Who owns XVV?
iShares ESG Select Screened S&P 500 ETF · iShares
159 institutions reported holding XVV, worth $207.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XVV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sun Life Financial Inc. | Toronto, Ontario, Canada | $25.1M | 441,619 | −381,421 shares |
| LPL Financial LLC | Fort Mill, SC | $17.4M | 306,206 | +32,685 shares |
| Becker Capital Management Inc. | Portland, OR | $14.5M | 255,669 | +8,395 shares |
| Brown Advisory Inc. | Baltimore, MD | $12.9M | 227,661 | +8,691 shares |
| Keybank National Association | Brooklyn, OH | $10.0M | 175,276 | +15,759 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $4.5M | 78,662 | +6,292 shares |
| Franklin Resources Inc. | San Mateo, CA | $4.3M | 75,998 | No change |
| Wharton Business Group, LLC | Malvern, PA | $4.3M | 75,920 | −520 shares |
| JNBA Financial Advisors | Bloomington, MN | $4.3M | 75,662 | −9,981 shares |
| Bank of New York Mellon Corp | New York, NY | $4.2M | 74,207 | +997 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 XVV?
159 institutional managers reported holding XVV in Form 13F filings for June 30, 2026, worth $207.1M in total. The largest reported position was held by Sun Life Financial Inc., at $25.1M.
Did institutions buy or sell XVV last quarter?
Reported 13F value rose 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 9 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 XVV 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.