ISHARES U.S. CARBON TRANSITI LCTU
$80.18
-0.0% 52w: $63.88 – $81.02
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data63.8872.4581.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
195
-7 QoQ
13F value
$1.17B
-7.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LCTU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | Other | 4.8M | $337.6M | 2.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.4M | $310.3M | 0.1% | -6.9% |
| LPL Financial LLC | Bank broker | 1.2M | $85.1M | 0.0% | -0.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 843.6K | $59.2M | 0.3% | -10.7% |
| JPMORGAN CHASE & CO | Bank broker | 747.2K | $50.9M | 0.0% | -4.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 433.6K | $30.4M | 0.2% | -8.1% |
| Cetera Investment Advisers | Wealth advisor | 292.3K | $20.5M | 0.0% | -9.0% |
| CWM, LLC | Wealth advisor | 254.1K | $17.8M | 0.0% | -5.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 204.0K | $14.3M | 0.0% | -19.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 143.5K | $10.1M | 0.0% | -7.9% |
| One Wealth Advisors, LLC | Wealth advisor | 132.2K | $9.3M | 1.2% | -6.9% |
| SOFI WEALTH, LLC | Wealth advisor | 121.5K | $8.5M | 0.4% | +24.5% |
| ASSETMARK, INC | Wealth advisor | 118.0K | $8.3M | 0.0% | -4.9% |
| Avise Financial Cooperative, Inc. | Wealth advisor | 112.9K | $7.9M | 6.6% | +11.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 113.7K | $7.9M | 0.0% | -11.6% |
| ROYAL BANK OF CANADA | Bank broker | 95.5K | $6.7M | 0.0% | +5.8% |
| Advisory Services Network, LLC | Diversified mechanical | 82.8K | $5.8M | 0.1% | +2.4% |
| Archer Investment Management, LLC | Wealth advisor | 82.5K | $5.8M | 2.4% | +411.4% |
| Horst & Graben Wealth Management LLC | Wealth advisor | 64.6K | $4.9M | 0.7% | -7.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 70.3K | $4.9M | 0.0% | -5.6% |
| GeoWealth Management, LLC | Wealth advisor | 68.7K | $4.8M | 0.2% | -7.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 66.2K | $4.6M | 0.0% | -9.3% |
| Equitable Holdings, Inc. | Wealth advisor | 61.6K | $4.6M | 0.0% | -9.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 61.5K | $4.3M | 0.0% | -0.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 60.9K | $4.3M | 0.0% | +82.8% |
| Cerity Partners LLC | Diversified mechanical | 60.8K | $4.3M | 0.0% | +90.0% |
| Sharkey, Howes & Javer | Wealth advisor | 56.9K | $4.0M | 0.5% | -9.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 55.9K | $3.9M | 0.0% | -12.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 55.0K | $3.9M | 0.0% | -4.0% |
| Perigon Wealth Management, LLC | Wealth advisor | 53.5K | $3.8M | 0.1% | -0.7% |
| Merit Financial Group, LLC | Wealth advisor | 53.0K | $3.7M | 0.0% | +19.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 52.7K | $3.7M | 0.0% | +377.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 52.5K | $3.7M | 0.0% | +0.7% |
| SigFig Wealth Management, LLC | Wealth advisor | 47.0K | $3.3M | 0.1% | -8.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 46.9K | $3.3M | 0.0% | -7.2% |
| MGO ONE SEVEN LLC | Wealth advisor | 45.0K | $3.2M | 0.1% | +9.8% |
| Davis Wealth Advisors, LLC | Wealth advisor | 44.4K | $3.1M | 2.6% | -6.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 40.6K | $2.8M | 0.0% | -9.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 40.5K | $2.8M | 0.0% | +11.9% |
| GTS SECURITIES LLC | Market maker | 37.4K | $2.6M | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 35.0K | $2.5M | 0.0% | -15.9% |
| Investor's Fiduciary Advisor Network, LLC | Wealth advisor | 31.0K | $2.2M | 0.7% | -6.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 30.2K | $2.1M | 0.0% | +12.9% |
| Gateway Wealth Partners, LLC | Wealth advisor | 29.8K | $2.1M | 0.1% | +204.0% |
| MA Private Wealth | Wealth advisor | 29.1K | $2.0M | 0.3% | Held |
| World Investment Advisors | Wealth advisor | 28.3K | $2.0M | 0.0% | -5.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 26.8K | $1.9M | 0.0% | +31.3% |
| RFG Advisory, LLC | Wealth advisor | 24.0K | $1.7M | 0.0% | -9.9% |
| Aptus Capital Advisors, LLC | Wealth advisor | 23.7K | $1.7M | 0.0% | -2.9% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 23.1K | $1.6M | 0.0% | +43.7% |
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.