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Disclosery

XVV ISHARES TR

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ETF (fund)

117 managers (117 13F filers) reported a position in XVV shares at 2025-09-30, 3,139,318 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
117
13F filers
117
New
15
Added
38
Reduced
31
Sold out
7
Shares held by filers
3,139,318

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC823,040$42.4M2.16%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC225,869$11.6M0.34%-1,08513F-HRTimeline
LPL Financial LLC218,026$11.2M<0.01%+21,32013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC159,499$8.22M0.01%new13F-HRTimelineGroup
JNBA Financial Advisors97,029$5M0.45%+14,42813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,830$4.63M<0.01%+29,11613F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management81,311$4.19M0.59%+10,44513F-HRTimelineGroup
Wharton Business Group, LLC76,440$3.94M0.17%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources75,998$3.92M<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC67,671$3.49M2.25%013F-HRTimeline
BSW Wealth Partners63,847$3.29M0.41%-6,36013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…62,988$3.25M0.01%new13F-HRTimelineGroup
Biltmore Family Office, LLC56,201$2.9M0.41%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/41,043$2.11M0.39%+1,38813F-HRTimeline
HighTower Advisors, LLC40,542$2.09M<0.01%-23213F-HRTimeline
NorthRock Partners, LLC33,352$1.72M0.03%+84613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,475$1.57M<0.01%+4,08313F-HR/ATimelineGroup
Wick Capital Partners, LLC29,952$1.54M0.37%+23,26013F-HRTimeline
Financial Council, LLC29,526$1.52M0.68%-28613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,080$1.5M0.03%-36613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,266$1.4M<0.01%+2,25213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,015$1.39M<0.01%+17,95913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,443$1.36M<0.01%-48613F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,457$1.31M<0.01%+71713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,142$1.19M<0.01%-9,68913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,291$1.15M<0.01%-3,48813F-HRTimeline
MAI Capital Management21,116$1.09M0.01%-1,01613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,669$1.01M<0.01%-48913F-HRTimelineGroup
Magnus Financial Group LLC19,564$1.01M0.08%+4813F-HRTimeline
Sound Stewardship, LLC19,127$985K0.47%+42913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,074$983K<0.01%-15,19213F-HRTimelineGroup
Archer Investment Management, LLC17,958$925K0.57%+2,61513F-HRTimeline
Mariner, LLCin group Mariner, LLC17,871$921K<0.01%+66613F-HRTimelineGroup
Sage Mountain Advisors LLC16,970$874K0.05%+14213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,381$792K0.3%013F-HRTimeline
Ferguson Shapiro LLC14,902$768K0.25%-1,43113F-HRTimeline
Tarbox Family Office, Inc.14,302$737K0.11%+413F-HRTimeline
FMR LLCin group FMR LLC13,257$683K<0.01%+13,21213F-HRTimelineGroup
Cetera Investment Advisers12,832$661K<0.01%+34913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,547$646K<0.01%new13F-HR/ATimelineGroup
Highland Financial Advisors, LLC12,534$646K0.19%+61013F-HRTimeline
Cresset Asset Management, LLC12,479$643K<0.01%+10013F-HR/ATimeline
Sprinkle Financial Consultants LLC11,840$610K0.34%+2813F-HRTimeline
Emergent Wealth Advisors, LLC11,627$599K0.35%013F-HRTimeline
Asset Dedication, LLC11,454$590K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$590K0.19%013F-HRTimeline
Human Investing LLC11,419$588K0.09%+1,51613F-HRTimeline
Integrated Wealth Concepts LLC10,765$555K<0.01%013F-HRTimeline
Freedom Financial Partners LLC10,710$552K0.21%-813F-HRTimeline
Veridan Wealth LLC10,600$546K0.19%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,458$539K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$524K<0.01%013F-HRTimelineGroup
WCG Wealth Advisors LLC10,024$516K0.03%-10113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,840$507K0.16%+1,21013F-HRTimeline
