Skip to content
Disclosery

XVV ISHARES TR

Follow

ETF (fund)

128 managers (128 13F filers) reported a position in XVV shares at 2025-12-31, 3,463,235 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
128
13F filers
128
New
15
Added
46
Reduced
28
Sold out
8
Shares held by filers
3,463,235

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$43.4M2.28%013F-HRTimelineGroup
LPL Financial LLC256,138$13.5M<0.01%+38,11213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC230,899$12.2M0.35%+5,03013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC184,015$9.7M0.01%+24,51613F-HRTimelineGroup
JNBA Financial Advisors100,962$5.32M0.46%+3,93313F-HRTimeline
DRW Securities, LLC83,540$4.4M0.33%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management79,265$4.18M0.59%-2,04613F-HRTimelineGroup
Wharton Business Group, LLC76,440$4.03M0.15%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources75,998$4.01M<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC71,647$3.78M0.02%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,865$3.63M<0.01%-20,96513F-HRTimelineGroup
Atlantic Private Wealth, LLC67,672$3.57M2.28%+113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,688$3.54M0.01%+3,70013F-HRTimelineGroup
BSW Wealth Partners62,780$3.31M0.4%-1,06713F-HRTimeline
Biltmore Family Office, LLC56,201$2.96M0.41%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/41,983$2.21M0.39%+94013F-HRTimeline
HighTower Advisors, LLC41,337$2.18M<0.01%+79513F-HRTimeline
NorthRock Partners, LLC37,353$1.97M0.03%+4,00113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,185$1.8M<0.01%+7,17013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,769$1.62M<0.01%+8,47813F-HRTimeline
Cambridge Investment Research Advisors,…30,552$1.61M<0.01%+5,09513F-HRTimeline
Napier Financial, LLC30,318$1.6M0.4%13F-HRTimeline
Wick Capital Partners, LLC30,014$1.58M0.28%+6213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,642$1.56M<0.01%-83313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,826$1.52M0.03%-25413F-HRTimelineGroup
Financial Council, LLC28,134$1.48M0.59%-1,39213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,015$1.48M<0.01%+74913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,396$1.34M<0.01%-1,04713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,064$1.27M<0.01%+92213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth23,005$1.21M<0.01%+3,93113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,065$1.16M<0.01%+16,32113F-HRTimeline
MAI Capital Management21,888$1.15M0.01%+77213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,539$1.03M<0.01%-13013F-HRTimelineGroup
Magnus Financial Group LLC19,527$1.03M0.08%-3713F-HRTimeline
Cornerstone Financial Management LLC19,222$1.01M0.95%13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC17,634$929K<0.01%-23713F-HRTimelineGroup
Sage Mountain Advisors LLC16,970$894K0.05%013F-HRTimeline
Human Investing LLC16,964$894K0.13%+5,54513F-HRTimeline
Archer Investment Management, LLC15,909$838K0.45%-2,04913F-HRTimeline
Sound Stewardship, LLC15,422$813K0.39%-3,70513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,381$811K0.3%013F-HRTimeline
Cetera Investment Advisers15,186$800K<0.01%+2,35413F-HRTimeline
Ferguson Shapiro LLC14,902$785K0.24%013F-HRTimeline
Tarbox Family Office, Inc.14,181$747K0.12%-12113F-HRTimeline
Highland Financial Advisors, LLC13,259$699K0.19%+72513F-HRTimeline
Cresset Asset Management, LLC12,744$672K<0.01%+26513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,574$663K<0.01%+2713F-HRTimelineGroup
Curtis Advisory Group, LLC12,433$655K0.14%+6,10713F-HRTimeline
Sprinkle Financial Consultants LLC11,875$626K0.32%+3513F-HRTimeline
Emergent Wealth Advisors, LLC11,627$613K0.34%013F-HRTimeline
Asset Dedication, LLC11,454$604K0.04%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,755$567K0.01%+29713F-HRTimeline
Freedom Financial Partners LLC10,740$566K0.21%+3013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC10,505$554K0.16%+66513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,471$552K<0.01%new13F-HRTimelineGroup
Veridan Wealth LLC10,448$551K0.19%-15213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$536K<0.01%013F-HRTimelineGroup
WCG Wealth Advisors LLC10,024$528K0.01%013F-HRTimeline
Cambridge Financial Group, LLC11,454$519K0.18%013F-HRTimeline
