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Disclosery

XVV ISHARES TR

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ETF (fund)

110 managers (110 13F filers) reported a position in XVV shares at 2025-03-31, 3,008,560 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
110
13F filers
110
New
10
Added
37
Reduced
33
Sold out
9
Shares held by filers
3,008,560

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC823,040$35.2M2.23%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC230,524$9.86M0.33%+27,24013F-HRTimeline
LPL Financial LLC173,473$7.42M<0.01%+29,80713F-HRTimeline
JNBA Financial Advisors87,589$3.75M0.39%-7,02913F-HRTimeline
Better Money Decisions, LLC86,777$3.71M2.48%-6,97313F-HRTimeline
BSW Wealth Partners85,987$3.68M0.56%-8,96913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management77,966$3.34M0.54%13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources75,998$3.25M<0.01%-1,88513F-HRTimelineGroup
Wharton Business Group, LLC75,555$3.23M0.15%-7,64513F-HRTimeline
Atlantic Private Wealth, LLC67,670$2.9M2.14%+113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,844$2.52M<0.01%+1,40513F-HRTimelineGroup
Biltmore Family Office, LLC56,201$2.4M0.41%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP55,600$2.38M0.01%-4,00013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/38,975$1.67M0.34%-7013F-HRTimeline
HighTower Advisors, LLC38,746$1.66M<0.01%+40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,381$1.56M<0.01%-6,30413F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth34,266$1.47M<0.01%+19,81313F-HR/ATimelineGroup
US FINANCIAL ADVISORS, LLC31,236$1.34M0.39%+1,35913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,136$1.29M0.03%+2,03513F-HRTimelineGroup
Financial Council, LLC29,931$1.28M0.69%+2,79013F-HRTimeline
Wick Capital Partners, LLC29,911$1.28M0.38%+11813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,947$1.15M<0.01%-2,14313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,759$1.14M<0.01%-39713F-HRTimelineGroup
NorthRock Partners, LLC26,160$1.12M0.04%-78113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES25,714$1.1M0.43%-25,47313F-HRTimeline
Cambridge Investment Research Advisors,…24,800$1.06M<0.01%-1,59713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,132$990K<0.01%-77813F-HRTimeline
MML INVESTORS SERVICES, LLC22,702$971K<0.01%-713F-HRTimeline
FUTURE YOU WEALTH LLC22,381$958K0.61%+2,06113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,360$957K<0.01%+10,01313F-HRTimeline
Tarbox Family Office, Inc.22,157$948K0.16%+3,50913F-HRTimeline
MAI Capital Management21,493$920K0.01%-25613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,023$899K<0.01%+82013F-HRTimelineGroup
Magnus Financial Group LLC19,471$833K0.08%+49713F-HRTimeline
Archer Investment Management, LLC18,480$791K0.55%-11,36513F-HRTimeline
Ferguson Shapiro LLC16,421$703K0.26%+80113F-HRTimeline
Sage Mountain Advisors LLC15,540$665K0.05%+1,46713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,968$598K<0.01%-6,37713F-HRTimelineGroup
Cetera Investment Advisers12,608$539K<0.01%+57513F-HRTimeline
Cresset Asset Management, LLC11,995$513K<0.01%013F-HRTimeline
Sprinkle Financial Consultants LLC11,784$504K0.32%+3013F-HRTimeline
Emergent Wealth Advisors, LLC11,627$497K0.36%-68013F-HRTimeline
Asset Dedication, LLC11,454$490K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$490K0.21%013F-HRTimeline
Buffington Mohr McNeal11,262$482K0.1%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,149$477K<0.01%-61513F-HRTimelineGroup
Veridan Wealth LLC10,861$465K0.21%-2,59713F-HRTimeline
Parkworth Wealth Management, Inc.10,633$455K0.36%-30813F-HRTimeline
Integrated Wealth Concepts LLC10,607$454K0.01%new13F-HRTimeline
NAPATREE CAPITAL LLC10,458$447K0.25%+32113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$435K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,165$435K<0.01%+3,96513F-HRTimelineGroup
WCG Wealth Advisors LLC10,125$433K0.03%013F-HR/ATimeline
Human Investing LLC9,872$422K0.07%-12513F-HRTimeline
Navalign, LLC9,823$420K0.12%013F-HRTimeline
Highland Financial Advisors, LLC9,695$415K0.15%-1,51013F-HRTimeline
Confluence Wealth Services, Inc.9,916$407K0.03%+54513F-HRTimeline
Leverty Financial Group, LLC9,463$405K0.17%-20313F-HRTimeline
Measured Risk Portfolios, Inc.9,306$398K0.43%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,244$395K0.02%-15713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,031$386K<0.01%+4,46113F-HRTimelineGroup
RHS Financial, LLC8,888$380K0.21%+23013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,655$369K0.14%+2,30513F-HRTimeline
Heritage Family Offices, LLP8,335$357K0.18%013F-HRTimeline
Freedom Financial Partners LLC8,048$344K0.16%+2,18913F-HRTimeline
Sigma Planning Corp7,598$325K0.01%-4913F-HRTimeline
Ellenbecker Investment Group7,219$309K0.06%+4413F-HRTimeline
Topel & Distasi Wealth Management, LLC6,758$289K0.13%+2213F-HRTimeline
Armor Investment Advisors, LLC6,704$287K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,676$286K<0.01%+29713F-HRTimeline
Gray Private Wealth, LLC6,576$281K0.17%new13F-HRTimeline
Presidio Capital Management, LLC6,484$277K0.12%new13F-HRTimeline
Montecito Bank & Trust6,364$272K0.05%013F-HRTimeline
Dakota Wealth Management6,272$268K0.01%+1613F-HRTimeline
Crane Advisory, LLC6,254$256K0.05%+7013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,771$247K0.06%-30213F-HRTimeline
Monument Capital Management5,415$232K0.07%-12013F-HRTimeline
Private Advisor Group, LLC5,323$228K<0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,323$228K0.01%-12313F-HRTimelineGroup
CRA Financial Services, LLC5,278$226K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,073$174K<0.01%013F-HRTimeline
Grove Bank & Trust3,863$165K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,433$147K<0.01%013F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC3,350$143K0.01%+12513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,945$126K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,826$121K<0.01%+16313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,763$118K0.07%-21713F-HRTimeline
Millstone Evans Group, LLC2,405$103K0.07%new13F-HRTimeline
NewEdge Advisors, LLC2,278$97.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,273$97.2K<0.01%+313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,218$95K<0.01%-1,10813F-HRTimelineGroup
VSM Wealth Advisory, LLC1,696$72.6K0.03%+35313F-HRTimeline
PRIVATE TRUST CO NA1,508$64.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,456$62.3K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC1,376$58.9K0.05%+29313F-HRTimeline
Hanson & Doremus Investment Management1,016$43K0.01%013F-HRTimeline
Sunbelt Securities, Inc.907$38.8K<0.01%-10,36613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC757$34.3K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management365$15.6K<0.01%013F-HRTimelineGroup
Arax Advisory Partners359$15.4K<0.01%new13F-HRTimeline
WealthShield Partners, LLC319$13.6K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$13.3K0.01%new13F-HRTimeline
Smithfield Trust Co258$11K<0.01%+5513F-HRTimeline
Fort Vancouver Investment Management, L…241$10.3K0.01%013F-HRTimeline
Archer Investment Corp207$8.86K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$8.56K<0.01%013F-HRTimeline
FSA Wealth Management LLC125$5.35K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC38$1.61K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC35$1.49K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.