SECU Institutional Ownership & Shareholders
ISHRS SECUR INCOM ACT ETF (SECU) is currently held by 113 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $822.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $204.18M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
113
Total Reported Value
$822.53M
Largest Holder
Blackrock, Inc.
Largest Position
$208.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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 | $204,176,176 | -$4,349,512 | -2.09% | |
| Envestnet Asset Management Inc | 0.03% | 2,416,325 | $120,477,977 | $117,964,987 | -$2,512,991 | -2.09% | |
| State Of Michigan Retirement System | 0.41% | 1,900,000 | $92,258,300 | $92,758,000 | +$499,700 | +0.54% | |
| Captrust Financial Advisors | 0.10% | 1,332,817 | $66,454,231 | $65,068,126 | -$1,386,105 | -2.09% | |
| Permanens Capital L.P. | 5.66% | 1,103,409 | $55,015,965 | $53,868,427 | -$1,147,538 | -2.09% | |
| Lpl Financial Llc | 0.01% | 885,051 | $44,128,647 | $43,208,190 | -$920,457 | -2.09% | |
| Fmr Llc | 0.00% | 744,112 | $37,101,424 | $36,327,548 | -$773,876 | -2.09% | |
| Cetera Investment Advisers | 0.02% | 401,449 | $20,016,289 | $19,598,740 | -$417,549 | -2.09% | |
| Bank Of America Corp | 0.00% | 369,449 | $18,420,727 | $18,036,500 | -$384,227 | -2.09% | |
| Assetmark, Inc | 0.03% | 314,516 | $15,271,953 | $15,354,671 | +$82,718 | +0.54% | |
| Morgan Stanley | 0.00% | 279,511 | $13,936,434 | $13,645,727 | -$290,707 | -2.09% | |
| Envestnet Portfolio Solutions, Inc. | 0.07% | 276,466 | $13,784,595 | $13,497,070 | -$287,525 | -2.09% | |
| Pnc Financial Services Group, Inc. | 0.01% | 252,901 | $12,609,668 | $12,346,627 | -$263,041 | -2.09% | |
| Commonwealth Equity Services, Llc | 0.01% | 215,805 | $10,478,849 | $10,535,600 | +$56,751 | +0.54% | |
| Jpmorgan Chase & Co | 0.00% | 196,050 | $9,779,947 | $9,571,161 | -$208,786 | -2.13% | |
| Mml Investors Services, Llc | 0.02% | 175,940 | $8,772,366 | $8,589,391 | -$182,975 | -2.09% | |
| Onedigital Investment Advisors Llc | 0.06% | 149,693 | $7,463,677 | $7,308,012 | -$155,665 | -2.09% | |
| Citadel Advisors Llc | 0.00% | 144,480 | $7,203,773 | $7,053,514 | -$150,259 | -2.09% | |
| Diversify Advisory Services, Llc | 0.09% | 128,366 | $6,253,987 | $6,266,828 | +$12,841 | +0.21% | |
| Diversify Wealth Management, Llc | 0.09% | 128,366 | $6,253,987 | $6,266,828 | +$12,841 | +0.21% | |
| All Terrain Financial Advisors, Llc | 1.28% | 122,105 | $6,088,146 | $5,961,166 | -$126,980 | -2.09% | |
| Kelly Financial Services Llc | 1.22% | 116,283 | $5,646,361 | $5,676,936 | +$30,575 | +0.54% | |
| Jb Capital Llc | 0.15% | 89,605 | $4,350,963 | $4,374,516 | +$23,553 | +0.54% | |
| Saxony Capital Management, Llc | 1.83% | 89,487 | $4,345,220 | $4,368,755 | +$23,535 | +0.54% | |
| United Capital Financial Advisors, Llc | 0.02% | 77,243 | $3,843,152 | $3,771,003 | -$72,149 | -1.88% | |
| Tennessee Valley Asset Management Partners | 0.39% | 73,808 | $3,583,873 | $3,603,307 | +$19,434 | +0.54% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.16% | 67,728 | $3,288,669 | $3,306,481 | +$17,812 | +0.54% | |
| Tcp Asset Management, Llc | 0.30% | 54,204 | $2,619,155 | $2,646,239 | +$27,084 | +1.03% | |
| Bulwark Capital Corp | 1.36% | 53,065 | $2,576,677 | $2,590,633 | +$13,956 | +0.54% | |
| Triad Wealth Partners, Llc | 0.13% | 46,880 | $2,276,358 | $2,288,682 | +$12,324 | +0.54% | |
