SDG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding99
Shares held558,172
Reported value$49.9m
Quarter flows7 new, 28 added, 28 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ROYAL BANK OF CANADA42,181$3.8m0.0%
BANK OF AMERICA CORP /DE/41,853$3.7m0.0%
Harel Insurance Investments & Financial Services Ltd.37,715$3.4m0.0%
LPL Financial LLC25,160$2.3m0.0%
FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.9m0.1%
JANE STREET GROUP, LLC20,576$1.8m0.0%
MORGAN STANLEY16,151$1.4m0.0%
ASPIRIANT, LLC16,047$1.4m0.0%
OSAIC HOLDINGS, INC.13,490$1.2m0.0%
Focus Partners Wealth12,857$1.1m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,607$1.1m0.0%
UBS Group AG10,485$937,6840.0%
Cetera Investment Advisers10,234$915,2260.0%
Larson Financial Group LLC9,926$887,6750.0%
Brio Consultants, LLC9,592$857,7750.1%
Beacon Bank & Trust9,419$842,3460.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP9,310$832,5990.0%
JONES FINANCIAL COMPANIES LLLP9,122$804,9570.0%
Tolleson Wealth Management, Inc.8,980$803,0870.1%
COMMONWEALTH EQUITY SERVICES, LLC8,298$742,0900.0%
Vontobel Holding Ltd.8,265$739,1440.0%
REGATTA CAPITAL GROUP, LLC7,919$708,2380.1%
MERCER GLOBAL ADVISORS INC /ADV7,634$682,7070.0%
Weil Company, Inc.7,587$678,4830.1%
Investment Research Partners LLC7,003$626,2820.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SDG"). SDG price history · All 13F data

Get a free API keySee history bundlesDownload free samples