Security record · archived quarter
ARTY
iShares Future AI & Tech ETF · Financial Services · Asset Management
49Tracked holders
+1Δ holders
11.63MShares held
$540.51MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow -6.1% ·
net new positions +2.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 | n/a | −3 |
| Q3 2025 | 7 | 0 | 2.49M | $113.96M | +1 | −1 |
| Q2 2025 | 4 | 0 | 94.98K | $3.89M | n/a | n/a |
| Q1 2025 | 2 | +1 | 36.77K | $1.16M | +1 | n/a |
| Q4 2024 | 1 | -1 | 7.43K | $275,356 | n/a | −1 |
| Q3 2024 | 2 | 0 | 52.69K | $1.80M | n/a | n/a |
| Q2 2024 | 2 | n/a | 46.94K | $1.56M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.30M | -11.9% | $107.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 1.39M | -33.6% | $64.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.38M | +2.5% | $64.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 1.27M | +14.4% | $59.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 933.15K | -8.5% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 481.08K | +42.0% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Brown Advisory Inc | 388.27K | +27.6% | $18.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 381.97K | +13.4% | $17.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 331.13K | -2.0% | $15.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 324.97K | New | $15.12M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Captrust Financial Advisors | 250.15K | +27.1% | $11.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 229.24K | -10.1% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 198.24K | +12.2% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Osaic Holdings, Inc. | 181.20K | -50.0% | $8.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Citadel Advisors ✦ | 165.31K | New | $7.69M | 0.0% | New | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 157.22K | +8.7% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 156.17K | +2.6% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | BlackRock ✦ (passive) | 152.68K | +116451.9% | $7.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 117.32K | +1676.2% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Envestnet Asset Management Inc | 109.37K | +142.0% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 95.09K | +7.5% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 84.86K | -2.5% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 84.40K | +82.4% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 59.48K | +2.9% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Citigroup Inc | 58.48K | +13.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 48.14K | +35.7% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 44.50K | +8.2% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Cwm, Llc | 39.01K | -31.0% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 36.60K | 0.0% | $1.70M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 35.72K | +22.7% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wealth Enhancement Advisory… | 19.87K | -36.4% | $948,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 16.48K | +11.1% | $767,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 14.74K | -0.1% | $685,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 14.72K | +12.2% | $684,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 13.19K | -59.3% | $613,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 12.01K | -80.0% | $558,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 8.46K | +491.1% | $393,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 7.43K | +15.4% | $345,537 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Fidelity (FMR) ✦ | 6.83K | +20.7% | $318,035 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 6.16K | n/a | $286,636 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 5.00K | -99.2% | $232,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 4.02K | 0.0% | $187,237 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 3.60K | +13.1% | $167,555 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Pnc Financial Services Group, Inc. | 3.24K | -16.8% | $150,850 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Us Bancorp \De\ | 2.67K | +3.2% | $124,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 2.36K | -98.6% | $111,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 2.36K | -7.5% | $109,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Group One Trading Llc | 561 | -64.1% | $26,103 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 266 | -59.4% | $11,757 | 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
| Jane Street Group, Llc | $15.12M | 0.0% |
| Citadel Advisors | $7.69M | 0.0% |
Exited
| Cibc World Market Inc. | $666,715 | 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: Q1 2026 ·
Methodology ·
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