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Security record

ARTY

iShares Future AI & Tech ETF · Financial Services · Asset Management

74.07 +2.4% mkt cap $3.88B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
+7Δ holders
14.14MShares held
$1.07BReported value
+9New positions
−2Exits
Strongly Rising Conviction score 63/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.6% · share flow +22.0% · net new positions +12.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 +7 14.14M $1.07B +9 −2
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.39M +3.7% $181.72M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 2.39M +3.7% $181.72M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 2.39M +3.7% $181.72M 0.0% ▲ Add 4 SEC ↗
4 Bank Of America Corp /De/ 1.44M +4.4% $109.66M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 1.44M +4.4% $109.66M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 1.44M +4.4% $109.66M 0.0% ▲ Add 3 SEC ↗
7 LPL Financial LLC 1.41M +10.5% $107.08M 0.0% ▲ Add 3 SEC ↗
8 Northwestern Mutual Wealth… 1.22M -12.3% $92.90M 0.1% ▼ Trim 3 SEC ↗
9 Wells Fargo & Company/Mn 849.94K +624.5% $64.73M 0.0% ▲ Add 3 SEC ↗
10 Wells Fargo & Company/Mn 849.94K +624.5% $64.73M 0.0% ▲ Add 3 SEC ↗
11 Wells Fargo & Company/Mn 849.94K +624.5% $64.73M 0.0% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 849.94K +624.5% $64.73M 0.0% ▲ Add 3 SEC ↗
13 Ameriprise Financial Inc 848.18K -9.1% $64.61M 0.0% ▼ Trim 3 SEC ↗
14 Ameriprise Financial Inc 848.18K -9.1% $64.61M 0.0% ▼ Trim 3 SEC ↗
15 BlackRock (passive) 783.74K +413.3% $59.69M 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 783.74K +413.3% $59.69M 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 783.74K +413.3% $59.69M 0.0% ▲ Add 5 SEC ↗
18 Cetera Investment Advisers 654.28K +316.2% $49.83M 0.0% ▲ Add 3 SEC ↗
19 Jones Financial Companies Lllp 681.60K +41.7% $49.27M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 528.71K +166.7% $40.27M 0.0% ▲ Add 3 SEC ↗
21 Royal Bank Of Canada 528.71K +166.7% $40.27M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 528.71K +166.7% $40.27M 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 528.71K +166.7% $40.27M 0.0% ▲ Add 3 SEC ↗
24 Raymond James Financial Inc 505.99K +32.5% $38.54M 0.0% ▲ Add 3 SEC ↗
25 Raymond James Financial Inc 505.99K +32.5% $38.54M 0.0% ▲ Add 3 SEC ↗
26 Brown Advisory Inc 435.75K +12.2% $33.19M 0.1% ▲ Add 3 SEC ↗
27 Brown Advisory Inc 435.75K +12.2% $33.19M 0.1% ▲ Add 3 SEC ↗
28 UBS Group AG 404.24K +22.1% $30.79M 0.0% ▲ Add 3 SEC ↗
29 UBS Group AG 404.24K +22.1% $30.79M 0.0% ▲ Add 3 SEC ↗
30 UBS Group AG 404.24K +22.1% $30.79M 0.0% ▲ Add 3 SEC ↗
31 Mml Investors Services, Llc 241.13K +185.7% $18.36M 0.0% ▲ Add 3 SEC ↗
32 Osaic Holdings, Inc. 217.82K +20.2% $16.59M 0.0% ▲ Add 3 SEC ↗
33 Osaic Holdings, Inc. 217.82K +20.2% $16.59M 0.0% ▲ Add 3 SEC ↗
34 Osaic Holdings, Inc. 217.82K +20.2% $16.59M 0.0% ▲ Add 3 SEC ↗
35 Osaic Holdings, Inc. 217.82K +20.2% $16.59M 0.0% ▲ Add 3 SEC ↗
36 HighTower Advisors, LLC 217.44K -5.2% $16.56M 0.0% ▼ Trim 3 SEC ↗
37 Captrust Financial Advisors 204.00K -18.4% $15.54M 0.0% ▼ Trim 3 SEC ↗
38 Envestnet Asset Management Inc 139.00K +27.1% $10.59M 0.0% ▲ Add 3 SEC ↗
39 Stifel Financial Corp 119.88K +101.6% $9.13M 0.0% ▲ Add 3 SEC ↗
40 Stifel Financial Corp 119.88K +101.6% $9.13M 0.0% ▲ Add 3 SEC ↗
41 Creative Planning 104.53K +9.9% $7.96M 0.0% ▲ Add 3 SEC ↗
42 Creative Planning 104.53K +9.9% $7.96M 0.0% ▲ Add 3 SEC ↗
