ISHARES MSCI USA SMALL-CAP MIN VOL FACTORETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #56 | $56.9M | 1.2M | $54.9M | 1.3M | -23,131-1.84% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.02% | 0.02% | #28 | $15.5M | 335,600 | $15.5M | 355,543 | -19,943-5.61% | Reduce | |
| WEALTH MANAGEMENT RESOURCES, INC. | 4.04% | 4.25% | #1 | $13.1M | 284,437 | $12.2M | 279,773 | +4,664+1.67% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #61 | $11.5M | 250,164 | $10.9M | 249,640 | +524+0.21% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #36 | $7.7M | 166,293 | $7.4M | 169,126 | -2,833-1.68% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #70 | $7.1M | 153,476 | $5.9M | 134,542 | +18,934+14.07% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #78 | $5.9M | 128,825 | $3.5M | 79,583 | +49,242+61.88% | Add | |
| Brickley Wealth Management | 0.81% | 0.95% | #2 | $5.6M | 121,953 | $5.5M | 127,187 | -5,234-4.12% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #64 | $3.6M | 77,714 | $3.5M | 81,152 | -3,438-4.24% | Reduce | |
| Advisory Services Network, LLC | 0.04% | 0.04% | #23 | $3.1M | 67,614 | $3.1M | 70,653 | -3,039-4.30% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #93 | $3.1M | 67,183 | $2.9M | 67,377 | -194-0.29% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #89 | $3.0M | 65,523 | $2.9M | 65,756 | -233-0.35% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.01% | #33 | $3.0M | 65,006 | $2.8M | 64,845 | +161+0.25% | Add | |
| SAGESPRING WEALTH PARTNERS, LLC | 0.05% | 0.05% | #20 | $3.0M | 64,384 | $2.9M | 66,306 | -1,922-2.90% | Reduce | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #31 | $2.9M | 63,284 | $1.4M | 31,309 | +31,975+102.13% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #98 | $2.9M | 62,815 | $2.4M | 55,271 | +7,544+13.65% | Add | |
| Rehmann Capital Advisory Group | 0.15% | 0.15% | #8 | $2.8M | 64,673 | $2.8M | 64,673 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #104 | $2.8M | 60,443 | $2.7M | 62,995 | -2,552-4.05% | Reduce | |
| Modern Wealth Management, LLC | 0.03% | 0.05% | #24 | $2.7M | 59,023 | $3.0M | 68,386 | -9,363-13.69% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #43 | $2.2M | 48,282 | $2.2M | 50,531 | -2,249-4.45% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #97 | $2.2M | 48,071 | $1.4M | 32,138 | +15,933+49.58% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #95 | $2.1M | 45,646 | $2.2M | 49,873 | -4,227-8.48% | Reduce | |
| Armbruster Capital Management, Inc. | 0.29% | 0.33% | #5 | $2.0M | 42,800 | $2.0M | 46,540 | -3,740-8.04% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #91 | $1.9M | 41,711 | $2.0M | 44,890 | -3,179-7.08% | Reduce | |
| Geneos Wealth Management Inc. | 0.04% | 0.02% | #22 | $1.8M | 38,423 | $991,062 | 22,720 | +15,703+69.12% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #105 | $1.7M | 37,714 | $1.1M | 24,587 | +13,127+53.39% | Add | |
| TWO SIGMA INVESTMENTS, LP | <0.01% | <0.01% | #76 | $1.4M | 31,100 | $1.6M | 36,600 | -5,500-15.03% | Reduce | |
| REGATTA CAPITAL GROUP, LLC | 0.19% | 0.18% | #7 | $1.4M | 30,632 | $1.2M | 26,676 | +3,956+14.83% | Add | |
| Burns Matteson Capital Management, LLC | 0.44% | 2.02% | #4 | $1.4M | 30,570 | $5.5M | 82,886 | -52,316-63.12% | Reduce | |
| Kestra Advisory Services, LLC | <0.01% | 0.01% | #52 | $1.3M | 28,350 | $3.2M | 72,858 | -44,508-61.09% | Reduce | |
| Sage Mountain Advisors LLC | 0.07% | 0.1% | #16 | $1.1M | 23,957 | $1.4M | 33,080 | -9,123-27.58% | Reduce | |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 0.06% | 0.06% | #19 | $1.0M | 22,399 | $976,980 | 22,399 | 00.00% | Unchanged | |
| Apollon Wealth Management, LLC | 0.01% | 0.02% | #34 | $1.0M | 21,870 | $994,900 | 22,810 | -940-4.12% | Reduce | |
| Steward Partners Investment Advisory, LLC | 0.01% | 0.01% | #45 | $992,787 | 21,564 | $1.4M | 31,089 | -9,525-30.64% | Reduce | |
| XY Planning Network, Inc. | 0.11% | 0.14% | #10 | $906,087 | 19,680 | $859,509 | 19,601 | +79+0.40% | Add | |
| MFA Wealth Services | 0.53% | 0.55% | #3 | $888,943 | 19,308 | $835,835 | 19,163 | +145+0.76% | Add | |
| Prime Capital Investment Advisors, LLC | 0.01% | 0.01% | #39 | $810,888 | 17,613 | $806,668 | 18,494 | -881-4.76% | Reduce | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #55 | $802,523 | 17,431 | $783,132 | 17,955 | -524-2.92% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | — | #109 | $705,195 | 15,317 | $0 | 0 | +15,317 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #80 | $685,905 | 14,896 | $475,338 | 10,895 | +4,001+36.72% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #87 | $683,649 | 14,849 | $551,880 | 12,653 | +2,196+17.36% | Add | |
| Leelyn Smith, LLC | 0.08% | 0.09% | #13 | $683,602 | 14,848 | $647,627 | 14,848 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #74 | $672,410 | 14,605 | $600,372 | 13,765 | +840+6.10% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #77 | $572,784 | 12,441 | $540,000 | 12,391 | +50+0.40% | Add | |
| Corient Private Wealth LLC | <0.01% | <0.01% | #92 | $568,359 | 12,345 | $538,352 | 12,343 | +2+0.02% | Add | |
| Concurrent Investment Advisors, LLC | <0.01% | <0.01% | #48 | $559,704 | 12,157 | $447,379 | 10,257 | +1,900+18.52% | Add | |
| COLDSTREAM CAPITAL MANAGEMENT INC | <0.01% | 0.01% | #51 | $540,647 | 11,743 | $879,669 | 20,168 | -8,425-41.77% | Reduce | |
| CAPTRUST FINANCIAL ADVISORS | <0.01% | <0.01% | #82 | $481,848 | 10,466 | $456,490 | 10,466 | 00.00% | Unchanged | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #72 | $474,852 | 10,314 | $432,405 | 9,914 | +400+4.03% | Add | |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 0.09% | 0.11% | #12 | $457,745 | 9,942 | $432,447 | 9,915 | +27+0.27% | Add |