OEF Institutional Ownership & Shareholders
ISHARES S&P 100 ETF (OEF) is currently held by 1,006 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of OEF tracked by InsiderSet, reporting ownership valued at approximately $2.53B 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 $2.58B, representing an estimated gain of +2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed OEF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Fifth Third Bancorp, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in ISHARES S&P 100 ETF (OEF).
This page ranks the largest institutional OEF 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
1,006
Total Reported Value
$12.44B
Largest Holder
Bank Of America Corp
Largest Position
$2.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.16% | 6,905,297 | $2,526,440,926 | $2,578,161,688 | +$51,720,762 | +2.05% | |
| Fifth Third Bancorp | 1.52% | 2,568,553 | $939,756,563 | $958,994,948 | +$19,238,385 | +2.05% | |
| Jones Financial Companies Lllp | 0.34% | 2,381,659 | $851,673,492 | $889,216,204 | +$37,542,712 | +4.41% | |
| Morgan Stanley | 0.04% | 1,838,021 | $672,477,274 | $686,243,521 | +$13,766,247 | +2.05% | |
| Jpmorgan Chase & Co | 0.03% | 1,610,763 | $583,918,205 | $601,394,474 | +$17,476,269 | +2.99% | |
| Goldman Sachs Group Inc | 0.04% | 1,131,870 | $414,117,269 | $422,594,983 | +$8,477,714 | +2.05% | |
| Lpl Financial Llc | 0.08% | 1,010,763 | $369,807,658 | $377,378,474 | +$7,570,816 | +2.05% | |
| Wells Fargo & Company/Mn | 0.05% | 823,462 | $301,279,941 | $307,447,772 | +$6,167,831 | +2.05% | |
| Cresset Asset Management, Llc | 1.06% | 796,223 | $291,314,420 | $297,277,819 | +$5,963,399 | +2.05% | |
| Ubs Group Ag | 0.04% | 660,714 | $241,735,431 | $246,684,179 | +$4,948,748 | +2.05% | |
| Ieq Capital, Llc | 1.04% | 619,212 | $226,551,098 | $231,188,992 | +$4,637,894 | +2.05% | |
| Focus Partners Wealth | 0.16% | 429,435 | $157,117,883 | $160,333,852 | +$3,215,969 | +2.05% | |
| Mai Capital Management | 0.57% | 411,508 | $150,558,352 | $153,640,627 | +$3,082,275 | +2.05% | |
| Raymond James Financial Inc | 0.04% | 389,664 | $142,566,385 | $145,484,951 | +$2,918,566 | +2.05% | |
| Pnc Financial Services Group, Inc. | 0.07% | 365,520 | $133,732,704 | $136,470,547 | +$2,737,843 | +2.05% | |
| Envestnet Asset Management Inc | 0.03% | 317,295 | $116,088,556 | $118,465,261 | +$2,376,705 | +2.05% | |
| Sns Financial Group, Llc | 2.12% | 301,503 | $110,310,830 | $112,569,160 | +$2,258,330 | +2.05% | |
| Ameriprise Financial Inc | 0.02% | 266,483 | $97,522,313 | $99,494,093 | +$1,971,780 | +2.02% | |
| Cm Wealth Advisors Llc | 15.88% | 240,621 | $88,036,005 | $89,838,257 | +$1,802,252 | +2.05% | |
| Two Sigma Investments, Lp | 0.06% | 216,020 | $79,035,237 | $80,653,227 | +$1,617,990 | +2.05% | |
| Commonwealth Equity Services, Llc | 0.09% | 188,118 | $68,826,563 | $70,235,736 | +$1,409,173 | +2.05% | |
| Aqr Capital Management Llc | 0.02% | 188,022 | $68,791,533 | $70,199,894 | +$1,408,361 | +2.05% | |
| Bank Of Montreal | 0.02% | 176,845 | $64,702,280 | $66,026,849 | +$1,324,569 | +2.05% | |
| Beacon Pointe Advisors, Llc | 0.30% | 173,639 | $63,529,132 | $64,829,857 | +$1,300,725 | +2.05% | |
| Fmr Llc | 0.00% | 168,385 | $61,607,145 | $62,868,224 | +$1,261,079 | +2.05% | |
| Cerity Partners Llc | 0.07% | 165,087 | $60,400,162 | $61,636,882 | +$1,236,720 | +2.05% | |
| Onedigital Investment Advisors Llc | 0.50% | 163,230 | $59,720,886 | $60,943,553 | +$1,222,667 | +2.05% | |
| Signaturefd, Llc | 0.74% | 150,567 | $57,528,581 | $56,215,695 | -$1,312,886 | -2.28% | |
