTimeline
Wedmont Private Capital66,309$6.94M0.17%+36113F-HRTimeline
Baron Financial Group, LLC40,725$4.26M2.07%-7513F-HRTimeline
Farther Finance Advisors, LLC35,479$3.71M0.03%-9,58613F-HRTimeline
Avidian Wealth Enterprises, LLC32,870$3.44M0.1%+16013F-HRTimeline
KFA Private Wealth Group, LLC27,307$2.85M0.67%+2,40713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.27,251$2.85M0.46%+25,10613F-HRTimeline
FC Advisory LLC21,854$2.28M0.6%+24513F-HRTimeline
Rosenberg Matthew Hamilton20,494$2.14M0.38%+6,16913F-HRTimeline
McNaughton Wealth Management, LLC20,061$2.1M0.73%+6,46013F-HRTimeline
Factor Wealth Management LTD17,844$1.87M0.29%-2,28013F-HRTimeline
Lake Hills Wealth Management, LLC17,496$1.83M0.84%+48413F-HRTimeline
Roth Financial Partners LLC17,195$1.8M0.54%-50413F-HRTimeline
Apeiron RIA LLC17,043$1.78M0.41%+7,66913F-HRTimeline
Bangor Savings Bank16,789$1.76M0.13%-5913F-HRTimeline
Boltwood Capital Management16,015$1.67M0.38%+2,06013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC15,282$1.6M0.41%-46613F-HRTimeline
First Heartland Consultants, Inc.14,980$1.57M0.1%+3,29913F-HRTimeline
Heartwood Wealth Advisors LLC13,868$1.45M0.11%013F-HRTimeline
Roan Capital Partners13,303$1.39M1.02%-52513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,221$1.38M0.32%+1,12013F-HRTimeline
Galvin, Gaustad & Stein, LLC12,948$1.35M0.1%-62613F-HRTimeline
YHB Investment Advisors, Inc.8,978$939K0.06%+5513F-HRTimeline
Aletheian Wealth Advisors LLC8,763$916K0.37%+45513F-HRTimeline
KWMG, LLC8,401$878K0.06%-7,73713F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,363$874K0.02%-30113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,213$859K0.01%-68113F-HRTimelineGroup
Everhart Financial Group, Inc.7,785$814K0.05%-3813F-HRTimeline
Trust Co7,781$813K0.07%+4,18913F-HRTimeline
Legacy Private Trust Co.7,258$759K0.04%+18013F-HRTimeline
FIRST COMMUNITY TRUST NA5,865$613K0.2%+3,62513F-HRTimeline
Veery Capital, LLC5,769$603K0.16%+55013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,205$544K0.04%-5,26213F-HRTimelineGroup
CoreCap Advisors, LLC4,680$489K0.01%-4313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,321$452K0.09%-2,24913F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,562$372K0.05%+1613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,443$360K0.07%-70913F-HRTimeline
Capital Advisors Wealth Management, LLC2,961$310K0.03%+1813F-HRTimeline
Venture Visionary Partners LLC2,891$302K0.01%-20413F-HRTimeline
Nautilus Advisors LLC2,370$248K0.15%013F-HRTimeline
Valeo Financial Advisors, LLC2,097$219K<0.01%-96013F-HRTimeline
Paladin Partners, LLC1,935$202K0.12%013F-HRTimeline
Baring Financial LLC1,915$200K0.11%new13F-HRTimeline
Miller Global Investments, LLC1,170$122K0.1%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC763$79.8K<0.01%013F-HRTimeline
Pacifica Partners Inc.625$65.4K0.02%013F-HRTimeline
EASTERN BANK625$65.3K<0.01%+59413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.286$29.9K<0.01%+17313F-HRTimelineGroup
Frisco Financial Planning LLC210$22K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC118$12.4K0.01%013F-HRTimeline