Vault-13

ISHARES TR ACWX

MSCI ACWI EX US · ETP · CUSIP 464288240

745 institutional holders +36 vs Q1 2026
103,536,992103.5m shares reported held*
$7.9bnreported value*
80 new 348 added 176 reduced 36 sold out net bought ≈ $520.1m (+7.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.33. Options: 2 managers hold calls ($5.5m notional), 2 hold puts ($10.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 367Q4 22: 424Q1 23: 409Q2 23: 418Q3 23: 427Q4 23: 462Q1 24: 443Q2 24: 454Q3 24: 461Q4 24: 501Q1 25: 500Q2 25: 537Q3 25: 551Q4 25: 608Q1 26: 709Q2 26: 745745Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022367
Q4 2022424
Q1 2023409
Q2 2023418
Q3 2023427
Q4 2023462
Q1 2024443
Q2 2024454
Q3 2024461
Q4 2024501
Q1 2025500
Q2 2025537
Q3 2025551
Q4 2025608
Q1 2026709
Q2 2026745

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 156 bought or addedQ3 24: 185 cut or sold outQ4 24: 245 bought or addedQ4 24: 155 cut or sold outQ4 24Q1 25: 184 bought or addedQ1 25: 212 cut or sold outQ2 25: 253 bought or addedQ2 25: 174 cut or sold outQ2 25Q3 25: 230 bought or addedQ3 25: 179 cut or sold outQ4 25: 318 bought or addedQ4 25: 149 cut or sold outQ4 25Q1 26: 391 bought or addedQ1 26: 194 cut or sold outQ2 26: 428 bought or addedQ2 26: 212 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024156185
Q4 2024245155
Q1 2025184212
Q2 2025253174
Q3 2025230179
Q4 2025318149
Q1 2026391194
Q2 2026428212

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $214.8kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $2.9mQ1 26 puts: $1.5mQ1 26P/C 0.52Q2 26 calls: $5.5mQ2 26 puts: $10.2mQ2 26P/C 1.84
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$214.8k$00.00
Q1 2026$2.9m$1.5m0.52
Q2 2026$5.5m$10.2m1.84

Biggest buyers

JANE STREET GROUP, LLC New +1,474,488+1.5m
Wealthspire Advisors, LLC Added +1,167,371+1.2m
Koss-Olinger Consulting, LLC Added +1,012,918+1.0m
MORGAN STANLEY Added +640,475+640.5k
LPL Financial LLC Added +586,114+586.1k
Abundance Wealth Counselors Added +521,317+521.3k
JPMORGAN CHASE & CO Added +479,577+479.6k
ENVESTNET ASSET MANAGEMENT INC Added +469,335+469.3k
AMERIPRISE FINANCIAL INC Added +425,837+425.8k
Cambridge Investment Research Advisors, Inc. Added +248,707+248.7k

Biggest sellers

NORTHERN TRUST CORP Reduced -1,048,756-1.0m
Calamos Advisors LLC Reduced -1,034,458-1.0m
MML INVESTORS SERVICES, LLC Reduced -534,356-534.4k
BNP PARIBAS FINANCIAL MARKETS Reduced -429,186-429.2k
Proficio Capital Partners LLC Sold out -302,005-302.0k
Mirae Asset Global Investments Co., Ltd. Reduced -280,644-280.6k
Dixon Mitchell Investment Counsel Inc. Sold out -254,500-254.5k
JENNISON ASSOCIATES LLC Reduced -252,932-252.9k
BANK OF AMERICA CORP /DE/ Reduced -251,963-252.0k
GOLDMAN SACHS GROUP INC Reduced -181,188-181.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.7m61.1k shares
CITADEL ADVISORS LLC New $890.5k11.7k shares

