XVV Institutional Ownership
iShares ESG Select Screened S&P 500 ETF
1W: -0.1%
1M: +0.6%
3M: +2.8%
YTD: +11.7%
1Y: +13.9%
3Y: +86.5%
5Y: +80.8%
$58.81
+0.46 (+0.79%)
Weekly Expected Move ±1.5%
$57
$58
$59
$60
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XVV
169
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
295M
Total Invested
26
New Positions
58
Increased
50
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (175 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | 441,619 | $26M | -381,421 | -46.3% | 22Q | SEC ↗ |
| 2 | LPL Financial LLC | 306,206 | $18M | +32,685 | +11.9% | 19Q | SEC ↗ |
| 3 | BECKER CAPITAL MANAGEMENT INC | 255,669 | $15M | +8,395 | +3.4% | 13Q | SEC ↗ |
| 4 | BROWN ADVISORY INC | 227,661 | $13M | +8,691 | +4.0% | 4Q | SEC ↗ |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 175,276 | $10M | +15,759 | +9.9% | 2Q | SEC ↗ |
| 6 | Thrivent Financial for Lutherans | 78,662 | $5M | +6,292 | +8.7% | 4Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 75,998 | $4M | — | +0.0% | 11Q | SEC ↗ |
| 8 | Wharton Business Group, LLC | 75,920 | $4M | -520 | -0.7% | 22Q | SEC ↗ |
| 9 | JNBA Financial Advisors | 75,662 | $4M | -9,981 | -11.7% | 18Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 74,207 | $4M | +997 | +1.4% | 2Q | SEC ↗ |
| 11 | Alpine Bank Wealth Management | 72,621 | $4M | +2,279 | +3.2% | 6Q | SEC ↗ |
| 12 | Atlantic Private Wealth, LLC | 67,627 | $4M | -3,873 | -5.4% | 19Q | SEC ↗ |
| 13 | BSW Wealth Partners | 57,656 | $3M | -5,124 | -8.2% | 15Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 56,515 | $3M | -5,095 | -8.3% | 7Q | SEC ↗ |
| 15 | Biltmore Family Office, LLC | 56,201 | $3M | — | +0.0% | 20Q | SEC ↗ |
| 16 | NorthRock Partners, LLC | 47,634 | $3M | +360 | +0.8% | 10Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 46,494 | $3M | +179 | +0.4% | 10Q | SEC ↗ |
| 18 | GOULD ASSET MANAGEMENT LLC /CA | 44,968 | $3M | +225 | +0.5% | 15Q | SEC ↗ |
| 19 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 44,053 | $3M | +8,482 | +23.8% | 2Q | SEC ↗ |
| 20 | EP Wealth Advisors, LLC | 39,984 | $2M | -1,449 | -3.5% | 3Q | SEC ↗ |
| 21 | Lido Advisors, LLC | 37,530 | $2M | -1,782 | -4.5% | 2Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 32,248 | $2M | +2,093 | +6.9% | 22Q | SEC ↗ |
| 23 | MAI Capital Management | 31,548 | $2M | -468 | -1.5% | 7Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 30,222 | $2M | +1,162 | +4.0% | 15Q | SEC ↗ |
| 25 | Wick Capital Partners, LLC | 30,129 | $2M | -13 | -0.0% | 17Q | SEC ↗ |
| 26 | RETIREMENT CAPITAL STRATEGIES | 30,106 | $2M | +14,725 | +95.7% | 13Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 29,470 | $2M | +1,409 | +5.0% | 20Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 29,218 | $2M | -3,285 | -10.1% | 9Q | SEC ↗ |
| 29 | Napier Financial, LLC | 28,651 | $2M | -153 | -0.5% | 3Q | SEC ↗ |
| 30 | Financial Council, LLC | 28,114 | $2M | -274 | -1.0% | 11Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 27,822 | $2M | +803 | +3.0% | 13Q | SEC ↗ |
| 32 | Tarbox Family Office, Inc. | 27,445 | $2M | +12,242 | +80.5% | 12Q | SEC ↗ |
| 33 | NerdWallet Wealth Partners, LLC | 26,929 | $2M | +4,544 | +20.3% | 2Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 25,372 | $1M | +2,804 | +12.4% | 18Q | SEC ↗ |
| 35 | Focus Partners Wealth | 23,442 | $1M | +327 | +1.4% | 8Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 23,020 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cornerstone Financial Management LLC | 21,718 | $1M | +2,699 | +14.2% | 3Q | SEC ↗ |
| 38 | Apollon Wealth Management, LLC | 20,207 | $1M | -103 | -0.5% | 7Q | SEC ↗ |
| 39 | Cresset Asset Management, LLC | 19,074 | $1M | +231 | +1.2% | 8Q | SEC ↗ |
| 40 | Mariner, LLC | 18,461 | $1M | +795 | +4.5% | 15Q | SEC ↗ |
| 41 | Human Investing LLC | 17,533 | $1M | -223 | -1.3% | 14Q | SEC ↗ |
| 42 | Sage Mountain Advisors LLC | 17,386 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 17,197 | $1M | +1,253 | +7.9% | 14Q | SEC ↗ |
| 44 | Prosperity Consulting Group, LLC | 17,064 | $1M | +2,995 | +21.3% | 2Q | SEC ↗ |
| 45 | M&T Bank Corp NEW | 16,452 | $968K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 16,241 | $955K | -1,462 | -8.3% | 11Q | SEC ↗ |
| 47 | Sound Stewardship, LLC | 16,074 | $945K | +32 | +0.2% | 5Q | SEC ↗ |