Navalign, LLC9,837$507K0.13%013F-HRTimeline
Tribridge Partners Financial LLC9,250$478K0.22%013F-HRTimeline
Black Diamond Financial, LLC9,265$477K0.05%new13F-HRTimeline
Measured Risk Portfolios, Inc.9,056$467K0.5%013F-HRTimeline
NewEdge Advisors, LLC8,959$462K<0.01%-2013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,854$454K<0.01%-91813F-HRTimelineGroup
Private Advisor Group, LLC8,362$431K<0.01%+1,90513F-HRTimeline
Confluence Wealth Services, Inc.8,308$428K0.02%-1,65013F-HRTimeline
Pettinga Financial Advisors LLC8,163$421K0.08%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$394K0.02%013F-HRTimelineGroup
Sigma Planning Corp7,621$393K0.01%-59613F-HRTimeline
Ellenbecker Investment Group7,378$380K0.06%+8713F-HRTimeline
Armor Investment Advisors, LLC6,972$359K0.11%+26813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,587$339K<0.01%+713F-HRTimelineGroup
Gray Private Wealth, LLC6,576$339K0.17%013F-HRTimeline
Montecito Bank & Trust6,364$328K0.05%13F-HRTimeline
Curtis Advisory Group, LLC6,326$326K0.07%new13F-HRTimeline
Dakota Wealth Management6,302$325K0.01%+1613F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,301$325K<0.01%new13F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC6,187$319K0.16%-57113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,878$303K0.01%+36713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,744$296K<0.01%-19,77913F-HRTimeline
Global Retirement Partners, LLC5,651$291K0.01%+1413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,538$285K0.05%-40713F-HRTimeline
Presidio Capital Management, LLC5,505$284K0.1%+513F-HRTimeline
EASTERN BANK5,464$282K0.01%+25913F-HRTimeline
Whitegate Investment Counselors, Inc.5,264$271K0.09%-6213F-HRTimeline
Crane Advisory, LLC4,934$256K0.04%-19113F-HRTimeline
Valeo Financial Advisors, LLC4,672$241K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,502$232K0.08%-9413F-HRTimeline
RMR Wealth Builders4,301$222K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,073$210K<0.01%013F-HRTimeline
Monument Capital Management4,052$209K0.05%-1,35113F-HRTimeline
Horst & Graben Wealth Management LLC3,936$203K0.03%new13F-HRTimeline
NorthCoast Asset Management LLC3,931$203K<0.01%new13F-HRTimeline
Grove Bank & Trust3,863$199K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,390$175K<0.01%013F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC3,350$173K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,266$168K0.01%-46013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,957$152K<0.01%+12013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,763$142K0.07%013F-HRTimeline
Millstone Evans Group, LLC2,425$125K0.08%+2013F-HRTimeline
CWM, LLCin group CWM, LLC2,218$114K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,001$103K<0.01%-27813F-HR/ATimelineGroup
VSM Wealth Advisory, LLC1,936$99.7K0.03%+513F-HRTimeline
Redwood Park Advisors LLC1,646$84.8K0.06%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,456$75K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,415$72.9K<0.01%-44213F-HRTimelineGroup
Hanson & Doremus Investment Management919$47K0.01%-9713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC863$44.5K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.759$39.1K<0.01%-10,51413F-HRTimeline
Smithfield Trust Co524$26K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management365$18.8K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC336$17.3K<0.01%+13613F-HRTimeline
WealthShield Partners, LLC328$16.9K<0.01%-1813F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$16K0.01%013F-HRTimeline
Farther Finance Advisors, LLC290$14.9K<0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…241$12.4K0.01%013F-HRTimeline
Advisory Services Network, LLC236$12.2K<0.01%new13F-HRTimeline
Archer Investment Corp207$10.7K<0.01%013F-HRTimeline
FSA Wealth Management LLC125$6.44K<0.01%013F-HRTimeline
Rossby Financial, LCC85$4.4K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$103<0.01%new13F-HRTimeline