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Disclosery

XVV ISHARES TR

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ETF (fund)

159 managers (159 13F filers) reported a position in XVV shares at 2026-06-30, 3,625,783 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
159
13F filers
159
New
24
Added
59
Reduced
40
Sold out
8
Shares held by filers
3,625,783

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC441,619$25.1M1.28%-381,42113F-HRTimelineGroup
LPL Financial LLC306,206$17.4M<0.01%+32,68513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC255,669$14.5M0.39%+8,39513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC227,661$12.9M0.02%+8,69113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…175,276$9.95M0.03%+15,75913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…78,662$4.47M0.01%+6,29213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources75,998$4.32M<0.01%013F-HRTimelineGroup
Wharton Business Group, LLC75,920$4.31M0.14%-52013F-HRTimeline
JNBA Financial Advisors75,662$4.3M0.33%-9,98113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp74,207$4.21M<0.01%+99713F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management72,621$4.12M0.53%+2,27913F-HRTimelineGroup
Atlantic Private Wealth, LLC67,627$3.84M2.35%-3,87313F-HRTimeline
BSW Wealth Partners57,656$3.27M0.36%-5,12413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,515$3.21M<0.01%-5,09513F-HRTimelineGroup
Biltmore Family Office, LLC56,201$3.19M0.42%013F-HRTimeline
NorthRock Partners, LLC47,634$2.71M0.04%+36013F-HRTimeline
HighTower Advisors, LLC46,494$2.64M<0.01%+17913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/44,968$2.55M0.4%+22513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44,053$2.5M0.03%+8,48213F-HRTimeline
EP Wealth Advisors, LLC39,984$2.27M0.01%-1,44913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,530$2.13M0.01%-1,78213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,248$1.83M<0.01%+2,09313F-HRTimelineGroup
MAI Capital Management31,548$1.79M0.01%-46813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,222$1.72M<0.01%+1,16213F-HRTimelineGroup
Wick Capital Partners, LLC30,129$1.71M0.26%-1313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES30,106$1.71M0.59%+14,72513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,470$1.67M<0.01%+1,40913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,218$1.65M<0.01%-3,28513F-HRTimelineGroup
Napier Financial, LLC28,651$1.63M0.34%-15313F-HRTimeline
Financial Council, LLC28,114$1.6M0.52%-27413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,822$1.58M<0.01%+80313F-HRTimeline
Tarbox Family Office, Inc.27,445$1.56M0.22%+12,24213F-HRTimeline
NerdWallet Wealth Partners, LLC26,929$1.53M0.53%+4,54413F-HRTimeline
MML INVESTORS SERVICES, LLC25,372$1.44M<0.01%+2,80413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,442$1.33M<0.01%+32713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,020$1.31M<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC21,718$1.23M0.99%+2,69913F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,207$1.15M0.01%-10313F-HRTimelineGroup
Cresset Asset Management, LLC19,074$1.08M<0.01%+23113F-HRTimeline
Mariner, LLCin group Mariner, LLC18,461$1.05M<0.01%+79513F-HRTimelineGroup
Human Investing LLC17,533$996K0.13%-22313F-HR/ATimeline
Sage Mountain Advisors LLC17,386$987K0.06%013F-HRTimeline
Cetera Investment Advisers17,197$977K<0.01%+1,25313F-HRTimeline
Prosperity Consulting Group, LLC17,064$969K0.04%+2,99513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,452$934K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,241$922K<0.01%-1,46213F-HRTimelineGroup
Sound Stewardship, LLC16,074$913K0.38%+3213F-HRTimeline
Magnus Financial Group LLC16,054$912K0.06%-2,34513F-HRTimeline
Heritage Family Offices, LLP15,668$890K0.34%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.15,668$890K0.34%new13F-HRTimeline
Ferguson Shapiro LLC14,936$848K0.25%+3413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,561$827K<0.01%-7,31213F-HR/ATimeline
Highland Financial Advisors, LLC14,285$811K0.18%-2,58213F-HRTimeline
Savant Capital, LLC12,574$714K<0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC11,931$678K0.27%+2713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC11,845$673K0.16%-1,97013F-HRTimeline
Emergent Wealth Advisors, LLC11,627$660K0.34%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,548$656K<0.01%+2,84313F-HRTimelineGroup
Asset Dedication, LLC11,454$650K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$650K0.2%013F-HRTimeline
RMR Wealth Builders11,050$628K0.04%+15313F-HRTimeline
Archer Investment Corp10,936$621K0.12%+35613F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT10,905$619K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC10,862$617K<0.01%+9613F-HRTimeline
Freedom Financial Partners LLC10,298$585K0.19%-1,69913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$578K<0.01%013F-HRTimelineGroup
Veridan Wealth LLC10,164$577K0.2%-4513F-HRTimeline
Private Advisor Group, LLC9,914$563K<0.01%+28313F-HRTimeline
KWB Wealth9,877$561K0.05%+4,34713F-HRTimeline
Cambridge Investment Research Advisors,…9,668$549K<0.01%-21,27113F-HR/ATimeline
Tribridge Partners Financial LLC9,681$546K0.21%+4713F-HRTimeline
Betterment LLC9,281$527K<0.01%+1413F-HRTimeline
Black Diamond Financial, LLC9,265$526K0.05%013F-HRTimeline