Biggest puts

JANE STREET GROUP, LLC New $9.4m124.1k shares
CITADEL ADVISORS LLC Added $768.7k10.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 6,909,7546.9m $525.9m $525.9m 0.03% Reduced -252.0k -251,963
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 6,762,2956.8m $514.7m $514.7m 0.03% Added +640.5k +640,475
3 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5.11% of their portfolio PORTLAND, OR 5,496,3015.5m $418.3m $418.3m 5.11% Reduced -4.9k -4,906
4 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,661,2744.7m $354.8m $354.8m 0.01% Added +49.2k +49,213
5 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,525,8253.5m $268.4m $268.4m 0.04% Reduced -44.7k -44,695
6 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 2,621,4892.6m $199.5m $199.5m 0.05% Added +469.3k +469,335
7 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,602,6992.6m $196.5m $196.5m 0.01% Added +479.6k +479,577
8 Koss-Olinger Consulting, LLC 12.94% of their portfolio GAINESVILLE, FL 2,207,2622.2m $168.0m $168.0m 12.94% Added +1.0m +1,012,918
9 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,055,7832.1m $156.4m $156.4m 0.03% Added +425.8k +425,837
10 Focus Partners Wealth 0.15% of their portfolio ST LOUIS, MO 1,895,2681.9m $144.2m $144.2m 0.15% Added +93.4k +93,398
11 GERMAN AMERICAN BANCORP, INC. 10.16% of their portfolio JASPER, IN 1,776,7271.8m $135.2m $135.2m 10.16% Added +99.0k +99,029
12 Cerity Partners LLC 0.15% of their portfolio NEW YORK, NY 1,658,4981.7m $126.2m $126.2m 0.15% Added +137.1k +137,132
13 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,593,3931.6m $121.3m $121.3m 0.03% Added +586.1k +586,114
14 JANE STREET GROUP, LLC 0.07% of their portfolio NEW YORK, NY 1,474,4881.5m $112.2m $112.2m 0.07% New
15 Winthrop Advisory Group LLC 7.09% of their portfolio BOSTON, MA 1,382,6681.4m $105.2m $105.2m 7.09% Added +111.7k +111,706
16 Sageworth Trust Co 4.13% of their portfolio LANCASTER, PA 1,378,6071.4m $104.9m $104.9m 4.13% Reduced -33.7k -33,708
17 Sand Hill Global Advisors, LLC 2.96% of their portfolio Palo Alto, CA 1,291,7191.3m $98.3m $98.3m 2.96% Added +998 +998
18 Wealthspire Advisors, LLC 0.49% of their portfolio NEW YORK, NY 1,180,1551.2m $89.8m $89.8m 0.49% Added +1.2m +1,167,371
19 GLENMEDE TRUST CO NA 0.37% of their portfolio PHILADELPHIA, PA 1,089,3031.1m $82.9m $82.9m 0.37% Added +5.2k +5,151
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,058,5511.1m $80.6m $80.6m 0.01% Added +97.4k +97,356
21 Calamos Wealth Management LLC 2.40% of their portfolio NAPERVILLE, IL 1,038,6421.0m $79.1m $79.1m 2.40% Added +5.1k +5,057
22 Abundance Wealth Counselors 5.11% of their portfolio STATE COLLEGE, PA 1,033,6761.0m $78.7m $78.7m 5.11% Added +521.3k +521,317
23 REGIONS FINANCIAL CORP 0.46% of their portfolio BIRMINGHAM, AL 1,002,1441.0m $76.3m $76.3m 0.46% Added +68.4k +68,435
24 TOMPKINS FINANCIAL CORP 5.24% of their portfolio ITHACA, NY 982,891982.9k $74.8m $74.8m 5.24% Added +234.0k +233,993
25 TLWM 11.66% of their portfolio SAN ANTONIO, TX 942,276942.3k $71.7m $71.7m 11.66% Added +2.2k +2,177
26 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 915,931915.9k $69.7m $69.7m 0.11% Added +58.9k +58,890
27 WESBANCO BANK INC 1.57% of their portfolio WHEELING, WV 829,770829.8k $63.2m $63.2m 1.57% Reduced -2.1k -2,065
28 Waverly Advisors, LLC 0.32% of their portfolio BIRMINGHAM, AL 734,273734.3k $55.9m $55.9m 0.32% Added +3.3k +3,270
29 Federation des caisses Desjardins du Quebec 0.17% of their portfolio LEVIS, A8 711,356711.4k $54.1m $54.1m 0.17% Added +41.9k +41,877
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 685,833685.8k $52.2m $52.2m 0.01% Reduced -181.2k -181,188
31 AMG National Trust Bank 1.07% of their portfolio GREENWOOD VILLAGE, CO 680,618680.6k $51.8m $51.8m 1.07% Reduced -16.0k -16,017
32 Johnson Financial Group, Inc. 1.69% of their portfolio RACINE, WI 675,748675.7k $51.4m $51.4m 1.69% Reduced -19.1k -19,056
33 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 661,607661.6k $50.4m $50.4m 0.05% Added +99.1k +99,053
