ISHARES DEF INDUSTRIALS ACT IDEF
$32.99
+2.9% 52w: $26.84 – $36.74
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data26.8431.7936.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+206 QoQ
13F value
$3.38B
+18319.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IDEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 44.6M | $1.46B | 0.4% | New |
| LPL Financial LLC | Bank broker | 12.8M | $418.2M | 0.1% | +53906.0% |
| MORGAN STANLEY | Bank broker | 4.4M | $145.5M | 0.0% | +123344.4% |
| CWM, LLC | Wealth advisor | 4.3M | $139.1M | 0.4% | New |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 3.9M | $129.1M | 0.7% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.0M | $96.7M | 0.3% | New |
| Cetera Investment Advisers | Wealth advisor | 2.8M | $91.8M | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 2.5M | $78.0M | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $66.6M | 0.0% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 1.8M | $58.0M | 0.7% | New |
| JB Capital LLC | Wealth advisor | 1.6M | $51.9M | 2.1% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 1.2M | $38.2M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $37.3M | 0.1% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.1M | $34.9M | 0.2% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 895.3K | $29.3M | 0.0% | New |
| Wharton Business Group, LLC | Wealth advisor | 804.6K | $27.1M | 1.0% | New |
| Atria Investments, Inc | Wealth advisor | 589.6K | $19.3M | 0.2% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 530.9K | $17.4M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 517.0K | $16.9M | 0.0% | New |
| Icon Wealth Advisors, LLC | Wealth advisor | 480.8K | $15.6M | 1.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 458.1K | $15.0M | 0.0% | +651.2% |
| BlackRock, Inc. | Index provider | 446.3K | $14.6M | 0.0% | +11.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 420.9K | $13.8M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 335.7K | $11.0M | 0.0% | New |
| Thrivent Financial for Lutherans | Diversified mechanical | 328.5K | $10.5M | 0.0% | New |
| SteelPeak Wealth, LLC | Other | 315.5K | $10.3M | 0.3% | New |
| Sharkey, Howes & Javer | Wealth advisor | 311.3K | $10.2M | 1.4% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 261.3K | $8.5M | 0.1% | New |
| PAX Financial Group, LLC | Wealth advisor | 251.9K | $8.2M | 1.4% | New |
| Keystone Financial Services | Wealth advisor | 235.2K | $7.7M | 2.3% | New |
| Beaumont Financial Advisors, LLC | Wealth advisor | 228.7K | $7.5M | 0.5% | New |
| WEALTH ALLIANCE, LLC | Wealth advisor | 207.2K | $6.8M | 0.7% | New |
| Trek Financial, LLC | Wealth advisor | 205.3K | $6.7M | 0.4% | New |
| SWMG, LLC | Wealth advisor | 201.9K | $6.6M | 1.9% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 191.3K | $6.3M | 0.1% | New |
| Sigma Planning Corp | Wealth advisor | 189.7K | $6.2M | 0.2% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 175.8K | $6.0M | 0.0% | New |
| Legacy Financial Group LLC | Wealth advisor | 179.8K | $5.9M | 0.7% | New |
| Gateway Wealth Partners, LLC | Wealth advisor | 178.8K | $5.9M | 0.2% | New |
| &PARTNERS | Diversified mechanical | 176.0K | $5.8M | 0.0% | New |
| Regal Investment Advisors LLC | Wealth advisor | 175.2K | $5.7M | 0.3% | New |
| Advisory Services Network, LLC | Diversified mechanical | 171.1K | $5.6M | 0.1% | New |
| Modern Wealth Management, LLC | Wealth advisor | 164.8K | $5.6M | 0.1% | New |
| Brookstone Capital Management | Wealth advisor | 169.4K | $5.5M | 0.1% | New |
| Marks Group Wealth Management, Inc | Other | 161.2K | $5.3M | 0.5% | New |
| Blue Trust, Inc. | Wealth advisor | 148.8K | $4.9M | 0.1% | New |
| Invst, LLC | Wealth advisor | 143.4K | $4.7M | 0.5% | New |
| Equitable Holdings, Inc. | Wealth advisor | 141.4K | $4.6M | 0.0% | New |
| Bay Harbor Wealth Management, LLC | Wealth advisor | 140.1K | $4.6M | 1.2% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 141.1K | $4.6M | 0.1% | New |
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.