IDEF Institutional Ownership & Shareholders
ISHARS DEF IND TC AC ETF-UI (IDEF) is currently held by 279 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.16B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.56B, representing an estimated loss of -5.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
279
Total Reported Value
$4.16B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $1,564,032,343 | -$87,842,431 | -5.32% | |
| Lpl Financial Llc | 0.12% | 16,670,755 | $529,796,590 | $501,623,018 | -$28,173,572 | -5.32% | |
| Morgan Stanley | 0.01% | 6,061,453 | $192,632,991 | $182,389,121 | -$10,243,870 | -5.32% | |
| Mml Investors Services, Llc | 0.29% | 4,437,994 | $141,039,458 | $133,539,239 | -$7,500,219 | -5.32% | |
| Envestnet Portfolio Solutions, Inc. | 0.67% | 4,426,641 | $140,678,665 | $133,197,628 | -$7,481,037 | -5.32% | |
| Cwm, Llc | 0.37% | 4,250,401 | $139,073,121 | $127,894,566 | -$11,178,555 | -8.04% | |
| Cetera Investment Advisers | 0.10% | 3,282,053 | $104,303,629 | $98,756,975 | -$5,546,654 | -5.32% | |
| Janney Montgomery Scott Llc | 0.16% | 2,675,561 | $85,029,000 | $80,507,630 | -$4,521,370 | -5.32% | |
| Jpmorgan Chase & Co | 0.00% | 2,711,003 | $84,854,423 | $81,574,080 | -$3,280,343 | -3.87% | |
| Bank Of New York Mellon Corp | 0.01% | 2,477,448 | $78,733,313 | $74,546,410 | -$4,186,903 | -5.32% | |
| Foundations Investment Advisors, Llc | 0.69% | 2,112,012 | $67,119,756 | $63,550,441 | -$3,569,315 | -5.32% | |
| Jb Capital Llc | 1.73% | 1,621,862 | $50,646,203 | $48,801,828 | -$1,844,375 | -3.64% | |
| Newedge Advisors, Llc | 0.14% | 1,450,258 | $46,089,187 | $43,638,263 | -$2,450,924 | -5.32% | |
| United Capital Financial Advisors, Llc | 0.23% | 1,285,564 | $40,803,333 | $38,682,621 | -$2,120,712 | -5.20% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,225,423 | $38,266,517 | $36,872,978 | -$1,393,539 | -3.64% | |
| Stifel Financial Corp | 0.03% | 1,073,687 | $34,121,847 | $32,307,242 | -$1,814,605 | -5.32% | |
| Wharton Business Group, Llc | 0.92% | 865,845 | $27,517,000 | $26,053,276 | -$1,463,724 | -5.32% | |
| Susquehanna International Group, Llp | 0.02% | 776,896 | $24,689,755 | $23,376,801 | -$1,312,954 | -5.32% | |
| Assetmark, Inc | 0.04% | 683,286 | $21,337,110 | $20,560,076 | -$777,034 | -3.64% | |
| Atria Investments, Inc | 0.19% | 629,763 | $19,665,738 | $18,949,569 | -$716,169 | -3.64% | |
| Icon Wealth Advisors, Llc | 1.08% | 562,235 | $17,867,836 | $16,917,651 | -$950,185 | -5.32% | |
| Truist Financial Corp | 0.02% | 550,459 | $17,189,288 | $16,563,311 | -$625,977 | -3.64% | |
| Jane Street Group, Llc | 0.01% | 509,972 | $16,206,910 | $15,345,057 | -$861,853 | -5.32% | |
| Sanctuary Advisors, Llc | 0.07% | 486,815 | $15,470,981 | $14,648,263 | -$822,718 | -5.32% | |
| Thrivent Financial For Lutherans | 0.03% | 480,915 | $15,190,000 | $14,470,732 | -$719,268 | -4.74% | |
| Blackrock, Inc. | 0.00% | 466,717 | $14,832,267 | $14,043,515 | -$788,752 | -5.32% | |
| Sharkey, Howes & Javer | 1.71% | 454,419 | $14,190,233 | $13,673,468 | -$516,765 | -3.64% | |
| Principal Securities, Inc. | 0.16% | 416,843 | $13,247,278 | $12,542,806 | -$704,472 | -5.32% | |
| Royal Bank Of Canada | 0.00% | 406,033 | $12,904,000 | $12,217,533 | -$686,467 | -5.32% | |
| Steelpeak Wealth, Llc | 0.30% | 375,062 | $11,712,142 | $11,285,616 | -$426,526 | -3.64% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 365,691 | $11,621,675 | $11,003,642 | -$618,033 | -5.32% | |