| 48 | Magnus Financial Group LLC | 16,054 | $944K | -2,345 | -12.7% | 10Q | SEC ↗ |
| 49 | Pacific Excel Wealth Advisors, Inc. NEW | 15,668 | $921K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Heritage Family Offices, LLP NEW | 15,668 | $921K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,020 | $1M |
| M&T Bank Corp | 16,452 | $968K |
| Heritage Family Offices, LLP | 15,668 | $921K |
| Pacific Excel Wealth Advisors, Inc. | 15,668 | $921K |
| CAHABA WEALTH MANAGEMENT, INC. | 8,720 | $513K |
| GAINLINE FINANCIAL PARTNERS, LLC | 6,904 | $406K |
| Vise Technologies, Inc. | 6,602 | $388K |
| Sculati Wealth Management, LLC | 5,332 | $314K |
| Global Retirement Partners, LLC | 4,233 | $249K |
| Urban Financial Advisory Corp | 4,101 | $241K |
| Monument Capital Management | 3,946 | $232K |
| Prosperity Planning, Inc. | 3,886 | $229K |
| Destination Wealth Management | 3,848 | $226K |
| Selective Wealth Management, Inc. | 3,845 | $226K |
| Zhang Financial LLC | 3,786 | $223K |
| Walkner Condon Financial Advisors L | 3,621 | $213K |
| MATAURO, LLC | 3,593 | $211K |
| Choate Investment Advisors | 3,542 | $208K |
| Clearstead Advisors, LLC | 3,286 | $193K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,339 | $138K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DRW Securities, LLC | 83,540 | $5M |
| TWO SIGMA INVESTMENTS, LP | 40,300 | $2M |
| WCG Wealth Advisors LLC | 10,024 | $590K |
| CITADEL ADVISORS LLC | 5,579 | $328K |
| Patriot Financial Group Insurance A | 4,140 | $243K |
| Western Wealth Management, LLC | 2,655 | $156K |
| GW&K Investment Management, LLC | 415 | $24K |
| BESSEMER GROUP INC | 411 | $24K |
| WealthShield Partners, LLC | 313 | $18K |
| Advisory Services Network, LLC | 152 | $9K |
| Allworth Financial LP | 125 | $7K |
| Clarity Asset Management, Inc. | 122 | $7K |
| IFC & Insurance Marketing, Inc. | 116 | $7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 12 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +32,685 | +11.9% | 306,206 |
| KEYBANK NATIONAL ASSOCIATION/OH | +15,759 | +9.9% | 175,276 |
| RETIREMENT CAPITAL STRATEGIES | +14,725 | +95.7% | 30,106 |
| Tarbox Family Office, Inc. | +12,242 | +80.5% | 27,445 |
| BROWN ADVISORY INC | +8,691 | +4.0% | 227,661 |
| BARTLETT & CO. WEALTH MANAGEMENT LL | +8,482 | +23.8% | 44,053 |
| BECKER CAPITAL MANAGEMENT INC | +8,395 | +3.4% | 255,669 |
| Thrivent Financial for Lutherans | +6,292 | +8.7% | 78,662 |
| NerdWallet Wealth Partners, LLC | +4,544 | +20.3% | 26,929 |
| KWB Wealth | +4,347 | +78.6% | 9,877 |
| Prosperity Consulting Group, LLC | +2,995 | +21.3% | 17,064 |
| OSAIC HOLDINGS, INC. | +2,843 | +32.7% | 11,548 |
| MML INVESTORS SERVICES, LLC | +2,804 | +12.4% | 25,372 |
| Cornerstone Financial Management LL | +2,699 | +14.2% | 21,718 |
| Alpine Bank Wealth Management | +2,279 | +3.2% | 72,621 |
| ROYAL BANK OF CANADA | +2,093 | +6.9% | 32,248 |
| Peak Retirement Planning, Inc. | +1,975 | +40.2% | 6,885 |
| NewEdge Advisors, LLC | +1,425 | +19.8% | 8,631 |
| ENVESTNET ASSET MANAGEMENT INC | +1,409 | +5.0% | 29,470 |
| Cetera Investment Advisers | +1,253 | +7.9% | 17,197 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUN LIFE FINANCIAL INC | -381,421 | -46.3% | 441,619 |
| MORGAN STANLEY | -122,195 | -95.2% | 6,125 |
| Cambridge Investment Research Advis | -21,271 | -68.8% | 9,668 |
| JNBA Financial Advisors | -9,981 | -11.7% | 75,662 |
| JANE STREET GROUP, LLC | -9,469 | -64.3% | 5,263 |
| MERCER GLOBAL ADVISORS INC /ADV | -7,312 | -33.4% | 14,561 |
| BSW Wealth Partners | -5,124 | -8.2% | 57,656 |
| RAYMOND JAMES FINANCIAL INC | -5,095 | -8.3% | 56,515 |
| Atlantic Private Wealth, LLC | -3,873 | -5.4% | 67,627 |
| EASTERN BANK | -3,509 | -73.1% | 1,290 |
| JPMORGAN CHASE & CO | -3,285 | -10.1% | 29,218 |
| Highland Financial Advisors, LLC | -2,582 | -15.3% | 14,285 |
| Magnus Financial Group LLC | -2,345 | -12.7% | 16,054 |
| COLTON GROOME FINANCIAL ADVISORS, L | -1,970 | -14.3% | 11,845 |
| Lido Advisors, LLC | -1,782 | -4.5% | 37,530 |
| Freedom Financial Partners LLC | -1,699 | -14.2% | 10,298 |
| Kestra Advisory Services, LLC | -1,462 | -8.3% | 16,241 |
| EP Wealth Advisors, LLC | -1,449 | -3.5% | 39,984 |
| Curtis Advisory Group, LLC | -1,392 | -17.0% | 6,773 |
| Wharton Business Group, LLC | -520 | -0.7% | 75,920 |