Security record · archived quarter
ARTY
iShares Future AI & Tech ETF · Financial Services · Asset Management
47Tracked holders
-3Δ holders
12.38MShares held
$596.61MReported value
+0New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -6.0% ·
share flow +1.0% ·
net new positions -6.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +8 | 13.94M | $1.06B | +10 | −3 |
| Q1 2026 | 49 | +1 | 11.63M | $540.51M | +2 | −1 |
| Q4 2025 | 47 | -3 | 12.38M | $596.61M | — | −3 |
| Q3 2025 | 7 | 0 | 2.49M | $113.96M | +1 | −1 |
| Q2 2025 | 4 | 0 | 94.98K | $3.89M | — | — |
| Q1 2025 | 2 | +1 | 36.77K | $1.16M | +1 | — |
| Q4 2024 | 1 | -1 | 7.43K | $275,356 | — | −1 |
| Q3 2024 | 2 | 0 | 52.69K | $1.80M | — | — |
| Q2 2024 | 2 | — | 46.94K | $1.56M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.61M | +9.9% | $125.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 2.09M | — | $100.90M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.35M | — | $64.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 1.11M | — | $53.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 1.02M | — | $49.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Assetmark, Inc | 631.41K | — | $30.42M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 362.58K | — | $17.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Jones Financial Companies Lllp | 338.67K | — | $16.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 338.04K | — | $16.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 336.82K | — | $16.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Brown Advisory Inc | 304.30K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 255.11K | — | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 196.87K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 176.66K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | TD Waterhouse Canada Inc. | 167.75K | — | $8.07M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 152.22K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 144.59K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 88.49K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 87.00K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 60.07K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 57.81K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Cwm, Llc | 56.51K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 51.67K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 46.28K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 45.19K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 41.14K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Hsbc Holdings Plc | 36.60K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 35.48K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 31.22K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 32.42K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Cerity Partners LLC | 29.11K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Baird Financial Group, Inc. | 14.84K | — | $714,943 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 14.75K | — | $710,703 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cibc World Market Inc. | 13.84K | — | $666,715 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 13.12K | — | $632,120 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 6.61K | — | $318,233 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Truist Financial Corp | 6.43K | — | $310,044 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 5.66K | +111.1% | $272,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 4.02K | — | $193,675 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.90K | — | $187,661 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Bank Of Montreal /Can/ | 3.18K | — | $153,357 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Us Bancorp \De\ | 2.59K | — | $124,642 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 2.56K | — | $123,196 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Group One Trading Llc | 1.56K | — | $75,209 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fifth Third Bancorp | 1.43K | — | $68,946 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 655 | -70.2% | $31,558 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | BlackRock ✦ (passive) | 131 | -68.3% | $6,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $3.99M | was 0.0% |
| Renaissance Technologies | $613,452 | was 0.0% |
| D. E. Shaw & Co. | $340,054 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 319 holders, 17.42M shares, $797.89M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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