ISHARES CORE S&P TOTAL U.S. (ITOT) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P TOTAL U.S. (ITOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Empowered Funds, Llc, Km Capital Management Ltd., Envestnet Asset Management Inc, Elm Partners Management Llc, and Kingsview Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcSell-24,578-5.7%406,864$66.84MQ2 2026Oct 07, 2026
Allie Family Office LlcSell-3,430-9.7%31,896$5.17MQ2 2026Oct 02, 2026
Envestnet Asset Management IncSell-55,877-1.3%4,177,729$686.28MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+11,497+32.6%46,781$7.68MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,800+43.1%5,980$982.34KQ2 2026Sep 23, 2026
Security National Bank Of So DakBuy+412—412$67.68KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-243-1.5%15,634$2.57MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-85-5.4%1,502$246.73KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+8,624+3.9%228,769$37.58MQ2 2026Sep 09, 2026
Brown, Lisle/Cummings, Inc.Sell-45-24.6%138$22.67KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-4,962-0.9%527,619$86.67MQ2 2026Aug 27, 2026
Bernard Wealth Management Corp.Buy+5—5$822.00Q2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-2,413-1.4%170,453$28.00MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-63-0.7%9,088$1.49MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-16,429-17.2%79,009$12.98MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+11,667+1.4%843,347$138.54MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.0%17,378$2.85MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,221+1.9%337,983$55.52MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+686+8.2%9,051$1.49MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-633-17.0%3,094$508.32KQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+34+5.9%612$100.45KQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+352,671—352,671$57.93MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+136,877—136,877$22.48MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+12,899+33.0%52,024$8.55MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+11,893+6.1%205,972$33.84MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,517-1.5%161,306$26.52MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+2,469+1087.7%2,696$442.89KQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+2,367—2,367$388.83KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,355+1.2%198,271$32.57MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-2,174-0.7%328,641$53.99MQ2 2026Aug 17, 2026
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Frequently asked questions about ITOT activity

  • Which institutional owners are buying ITOT?

    Institutional owners buying ITOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ITOT activity?

    "Buy" means an investor increased their reported position in ITOT compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P TOTAL U.S. (ITOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ITOT increasing?

    Institutional interest in ITOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.