LCTU Institutional Ownership & Shareholders
BLACKROCK US CARBON TR READ (LCTU) is currently held by 208 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.23B 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 LCTU tracked by InsiderSet, reporting ownership valued at approximately $338.05M 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 $340.87M, representing an estimated gain of +0.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed LCTU value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Varma Mutual Pension Insurance Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in BLACKROCK US CARBON TR READ (LCTU).
This page ranks the largest institutional LCTU 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
208
Total Reported Value
$1.23B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$338.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | 0.08% | 4,217,213 | $338,051,761 | $340,869,314 | +$2,817,553 | +0.83% | |
| Varma Mutual Pension Insurance Co | 1.98% | 4,814,000 | $337,640,962 | $389,106,473 | +$51,465,511 | +15.24% | |
| Lpl Financial Llc | 0.02% | 1,232,880 | $98,827,658 | $99,651,348 | +$823,690 | +0.83% | |
| Envestnet Portfolio Solutions, Inc. | 0.31% | 803,987 | $64,447,595 | $64,984,742 | +$537,147 | +0.83% | |
| Jpmorgan Chase & Co | 0.00% | 730,454 | $58,132,833 | $59,041,209 | +$908,376 | +1.56% | |
| Cetera Investment Advisers | 0.02% | 280,587 | $22,491,848 | $22,679,314 | +$187,466 | +0.83% | |
| Mml Investors Services, Llc | 0.04% | 232,617 | $18,646,566 | $18,801,990 | +$155,424 | +0.83% | |
| Cwm, Llc | 0.05% | 254,071 | $17,819,852 | $20,536,076 | +$2,716,224 | +15.24% | |
| Sofi Wealth, Llc | 0.53% | 168,336 | $13,748,018 | $13,606,279 | -$141,739 | -1.03% | |
| Janney Montgomery Scott Llc | 0.02% | 142,890 | $11,454,000 | $11,549,527 | +$95,527 | +0.83% | |
| One Wealth Advisors, Llc | 1.16% | 131,079 | $10,507,293 | $10,594,867 | +$87,574 | +0.83% | |
| Thrivent Financial For Lutherans | 0.02% | 124,466 | $9,949,000 | $10,060,350 | +$111,350 | +1.12% | |
| Assetmark, Inc | 0.01% | 100,659 | $8,220,821 | $8,136,076 | -$84,745 | -1.03% | |
| Royal Bank Of Canada | 0.00% | 101,940 | $8,172,000 | $8,239,617 | +$67,617 | +0.83% | |
| Avise Financial Cooperative, Inc. | 5.63% | 99,006 | $7,936,357 | $8,002,467 | +$66,110 | +0.83% | |
| Geowealth Management, Llc | 0.20% | 80,709 | $6,469,670 | $6,523,555 | +$53,885 | +0.83% | |
| Advisory Services Network, Llc | 0.07% | 80,398 | $6,444,693 | $6,498,418 | +$53,725 | +0.83% | |
| Archer Investment Management, Llc | 1.69% | 65,705 | $5,366,090 | $5,310,810 | -$55,280 | -1.03% | |
| Onedigital Investment Advisors Llc | 0.05% | 66,569 | $5,336,158 | $5,380,646 | +$44,488 | +0.83% | |
| Cerity Partners Llc | 0.01% | 65,142 | $5,221,747 | $5,265,304 | +$43,557 | +0.83% | |
| Sanctuary Advisors, Llc | 0.02% | 63,936 | $5,125,086 | $5,167,825 | +$42,739 | +0.83% | |
| Vise Technologies, Inc. | 0.04% | 60,995 | $4,981,476 | $4,930,110 | -$51,366 | -1.03% | |
| Horst & Graben Wealth Management Llc | 0.62% | 58,722 | $4,708,889 | $4,746,388 | +$37,499 | +0.80% | |
| Integrated Wealth Concepts Llc | 0.03% | 58,519 | $4,690,851 | $4,729,980 | +$39,129 | +0.83% | |
| Equitable Holdings, Inc. | 0.03% | 58,362 | $4,678,303 | $4,717,290 | +$38,987 | +0.83% | |
| Sharkey, Howes & Javer | 0.55% | 56,336 | $4,600,961 | $4,553,532 | -$47,429 | -1.03% | |
| Merit Financial Group, Llc | 0.03% | 55,958 | $4,485,560 | $4,522,979 | +$37,419 | +0.83% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 54,877 | $4,398,940 | $4,435,604 | +$36,664 | +0.83% | |
