ISHARES BLOOMBERG ROLL SELEC (CMDY) Top Institutional Shareholders
ISHARES BLOOMBERG ROLL SELEC (CMDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $258.07M in CMDY holdings during the latest filing period.
Td Waterhouse Canada Inc. is currently the largest disclosed institutional shareholder of CMDY tracked by InsiderSet, reporting ownership valued at approximately $66.36M in its March 31, 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 $64.30M, representing an estimated loss of -3.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CMDY value among the investors covered in this analysis. Major shareholders include Td Waterhouse Canada Inc., Ameriprise Financial Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES BLOOMBERG ROLL SELEC (CMDY).
This page ranks the largest institutional CMDY 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
70
Total Reported Value
$258.07M
Largest Holder
Td Waterhouse Canada Inc.
Largest Position
$66.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Td Waterhouse Canada Inc. | 0.20% | 1,127,480 | $66,362,147 | $64,300,184 | -$2,061,963 | -3.11% | |
| Ameriprise Financial Inc | 0.01% | 863,858 | $51,396,582 | $49,265,822 | -$2,130,760 | -4.15% | |
| Envestnet Asset Management Inc | 0.01% | 434,390 | $25,811,441 | $24,773,262 | -$1,038,179 | -4.02% | |
| Principal Securities, Inc. | 0.25% | 286,107 | $17,000,454 | $16,316,682 | -$683,772 | -4.02% | |
| Disciplina Capital Management Llc | 1.21% | 192,074 | $11,413,037 | $10,953,980 | -$459,057 | -4.02% | |
| Bank Of America Corp | 0.00% | 161,818 | $9,615,225 | $9,228,481 | -$386,744 | -4.02% | |
| First Foundation Advisors | 0.32% | 133,199 | $7,914,685 | $7,596,339 | -$318,346 | -4.02% | |
| Vontobel Holding Ltd. | 0.03% | 132,000 | $7,843,440 | $7,527,960 | -$315,480 | -4.02% | |
| Lpl Financial Llc | 0.00% | 131,878 | $7,836,176 | $7,521,002 | -$315,174 | -4.02% | |
| Osaic Holdings, Inc. | 0.01% | 130,246 | $7,739,144 | $7,427,929 | -$311,215 | -4.02% | |
| Alaska Wealth Advisors, Llc | 0.72% | 101,070 | $6,005,606 | $5,764,022 | -$241,584 | -4.02% | |
| Horizons Wealth Management | 3.62% | 91,840 | $5,443,759 | $5,237,635 | -$206,124 | -3.79% | |
| Proficio Capital Partners Llc | 0.26% | 83,140 | $4,940,179 | $4,741,474 | -$198,705 | -4.02% | |
| Raymond James Financial Inc | 0.00% | 71,298 | $4,236,527 | $4,066,125 | -$170,402 | -4.02% | |
| Wesbanco Bank Inc | 0.10% | 60,700 | $3,606,794 | $3,461,721 | -$145,073 | -4.02% | |
| Susquehanna International Group, Llp | 0.00% | 47,250 | $2,807,595 | $2,694,668 | -$112,928 | -4.02% | |
| Kingsview Wealth Management, Llc | 0.02% | 26,984 | $1,603,389 | $1,538,898 | -$64,491 | -4.02% | |
| Steelpeak Wealth, Llc | 0.05% | 26,007 | $1,545,361 | $1,483,179 | -$62,182 | -4.02% | |
| Silver Oak Securities, Incorporated | 0.10% | 22,180 | $1,317,936 | $1,264,925 | -$53,011 | -4.02% | |
| Openarc Corporate Advisory, Llc | 0.02% | 20,746 | $1,232,727 | $1,183,144 | -$49,583 | -4.02% | |
| Cetera Investment Advisers | 0.00% | 20,127 | $1,195,967 | $1,147,843 | -$48,124 | -4.02% | |
