ISHRS SECUR INCOM ACT ETF (SECU) Institutional Shareholders
ISHRS SECUR INCOM ACT ETF (SECU) 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 $848.50M in SECU holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SECU tracked by InsiderSet, reporting ownership valued at approximately $208.53M 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 $204.51M, representing an estimated loss of -1.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed SECU value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Envestnet Asset Management Inc, State Of Michigan Retirement System, and several other long-term asset managers with concentrated positions in ISHRS SECUR INCOM ACT ETF (SECU).
This page ranks the largest institutional SECU 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
$848.50M
Largest Holder
Blackrock, Inc.
Largest Position
$208.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 4,182,224 | $208,525,688 | $204,510,754 | -$4,014,934 | -1.93% | |
| Envestnet Asset Management Inc | 0.03% | 2,416,325 | $120,477,977 | $118,158,293 | -$2,319,685 | -1.93% | |
| State Of Michigan Retirement System | 0.42% | 1,900,000 | $94,734,000 | $92,910,000 | -$1,824,000 | -1.93% | |
| Captrust Financial Advisors | 0.10% | 1,332,817 | $66,454,231 | $65,174,751 | -$1,279,480 | -1.93% | |
| Permanens Capital L.P. | 5.66% | 1,103,409 | $55,015,965 | $53,956,700 | -$1,059,265 | -1.93% | |
| Lpl Financial Llc | 0.01% | 885,051 | $44,128,647 | $43,278,994 | -$849,653 | -1.93% | |
| Fmr Llc | 0.00% | 744,112 | $37,101,424 | $36,387,077 | -$714,347 | -1.93% | |
| Cetera Investment Advisers | 0.02% | 401,449 | $20,016,289 | $19,630,856 | -$385,433 | -1.93% | |
| Bank Of America Corp | 0.00% | 369,449 | $18,420,727 | $18,066,056 | -$354,671 | -1.93% | |
| Morgan Stanley | 0.00% | 279,511 | $13,936,434 | $13,668,088 | -$268,346 | -1.93% | |
| Envestnet Portfolio Solutions, Inc. | 0.07% | 276,466 | $13,784,595 | $13,519,187 | -$265,408 | -1.93% | |
| Pnc Financial Services Group, Inc. | 0.01% | 252,901 | $12,609,668 | $12,366,859 | -$242,809 | -1.93% | |
| Assetmark, Inc | 0.02% | 243,814 | $12,156,566 | $11,922,505 | -$234,061 | -1.93% | |
| Jpmorgan Chase & Co | 0.00% | 196,050 | $9,779,947 | $9,586,845 | -$193,102 | -1.97% | |
| Mml Investors Services, Llc | 0.02% | 175,940 | $8,772,366 | $8,603,466 | -$168,900 | -1.93% | |
| Onedigital Investment Advisors Llc | 0.06% | 149,693 | $7,463,677 | $7,319,988 | -$143,689 | -1.93% | |
| Citadel Advisors Llc | 0.00% | 144,480 | $7,203,773 | $7,065,072 | -$138,701 | -1.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 139,892 | $6,975,020 | $6,840,719 | -$134,301 | -1.93% | |
| All Terrain Financial Advisors, Llc | 1.28% | 122,105 | $6,088,146 | $5,970,935 | -$117,212 | -1.93% | |
| Kelly Financial Services Llc | 1.25% | 117,403 | $5,853,709 | $5,741,007 | -$112,702 | -1.93% | |
| Diversify Advisory Services, Llc | 0.09% | 110,772 | $5,492,069 | $5,416,751 | -$75,318 | -1.37% | |
| Diversify Wealth Management, Llc | 0.09% | 110,772 | $5,492,069 | $5,416,751 | -$75,318 | -1.37% | |
