ISHARES TR

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XVV·46436E569·US·etf·Unknown - Unknown

ESG SELECT SCRE

XVV (ISHARES TR) is held by 44 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($13.5M), BROWN ADVISORY INC ($10.8M), KEYBANK NATIONAL ASSOCIATION/OH ($7.9M). Net institutional sentiment: Bullish.

44

Holders

Avg rating(9 Elite)

$77.7M

Total Value

73% (45)

Fund Consensus

27 buying - 10 selling

Smart Money Verdict

View all

63Mixed MomentumSingle Source

Institutional (13F)63

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how XVV's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

20

★★★★

Strong

12

★★★

Solid

4

★★

Below

0

★

Weak

Held by 44 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	273,521(+6.8%)	$13.5M	0.0%	+27.16%	30
BROWN ADVISORY INC	Increased	218,970(+19.0%)	$10.8M	0.0%	+9.57%	33
KEYBANK NATIONAL ASSOCIATION/OH	New	159,517	$7.9M	0.0%	+8.90%	38
MORGAN STANLEY	Increased	128,320(+6296.8%)	$6.3M	0.0%	+9.17%	44
FRANKLIN RESOURCES INC	Unchanged	75,998	$3.7M	0.0%	+54.24%	0
Bank of New York Mellon Corp	New	73,210	$3.6M	0.0%	+8.90%	37
RAYMOND JAMES FINANCIAL INC	Decreased	61,610(-10.5%)	$3M	0.0%	+19.59%	0
HighTower Advisors, LLC	Increased	46,315(+12.0%)	$2.3M	0.0%	+31.20%	29
EP Wealth Advisors, LLC	Decreased	41,433(-42.2%)	$2M	0.0%	+8.02%	0
TWO SIGMA INVESTMENTS, LP	New	40,300	$2M	0.0%	+8.90%	36
Lido Advisors, LLC	New	39,312	$1.9M	0.0%	+8.90%	36
MAI Capital Management	Increased	32,016(+46.3%)	$1.6M	0.0%	+49.04%	35
JPMORGAN CHASE & CO	Increased	32,503(+16.0%)	$1.6M	0.0%	+19.18%	30
ROYAL BANK OF CANADA	Increased	30,155(+25.3%)	$1.5M	0.0%	+20.48%	31
BANK OF AMERICA CORP /DE/	Decreased	29,060(-2.0%)	$1.4M	0.0%	+22.50%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	28,061(+10.5%)	$1.4M	0.0%	+54.34%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	27,019(-12.2%)	$1.3M	0.0%	+33.79%	0
FWFocus Partners Wealth	Increased	23,115(+0.5%)	$1.1M	0.0%	+26.37%	25
MML INVESTORS SERVICES, LLC	Increased	22,568(+2.3%)	$1.1M	0.0%	+15.21%	26
MGMERCER GLOBAL ADVISORS INC /ADV	New	21,873	$1.1M	0.0%	+8.90%	35

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer