ETF Holders

Who owns XOEF?

US large cap

iShares S&P 500 ex S&P 100 ETF · iShares

4 institutions reported holding XOEF, worth $12.3M, in Form 13F filings for June 30, 2026.

13F holders
4
Institutional value
$12.3M
Change from prior quarter
+6.4%
+$743K, with price moves
New and sold-out firms
3 / 1
0 added, 0 trimmed

Top 4 institutional holders of XOEF

FirmLocationValueSharesChange
BlackRock, Inc.New York, NY$12.1M400,000No change
Harbour Investments, Inc.Madison, WI$223K7,402New position
Concord Wealth PartnersAbingdon, VA$8K277New position
UBS Group AGZurich, Switzerland$1214New position

From 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 XOEF?

4 institutional managers reported holding XOEF in Form 13F filings for June 30, 2026, worth $12.3M in total. The largest reported position was held by BlackRock, Inc., at $12.1M.

Did institutions buy or sell XOEF last quarter?

Reported 13F value rose 6.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 XOEF 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.