| Perigon Wealth Management, Llc | 0.08% | 105,067 | $5,238,634 | $5,137,776 | -$100,858 | -1.93% | |
| Saxony Capital Management, Llc | 2.05% | 89,886 | $4,481,716 | $4,395,425 | -$86,291 | -1.93% | |
| Jb Capital Llc | 0.15% | 85,247 | $4,250,394 | $4,168,578 | -$81,816 | -1.92% | |
| United Capital Financial Advisors, Llc | 0.02% | 77,243 | $3,843,152 | $3,777,183 | -$65,969 | -1.72% | |
| Park Avenue Securities Llc | 0.02% | 74,822 | $3,731,000 | $3,658,796 | -$72,204 | -1.94% | |
| Tennessee Valley Asset Management Partners | 0.39% | 70,414 | $3,510,835 | $3,443,245 | -$67,590 | -1.93% | |
| Scarborough Advisors, Llc | 0.37% | 63,913 | $3,180,174 | $3,125,346 | -$54,828 | -1.72% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.14% | 58,133 | $2,898,509 | $2,842,704 | -$55,805 | -1.93% | |
| Triad Wealth Partners, Llc | 0.13% | 45,041 | $2,229,554 | $2,202,505 | -$27,049 | -1.21% | |
| Rfg Advisory, Llc | 0.03% | 39,677 | $1,978,280 | $1,940,205 | -$38,075 | -1.92% | |
| Independent Financial Group, Llc | 0.03% | 36,057 | $1,797,790 | $1,763,187 | -$34,603 | -1.92% | |
| Private Advisor Group, Llc | 0.01% | 35,241 | $1,757,109 | $1,723,285 | -$33,824 | -1.92% | |
| Tcp Asset Management, Llc | 0.20% | 35,079 | $1,749,039 | $1,715,363 | -$33,676 | -1.93% | |
| Mercer Global Advisors Inc | 0.00% | 32,697 | $1,630,267 | $1,598,883 | -$31,384 | -1.93% | |
| Iht Wealth Management, Llc | 0.03% | 29,513 | $1,471,521 | $1,443,186 | -$28,335 | -1.93% | |
| Sanctuary Advisors, Llc | 0.01% | 29,314 | $1,461,596 | $1,433,455 | -$28,141 | -1.93% | |
| Creativeone Wealth, Llc | 0.03% | 24,563 | $1,224,708 | $1,201,131 | -$23,577 | -1.93% | |
| Truist Financial Corp | 0.00% | 23,599 | $1,176,646 | $1,153,991 | -$22,655 | -1.93% | |
| Orion Porfolio Solutions, Llc | 0.01% | 22,088 | $1,101,286 | $1,080,103 | -$21,183 | -1.92% | |
| Osaic Holdings, Inc. | 0.00% | 20,519 | $1,023,174 | $1,003,379 | -$19,795 | -1.93% | |
| Beacon Financial Group | 0.09% | 19,834 | $988,939 | $969,883 | -$19,056 | -1.93% | |
| Sequoia Financial Advisors | 0.00% | 19,285 | $961,551 | $943,037 | -$18,515 | -1.93% | |
| Goldman Sachs Group Inc | 0.00% | 17,014 | $848,318 | $831,985 | -$16,333 | -1.93% | |
| Shorehaven Wealth Partners, Llc | 0.26% | 16,889 | $842,077 | $825,872 | -$16,205 | -1.92% | |
| Old Mission Capital Llc | 0.02% | 15,966 | $796,064 | $780,737 | -$15,327 | -1.93% | |
| Arkadios Wealth Advisors | 0.01% | 15,676 | $781,621 | $766,556 | -$15,065 | -1.93% | |
| Insigneo Advisory Services, Llc | 0.03% | 14,556 | $725,774 | $711,788 | -$13,986 | -1.93% | |
| Transamerica Financial Advisors, Llc | 0.06% | 14,012 | $698,641 | $685,187 | -$13,454 | -1.93% |
Frequently asked questions about SECU
Who owns the most SECU stock?
The largest holders of SECU 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 ISHRS SECUR INCOM ACT ETF (SECU).
Is SECU widely held by superinvestors?
Many widely followed stocks like SECU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SECU 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.