Vault-13

ISHARES TR TEND

LARGE CAP 10 TA · ETP · CUSIP 46438G299

15 institutional holders +3 vs Q1 2026
1,308,7881.3m shares reported held*
$35.6mreported value*
6 new 2 added 4 reduced 3 sold out net sold ≈ $173.4m (-6.4m 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. Holder counts are more reliable. Implied quarter-end price ≈ $27.24.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q4 25: 8Q1 26: 12Q2 26: 1515Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20258
Q1 202612
Q2 202615

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q1 26: 10 bought or addedQ1 26: 3 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026103
Q2 202687

Biggest buyers

Clear Point Advisors Inc. New +23,070+23.1k
Ashton Thomas Private Wealth, LLC Added +19,174+19.2k
GOLDMAN SACHS GROUP INC New +16,370+16.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +14,160+14.2k
RAYMOND JAMES FINANCIAL INC Added +12,236+12.2k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors New +9,428+9.4k
FIDUCIARY FINANCIAL ADVISORS New +307+307
AE Wealth Management LLC New +112+112

Biggest sellers

Lido Advisors, LLC Reduced -6,338,424-6.3m
ASHTON THOMAS SECURITIES, LLC Sold out -52,150-52.1k
OLD MISSION CAPITAL LLC Reduced -23,026-23.0k
JANE STREET GROUP, LLC Sold out -20,816-20.8k
CITADEL ADVISORS LLC Sold out -19,221-19.2k
UBS Group AG Reduced -3,183-3.2k
Encompass More Asset Management Reduced -2,859-2.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.3 pts · filed 2026-10-27 15.6% -1.3 pts 400.0k≈ $10.9m 2026-10-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 629,089629.1k $17.1m $17.1m 0.06% Reduced -6.3m -6,338,424
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 400,000400.0k $10.9m $10.9m 0.00% Unchanged
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 106,842106.8k $2.9m $2.9m 0.00% Added +12.2k +12,236
4 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 60,20860.2k $1.6m $1.6m 0.03% Added +19.2k +19,174
5 Clear Point Advisors Inc. 0.56% of their portfolio MELVILLE, NY 23,07023.1k $628.4k $628.4k 0.56% New
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,37016.4k $445.9k $445.9k 0.00% New
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,16014.2k $385.7k $385.7k 0.00% New
8 Encompass More Asset Management 0.06% of their portfolio Danville, CA 14,12114.1k $384.6k $384.6k 0.06% Reduced -2.9k -2,859
9 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,49012.5k $340.2k $340.2k 0.00% Unchanged
10 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,84311.8k $322.6k $322.6k 0.01% Reduced -23.0k -23,026
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,70310.7k $291.5k $291.5k 0.00% Reduced -3.2k -3,183
12 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% of their portfolio Westlake, OH 9,4289.4k $256.8k $256.8k 0.01% New
13 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 307307 $8.4k $8.4k 0.00% New
14 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 112112 $3.1k $3.1k 0.00% New
15 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4545 $1.2k $1.2k 0.00% Unchanged