34 US BANCORP \DE\ 0.05% of their portfolio MINNEAPOLIS, MN 613,805613.8k $46.7m $46.7m 0.05% Reduced -15.7k -15,711
35 PARK AVENUE SECURITIES LLC 0.28% of their portfolio NEW YORK, NY 584,590584.6k $44.5m $44.5m 0.28% Added +48.6k +48,578
36 Physician Wealth Advisors, Inc. 5.26% of their portfolio MIDVALE, UT 578,518578.5k $44.0m $44.0m 5.26% Added +86.6k +86,636
37 WHI TRUST Co LLC 27.14% of their portfolio CHICAGO, IL 551,632551.6k $42.0m $42.0m 27.14% Added +1.9k +1,886
38 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 530,928530.9k $40.4m $40.4m 0.01% Added +58.3k +58,336
39 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 527,232527.2k $40.1m $40.1m 0.01% Added +70.9k +70,872
40 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 520,297520.3k $39.6m $39.6m 0.01% Added +154.1k +154,056
41 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.17% of their portfolio Stamford, CT 487,433487.4k $37.1m $37.1m 0.17% Added +32.0k +32,012
42 Itau Unibanco Holding S.A. 0.73% of their portfolio SAO PAULO, D5 486,100486.1k $37.0m $37.0m 0.73% Added +12.4k +12,400
43 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 484,021484.0k $33.1m $33.1m 0.01% Added +12.3k +12,323
44 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 474,488474.5k $36.1m $36.1m 0.04% Added +46.0k +46,030
45 BLAIR WILLIAM & CO/IL 0.09% of their portfolio CHICAGO, IL 471,227471.2k $35.9m $35.9m 0.09% Reduced -56.4k -56,392
46 Premier Path Wealth Partners, LLC 4.05% of their portfolio MADISON, NJ 462,777462.8k $35.2m $35.2m 4.05% Added +22.9k +22,933
47 Integrated Advisors Network LLC 1.61% of their portfolio DALLAS, TX 461,427461.4k $35.1m $35.1m 1.61% Added +5.4k +5,385
48 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 461,045461.0k $35.1m $35.1m 0.07% Reduced -534.4k -534,356
49 Resolute Advisors LLC 8.38% of their portfolio SAN FRANCISCO, CA 459,272459.3k $35.0m $35.0m 8.38% Reduced -14.2k -14,225
50 Clal Insurance Enterprises Holdings Ltd 0.16% of their portfolio Tel-aviv, L3 455,763455.8k $34.7m $34.7m 0.16% Added +45.1k +45,083
51 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 432,859432.9k $32.9m $32.9m 0.01% Added +40 +40
52 Capital Investment Advisors, LLC 0.43% of their portfolio ATLANTA, GA 425,907425.9k $32.4m $32.4m 0.43% Reduced -3.1k -3,135
53 HUNTINGTON NATIONAL BANK 0.16% of their portfolio COLUMBUS, OH 425,617425.6k $32.4m $32.4m 0.16% Reduced -10.9k -10,861
54 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 414,366414.4k $31.5m $31.5m 0.04% Added +18.0k +17,964
55 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 401,044401.0k $30.5m $30.5m 0.05% Reduced -35.0k -35,000
56 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 397,166397.2k $30.2m $30.2m 0.03% Added +248.7k +248,707
57 Advus Financial Partners, LLC 6.79% of their portfolio WINTER PARK, FL 393,241393.2k $29.9m $29.9m 6.79% Reduced -5.6k -5,556
58 Financial Council, LLC 9.69% of their portfolio TOWSON, MD 392,461392.5k $29.9m $29.9m 9.69% Added +5.2k +5,205
59 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 388,452388.5k $29.6m $29.6m 0.10% Reduced -50.5k -50,549
60 Sequoia Financial Advisors, LLC 0.15% of their portfolio Akron, OH 383,334383.3k $29.2m $29.2m 0.15% Added +36.9k +36,903
61 BROWN ADVISORY INC 0.04% of their portfolio BALTIMORE, MD 375,076375.1k $28.5m $28.5m 0.04% Added +27.7k +27,669
62 KING LUTHER CAPITAL MANAGEMENT CORP 0.12% of their portfolio FORT WORTH, TX 373,313373.3k $28.4m $28.4m 0.12% Reduced -22.5k -22,531
63 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 335,085335.1k $25.5m $25.5m 0.07% Added +247.8k +247,842
64 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 327,576327.6k $24.9m $24.9m 0.02% Added +10.9k +10,933
65 Heritage Wealth Advisors 0.81% of their portfolio RICHMOND, VA 308,971309.0k $23.5m $23.5m 0.81% Unchanged
66 Merit Financial Group, LLC 0.14% of their portfolio ALPHARETTA, GA 301,412301.4k $22.9m $22.9m 0.14% Reduced -15.5k -15,520