43 Commonwealth Equity Services, Llc 91.75K +8.1% $6.99M 0.0% ▲ Add 3 SEC ↗
44 Goldman Sachs Group 87.18K New $6.64M 0.0% New 1 SEC ↗
45 Marshall Wace 49.86K New $3.80M 0.0% New 1 SEC ↗
46 Marshall Wace 49.86K New $3.80M 0.0% New 1 SEC ↗
47 Mercer Global Advisors Inc /Adv 49.70K +3.3% $3.79M 0.0% ▲ Add 3 SEC ↗
48 Rockefeller Capital Management L.P. 47.83K +7.5% $3.64M 0.0% ▲ Add 3 SEC ↗
49 Rockefeller Capital Management L.P. 47.83K +7.5% $3.64M 0.0% ▲ Add 3 SEC ↗
50 Citigroup Inc 43.53K -25.6% $3.32M 0.0% ▼ Trim 3 SEC ↗
51 Cerity Partners LLC 43.46K +21.7% $3.31M 0.0% ▲ Add 3 SEC ↗
52 Cerity Partners LLC 43.46K +21.7% $3.31M 0.0% ▲ Add 3 SEC ↗
53 Mariner, LLC 37.75K -75.8% $2.88M 0.0% ▼ Trim 3 SEC ↗
54 Loomis Sayles & Co L P 34.30K New $2.61M 0.0% New 1 SEC ↗
55 Wealth Enhancement Advisory… 30.82K +55.1% $2.23M 0.0% ▲ Add 3 SEC ↗
56 Hsbc Holdings Plc 25.00K -31.7% $1.90M 0.0% ▼ Trim 3 SEC ↗
57 Truist Financial Corp 23.04K +210.3% $1.75M 0.0% ▲ Add 3 SEC ↗
58 Truist Financial Corp 23.04K +210.3% $1.75M 0.0% ▲ Add 3 SEC ↗
59 Susquehanna International Group, Llp 20.22K +68.3% $1.54M 0.0% ▲ Add 3 SEC ↗
60 Renaissance Technologies 16.80K New $1.28M 0.0% New 1 SEC ↗
61 Baird Financial Group, Inc. 15.46K -6.2% $1.18M 0.0% ▼ Trim 3 SEC ↗
62 Focus Partners Wealth 15.12K +2.7% $1.15M 0.0% ▲ Add 3 SEC ↗
63 Financial Engines Advisors L.L.C. 14.42K -2.1% $1.10M 0.0% ▼ Trim 3 SEC ↗
64 Tidal Investments LLC 14.34K New $1.09M 0.0% New 1 SEC ↗
65 Corient Private Wealth LP 14.14K +7.2% $1.08M 0.0% ▲ Add 3 SEC ↗
66 Fifth Third Bancorp 13.91K +64.5% $1.06M 0.0% ▲ Add 3 SEC ↗
67 Belvedere Trading LLC 9.05K New $689,553 0.1% New 1 SEC ↗
68 Fidelity (FMR) 8.04K +17.6% $612,338 0.0% ▲ Add 5 SEC ↗
69 Fidelity (FMR) 8.04K +17.6% $612,338 0.0% ▲ Add 5 SEC ↗
70 CIBC Bancorp USA Inc. 6.50K +5.5% $494,928 0.0% ▲ Add 2 SEC ↗
71 Gotham Asset Management 5.96K New $453,837 0.0% New 1 SEC ↗
72 Bank Of Montreal /Can/ 5.23K +45.1% $398,012 0.0% ▲ Add 3 SEC ↗
73 Bank Of Montreal /Can/ 5.23K +45.1% $398,012 0.0% ▲ Add 3 SEC ↗
74 Bank Of Montreal /Can/ 5.23K +45.1% $398,012 0.0% ▲ Add 3 SEC ↗
75 Northern Trust Corp 5.16K New $392,833 0.0% New 1 SEC ↗
76 Us Bancorp \De\ 4.42K +65.4% $336,398 0.0% ▲ Add 3 SEC ↗
77 Us Bancorp \De\ 4.42K +65.4% $336,398 0.0% ▲ Add 3 SEC ↗
78 National Bank Of Canada /Fi/ 4.27K +6.2% $324,995 0.0% ▲ Add 3 SEC ↗
79 Assetmark, Inc 3.63K -27.4% $276,842 0.0% ▼ Trim 3 SEC ↗
80 Pnc Financial Services Group, Inc. 3.31K +2.1% $252,090 0.0% ▲ Add 3 SEC ↗
81 Pnc Financial Services Group, Inc. 3.31K +2.1% $252,090 0.0% ▲ Add 3 SEC ↗
82 Pnc Financial Services Group, Inc. 3.31K +2.1% $252,090 0.0% ▲ Add 3 SEC ↗
83 Simplex Trading, Llc 2.46K New $187,201 0.0% New 1 SEC ↗
84 TD Waterhouse Canada Inc. 2.42K +2.4% $176,940 0.0% ▲ Add 3 SEC ↗
85 Russell Investments Group, Ltd. 2.21K -6.4% $168,466 0.0% ▼ Trim 3 SEC ↗
86 Group One Trading Llc 406 -27.6% $30,921 0.0% ▼ Trim 3 SEC ↗
87 JPMorgan Chase 266 0.0% $19,713 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $6.64M 0.0%
Marshall Wace $3.80M 0.0%
Marshall Wace $3.80M 0.0%
Loomis Sayles & Co L P $2.61M 0.0%
Renaissance Technologies $1.28M 0.0%
Tidal Investments LLC $1.09M 0.0%
Belvedere Trading LLC $689,553 0.1%
Gotham Asset Management $453,837 0.0%
Northern Trust Corp $392,833 0.0%
Simplex Trading, Llc $187,201 0.0%

Exited

Jane Street Group, Llc $15.12M was 0.0%
Citadel Advisors $7.69M 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: Q2 2026 · Methodology · Get this via the API