ISH MSCI GLOB SUST DEVE GOAL (SDG) Institutional Shareholders
ISH MSCI GLOB SUST DEVE GOAL (SDG) 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 $60.03M in SDG holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of SDG tracked by InsiderSet, reporting ownership valued at approximately $18.34M in its March 31, 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 $19.93M, representing an estimated gain of +8.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed SDG value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Bank Of America Corp, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ISH MSCI GLOB SUST DEVE GOAL (SDG).
This page ranks the largest institutional SDG 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
105
Total Reported Value
$60.03M
Largest Holder
Cwm, Llc
Largest Position
$18.34M
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 |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.05% | 218,437 | $18,338,345 | $19,932,180 | +$1,593,835 | +8.69% | |
| Bank Of America Corp | 0.00% | 47,044 | $3,949,476 | $4,292,723 | +$343,247 | +8.69% | |
| Royal Bank Of Canada | 0.00% | 39,260 | $3,295,000 | $3,582,440 | +$287,440 | +8.72% | |
| Lpl Financial Llc | 0.00% | 25,186 | $2,114,390 | $2,298,200 | +$183,810 | +8.69% | |
| Foster Dykema Cabot & Partners, Llc | 0.11% | 21,421 | $1,798,347 | $1,954,647 | +$156,300 | +8.69% | |
| Jane Street Group, Llc | 0.00% | 20,101 | $1,687,529 | $1,834,198 | +$146,669 | +8.69% | |
| Aspiriant, Llc | 0.04% | 16,047 | $1,435,093 | $1,464,274 | +$29,181 | +2.03% | |
| Morgan Stanley | 0.00% | 13,984 | $1,174,095 | $1,276,027 | +$101,932 | +8.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,607 | $1,118,730 | $1,150,377 | +$31,647 | +2.83% | |
| Focus Partners Wealth | 0.00% | 12,857 | $1,079,377 | $1,173,190 | +$93,813 | +8.69% | |
| Ubs Group Ag | 0.00% | 11,192 | $939,602 | $1,021,260 | +$81,658 | +8.69% | |
| Cetera Investment Advisers | 0.00% | 11,175 | $938,134 | $1,019,709 | +$81,575 | +8.70% | |
| Osaic Holdings, Inc. | 0.00% | 10,697 | $898,005 | $976,092 | +$78,087 | +8.70% | |
| Brio Consultants, Llc | 0.10% | 9,481 | $848,618 | $865,133 | +$16,515 | +1.95% | |
| Beacon Bank & Trust | 0.16% | 9,419 | $842,346 | $859,475 | +$17,129 | +2.03% | |
| Larson Financial Group Llc | 0.02% | 8,845 | $742,560 | $807,098 | +$64,538 | +8.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,298 | $742,090 | $757,185 | +$15,095 | +2.03% | |
| Vontobel Holding Ltd. | 0.00% | 8,393 | $704,613 | $765,854 | +$61,241 | +8.69% | |
| Weil Company, Inc. | 0.15% | 8,162 | $685,238 | $744,775 | +$59,537 | +8.69% | |
| Susquehanna International Group, Llp | 0.00% | 8,132 | $682,702 | $742,038 | +$59,336 | +8.69% | |
| Regatta Capital Group, Llc | 0.10% | 7,740 | $649,774 | $706,268 | +$56,494 | +8.69% | |
| Halbert Hargrove Global Advisors, Llc | 0.03% | 6,979 | $624,150 | $636,827 | +$12,677 | +2.03% | |
| Citigroup Inc | 0.00% | 7,433 | $624,019 | $678,255 | +$54,236 | +8.69% | |
| Investment Research Partners Llc | 0.25% | 7,339 | $616,127 | $669,677 | +$53,550 | +8.69% | |
| Envestnet Asset Management Inc | 0.00% | 6,906 | $579,807 | $630,166 | +$50,359 | +8.69% | |
| Creative Planning | 0.00% | 6,468 | $543,005 | $590,199 | +$47,194 | +8.69% | |
| Perigon Wealth Management, Llc | 0.01% | 5,840 | $490,283 | $532,895 | +$42,612 | +8.69% | |
| Kintra Wealth, Llc | 0.03% | 5,801 | $487,008 | $529,336 | +$42,328 | +8.69% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,661 | $475,219 | $516,561 | +$41,342 | +8.70% | |
| Dynamic Advisor Solutions Llc | 0.01% | 5,276 | $471,808 | $481,430 | +$9,622 | +2.04% | |
| Gts Securities Llc | 0.02% | 5,458 | $458,210 | $498,038 | +$39,828 | +8.69% | |
| Warren Street Wealth Advisors, Llc | 0.10% | 4,990 | $446,259 | $455,333 | +$9,074 | +2.03% | |
| Kilterhowling Llc | 0.22% | 5,309 | $445,694 | $484,441 | +$38,747 | +8.69% | |
| Invested Advisors | 0.43% | 5,062 | $424,968 | $461,903 | +$36,935 | +8.69% | |
| Plum Street Advisors, Llc | 0.15% | 5,040 | $423,121 | $459,895 | +$36,774 | +8.69% | |
| Us Bancorp \De\ | 0.00% | 5,000 | $419,763 | $456,246 | +$36,483 | +8.69% | |
| Tradition Wealth Management, Llc | 0.03% | 4,717 | $396,044 | $430,422 | +$34,378 | +8.68% | |
| Abundance Wealth Counselors | 0.02% | 4,258 | $380,796 | $388,539 | +$7,743 | +2.03% | |
| Allworth Financial Lp | 0.00% | 4,534 | $380,641 | $413,723 | +$33,082 | +8.69% | |
| Farther Finance Advisors, Llc | 0.00% | 4,193 | $374,983 | $382,607 | +$7,624 | +2.03% | |
| Mariner, Llc | 0.00% | 4,445 | $373,195 | $405,602 | +$32,407 | +8.68% | |
| Aqr Capital Management Llc | 0.00% | 4,334 | $363,850 | $395,474 | +$31,624 | +8.69% | |
| Modera Wealth Management, Llc | 0.00% | 4,272 | $358,646 | $389,816 | +$31,170 | +8.69% | |
| Oppenheimer Asset Management Inc. | 0.00% | 4,024 | $337,825 | $367,186 | +$29,361 | +8.69% | |
| South Shore Capital Advisors | 0.21% | 3,487 | $311,825 | $318,186 | +$6,361 | +2.04% | |
| Eaton Financial Holdings Company, Llc | 0.10% | 3,562 | $299,077 | $325,029 | +$25,952 | +8.68% | |
| Bond & Devick Financial Network, Inc. | 0.07% | 3,203 | $286,446 | $292,271 | +$5,825 | +2.03% | |
| Mission Wealth Management, Lp | 0.00% | 2,846 | $254,503 | $259,695 | +$5,192 | +2.04% | |
| Granite Bay Wealth Management, Llc | 0.05% | 3,000 | $251,858 | $273,747 | +$21,889 | +8.69% | |
| Raymond James Financial Inc | 0.00% | 2,899 | $243,349 | $264,531 | +$21,182 | +8.70% |
Frequently asked questions about SDG
Who owns the most SDG stock?
The largest holders of SDG 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 ISH MSCI GLOB SUST DEVE GOAL (SDG).
Is SDG widely held by superinvestors?
Many widely followed stocks like SDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDG 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.