| Capital Analysts, Llc | 0.26% | 351,015 | $11,156,000 | $10,562,041 | -$593,959 | -5.32% | |
| Prosperity Consulting Group, Llc | 0.41% | 341,234 | $10,844,417 | $10,267,731 | -$576,686 | -5.32% | |
| Integrity Alliance, Llc. | 0.32% | 330,976 | $10,335,478 | $9,959,068 | -$376,410 | -3.64% | |
| Orion Porfolio Solutions, Llc | 0.08% | 321,623 | $10,221,184 | $9,677,636 | -$543,548 | -5.32% | |
| &Partners | 0.04% | 303,824 | $9,705,272 | $9,142,064 | -$563,208 | -5.80% | |
| Pax Financial Group, Llc | 1.35% | 285,074 | $9,059,652 | $8,577,877 | -$481,775 | -5.32% | |
| Keystone Financial Services | 2.33% | 284,897 | $9,054,043 | $8,572,551 | -$481,492 | -5.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 294,916 | $9,053,920 | $8,874,022 | -$179,898 | -1.99% | |
| Raymond James Financial Inc | 0.00% | 269,710 | $8,571,384 | $8,115,574 | -$455,810 | -5.32% | |
| Equitable Holdings, Inc. | 0.05% | 248,823 | $7,907,609 | $7,487,084 | -$420,525 | -5.32% | |
| Flow Traders U.S. Llc | 0.31% | 237,068 | $7,534,000 | $7,133,376 | -$400,624 | -5.32% | |
| Legacy Financial Group Llc | 0.84% | 233,931 | $7,434,326 | $7,038,984 | -$395,342 | -5.32% | |
| Diversify Advisory Services, Llc | 0.11% | 240,629 | $7,312,730 | $7,240,527 | -$72,203 | -0.99% | |
| Diversify Wealth Management, Llc | 0.11% | 240,629 | $7,312,730 | $7,240,527 | -$72,203 | -0.99% | |
| Modern Wealth Management, Llc | 0.09% | 228,351 | $7,257,003 | $6,871,082 | -$385,921 | -5.32% | |
| Swmg, Llc | 1.50% | 229,985 | $6,871,952 | $6,920,249 | +$48,297 | +0.70% | |
| Regal Investment Advisors Llc | 0.36% | 215,719 | $6,855,554 | $6,490,985 | -$364,569 | -5.32% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 215,149 | $6,837,435 | $6,473,833 | -$363,602 | -5.32% | |
| Integrated Wealth Concepts Llc | 0.04% | 213,545 | $6,786,452 | $6,425,569 | -$360,883 | -5.32% |
Frequently asked questions about IDEF
Who are the largest institutional holders of IDEF?
The largest institutional holders of IDEF reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, Mml Investors Services, Llc, and Envestnet Portfolio Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported IDEF position.
What is IDEF institutional ownership?
This page tracks IDEF positions reported by institutional investment managers through SEC Form 13F. ISHARS DEF IND TC AC ETF-UI (IDEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDEF?
InsiderSet currently tracks 279 institutional managers reporting IDEF 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 IDEF shareholders.
How much IDEF stock do institutions own?
Institutional investment managers disclosed approximately $4.16B in IDEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDEF institutional ownership last updated?
The latest IDEF 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 IDEF 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 IDEF position after the reporting date.
Are institutions buying or selling IDEF?
Institutional buying and selling can be analyzed by comparing IDEF positions across consecutive 13F reporting periods. InsiderSet's IDEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDEF ownership changes.
How has IDEF institutional ownership changed over time?
InsiderSet tracks IDEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.