ISHARES MSCI USA MIN VOL FAC USMV
$97.89
+1.0% 52w: $90.41 – $97.89
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data90.4194.1597.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.4K
-18 QoQ
13F value
$16.00B
-5.0% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.5×
$872K calls / $1.6M puts
Institutional value by quarter
Number of holders
Who owns USMV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 15.4M | $1.42B | 0.1% | +25.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.3M | $1.32B | 0.4% | +3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.8M | $1.18B | 0.1% | -1.9% |
| MORGAN STANLEY | Bank broker | 12.7M | $1.18B | 0.1% | -16.3% |
| LPL Financial LLC | Bank broker | 6.3M | $582.5M | 0.2% | -0.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 4.5M | $415.7M | 0.2% | -4.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 4.4M | $406.9M | 0.9% | -37.4% |
| Catalyst Capital Advisors LLC | Wealth advisor | 4.2M | $393.5M | 7.3% | +13.0% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 4.2M | $393.5M | 8.5% | +13.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.0M | $369.6M | 0.1% | +14.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $328.6M | 0.1% | +1.0% |
| UBS Group AG | Bank broker | 3.2M | $299.4M | 0.1% | -5.6% |
| BlackRock, Inc. | Index provider | 3.2M | $298.6M | 0.0% | -22.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.4M | $226.6M | 0.1% | -13.0% |
| Cetera Investment Advisers | Wealth advisor | 2.2M | $200.5M | 0.2% | +1.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.9M | $176.8M | 0.2% | -4.4% |
| JPMORGAN CHASE & CO | Bank broker | 1.9M | $171.1M | 0.0% | -47.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.6M | $144.7M | 0.1% | +1.9% |
| ROYAL BANK OF CANADA | Bank broker | 1.6M | $144.6M | 0.0% | -6.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.5M | $141.1M | 0.1% | -9.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.4M | $125.8M | 0.7% | +468.8% |
| ASSETMARK, INC | Wealth advisor | 1.3M | $124.6M | 0.3% | -13.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.3M | $124.0M | 0.3% | -5.8% |
| Cerity Partners LLC | Diversified mechanical | 1.3M | $123.0M | 0.2% | +8.5% |
| Horizon Investments, LLC | Diversified mechanical | 1.3M | $120.9M | 1.4% | +9.4% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 1.3M | $118.4M | 1.0% | +3.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.3M | $116.0M | 0.1% | -49.8% |
| Focus Partners Wealth | Wealth advisor | 1.2M | $110.2M | 0.1% | -3.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 1.1M | $106.1M | 2.5% | +99.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.2M | $105.7M | 0.1% | +14.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.1M | $100.0M | 0.1% | -15.0% |
| Mariner, LLC | Diversified mechanical | 1.1M | $99.7M | 0.1% | +1.9% |
| Brookstone Capital Management | Wealth advisor | 893.6K | $82.9M | 0.9% | +4.6% |
| Russell Investments Group, Ltd. | Diversified mechanical | 853.8K | $79.2M | 0.1% | +0.2% |
| SECURIAN ASSET MANAGEMENT, INC | Other | 837.3K | $77.6M | 3.1% | -3.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 818.7K | $76.0M | 0.1% | -16.0% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 800.5K | $74.2M | 1.3% | New |
| CWM, LLC | Wealth advisor | 733.4K | $68.0M | 0.2% | -7.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 715.4K | $66.3M | 0.1% | -2.8% |
| US BANCORP \DE\ | Wealth advisor | 707.7K | $65.6M | 0.1% | -2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 702.0K | $65.1M | 0.1% | +4.6% |
| MAI Capital Management | Wealth advisor | 698.4K | $64.8M | 0.4% | -2.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 656.3K | $60.9M | 0.1% | +0.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 634.4K | $58.8M | 0.3% | -4.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 618.3K | $57.3M | 0.2% | +30.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 617.5K | $57.3M | 0.1% | -8.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 532.5K | $49.4M | 0.0% | -0.8% |
| Private Advisor Group, LLC | Wealth advisor | 492.7K | $45.7M | 0.2% | -2.1% |
| Facet Wealth, Inc. | Wealth advisor | 466.0K | $43.2M | 0.7% | +0.7% |
| Caisse de depot et placement du Quebec | Other | 441.1K | $40.9M | 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.