| Mariner, Llc | 0.06% | 153,807 | $56,227,935 | $57,425,382 | +$1,197,447 | +2.13% | |
| Alps Advisors Inc | 0.26% | 153,517 | $56,167,265 | $57,317,107 | +$1,149,842 | +2.05% | |
| Royal Bank Of Canada | 0.01% | 149,836 | $54,822,000 | $55,942,769 | +$1,120,769 | +2.04% | |
| Ensign Peak Advisors, Inc | 0.10% | 170,477 | $54,223,619 | $63,649,293 | +$9,425,674 | +17.38% | |
| Sanctuary Advisors, Llc | 0.25% | 147,078 | $53,811,448 | $54,913,042 | +$1,101,594 | +2.05% | |
| Quantinno Capital Management Lp | 0.06% | 136,461 | $49,927,126 | $50,949,079 | +$1,021,953 | +2.05% | |
| Cwm, Llc | 0.13% | 155,867 | $49,576,750 | $58,194,503 | +$8,617,753 | +17.38% | |
| Agf Management Ltd | 0.19% | 130,370 | $47,698,471 | $48,674,943 | +$976,472 | +2.05% | |
| Osaic Holdings, Inc. | 0.05% | 126,799 | $46,449,341 | $47,341,675 | +$892,334 | +1.92% | |
| Dorsey & Whitney Trust Co Llc | 2.22% | 124,548 | $45,568,376 | $46,501,241 | +$932,865 | +2.05% | |
| Brown Advisory Inc | 0.07% | 117,413 | $42,958,221 | $43,837,318 | +$879,097 | +2.05% | |
| Financial Partners Group, Inc | 4.35% | 109,630 | $41,887,429 | $40,931,457 | -$955,972 | -2.28% | |
| Oakworth Capital, Inc. | 1.79% | 99,512 | $38,021,540 | $37,153,800 | -$867,740 | -2.28% | |
| Integrated Wealth Concepts Llc | 0.25% | 103,797 | $37,976,262 | $38,753,648 | +$777,386 | +2.05% | |
| Cetera Investment Advisers | 0.03% | 100,574 | $36,796,993 | $37,550,309 | +$753,316 | +2.05% | |
| Steward Partners Investment Advisory, Llc | 0.18% | 95,113 | $34,798,964 | $35,511,390 | +$712,426 | +2.05% | |
| Financial Enhancement Group Llc | 3.73% | 83,321 | $32,448,337 | $31,108,729 | -$1,339,608 | -4.13% | |
| Ackerman Asset Management, Llc | 19.27% | 87,797 | $32,122,288 | $32,779,888 | +$657,600 | +2.05% | |
| Harbour Trust & Investment Management Co | 2.98% | 81,071 | $30,975,608 | $30,268,669 | -$706,939 | -2.28% | |
| Captrust Financial Advisors | 0.04% | 78,860 | $28,852,406 | $29,443,170 | +$590,764 | +2.05% | |
| Pathstone Holdings, Llc | 0.11% | 90,586 | $28,812,699 | $33,821,189 | +$5,008,490 | +17.38% | |
| Marin Bay Wealth Advisors, Llc | 14.95% | 75,221 | $28,740,771 | $28,084,513 | -$656,258 | -2.28% |
Frequently asked questions about OEF
Who are the largest institutional holders of OEF?
The largest institutional holders of OEF reported in the latest SEC Form 13F filings include Bank Of America Corp, Fifth Third Bancorp, Jones Financial Companies Lllp, Morgan Stanley, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported OEF position.
What is OEF institutional ownership?
This page tracks OEF positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P 100 ETF (OEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OEF?
InsiderSet currently tracks 1,006 institutional managers reporting OEF 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 OEF shareholders.
How much OEF stock do institutions own?
Institutional investment managers disclosed approximately $12.44B in OEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OEF institutional ownership last updated?
The latest OEF 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 OEF 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 OEF position after the reporting date.
Are institutions buying or selling OEF?
Institutional buying and selling can be analyzed by comparing OEF positions across consecutive 13F reporting periods. InsiderSet's OEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OEF ownership changes.
How has OEF institutional ownership changed over time?
InsiderSet tracks OEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.