SGOV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding1,302
Shares held217,331,621
Reported value$21.9bn
Quarter flows190 new, 539 added, 493 trimmed, 108 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/11,457,135$1.2bn0.1%
LPL Financial LLC10,881,968$1.1bn0.2%
MORGAN STANLEY8,473,084$853.0m0.0%
UBS Group AG5,962,248$600.2m0.1%
Cerity Partners LLC4,545,424$457.6m0.6%
AMERIPRISE FINANCIAL INC3,803,149$382.6m0.1%
RAYMOND JAMES FINANCIAL INC3,636,385$366.1m0.1%
OSAIC HOLDINGS, INC.2,905,328$292.5m0.3%
Robinhood Asset Management, LLC2,899,608$291.9m15.6%
JPMORGAN CHASE & CO2,835,573$285.5m0.0%
CIBC Bancorp USA Inc.2,807,327$282.1m0.3%
CONFLUENCE INVESTMENT MANAGEMENT LLC2,788,012$280.7m4.4%
NorthRock Partners, LLC2,736,985$275.5m4.0%
ROYAL BANK OF CANADA2,675,275$269.3m0.0%
WELLS FARGO & COMPANY/MN2,459,867$247.6m0.0%
Focus Partners Wealth2,373,290$238.9m0.2%
CAPTRUST FINANCIAL ADVISORS2,306,528$232.2m0.4%
Wealthspire Advisors, LLC2,224,301$223.9m1.2%
Cetera Investment Advisers2,217,429$223.2m0.2%
ENVESTNET ASSET MANAGEMENT INC2,052,936$206.7m0.0%
CX Institutional1,847,279$186.0m5.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,670,089$167.6m0.3%
Vise Technologies, Inc.1,609,405$162.0m1.8%
Gotham Asset Management, LLC1,562,089$157.3m0.4%
Farther Finance Advisors, LLC1,561,558$157.2m1.2%

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

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