ISHARS DEF IND TC AC ETF-UI (IDEF) Institutional Shareholders
ISHARS DEF IND TC AC ETF-UI (IDEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.33B in IDEF holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IDEF tracked by InsiderSet, reporting ownership valued at approximately $1.65B 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 $1.65B, representing an estimated gain of +0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed IDEF value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARS DEF IND TC AC ETF-UI (IDEF).
This page ranks the largest institutional IDEF 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
271
Total Reported Value
$4.33B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.39% | 51,978,476 | $1,651,874,774 | $1,652,915,537 | +$1,040,763 | +0.06% | |
| Lpl Financial Llc | 0.12% | 16,670,755 | $529,796,590 | $530,130,009 | +$333,419 | +0.06% | |
| Morgan Stanley | 0.01% | 6,061,453 | $192,632,991 | $192,754,205 | +$121,214 | +0.06% | |
| Park Avenue Securities Llc | 0.95% | 4,789,547 | $152,212,000 | $152,307,595 | +$95,595 | +0.06% | |
| Mml Investors Services, Llc | 0.29% | 4,437,994 | $141,039,458 | $141,128,209 | +$88,751 | +0.06% | |
| Envestnet Portfolio Solutions, Inc. | 0.67% | 4,426,641 | $140,678,665 | $140,767,184 | +$88,519 | +0.06% | |
| Cwm, Llc | 0.37% | 4,250,401 | $139,073,121 | $135,162,752 | -$3,910,369 | -2.81% | |
| Cetera Investment Advisers | 0.10% | 3,282,053 | $104,303,629 | $104,369,285 | +$65,656 | +0.06% | |
| Janney Montgomery Scott Llc | 0.16% | 2,675,561 | $85,029,000 | $85,082,840 | +$53,840 | +0.06% | |
| Jpmorgan Chase & Co | 0.00% | 2,711,003 | $84,854,423 | $86,209,895 | +$1,355,472 | +1.60% | |
| Bank Of New York Mellon Corp | 0.01% | 2,477,448 | $78,733,313 | $78,782,846 | +$49,533 | +0.06% | |
| Foundations Investment Advisors, Llc | 0.69% | 2,112,012 | $67,119,756 | $67,161,982 | +$42,226 | +0.06% | |
| Jb Capital Llc | 2.03% | 1,845,628 | $58,654,043 | $58,690,970 | +$36,927 | +0.06% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,531,597 | $48,674,170 | $48,704,785 | +$30,615 | +0.06% | |
| Newedge Advisors, Llc | 0.14% | 1,450,258 | $46,089,187 | $46,118,204 | +$29,017 | +0.06% | |
| United Capital Financial Advisors, Llc | 0.23% | 1,285,564 | $40,803,333 | $40,880,935 | +$77,602 | +0.19% | |
| Stifel Financial Corp | 0.03% | 1,073,687 | $34,121,847 | $34,143,247 | +$21,400 | +0.06% | |
| Wharton Business Group, Llc | 0.92% | 865,845 | $27,517,000 | $27,533,871 | +$16,871 | +0.06% | |
| Susquehanna International Group, Llp | 0.02% | 776,896 | $24,689,755 | $24,705,293 | +$15,538 | +0.06% | |
| Atria Investments, Inc | 0.22% | 705,138 | $22,409,290 | $22,423,388 | +$14,098 | +0.06% | |
| Truist Financial Corp | 0.02% | 618,342 | $19,650,896 | $19,663,276 | +$12,380 | +0.06% | |
| Icon Wealth Advisors, Llc | 1.08% | 562,235 | $17,867,836 | $17,879,073 | +$11,237 | +0.06% | |
| Assetmark, Inc | 0.03% | 541,576 | $17,211,287 | $17,222,117 | +$10,830 | +0.06% | |
