Skip to content
Disclosery

XVV ISHARES TR

Follow

ETF (fund)

143 managers (143 13F filers) reported a position in XVV shares at 2026-03-31, 3,976,516 shares in all. 23 filers opened a position and 7 filers sold out during the quarter.

Managers
143
13F filers
143
New
23
Added
58
Reduced
23
Sold out
7
Shares held by filers
3,976,516

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$40.5M2.3%013F-HRTimelineGroup
LPL Financial LLC273,521$13.5M<0.01%+17,38313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC247,274$12.2M0.36%+16,37513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC218,970$10.8M0.02%+34,95513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…159,517$7.85M0.03%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY128,320$6.32M<0.01%+126,31413F-HRTimelineGroup
JNBA Financial Advisors85,643$4.22M0.35%-15,31913F-HRTimeline
Wharton Business Group, LLC76,440$3.76M0.14%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources75,998$3.74M<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp73,210$3.6M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…72,370$3.56M0.01%+5,68213F-HRTimelineGroup
Atlantic Private Wealth, LLC71,500$3.52M2.3%+3,82813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management70,342$3.46M0.5%-8,92313F-HRTimelineGroup
BSW Wealth Partners62,780$3.09M0.38%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC61,610$3.03M<0.01%-7,25513F-HRTimelineGroup
Biltmore Family Office, LLC56,201$2.77M0.39%013F-HRTimeline
NorthRock Partners, LLC47,274$2.33M0.04%+9,92113F-HRTimeline
HighTower Advisors, LLC46,315$2.28M<0.01%+4,97813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/44,743$2.2M0.38%+2,76013F-HRTimeline
EP Wealth Advisors, LLC41,433$2.04M0.01%-30,21413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,300$1.98M<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC35,571$1.95M0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,312$1.93M0.01%new13F-HRTimelineGroup
MAI Capital Management32,016$1.58M0.01%+10,12813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,503$1.55M<0.01%+4,48813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…30,939$1.52M<0.01%+38713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,155$1.48M<0.01%+6,09113F-HRTimelineGroup
Wick Capital Partners, LLC30,142$1.48M0.27%+12813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,060$1.43M<0.01%-58213F-HRTimelineGroup
Napier Financial, LLC28,804$1.42M0.33%-1,51413F-HRTimeline
Financial Council, LLC28,388$1.4M0.54%+25413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,061$1.38M<0.01%+2,66513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,019$1.33M<0.01%-3,75013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,115$1.14M<0.01%+11013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,568$1.11M<0.01%+50313F-HRTimeline
NerdWallet Wealth Partners, LLC22,385$1.1M0.48%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,873$1.08M<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,310$1000K0.02%-8,51613F-HRTimelineGroup
Cornerstone Financial Management LLC19,019$936K0.86%-20313F-HR/ATimeline
Cresset Asset Management, LLC18,843$927K<0.01%+6,09913F-HRTimeline
Magnus Financial Group LLC18,399$906K0.07%-1,12813F-HRTimeline
Human Investing LLC17,756$874K0.13%+79213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,703$871K<0.01%-1,83613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,666$870K<0.01%+3213F-HRTimelineGroup
Sage Mountain Advisors LLC17,386$856K0.06%+41613F-HRTimeline
Highland Financial Advisors, LLC16,867$830K0.22%+3,60813F-HRTimeline
Sound Stewardship, LLC16,042$790K0.36%+62013F-HRTimeline
Cetera Investment Advisers15,944$785K<0.01%+75813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,381$757K0.29%013F-HRTimeline
Tarbox Family Office, Inc.15,203$748K0.12%+1,02213F-HRTimeline
Ferguson Shapiro LLC14,902$733K0.22%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,732$725K<0.01%+4,26113F-HRTimelineGroup
Prosperity Consulting Group, LLC14,069$692K0.03%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,815$680K0.19%+3,31013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,574$619K<0.01%013F-HRTimelineGroup
Freedom Financial Partners LLC11,997$591K0.21%+1,25713F-HRTimeline
Sprinkle Financial Consultants LLC11,904$586K0.27%+2913F-HRTimeline
Emergent Wealth Advisors, LLC11,627$572K0.34%013F-HRTimeline
Asset Dedication, LLC11,454$564K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$564K0.19%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,905$537K0.01%+15013F-HR/ATimeline
RMR Wealth Builders10,897$536K0.04%+6,46113F-HRTimeline
Integrated Wealth Concepts LLC10,766$530K<0.01%new13F-HRTimeline
Archer Investment Corp10,580$521K0.11%+10,37313F-HRTimeline
Veridan Wealth LLC10,209$502K0.19%-23913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$501K<0.01%013F-HRTimelineGroup