67 Cornerstone Wealth Group, LLC 1.35% of their portfolio HUNTERSVILLE, NC 298,550298.6k $22.7m $22.7m 1.35% Reduced -3.7k -3,690
68 JENNISON ASSOCIATES LLC 0.01% of their portfolio NEW YORK, NY 296,085296.1k $22.5m $22.5m 0.01% Reduced -252.9k -252,932
69 Madrona Financial Services, LLC 4.13% of their portfolio EVERETT, WA 294,338294.3k $22.4m $22.4m 4.13% Added +12.6k +12,557
70 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 293,334293.3k $22.3m $22.3m 0.00% Added +175.2k +175,184
71 Gotham Asset Management, LLC 0.05% of their portfolio NEW YORK, NY 291,901291.9k $22.2m $22.2m 0.05% Added +23.9k +23,903
72 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 288,379288.4k $21.9m $21.9m 0.04% Reduced -17.5k -17,466
73 Horst & Graben Wealth Management LLC 2.84% of their portfolio PORTLAND, OR 287,888287.9k $21.6m $21.6m 2.84% Added +58.5k +58,488
74 Clearstead Advisors, LLC 0.21% of their portfolio CLEVELAND, OH 285,463285.5k $21.7m $21.7m 0.21% Added +89.2k +89,218
75 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 284,351284.4k $21.6m $21.6m 0.04% Added +2.2k +2,162
76 Atwater Malick LLC 4.71% of their portfolio LANCASTER, PA 284,196284.2k $21.6m $21.6m 4.71% Added +19.9k +19,867
77 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 270,792270.8k $20.6m $20.6m 0.01% Reduced -429.2k -429,186
78 Mariner, LLC 0.02% of their portfolio Overland Park, KS 263,933263.9k $20.1m $20.1m 0.02% Added +6.1k +6,112
79 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 262,509262.5k $20.0m $20.0m 0.06% Added +11.4k +11,407
80 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 253,532253.5k $19.3m $19.3m 0.03% Added +9.6k +9,578
81 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 252,788252.8k $19.2m $19.2m 0.03% Added +228.3k +228,256
82 Legacy Private Trust Co. 0.96% of their portfolio NEENAH, WI 226,336226.3k $17.2m $17.2m 0.96% Reduced -4.9k -4,886
83 One Wealth Advisors, LLC 1.87% of their portfolio SAN FRANCISCO, CA 222,260222.3k $16.9m $16.9m 1.87% Added +39.9k +39,947
84 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 222,202222.2k $16.9m $16.9m 0.00% Reduced -7.7k -7,693
85 WHITTIER TRUST CO 0.16% of their portfolio SOUTH PASADENA, CA 214,683214.7k $16.4m $16.4m 0.16% Reduced -275 -275
86 Arcadia Wealth Management, LLC 5.12% of their portfolio Manchester, NH 214,141214.1k $16.3m $16.3m 5.12% Added +32.3k +32,332
87 Spire Wealth Management 0.49% of their portfolio MCLEAN, VA 212,797212.8k $16.2m $16.2m 0.49% Reduced -6.9k -6,874
88 BAILARD, INC. 0.32% of their portfolio Foster City, CA 208,194208.2k $15.8m $15.8m 0.32% Added +2.5k +2,498
89 Granite Bay Wealth Management, LLC 1.46% of their portfolio PORTSMOUTH, NH 208,191208.2k $15.8m $15.8m 1.46% New
90 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 206,468206.5k $15.7m $15.7m 0.02% Added +169.2k +169,194
91 FSA WEALTH PARTNERS, INC. 3.91% of their portfolio Rockville, MD 205,056205.1k $15.6m $15.6m 3.91% Added +7.7k +7,657
92 FMR LLC 0.00% of their portfolio BOSTON, MA 200,738200.7k $15.3m $15.3m 0.00% Reduced -17.9k -17,868
93 CMH Wealth Management LLC 2.32% of their portfolio PORTSMOUTH, NH 200,223200.2k $15.2m $15.2m 2.32% Added +6.0k +6,024
94 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 199,778199.8k $15.2m $15.2m 0.03% Added +59.5k +59,470
95 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 198,150198.2k $15.1m $15.1m 0.00% Added +93.8k +93,750
96 IEQ CAPITAL, LLC 0.07% of their portfolio Foster City, CA 195,596195.6k $14.9m $14.9m 0.07% Added +12.3k +12,278
97 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 194,071194.1k $14.8m $14.8m 0.02% Added +6.9k +6,880
98 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 192,228192.2k $14.6m $14.6m 0.02% Reduced -18.6k -18,638
99 FFG Partners, LLC 4.03% of their portfolio Fort Lauderdale, FL 184,025184.0k $14.0m $14.0m 4.03% Added +1.3k +1,268
100 CFS Investment Advisory Services, LLC 0.91% of their portfolio TOTOWA, NJ 181,150181.2k $13.6m $13.6m 0.91% Added +29.9k +29,895