ISHARES BLOOMBERG ROLL SELEC CMDY
$55.12
+0.3% 52w: $44.02 – $63.68
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.0253.8563.68
Jun 20, 2025 Jul 2, 2026
Institutional holders
73
+6 QoQ
13F value
$273.4M
+97.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $104 puts
Institutional value by quarter
Number of holders
Who owns CMDY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | Diversified mechanical | 1.1M | $66.4M | 0.2% | +257.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 863.9K | $51.4M | 0.0% | +117.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 434.4K | $25.8M | 0.0% | +2.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 286.1K | $17.0M | 0.2% | -0.5% |
| Disciplina Capital Management LLC | Wealth advisor | 192.1K | $11.4M | 1.2% | -1.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 161.8K | $9.6M | 0.0% | +6.8% |
| JPMORGAN CHASE & CO | Bank broker | 137.1K | $8.2M | 0.0% | Held |
| FIRST FOUNDATION ADVISORS | Other | 133.2K | $7.9M | 0.3% | +953.2% |
| Vontobel Holding Ltd. | Diversified mechanical | 132.0K | $7.8M | 0.0% | New |
| LPL Financial LLC | Bank broker | 131.9K | $7.8M | 0.0% | +20.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 130.2K | $7.7M | 0.0% | -19.1% |
| Alaska Wealth Advisors, LLC | Wealth advisor | 101.1K | $6.0M | 0.7% | -1.2% |
| Horizons Wealth Management | Wealth advisor | 91.8K | $5.4M | 3.6% | -1.6% |
| Proficio Capital Partners LLC | Wealth advisor | 83.1K | $4.9M | 0.3% | New |
| FDx Advisors, Inc. | Wealth advisor | 73.9K | $4.4M | 1.4% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 71.3K | $4.2M | 0.0% | +22.1% |
| WESBANCO BANK INC | Other | 60.7K | $3.6M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.3K | $2.8M | 0.0% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 27.0K | $1.6M | 0.0% | -5.4% |
| SteelPeak Wealth, LLC | Other | 26.0K | $1.5M | 0.0% | +85.7% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 22.2K | $1.3M | 0.1% | +0.9% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 20.7K | $1.2M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 20.1K | $1.2M | 0.0% | +2.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.2K | $1.1M | 0.0% | +9.2% |
| LITTLE HOUSE CAPITAL LLC | Other | 17.3K | $1.0M | 0.3% | New |
| COHEN & STEERS, INC. | Other | 15.2K | $902K | 0.0% | -5.0% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 14.7K | $871K | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 14.0K | $834K | 0.0% | +109.8% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 13.6K | $809K | 0.1% | -23.8% |
| National Philanthropic Trust | Other | 12.1K | $720K | 0.0% | -12.4% |
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 12.1K | $720K | 0.0% | -12.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 11.1K | $661K | 0.0% | +30.7% |
| Pullen Investment Management, LLC | Other | 9.1K | $542K | 0.3% | +2.7% |
| Focus Partners Wealth | Wealth advisor | 8.6K | $512K | 0.0% | -11.4% |
| Fifth Third Securities, Inc. | Wealth advisor | 7.8K | $466K | 0.0% | -10.8% |
| Columbia River Financial Group, LLC | Wealth advisor | 7.7K | $455K | 0.3% | -6.9% |
| MORGAN STANLEY | Bank broker | 7.0K | $414K | 0.0% | +2.4% |
| Valmark Advisers, Inc. | Wealth advisor | 6.6K | $392K | 0.0% | +5.8% |
| HighTower Advisors, LLC | Diversified mechanical | 6.6K | $391K | 0.0% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 6.3K | $375K | 0.0% | -5.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.2K | $309K | 0.0% | Held |
| Seaside Wealth Management, Inc. | Wealth advisor | 4.9K | $289K | 0.1% | +0.9% |
| Faithward Advisors, LLC | Other | 4.6K | $276K | 0.0% | -22.1% |
| Atria Investments, Inc | Wealth advisor | 4.4K | $262K | 0.0% | -1.6% |
| Advisory Services Network, LLC | Diversified mechanical | 3.8K | $228K | 0.0% | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 3.4K | $201K | 0.0% | New |
| MANNING & NAPIER ADVISORS LLC | Other | 3.3K | $197K | 0.0% | Held |
| Advisors Preferred, LLC | Wealth advisor | 2.7K | $163K | 0.0% | New |
| Essential Partners LLC | Diversified mechanical | 2.2K | $131K | 0.0% | -3.1% |
| 10Elms LLP | Wealth advisor | 2.1K | $127K | 0.1% | +43.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.