AQLT Institutional Ownership & Shareholders
ISHARES MSCI GL QUA FACT ETF (AQLT) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $253.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Balentine Llc is currently the largest disclosed institutional shareholder of AQLT tracked by InsiderSet, reporting ownership valued at approximately $203.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $202.26M, representing an estimated loss of -0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed AQLT value among the investors covered in this analysis. Major shareholders include Balentine Llc, Brown Advisory Inc, Advocacy Wealth Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI GL QUA FACT ETF (AQLT).
This page ranks the largest institutional AQLT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$253.12M
Largest Holder
Balentine Llc
Largest Position
$203.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Balentine Llc | 7.24% | 6,457,853 | $203,584,465 | $202,259,956 | -$1,324,509 | -0.65% | |
| Brown Advisory Inc | 0.04% | 807,958 | $25,470,958 | $25,305,245 | -$165,713 | -0.65% | |
| Advocacy Wealth Management, Llc | 0.21% | 179,079 | $5,645,483 | $5,608,754 | -$36,729 | -0.65% | |
| Morgan Stanley | 0.00% | 148,859 | $4,692,813 | $4,662,264 | -$30,549 | -0.65% | |
| National Bank Of Canada | 0.00% | 120,483 | $3,798,227 | $3,773,528 | -$24,699 | -0.65% | |
| Empire Life Investments Inc. | 0.15% | 85,317 | $2,689,627 | $2,672,128 | -$17,499 | -0.65% | |
| Susquehanna International Group, Llp | 0.00% | 68,600 | $2,162,622 | $2,148,552 | -$14,070 | -0.65% | |
| Diversified Trust Co | 0.03% | 60,589 | $1,910,074 | $1,897,647 | -$12,427 | -0.65% | |
| Hb Wealth Management, Llc | 0.01% | 36,903 | $1,177,944 | $1,155,802 | -$22,142 | -1.88% | |
| Citadel Advisors Llc | 0.00% | 21,925 | $691,188 | $686,691 | -$4,497 | -0.65% | |
| Ameliora Wealth Management Ltd. | 0.12% | 12,997 | $414,864 | $407,066 | -$7,798 | -1.88% | |
| Royal Bank Of Canada | 0.00% | 10,249 | $323,000 | $320,999 | -$2,001 | -0.62% | |
| D.A. Davidson & Co. | 0.00% | 9,511 | $303,591 | $297,885 | -$5,706 | -1.88% | |
| Jane Street Group, Llc | 0.00% | 8,086 | $254,912 | $253,254 | -$1,658 | -0.65% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 55 | $1,734 | $1,723 | -$11 | -0.66% | |
| Sunbelt Securities, Inc. | 0.00% | 39 | $1,083 | $1,221 | +$138 | +12.79% |
Frequently asked questions about AQLT
Who are the largest institutional holders of AQLT?
The largest institutional holders of AQLT reported in the latest SEC Form 13F filings include Balentine Llc, Brown Advisory Inc, Advocacy Wealth Management, Llc, Morgan Stanley, and National Bank Of Canada. InsiderSet ranks institutional holders by their latest reported AQLT position.
What is AQLT institutional ownership?
This page tracks AQLT positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI GL QUA FACT ETF (AQLT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AQLT?
InsiderSet currently tracks 16 institutional managers reporting AQLT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AQLT shareholders.
How much AQLT stock do institutions own?
Institutional investment managers disclosed approximately $253.12M in AQLT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AQLT institutional ownership last updated?
The latest AQLT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AQLT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AQLT position after the reporting date.
Are institutions buying or selling AQLT?
Institutional buying and selling can be analyzed by comparing AQLT positions across consecutive 13F reporting periods. InsiderSet's AQLT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AQLT ownership changes.
How has AQLT institutional ownership changed over time?
InsiderSet tracks AQLT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.