Who owns LCTU?
iShares U.S. Carbon Transition Readiness Aware Active ETF · iShares
211 institutions reported holding LCTU, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LCTU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | Varma, Finland | $385.9M | 4,814,000 | No change |
| Envestnet Asset Management Inc. | Berwyn, PA | $338.1M | 4,217,213 | −207,594 shares |
| LPL Financial LLC | Fort Mill, SC | $98.8M | 1,232,880 | +19,897 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $64.4M | 803,987 | −39,630 shares |
| JPMorgan Chase & Co | New York, NY | $58.1M | 730,454 | −16,777 shares |
| Park Avenue Securities LLC | New York, NY | $33.6M | 419,357 | −14,230 shares |
| Cetera Investment Advisers | Schaumburg, IL | $22.5M | 280,587 | −11,702 shares |
| MML Investors Services, LLC | Springfield, MA | $18.6M | 232,617 | +28,648 shares |
| SOFI Wealth, LLC | San Francisco, CA | $11.9M | 148,576 | +27,094 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $11.5M | 142,890 | −633 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LCTU?
211 institutional managers reported holding LCTU in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Varma Mutual Pension Insurance Co, at $385.9M.
Did institutions buy or sell LCTU last quarter?
Reported 13F value rose 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LCTU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.