| Jane Street Group, Llc | 0.01% | 509,972 | $16,206,910 | $16,217,110 | +$10,200 | +0.06% | |
| Sanctuary Advisors, Llc | 0.07% | 486,815 | $15,470,981 | $15,480,717 | +$9,736 | +0.06% | |
| Thrivent Financial For Lutherans | 0.03% | 480,915 | $15,190,000 | $15,293,097 | +$103,097 | +0.68% | |
| Blackrock, Inc. | 0.00% | 466,717 | $14,832,267 | $14,841,601 | +$9,334 | +0.06% | |
| Sharkey, Howes & Javer | 1.71% | 446,691 | $14,195,840 | $14,204,774 | +$8,934 | +0.06% | |
| Principal Securities, Inc. | 0.16% | 416,843 | $13,247,278 | $13,255,607 | +$8,329 | +0.06% | |
| Royal Bank Of Canada | 0.00% | 406,033 | $12,904,000 | $12,911,849 | +$7,849 | +0.06% | |
| Steelpeak Wealth, Llc | 0.32% | 377,114 | $11,984,680 | $11,992,225 | +$7,545 | +0.06% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 365,691 | $11,621,675 | $11,628,974 | +$7,299 | +0.06% | |
| Capital Analysts, Llc | 0.26% | 351,015 | $11,156,000 | $11,162,277 | +$6,277 | +0.06% | |
| Prosperity Consulting Group, Llc | 0.41% | 341,234 | $10,844,417 | $10,851,241 | +$6,824 | +0.06% | |
| Orion Porfolio Solutions, Llc | 0.08% | 321,623 | $10,221,184 | $10,227,611 | +$6,427 | +0.06% | |
| Integrity Alliance, Llc. | 0.31% | 314,266 | $9,987,373 | $9,993,659 | +$6,286 | +0.06% | |
| &Partners | 0.04% | 303,824 | $9,705,272 | $9,661,603 | -$43,669 | -0.45% | |
| Pax Financial Group, Llc | 1.35% | 285,074 | $9,059,652 | $9,065,353 | +$5,701 | +0.06% | |
| Keystone Financial Services | 2.33% | 284,897 | $9,054,043 | $9,059,725 | +$5,682 | +0.06% | |
| Raymond James Financial Inc | 0.00% | 269,710 | $8,571,384 | $8,576,778 | +$5,394 | +0.06% | |
| Swmg, Llc | 1.99% | 268,814 | $8,467,641 | $8,548,285 | +$80,644 | +0.95% | |
| Equitable Holdings, Inc. | 0.05% | 248,823 | $7,907,609 | $7,912,571 | +$4,962 | +0.06% | |
| Trek Financial, Llc | 0.39% | 247,299 | $7,859,162 | $7,864,108 | +$4,946 | +0.06% | |
| Flow Traders U.S. Llc | 0.31% | 237,068 | $7,534,000 | $7,538,762 | +$4,762 | +0.06% | |
| Legacy Financial Group Llc | 0.84% | 233,931 | $7,434,326 | $7,439,006 | +$4,680 | +0.06% | |
| Modern Wealth Management, Llc | 0.09% | 228,351 | $7,257,003 | $7,261,562 | +$4,559 | +0.06% | |
| Brookstone Capital Management | 0.07% | 221,228 | $7,030,632 | $7,035,050 | +$4,418 | +0.06% | |
| Regal Investment Advisors Llc | 0.36% | 215,719 | $6,855,554 | $6,859,864 | +$4,310 | +0.06% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 215,149 | $6,837,435 | $6,841,738 | +$4,303 | +0.06% | |
| Integrated Wealth Concepts Llc | 0.04% | 213,545 | $6,786,452 | $6,790,731 | +$4,279 | +0.06% |
Frequently asked questions about IDEF
Who owns the most IDEF stock?
The largest holders of IDEF 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 ISHARS DEF IND TC AC ETF-UI (IDEF).
Is IDEF widely held by superinvestors?
Many widely followed stocks like IDEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDEF 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.