| United Capital Financial Advisors, Llc | 0.02% | 54,788 | $4,395,580 | $4,428,410 | +$32,830 | +0.75% | |
| Newedge Advisors, Llc | 0.01% | 53,797 | $4,312,353 | $4,348,309 | +$35,956 | +0.83% | |
| Perigon Wealth Management, Llc | 0.07% | 51,614 | $4,215,298 | $4,171,862 | -$43,436 | -1.03% | |
| Bank Of New York Mellon Corp | 0.00% | 50,370 | $4,037,601 | $4,071,311 | +$33,710 | +0.83% | |
| Orion Porfolio Solutions, Llc | 0.03% | 49,761 | $3,988,819 | $4,022,087 | +$33,268 | +0.83% | |
| Sigfig Wealth Management, Llc | 0.09% | 44,425 | $3,628,190 | $3,590,788 | -$37,402 | -1.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,482 | $3,325,224 | $3,352,911 | +$27,687 | +0.83% | |
| Raymond James Financial Inc | 0.00% | 41,397 | $3,318,384 | $3,346,041 | +$27,657 | +0.83% | |
| Mgo One Seven Llc | 0.05% | 40,110 | $3,275,807 | $3,242,015 | -$33,792 | -1.03% | |
| Osaic Holdings, Inc. | 0.00% | 37,718 | $3,023,987 | $3,048,674 | +$24,687 | +0.82% | |
| Davis Wealth Advisors, Llc | 3.16% | 44,295 | $2,979,792 | $3,580,281 | +$600,489 | +20.15% | |
| Farther Finance Advisors, Llc | 0.02% | 29,988 | $2,449,155 | $2,423,873 | -$25,282 | -1.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,271 | $2,342,505 | $2,285,091 | -$57,414 | -2.45% | |
| Ma Private Wealth | 0.34% | 28,310 | $2,269,330 | $2,288,244 | +$18,914 | +0.83% | |
| World Investment Advisors | 0.03% | 28,211 | $1,988,632 | $2,280,242 | +$291,610 | +14.66% | |
| Concurrent Investment Advisors, Llc | 0.01% | 23,765 | $1,940,923 | $1,920,880 | -$20,043 | -1.03% | |
| Susquehanna International Group, Llp | 0.00% | 23,534 | $1,886,485 | $1,902,209 | +$15,724 | +0.83% | |
| Rfg Advisory, Llc | 0.03% | 22,932 | $1,838,205 | $1,853,550 | +$15,345 | +0.83% | |
| Aptus Capital Advisors, Llc | 0.01% | 21,770 | $1,745,083 | $1,759,628 | +$14,545 | +0.83% | |
| Regal Investment Advisors Llc | 0.09% | 21,563 | $1,728,491 | $1,742,896 | +$14,405 | +0.83% | |
| Snowden Capital Advisors Llc | 0.04% | 21,167 | $1,696,747 | $1,710,888 | +$14,141 | +0.83% | |
| Skyline Advisors, Inc. | 0.53% | 21,141 | $1,694,699 | $1,708,787 | +$14,088 | +0.83% |
Frequently asked questions about LCTU
Who are the largest institutional holders of LCTU?
The largest institutional holders of LCTU reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Varma Mutual Pension Insurance Co, Lpl Financial Llc, Envestnet Portfolio Solutions, Inc., and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported LCTU position.
What is LCTU institutional ownership?
This page tracks LCTU positions reported by institutional investment managers through SEC Form 13F. BLACKROCK US CARBON TR READ (LCTU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LCTU?
InsiderSet currently tracks 208 institutional managers reporting LCTU 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 LCTU shareholders.
How much LCTU stock do institutions own?
Institutional investment managers disclosed approximately $1.23B in LCTU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LCTU institutional ownership last updated?
The latest LCTU 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 LCTU 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 LCTU position after the reporting date.
Are institutions buying or selling LCTU?
Institutional buying and selling can be analyzed by comparing LCTU positions across consecutive 13F reporting periods. InsiderSet's LCTU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LCTU ownership changes.
How has LCTU institutional ownership changed over time?
InsiderSet tracks LCTU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.