Tribridge Partners Financial LLC9,634$479K0.2%013F-HRTimeline
Private Advisor Group, LLC9,631$474K<0.01%+63613F-HRTimeline
Black Diamond Financial, LLC9,265$456K0.05%013F-HRTimeline
Betterment LLC9,267$456K<0.01%+30713F-HRTimeline
Measured Risk Portfolios, Inc.9,056$446K0.49%013F-HRTimeline
Navalign, LLC8,902$438K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,705$428K<0.01%-35213F-HRTimelineGroup
Confluence Wealth Services, Inc.8,691$428K0.02%+3913F-HRTimeline
Curtis Advisory Group, LLC8,165$402K0.09%-4,26813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,649$376K0.01%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,339$361K0.19%+2,73613F-HRTimeline
Sigma Planning Corp7,271$358K0.01%+1613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,227$356K0.08%+1513F-HRTimeline
NewEdge Advisors, LLC7,206$355K<0.01%-1,15013F-HR/ATimeline
Ellenbecker Investment Group7,158$352K0.05%+8713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,101$350K<0.01%+80013F-HRTimelineGroup
Pettinga Financial Advisors LLC6,867$338K0.06%013F-HRTimeline
Crane Advisory, LLC6,244$334K0.05%+1,57813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,602$325K<0.01%+713F-HRTimelineGroup
Montecito Bank & Trust6,364$313K0.05%013F-HRTimeline
Dakota Wealth Management6,336$312K0.01%+1613F-HR/ATimeline
Gray Private Wealth, LLC6,283$309K0.16%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,109$301K0.01%+613F-HRTimelineGroup
KWB Wealth5,530$291K0.03%013F-HRTimeline
Armor Investment Advisors, LLC5,875$289K0.1%+7213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,579$275K<0.01%-28,60613F-HRTimelineGroup
Wealth Group Ltd5,570$274K0.06%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC5,236$258K0.13%-93413F-HRTimeline
CORA CAPITAL ADVISORS LLC5,225$257K0.09%+40013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,085$250K0.04%-45313F-HRTimeline
Timmons Wealth Management, LLC5,053$249K0.24%+9013F-HRTimeline
Whitegate Investment Counselors, Inc.5,043$248K0.08%-23413F-HRTimeline
Valeo Financial Advisors, LLC4,979$245K0.01%+16213F-HRTimeline
Perigon Wealth Management, LLC4,925$242K<0.01%new13F-HRTimeline
Peak Retirement Planning, Inc.4,910$242K0.05%new13F-HRTimeline
EASTERN BANK4,799$236K<0.01%-35613F-HRTimeline
Horst & Graben Wealth Management LLC3,936$215K0.03%013F-HRTimeline
Archer Investment Management, LLC4,222$208K0.09%-11,68713F-HRTimeline
SEEDS INVESTOR LLC3,856$204K0.03%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,140$204K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,116$203K<0.01%013F-HRTimelineGroup
Ellis Investment Partners, LLC4,113$202K0.04%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,073$200K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,996$197K0.07%-51913F-HRTimeline
Grove Bank & Trust3,863$190K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,350$165K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,266$156K0.01%013F-HRTimeline
Smithfield Trust Co3,023$149K0.01%+2,23313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,776$137K0.06%+213F-HRTimeline
FMR LLCin group FMR LLC2,644$130K<0.01%-41313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,567$126K<0.01%new13F-HR/ATimelineGroup
Millstone Evans Group, LLC2,425$119K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC2,218$109K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC1,918$94.4K0.03%+113F-HRTimeline
Redwood Park Advisors LLC1,655$81.4K0.06%+413F-HRTimeline
Steward Partners Investment Advisory, L…1,569$77.2K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,568$77.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,456$71.7K<0.01%013F-HRTimelineGroup
Tidemark, LLC1,298$63.9K0.02%new13F-HRTimeline
Hanson & Doremus Investment Management919$45K0.01%013F-HRTimeline
Sunbelt Securities, Inc.762$37.5K<0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…650$32K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC493$24.3K0.01%+9013F-HRTimeline
Rossby Financial, LCC480$23.9K<0.01%+39513F-HRTimeline
GW&K Investment Management, LLC415$20K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management365$18K<0.01%013F-HRTimelineGroup
Arax Advisory Partners359$17.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC313$15.4K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$15.3K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/280$13.7K<0.01%+18413F-HRTimelineGroup
Fort Vancouver Investment Management, L…241$11.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…160$7.88K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC152$7.48K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC150$7.38K<0.01%+7013F-HRTimeline
Allworth Financial LP125$6.15K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.122$6.02K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$98<0.01%013F-HRTimeline