ISHARES 25+ YR TREAS STRIPS (GOVZ) Top Institutional Shareholders

ISHARES 25+ YR TREAS STRIPS (GOVZ) 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 $52.69M in GOVZ holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of GOVZ tracked by InsiderSet, reporting ownership valued at approximately $7.79M 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 $31.30M, representing an estimated gain of +301.85% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed GOVZ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Strategies Wealth Advisors, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in ISHARES 25+ YR TREAS STRIPS (GOVZ).

This page ranks the largest institutional GOVZ 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

37

Total Reported Value

$52.69M

Largest Holder

Lpl Financial Llc

Largest Position

$7.79M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

42

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.00%849,288$7,787,972$31,296,263+$23,508,291+301.85%
Strategies Wealth Advisors, Llc0.68%740,337$6,788,889$27,281,418+$20,492,529+301.85%
Goldman Sachs Group Inc0.00%661,572$6,066,615$24,378,928+$18,312,313+301.85%
Morgan Stanley0.00%616,154$5,650,138$22,705,275+$17,055,137+301.85%
Tower Research Capital Llc (Trc)0.14%587,117$5,383,863$21,635,261+$16,251,398+301.85%
Mirae Asset Global Investments Co., Ltd.0.00%540,000$4,951,800$19,899,000+$14,947,200+301.85%
Commonwealth Equity Services, Llc0.00%333,559$3,058,740$12,291,649+$9,232,909+301.85%
Kestra Advisory Services, Llc0.01%220,392$2,020,995$8,121,445+$6,100,450+301.85%
Wealth Enhancement Advisory Services, Llc0.00%176,049$1,621,412$6,487,406+$4,865,994+300.11%
Cetera Investment Advisers0.00%128,667$1,179,874$4,741,379+$3,561,505+301.85%
Bank Of America Corp0.00%122,599$1,124,233$4,517,773+$3,393,540+301.85%
Cpc Advisors, Llc0.17%112,549$1,032,073$4,147,431+$3,115,358+301.85%
Citadel Advisors Llc0.00%82,856$759,790$3,053,244+$2,293,454+301.85%
Glassman Wealth Services0.09%74,022$678,782$2,727,711+$2,048,929+301.85%
Jane Street Group, Llc0.00%73,244$671,647$2,699,041+$2,027,394+301.85%
Susquehanna International Group, Llp0.00%60,482$554,620$2,228,762+$1,674,142+301.85%
Beverly Hills Private Wealth, Llc0.09%56,522$518,307$2,082,836+$1,564,529+301.85%
Sowell Financial Services Llc0.01%42,850$392,935$1,579,023+$1,186,088+301.85%
Blackrock, Inc.0.00%41,790$383,214$1,539,962+$1,156,748+301.85%
Focus Partners Advisor Solutions, Llc0.00%29,509$270,598$1,087,407+$816,809+301.85%
Hightower Advisors, Llc0.00%26,928$246,930$992,297+$745,367+301.85%
Sawgrass Asset Management Llc0.03%24,530$224,940$903,931+$678,991+301.85%
Rare Wolf Capital Llc0.13%22,012$201,850$811,142+$609,292+301.85%
Xtx Topco Ltd0.00%18,615$170,700$685,963+$515,263+301.85%
Scotia Capital Inc.0.00%18,418$168,893$678,703+$509,810+301.85%
Silver Oak Securities, Incorporated0.01%17,776$163,006$655,046+$492,040+301.85%
Raymond James Financial Inc0.00%15,000$137,550$552,750+$415,200+301.85%
Truist Financial Corp0.00%12,210$111,966$449,939+$337,973+301.85%
Ashton Thomas Securities, Llc0.01%10,100$92,617$372,185+$279,568+301.85%
Osaic Holdings, Inc.0.00%9,943$91,177$366,400+$275,223+301.86%
National Bank Of Canada0.00%8,197$75,166$302,059+$226,893+301.86%
Morling Financial Advisors, Llc0.01%5,020$46,034$184,987+$138,953+301.85%
Royal Bank Of Canada0.00%3,946$36,000$145,410+$109,410+303.92%
Nfsg Corp0.00%2,651$24,310$97,689+$73,379+301.85%
Simplex Trading, Llc0.00%426$3,906$15,698+$11,792+301.90%
Hrt Financial Lp0.00%25,955$238$956,442+$956,204+401766.28%
Flow Traders U.S. Llc0.00%14,337$131$528,318+$528,187+403196.53%

Frequently asked questions about GOVZ

  • Who owns the most GOVZ stock?

    The largest holders of GOVZ 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 25+ YR TREAS STRIPS (GOVZ).

  • Is GOVZ widely held by superinvestors?

    Many widely followed stocks like GOVZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GOVZ 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.