Tribridge Partners Financial LLC9,634$508K0.21%+38413F-HRTimeline
Black Diamond Financial, LLC9,265$488K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,057$477K<0.01%+20313F-HRTimelineGroup
Measured Risk Portfolios, Inc.9,056$477K0.55%013F-HRTimeline
Private Advisor Group, LLC8,995$474K<0.01%+63313F-HRTimeline
Betterment LLC8,960$472K<0.01%new13F-HRTimeline
Navalign, LLC8,902$469K0.12%-93513F-HRTimeline
Confluence Wealth Services, Inc.8,652$456K0.02%+34413F-HRTimeline
NewEdge Advisors, LLC8,356$440K<0.01%-60313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$403K0.02%013F-HRTimelineGroup
Sigma Planning Corp7,255$382K0.01%-36613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,212$380K0.08%new13F-HRTimeline
Ellenbecker Investment Group7,071$373K0.05%-30713F-HRTimeline
Pettinga Financial Advisors LLC6,867$362K0.07%-1,29613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,595$348K<0.01%+813F-HR/ATimelineGroup
Montecito Bank & Trust6,364$335K0.05%013F-HRTimeline
Dakota Wealth Management6,320$333K0.01%+1813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,301$332K<0.01%013F-HR/ATimelineGroup
Gray Private Wealth, LLC6,283$331K0.16%-29313F-HRTimeline
Topel & Distasi Wealth Management, LLC6,170$325K0.16%-1713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,103$322K0.01%+22513F-HRTimelineGroup
Armor Investment Advisors, LLC5,803$306K0.11%-1,16913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,538$292K0.05%013F-HRTimeline
KWB Wealth5,530$291K0.03%new13F-HRTimeline
Whitegate Investment Counselors, Inc.5,277$278K0.09%+1313F-HRTimeline
EASTERN BANK5,155$272K<0.01%-30913F-HRTimeline
Timmons Wealth Management, LLC4,963$262K0.26%13F-HRTimeline
CORA CAPITAL ADVISORS LLC4,825$254K0.1%new13F-HRTimeline
Valeo Financial Advisors, LLC4,817$254K0.01%+14513F-HRTimeline
Crane Advisory, LLC4,666$250K0.04%-26813F-HRTimeline
Wingate Wealth Advisors, Inc.4,603$243K0.14%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,515$238K0.08%+1313F-HRTimeline
RMR Wealth Builders4,436$234K0.02%+13513F-HRTimeline
Monument Capital Management4,386$231K0.06%+33413F-HRTimeline
Global Retirement Partners, LLC4,125$217K<0.01%-1,52613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,116$217K<0.01%+72613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,073$215K<0.01%013F-HRTimeline
Horst & Graben Wealth Management LLC3,936$207K0.03%013F-HRTimeline
Grove Bank & Trust3,863$204K0.02%013F-HRTimeline
Destination Wealth Management3,830$202K0.01%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,350$177K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,266$174K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,057$161K<0.01%-10,20013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC2,774$146K0.07%+1113F-HRTimeline
Millstone Evans Group, LLC2,425$128K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC2,218$117K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,006$106K<0.01%+513F-HR/ATimelineGroup
VSM Wealth Advisory, LLC1,917$101K0.03%-1913F-HRTimeline
Redwood Park Advisors LLC1,651$87K0.06%+513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,456$76.7K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management919$48K0.01%013F-HRTimeline
Smithfield Trust Co790$42K<0.01%+26613F-HRTimeline
Sunbelt Securities, Inc.760$40.1K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…650$34.2K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC411$22K<0.01%new13F-HRTimelineGroup
Carolina Wealth Advisors, LLC403$21.2K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management365$19.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners359$18.9K<0.01%new13F-HRTimeline
WealthShield Partners, LLC313$16.5K<0.01%-1513F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$16.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC290$15.3K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…241$12.7K0.01%013F-HRTimeline
Archer Investment Corp207$10.9K<0.01%013F-HRTimeline
Allworth Financial LP125$6.59K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.116$6K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/96$5.05K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC85$4.48K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC80$4.22K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$105<0.01%013F-HRTimeline