XVV ISHARES TR
FollowETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in XVV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sprinkle Financial Consultants LLC | 11,960 | $697K | 0.27% | +29 | 13F-HRTimeline |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 11,845 | $691K | 0.16% | 0 | 13F-HRTimeline |
| Emergent Wealth Advisors, LLC | 11,627 | $678K | 0.35% | 0 | 13F-HRTimeline |
| Cambridge Financial Group, LLC | 11,454 | $650K | 0.21% | 0 | 13F-HRTimeline |
| Montecito Bank & Trust | 6,364 | $371K | 0.06% | 0 | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 6,243 | $364K | 0.01% | +1,187 | 13F-HRTimeline |
| Wealth Group Ltd | 6,149 | $361K | 0.07% | 0 | 13F-HRTimeline |
| Prosperity Planning, Inc. | 3,886 | $227K | 0.05% | 0 | 13F-HRTimeline |
| Grove Bank & Trust | 3,863 | $225K | 0.02% | 0 | 13F-HRTimeline |
| Monument Capital Management | 3,456 | $201K | 0.04% | -490 | 13F-HRTimeline |
| EASTERN BANK | 1,204 | $70.2K | <0.01% | -86 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 313 | $18.2K | <0.01% | 0 | 13F-HRTimeline |