Shufro Rose & Co LLC ETF holdings
New York, NY
Reported $923.1M in 86 ETFs in its Form 13F for June 30, 2026.
ETF value
$923.1M
ETFs held
86
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
53.1%
of $1.7B
Top 10 of 86 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $200.8M | 8,668,602 | +4,690,474 shares |
| SMTH | ALPS Smith Core Plus Bond ETF | $136.4M | 5,299,519 | +193,135 shares |
| DCRE | DoubleLine Commercial Real Estate Debt ETF | $81.3M | 1,569,464 | +38,129 shares |
| IVV | iShares Core S&P 500 ETF | $65.9M | 87,982 | +2,781 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $41.6M | 515,810 | +391,879 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $32.9M | 154,808 | −1,557 shares |
| VOO | Vanguard S&P 500 ETF | $29.2M | 42,506 | +329 shares |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $25.7M | 1,542,429 | New position |
| OUNZ | VanEck Merk Gold Trust | $23.9M | 619,787 | +266,686 shares |
| GLD | SPDR Gold Shares | $23.0M | 62,443 | +741 shares |
76 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000908195. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shufro Rose & Co LLC own?
Shufro Rose & Co LLC reported 86 ETF positions worth $923.1M in its Form 13F for June 30, 2026. The largest was IBDU, at $200.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.