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Disclosery

XVV ISHARES TR

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ETF (fund)

112 managers (112 13F filers) reported a position in XVV shares at 2025-06-30, 2,990,373 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
112
13F filers
112
New
10
Added
42
Reduced
28
Sold out
5
Shares held by filers
2,990,373

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC823,040$39.2M2.15%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC226,954$10.8M0.34%-3,57013F-HRTimeline
LPL Financial LLC196,706$9.38M<0.01%+23,23313F-HRTimeline
Better Money Decisions, LLC88,618$4.23M2.57%+1,84113F-HRTimeline
JNBA Financial Advisors82,601$3.94M0.38%-4,98813F-HRTimeline
Wharton Business Group, LLC76,440$3.65M0.15%+88513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources75,998$3.62M<0.01%013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management70,866$3.38M0.51%-7,10013F-HRTimelineGroup
BSW Wealth Partners70,207$3.35M0.46%-15,78013F-HRTimeline
Atlantic Private Wealth, LLC67,671$3.23M2.17%+113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,714$2.9M<0.01%+1,87013F-HRTimelineGroup
Biltmore Family Office, LLC56,201$2.68M0.45%013F-HRTimeline
HighTower Advisors, LLC40,774$1.94M<0.01%+2,02813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,600$1.94M<0.01%-15,00013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/39,655$1.89M0.37%+68013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth34,266$1.63M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,831$1.56M<0.01%-3,55013F-HR/ATimelineGroup
NorthRock Partners, LLC32,506$1.55M0.04%+6,34613F-HR/ATimeline
Wick Capital Partners, LLC6,692$1.43M0.37%-23,21913F-HRTimeline
Financial Council, LLC29,812$1.42M0.69%-11913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,446$1.4M0.03%-69013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,929$1.28M<0.01%+17013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,392$1.26M<0.01%-55513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,779$1.23M<0.01%+2,64713F-HRTimeline
MML INVESTORS SERVICES, LLC25,523$1.22M<0.01%+2,82113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,014$1.19M<0.01%+15,98313F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,740$1.18M<0.01%-6013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,450$1.12M<0.01%new13F-HRTimelineGroup
MAI Capital Management22,132$1.06M0.01%+63913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,158$961K<0.01%-86513F-HRTimelineGroup
Magnus Financial Group LLC19,516$931K0.08%+4513F-HRTimeline
FUTURE YOU WEALTH LLC19,319$921K0.5%-3,06213F-HRTimeline
Sound Stewardship, LLC18,698$892K0.46%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC17,205$820K<0.01%+6,05613F-HRTimelineGroup
Sage Mountain Advisors LLC16,828$803K0.05%+1,28813F-HRTimeline
Ferguson Shapiro LLC16,333$779K0.26%-8813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,381$734K0.29%-10,33313F-HRTimeline
Archer Investment Management, LLC15,343$732K0.53%-3,13713F-HRTimeline
Tarbox Family Office, Inc.14,298$682K0.1%-7,85913F-HRTimeline
Cetera Investment Advisers12,483$595K<0.01%-12513F-HRTimeline
Cresset Asset Management, LLC12,379$590K<0.01%+38413F-HR/ATimeline
Highland Financial Advisors, LLC11,924$569K0.18%+2,22913F-HRTimeline
Sprinkle Financial Consultants LLC11,812$563K0.34%+2813F-HRTimeline
Emergent Wealth Advisors, LLC11,627$554K0.35%013F-HRTimeline
Asset Dedication, LLC11,454$546K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$546K0.21%013F-HRTimeline
EP Wealth Advisors, LLC11,262$537K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC10,765$513K0.01%+15813F-HRTimeline
Freedom Financial Partners LLC10,718$511K0.22%+2,67013F-HRTimeline
Sunbelt Securities, Inc.11,273$511K0.05%+10,36613F-HRTimeline
Parkworth Wealth Management, Inc.10,658$508K0.37%+2513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,458$499K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$485K<0.01%013F-HRTimelineGroup
WCG Wealth Advisors LLC10,125$483K0.03%013F-HRTimeline
Confluence Wealth Services, Inc.9,958$475K0.03%+4213F-HRTimeline
Human Investing LLC9,903$472K0.07%+3113F-HRTimeline
Navalign, LLC9,837$469K0.13%+1413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,772$466K<0.01%-39313F-HR/ATimelineGroup
Leverty Financial Group, LLC9,463$451K0.13%013F-HRTimeline
Tribridge Partners Financial LLC9,250$441K0.26%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,056$432K<0.01%new13F-HRTimelineGroup
Measured Risk Portfolios, Inc.9,056$432K0.48%-25013F-HRTimeline
NewEdge Advisors, LLC8,979$428K<0.01%+6,70113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,630$412K0.14%-2513F-HRTimeline
Sigma Planning Corp8,217$392K0.01%+61913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$365K0.02%-1,59513F-HRTimelineGroup
Heritage Family Offices, LLP8,335$355K0.18%013F-HRTimeline
Ellenbecker Investment Group7,291$348K0.06%+7213F-HRTimeline
Topel & Distasi Wealth Management, LLC6,758$322K0.17%013F-HRTimeline
Armor Investment Advisors, LLC6,704$320K0.12%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,580$314K<0.01%new13F-HR/ATimelineGroup
Gray Private Wealth, LLC6,576$314K0.17%013F-HRTimeline
Private Advisor Group, LLC6,457$308K<0.01%+1,13413F-HRTimeline
Dakota Wealth Management6,286$300K0.01%+1413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,945$284K0.06%+17413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,865$283K<0.01%-81113F-HRTimeline
Global Retirement Partners, LLC5,637$269K0.01%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,511$263K0.01%+18813F-HRTimelineGroup
Presidio Capital Management, LLC5,500$262K0.1%-98413F-HRTimeline
Monument Capital Management5,403$258K0.07%-1213F-HRTimeline
Whitegate Investment Counselors, Inc.5,326$254K0.09%new13F-HRTimeline
EASTERN BANK5,205$248K<0.01%new13F-HRTimeline
Crane Advisory, LLC5,125$246K0.04%-1,12913F-HRTimeline
OLD MISSION CAPITAL LLC4,911$234K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,596$219K0.08%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,073$194K<0.01%013F-HRTimeline
Grove Bank & Trust3,863$184K0.02%013F-HRTimeline
Smartleaf Asset Management LLC3,726$177K0.02%+3,69113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,390$162K<0.01%-4313F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC3,350$160K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,837$135K<0.01%+1113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,763$132K0.07%013F-HRTimeline
Millstone Evans Group, LLC2,405$115K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,279$109K<0.01%+613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,218$106K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC1,931$92.1K0.03%+23513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,857$88.6K<0.01%-1,08813F-HRTimelineGroup
Redwood Park Advisors LLC1,642$78.3K0.06%+26613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,456$69.4K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management1,016$48K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC863$41.2K<0.01%+10613F-HRTimelineGroup
Smithfield Trust Co524$26K<0.01%+26613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management365$17.4K<0.01%013F-HRTimelineGroup
Arax Advisory Partners359$17.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC346$16.5K<0.01%+2713F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$14.8K0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…241$11.5K0.01%013F-HRTimeline
Archer Investment Corp207$9.87K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$9.54K<0.01%013F-HRTimeline
FSA Wealth Management LLC125$5.96K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC45$2.13K<0.01%+713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.