| Little House Capital Llc | 0.26% | 17,260 | $1,025,589 | $984,338 | -$41,251 | -4.02% | |
| Lake Street Private Wealth, Llc | 0.11% | 14,664 | $871,306 | $836,288 | -$35,018 | -4.02% | |
| Truist Financial Corp | 0.00% | 14,044 | $834,491 | $800,929 | -$33,562 | -4.02% | |
| Laurel Oak Wealth Management, Llc | 0.14% | 13,612 | $808,825 | $776,292 | -$32,533 | -4.02% | |
| Hollencrest Capital Management | 0.03% | 12,112 | $719,695 | $690,747 | -$28,948 | -4.02% | |
| Mml Investors Services, Llc | 0.00% | 11,132 | $661,492 | $634,858 | -$26,634 | -4.03% | |
| National Philanthropic Trust | 0.02% | 13,069 | $614,947 | $745,325 | +$130,378 | +21.20% | |
| Pullen Investment Management, Llc | 0.27% | 9,114 | $541,580 | $519,771 | -$21,809 | -4.03% | |
| Focus Partners Wealth | 0.00% | 8,625 | $512,498 | $491,884 | -$20,614 | -4.02% | |
| Fifth Third Securities, Inc. | 0.03% | 7,850 | $466,447 | $447,686 | -$18,762 | -4.02% | |
| Morgan Stanley | 0.00% | 6,965 | $413,861 | $397,214 | -$16,647 | -4.02% | |
| Valmark Advisers, Inc. | 0.00% | 6,605 | $392,469 | $376,683 | -$15,786 | -4.02% | |
| Hightower Advisors, Llc | 0.00% | 6,576 | $390,776 | $375,029 | -$15,747 | -4.03% | |
| Orion Porfolio Solutions, Llc | 0.00% | 6,307 | $374,762 | $359,688 | -$15,074 | -4.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,204 | $309,230 | $296,784 | -$12,446 | -4.02% | |
| Seaside Wealth Management, Inc. | 0.08% | 4,857 | $288,577 | $276,995 | -$11,582 | -4.01% | |
| Faithward Advisors, Llc | 0.04% | 4,643 | $275,866 | $264,790 | -$11,076 | -4.01% | |
| Atria Investments, Inc | 0.00% | 4,407 | $261,875 | $251,331 | -$10,544 | -4.03% | |
| Advisory Services Network, Llc | 0.00% | 3,834 | $227,820 | $218,653 | -$9,167 | -4.02% | |
| Coldstream Capital Management Inc | 0.00% | 3,379 | $200,781 | $192,704 | -$8,077 | -4.02% | |
| Manning & Napier Advisors Llc | 0.00% | 3,315 | $196,977 | $189,054 | -$7,923 | -4.02% | |
| Advisors Preferred, Llc | 0.02% | 2,735 | $162,514 | $155,977 | -$6,537 | -4.02% | |
| 10Elms Llp | 0.08% | 2,145 | $127,456 | $122,329 | -$5,127 | -4.02% | |
| Ifp Advisors, Inc | 0.00% | 1,921 | $114,146 | $109,555 | -$4,591 | -4.02% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,449 | $86,128 | $82,636 | -$3,492 | -4.05% | |
| Planvest Financial, Inc | 0.06% | 1,251 | $74,334 | $71,345 | -$2,989 | -4.02% | |
| Stone House Investment Management, Llc | 0.01% | 979 | $58,202 | $55,832 | -$2,370 | -4.07% | |
| Salem Investment Counselors Inc | 0.00% | 600 | $35,652 | $34,218 | -$1,434 | -4.02% | |
| Bravera Wealth | 0.01% | 514 | $27,800 | $29,313 | +$1,513 | +5.44% |
Frequently asked questions about CMDY
Who owns the most CMDY stock?
The largest holders of CMDY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES BLOOMBERG ROLL SELEC (CMDY).
Is CMDY widely held by superinvestors?
Many widely followed stocks like CMDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CMDY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.