| Private Advisor Group, Llc | 0.01% | 35,241 | $1,757,109 | $1,720,466 | -$36,643 | -2.09% | |
| Independent Financial Group, Llc | 0.03% | 36,026 | $1,749,330 | $1,758,789 | +$9,459 | +0.54% | |
| Shorehaven Wealth Partners, Llc | 0.53% | 35,917 | $1,744,045 | $1,753,468 | +$9,423 | +0.54% | |
| Mercer Global Advisors Inc | 0.00% | 32,697 | $1,630,267 | $1,596,268 | -$33,999 | -2.09% | |
| Iht Wealth Management, Llc | 0.03% | 29,513 | $1,471,521 | $1,440,825 | -$30,696 | -2.09% | |
| Sanctuary Advisors, Llc | 0.01% | 29,314 | $1,461,596 | $1,431,109 | -$30,487 | -2.09% | |
| Truist Financial Corp | 0.00% | 29,694 | $1,441,852 | $1,449,661 | +$7,809 | +0.54% | |
| Creativeone Wealth, Llc | 0.03% | 24,563 | $1,224,708 | $1,199,166 | -$25,542 | -2.09% | |
| Orion Porfolio Solutions, Llc | 0.01% | 22,088 | $1,101,286 | $1,078,336 | -$22,950 | -2.08% | |
| Beacon Financial Group | 0.10% | 22,247 | $1,080,260 | $1,086,099 | +$5,839 | +0.54% | |
| Osaic Holdings, Inc. | 0.00% | 20,519 | $1,023,174 | $1,001,738 | -$21,436 | -2.10% | |
| Sequoia Financial Advisors | 0.00% | 19,285 | $961,551 | $941,494 | -$20,057 | -2.09% | |
| Detalus Advisors, Llc | 0.19% | 19,705 | $956,800 | $961,998 | +$5,198 | +0.54% | |
| Goldman Sachs Group Inc | 0.00% | 17,014 | $848,318 | $830,623 | -$17,695 | -2.09% | |
| Old Mission Capital Llc | 0.02% | 15,966 | $796,064 | $779,460 | -$16,604 | -2.09% | |
| Arkadios Wealth Advisors | 0.01% | 15,676 | $781,621 | $765,302 | -$16,319 | -2.09% | |
| Canandaigua National Trust Co Of Florida | 0.43% | 16,027 | $778,223 | $782,438 | +$4,215 | +0.54% | |
| Avantra Family Wealth, Inc. | 0.44% | 15,002 | $728,453 | $732,398 | +$3,945 | +0.54% | |
| Insigneo Advisory Services, Llc | 0.03% | 14,556 | $725,774 | $710,624 | -$15,150 | -2.09% | |
| Transamerica Financial Advisors, Llc | 0.06% | 14,012 | $698,641 | $684,066 | -$14,575 | -2.09% |
Frequently asked questions about SECU
Who are the largest institutional holders of SECU?
The largest institutional holders of SECU reported in the latest SEC Form 13F filings include Blackrock, Inc., Envestnet Asset Management Inc, State Of Michigan Retirement System, Captrust Financial Advisors, and Permanens Capital L.P.. InsiderSet ranks institutional holders by their latest reported SECU position.
What is SECU institutional ownership?
This page tracks SECU positions reported by institutional investment managers through SEC Form 13F. ISHRS SECUR INCOM ACT ETF (SECU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SECU?
InsiderSet currently tracks 113 institutional managers reporting SECU 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 SECU shareholders.
How much SECU stock do institutions own?
Institutional investment managers disclosed approximately $822.53M in SECU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SECU institutional ownership last updated?
The latest SECU 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 SECU 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 SECU position after the reporting date.
Are institutions buying or selling SECU?
Institutional buying and selling can be analyzed by comparing SECU positions across consecutive 13F reporting periods. InsiderSet's SECU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SECU ownership changes.
How has SECU institutional ownership changed over time?
InsiderSet tracks SECU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.