Measured Risk Portfolios, Inc.9,056$514K0.46%013F-HRTimeline
Navalign, LLC8,902$506K0.12%013F-HRTimeline
Confluence Wealth Services, Inc.8,880$504K0.01%+18913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,720$495K0.03%new13F-HRTimeline
NewEdge Advisors, LLC8,631$490K<0.01%+1,42513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$434K0.02%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,342$417K0.18%+313F-HRTimeline
Sigma Planning Corp7,272$413K0.01%+113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,189$408K0.08%-3813F-HRTimeline
Ellenbecker Investment Group7,188$408K0.05%+3013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,101$403K<0.01%013F-HRTimelineGroup
GAINLINE FINANCIAL PARTNERS, LLC6,904$392K0.37%13F-HRTimeline
Peak Retirement Planning, Inc.6,885$391K0.06%+1,97513F-HRTimeline
Pettinga Financial Advisors LLC6,867$390K0.06%013F-HRTimeline
Curtis Advisory Group, LLC6,773$385K0.07%-1,39213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,608$375K<0.01%+613F-HR/ATimelineGroup
Vise Technologies, Inc.6,602$375K<0.01%new13F-HRTimeline
Montecito Bank & Trust6,364$361K0.05%013F-HRTimeline
Dakota Wealth Management6,350$361K0.01%+1413F-HRTimeline
Gray Private Wealth, LLC6,283$357K0.15%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,220$353K0.05%+1,13513F-HRTimeline
Wealth Group Ltd6,149$349K0.07%+57913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,125$348K<0.01%-122,19513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,114$347K0.01%+513F-HRTimelineGroup
Crane Advisory, LLC5,763$331K0.05%-48113F-HRTimeline
Armor Investment Advisors, LLC5,714$324K0.1%-16113F-HRTimeline
Sculati Wealth Management, LLC5,332$303K0.1%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,263$299K<0.01%-9,46913F-HRTimelineGroup
Whitegate Investment Counselors, Inc.5,231$297K0.08%+18813F-HRTimeline
CORA CAPITAL ADVISORS LLC5,225$297K0.08%013F-HRTimeline
Topel & Distasi Wealth Management, LLC5,153$293K0.14%-8313F-HRTimeline
Valeo Financial Advisors, LLC5,056$287K0.01%+7713F-HRTimeline
Timmons Wealth Management, LLC4,931$280K0.2%-12213F-HRTimeline
Perigon Wealth Management, LLC4,757$270K<0.01%-16813F-HRTimeline
SEEDS INVESTOR LLC4,517$257K0.03%+66113F-HRTimeline
Global Retirement Partners, LLC4,233$240K<0.01%13F-HRTimeline
Archer Investment Management, LLC4,208$239K0.08%-1413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,116$234K<0.01%013F-HRTimelineGroup
Urban Financial Advisory Corp4,101$233K0.06%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,073$231K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,005$227K0.07%+913F-HRTimeline
Monument Capital Management3,946$224K0.05%new13F-HRTimeline
Ellis Investment Partners, LLC3,943$224K0.03%-17013F-HRTimeline
Horst & Graben Wealth Management LLC3,936$224K0.03%013F-HRTimeline
Prosperity Planning, Inc.3,886$221K0.05%new13F-HRTimeline
Grove Bank & Trust3,863$219K0.02%013F-HRTimeline
Destination Wealth Management3,848$219K0.01%new13F-HRTimeline
Selective Wealth Management, Inc.3,845$218K0.06%new13F-HRTimeline
Zhang Financial LLC3,786$215K0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC3,621$206K0.02%new13F-HRTimeline
MATAURO, LLC3,593$204K0.03%new13F-HRTimeline
Choate Investment Advisors3,542$201K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,286$187K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC3,266$185K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,175$180K0.01%-17513F-HRTimeline
FMR LLCin group FMR LLC3,026$172K<0.01%+38213F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC2,776$158K0.07%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,743$156K<0.01%+17613F-HRTimelineGroup
Smithfield Trust Co2,678$153K0.01%-34513F-HRTimeline
Millstone Evans Group, LLC2,448$139K0.08%+2313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,339$133K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC1,918$109K0.03%013F-HRTimeline
Abound Wealth Management1,683$95.6K0.02%new13F-HRTimeline
Redwood Park Advisors LLC1,658$94.2K0.07%+313F-HRTimeline
Steward Partners Investment Advisory, L…1,599$90.8K<0.01%+3013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,568$89K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,556$88.4K<0.01%+10013F-HRTimelineGroup
StrongBox Wealth, LLC1,395$79.2K0.02%new13F-HRTimeline
EASTERN BANK1,290$73.3K<0.01%-3,50913F-HRTimeline
Tidemark, LLC1,156$65.6K0.01%-14213F-HRTimeline
Hanson & Doremus Investment Management912$52K0.01%-713F-HRTimeline
Federation des caisses Desjardins du Qu…650$36.8K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC620$35.2K0.03%new13F-HRTimeline
Carolina Wealth Advisors, LLC493$28K0.01%013F-HRTimeline
Rossby Financial, LCC488$27.7K0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/455$25.8K<0.01%+17513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management365$20.7K<0.01%013F-HRTimelineGroup
Arax Advisory Partners359$20.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC313$17.8K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$17.6K0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…241$13.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC150$8.52K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…150$8.52K<0.01%-1013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS64$3.63K<0.01%new13F-HRTimeline
RMG Wealth Management LLC5$795<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$114<0.01%013F-HRTimeline