ISHARES MSCI USA SIZE FACTOR SIZE
$178.07
+0.5% 52w: $147.88 – $178.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data147.88163.08178.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
71
-1 QoQ
13F value
$316.3M
-0.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $179K puts
Institutional value by quarter
Number of holders
Who owns SIZE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 510.8K | $81.4M | 0.0% | +1.0% |
| BlackRock, Inc. | Index provider | 352.4K | $56.2M | 0.0% | -5.2% |
| James Reed Financial Services, Inc. | Wealth advisor | 164.0K | $26.1M | 22.6% | -2.8% |
| Trinity Wealth Management, LLC | Wealth advisor | 110.9K | $17.7M | 6.5% | -1.3% |
| Lido Advisors, LLC | Wealth advisor | 103.7K | $16.5M | 0.1% | -5.7% |
| Strategic Financial Services, Inc. | Wealth advisor | 101.7K | $16.2M | 0.8% | -0.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 73.4K | $11.7M | 0.0% | -1.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 67.0K | $10.7M | 0.0% | +8.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 64.9K | $10.3M | 0.0% | +570.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 61.7K | $9.8M | 0.0% | -14.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 59.3K | $9.5M | 0.0% | -11.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 46.6K | $7.4M | 0.0% | +0.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 37.3K | $6.0M | 0.0% | -3.9% |
| LPL Financial LLC | Bank broker | 36.6K | $5.8M | 0.0% | +3.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 34.8K | $5.4M | 0.0% | +29.6% |
| MORGAN STANLEY | Bank broker | 29.6K | $4.7M | 0.0% | +7.7% |
| Summit Trail Advisors, LLC | Other | 10.6K | $1.7M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 9.2K | $1.4M | 0.0% | +2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.8K | $1.4M | 0.0% | +268.5% |
| G&S Capital LLC | Wealth advisor | 6.6K | $1.0M | 0.4% | New |
| Parallel Advisors, LLC | Wealth advisor | 5.9K | $936K | 0.0% | -3.6% |
| UBS Group AG | Bank broker | 5.8K | $930K | 0.0% | +6.2% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 5.8K | $929K | 0.0% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.8K | $917K | 0.0% | -15.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.4K | $868K | 0.0% | +7.7% |
| QTR Family Wealth, LLC | Other | 4.3K | $722K | 0.3% | -1.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 4.4K | $708K | 0.0% | +101.2% |
| Keystone Financial Group | Wealth advisor | 4.4K | $704K | 0.0% | -4.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.2K | $665K | 0.0% | +88.9% |
| BCGM Wealth Management, LLC | Wealth advisor | 4.0K | $632K | 0.2% | Held |
| Strategic Blueprint, LLC | Wealth advisor | 3.6K | $580K | 0.0% | -3.5% |
| CLIENT 1ST ADVISORY GROUP, LLC | Wealth advisor | 3.1K | $498K | 0.2% | -6.3% |
| ROYAL BANK OF CANADA | Bank broker | 2.9K | $465K | 0.0% | Held |
| Cypress Wealth Services, LLC | Wealth advisor | 2.6K | $420K | 0.1% | +0.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.6K | $418K | 0.0% | +26.1% |
| PGIM Custom Harvest LLC | Wealth advisor | 2.2K | $358K | 0.0% | Held |
| TD Waterhouse Canada Inc. | Diversified mechanical | 1.9K | $310K | 0.0% | -9.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.8K | $291K | 0.0% | -3.9% |
| Cerity Partners LLC | Diversified mechanical | 1.8K | $291K | 0.0% | -66.6% |
| CHOREO, LLC | Wealth advisor | 1.8K | $280K | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.7K | $272K | 0.0% | -10.3% |
| TKG Advisors, LLC | Wealth advisor | 1.7K | $272K | 0.1% | New |
| Equitable Holdings, Inc. | Wealth advisor | 1.5K | $250K | 0.0% | New |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 1.5K | $247K | 0.0% | -1.4% |
| 46 Peaks LLC | Wealth advisor | 1.5K | $242K | 0.2% | Held |
| CWM, LLC | Wealth advisor | 1.5K | $233K | 0.0% | Held |
| OneAscent Family Office, LLC | Wealth advisor | 1.4K | $223K | 0.2% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.3K | $214K | 0.0% | -1.9% |
| Cetera Investment Advisers | Wealth advisor | 1.3K | $209K | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.1K | $170K | 0.0% | Held |
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.