ISHARES ESG SELECT SCREENED XVV
$56.73
-0.2% 52w: $45.35 – $57.87
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.3551.6157.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
143
+15 QoQ
13F value
$196.0M
+7.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XVV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SUN LIFE FINANCIAL INC | Wealth advisor | 823.0K | $40.5M | 2.3% | Held |
| LPL Financial LLC | Bank broker | 273.5K | $13.5M | 0.0% | +6.8% |
| BECKER CAPITAL MANAGEMENT INC | Other | 247.3K | $12.2M | 0.4% | +7.1% |
| BROWN ADVISORY INC | Diversified mechanical | 219.0K | $10.8M | 0.0% | +19.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 159.5K | $7.9M | 0.0% | New |
| MORGAN STANLEY | Bank broker | 128.3K | $6.3M | 0.0% | +6296.8% |
| JNBA Financial Advisors | Wealth advisor | 85.6K | $4.2M | 0.4% | -15.2% |
| Wharton Business Group, LLC | Wealth advisor | 76.4K | $3.8M | 0.1% | Held |
| FRANKLIN RESOURCES INC | Long only active | 76.0K | $3.7M | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 73.2K | $3.6M | 0.0% | New |
| Thrivent Financial for Lutherans | Diversified mechanical | 72.4K | $3.6M | 0.0% | +8.5% |
| Atlantic Private Wealth, LLC | Wealth advisor | 71.5K | $3.5M | 2.3% | +5.7% |
| Alpine Bank Wealth Management | Wealth advisor | 70.3K | $3.5M | 0.5% | -11.3% |
| BSW Wealth Partners | Wealth advisor | 62.8K | $3.1M | 0.4% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 61.6K | $3.0M | 0.0% | -10.5% |
| Biltmore Family Office, LLC | Other | 56.2K | $2.8M | 0.4% | Held |
| NorthRock Partners, LLC | Wealth advisor | 47.3K | $2.3M | 0.0% | +26.6% |
| HighTower Advisors, LLC | Diversified mechanical | 46.3K | $2.3M | 0.0% | +12.0% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 44.7K | $2.2M | 0.4% | +6.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 41.4K | $2.0M | 0.0% | -42.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 40.3K | $2.0M | 0.0% | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Diversified mechanical | 35.6K | $2.0M | 0.0% | New |
| Lido Advisors, LLC | Wealth advisor | 39.3K | $1.9M | 0.0% | New |
| MAI Capital Management | Wealth advisor | 32.0K | $1.6M | 0.0% | +46.3% |
| JPMORGAN CHASE & CO | Bank broker | 32.5K | $1.6M | 0.0% | +16.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 30.9K | $1.5M | 0.0% | +1.3% |
| ROYAL BANK OF CANADA | Bank broker | 30.2K | $1.5M | 0.0% | +25.3% |
| Wick Capital Partners, LLC | Wealth advisor | 30.1K | $1.5M | 0.3% | +0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 29.1K | $1.4M | 0.0% | -2.0% |
| Napier Financial, LLC | Wealth advisor | 28.8K | $1.4M | 0.3% | -5.0% |
| Financial Council, LLC | Wealth advisor | 28.4K | $1.4M | 0.5% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.1K | $1.4M | 0.0% | +10.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 27.0K | $1.3M | 0.0% | -12.2% |
| Focus Partners Wealth | Wealth advisor | 23.1K | $1.1M | 0.0% | +0.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.6K | $1.1M | 0.0% | +2.3% |
| NerdWallet Wealth Partners, LLC | Wealth advisor | 22.4K | $1.1M | 0.5% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 21.9K | $1.1M | 0.0% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 20.3K | $1000K | 0.0% | -29.5% |
| Cornerstone Financial Management LLC | Wealth advisor | 19.0K | $936K | 0.9% | -1.1% |
| Cresset Asset Management, LLC | Wealth advisor | 18.8K | $927K | 0.0% | +47.9% |
| Magnus Financial Group LLC | Wealth advisor | 18.4K | $906K | 0.1% | -5.8% |
| Human Investing LLC | Wealth advisor | 17.8K | $874K | 0.1% | +4.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 17.7K | $871K | 0.0% | -9.4% |
| Mariner, LLC | Diversified mechanical | 17.7K | $870K | 0.0% | +0.2% |
| Sage Mountain Advisors LLC | Wealth advisor | 17.4K | $856K | 0.1% | +2.5% |
| Highland Financial Advisors, LLC | Wealth advisor | 16.9K | $830K | 0.2% | +27.2% |
| Sound Stewardship, LLC | Wealth advisor | 16.0K | $790K | 0.4% | +4.0% |
| Cetera Investment Advisers | Wealth advisor | 15.9K | $785K | 0.0% | +5.0% |
| RETIREMENT CAPITAL STRATEGIES | Wealth advisor | 15.4K | $757K | 0.3% | Held |
| Tarbox Family Office, Inc. | Wealth advisor | 15.2K | $748K | 0.1% | +7.2% |
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.