SIZE · iShares MSCI USA Size Factor ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Strategic Financial Services, Inc. | −2,887 | 98,837 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 510,773 | $81,447,862 | |
| Mega BlackRock, Inc. | 352,448 | $56,201,357 | |
| Large Lido Advisors, LLC | 103,690 | $16,534,406 | |
| Large Rockefeller Capital Management L.P. | 73,443 | $11,711,220 | |
| Mega AMERIPRISE FINANCIAL INC | 66,983 | $10,681,109 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mid Strategic Financial Services, Inc. SIZE | $17,620,660 | 99.72% | 98,837 | — |
-2,887
-2.8%
|
Shares | 2026-08-24 | |||||||||||||||||||||
| Small TUCKER ASSET MANAGEMENT LLC SIZE | $48,670 | 0.28% | 273 | — |
0
0.0%
|
Shares | 2026-08-27 | |||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank SIZE | $81,447,862 | 460.96% | 510,773 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BlackRock, Inc. SIZE | $56,201,357 | 318.07% | 352,448 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Lido Advisors, LLC SIZE | $16,534,406 | 93.58% | 103,690 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Rockefeller Capital Management L.P. SIZE | $11,711,220 | 66.28% | 73,443 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega AMERIPRISE FINANCIAL INC SIZE | $10,681,109 | 60.45% | 66,983 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN SIZE | $10,348,634 | 58.57% | 64,898 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega GOLDMAN SACHS GROUP INC SIZE | $9,459,964 | 53.54% | 59,325 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. SIZE | $7,424,616 | 42.02% | 46,561 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega PNC FINANCIAL SERVICES GROUP, INC. SIZE | $5,953,119 | 33.69% | 37,333 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC SIZE | $5,830,973 | 33.00% | 36,567 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP SIZE | $5,541,235 | 31.36% | 34,750 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega MORGAN STANLEY SIZE | $4,726,552 | 26.75% | 29,641 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Summit Trail Advisors, LLC SIZE | $1,685,492 | 9.54% | 10,570 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Mega JPMORGAN CHASE & CO SIZE | $1,460,493 | 8.27% | 9,159 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP SIZE | $1,402,131 | 7.94% | 8,793 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Parallel Advisors, LLC SIZE | $935,711 | 5.30% | 5,868 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Mega UBS Group AG SIZE | $929,651 | 5.26% | 5,830 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid SAGESPRING WEALTH PARTNERS, LLC SIZE | $929,173 | 5.26% | 5,827 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV SIZE | $917,373 | 5.19% | 5,753 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC SIZE | $868,259 | 4.91% | 5,445 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Keystone Financial Group SIZE | $696,680 | 3.94% | 4,369 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Small BCGM Wealth Management, LLC SIZE | $632,099 | 3.58% | 3,964 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank SIZE | $465,144 | 2.63% | 2,917 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small PGIM Custom Harvest LLC SIZE | $358,466 | 2.03% | 2,248 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large TD Waterhouse Canada Inc. SIZE | $309,352 | 1.75% | 1,940 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Baird Financial Group, Inc. SIZE | $290,855 | 1.65% | 1,824 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cerity Partners LLC SIZE | $290,535 | 1.64% | 1,822 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid CHOREO, LLC SIZE | $280,490 | 1.59% | 1,759 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Mid Equitable Holdings, Inc. SIZE | $246,365 | 1.39% | 1,545 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CWM, LLC SIZE | $232,971 | 1.32% | 1,461 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO SIZE | $214,314 | 1.21% | 1,344 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Large Cetera Investment Advisers SIZE | $208,573 | 1.18% | 1,308 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Mega BANK OF MONTREAL /CAN/ Bank SIZE | $169,824 | 0.96% | 1,065 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large GLENMEDE TRUST CO NA Bank SIZE | $159,460 | 0.90% | 1,000 | — | Sold Out | Shares | 2026-05-26 | |||||||||||||||||||||
| Small Capital Investment Advisory Services, LLC SIZE | $129,800 | 0.73% | 814 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC SIZE | $128,205 | 0.73% | 804 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. SIZE | $100,938 | 0.57% | 633 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large MAI Capital Management SIZE | $93,284 | 0.53% | 585 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega FMR LLC SIZE | $42,256 | 0.24% | 265 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Pinnacle Wealth Planning Services, Inc. SIZE | $40,183 | 0.23% | 252 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Mega BNP PARIBAS ARBITRAGE, SA SIZE | $18,337 | 0.10% | 115 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Large US BANCORP \DE\ Bank SIZE | $10,364 | 0.06% | 65 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large AE Wealth Management LLC SIZE | $8,132 | 0.05% | 51 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Small Rossby Financial, LCC SIZE | $6,856 | 0.04% | 43 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Small Truvestments Capital LLC SIZE | $2,870 | 0.02% | 18 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Mid Allworth Financial LP SIZE | $2,551 | 0.01% | 16 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||