ISHARES ESG SCREENED S&P500 (XVV) Institutional Shareholders
ISHARES ESG SCREENED S&P500 (XVV) 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 $255.04M in XVV holdings during the latest filing period.
University Of Cambridge Investment Management Ltd is currently the largest disclosed institutional shareholder of XVV tracked by InsiderSet, reporting ownership valued at approximately $93.89M 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 $94.19M, representing an estimated gain of +0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed XVV value among the investors covered in this analysis. Major shareholders include University Of Cambridge Investment Management Ltd, Becker Capital Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG SCREENED S&P500 (XVV).
This page ranks the largest institutional XVV 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
155
Total Reported Value
$255.04M
Largest Holder
University Of Cambridge Investment Management Ltd
Largest Position
$93.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
165
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| University Of Cambridge Investment Management Ltd | 100.00% | 1,649,540 | $93,891,982 | $94,188,734 | +$296,752 | +0.32% | |
| Becker Capital Management Inc | 0.39% | 255,669 | $14,519,443 | $14,598,700 | +$79,257 | +0.55% | |
| Lpl Financial Llc | 0.00% | 273,521 | $13,462,692 | $15,618,049 | +$2,155,357 | +16.01% | |
| Brown Advisory Inc | 0.02% | 218,970 | $10,777,703 | $12,503,187 | +$1,725,484 | +16.01% | |
| Keybank National Association/Oh | 0.03% | 175,276 | $9,953,922 | $10,008,260 | +$54,338 | +0.55% | |
| Morgan Stanley | 0.00% | 128,320 | $6,315,930 | $7,327,072 | +$1,011,142 | +16.01% | |
| Jnba Financial Advisors | 0.33% | 75,662 | $4,296,845 | $4,320,300 | +$23,455 | +0.55% | |
| Wharton Business Group, Llc | 0.14% | 76,440 | $3,762,377 | $4,364,724 | +$602,347 | +16.01% | |
| Franklin Resources Inc | 0.00% | 75,998 | $3,740,622 | $4,339,486 | +$598,864 | +16.01% | |
| Bank Of New York Mellon Corp | 0.00% | 73,210 | $3,603,381 | $4,180,291 | +$576,910 | +16.01% | |
| Atlantic Private Wealth, Llc | 2.30% | 71,500 | $3,519,213 | $4,082,650 | +$563,437 | +16.01% | |
| Alpine Bank Wealth Management | 0.50% | 70,342 | $3,462,233 | $4,016,528 | +$554,295 | +16.01% | |
| Bsw Wealth Partners | 0.36% | 57,656 | $3,274,285 | $3,292,158 | +$17,873 | +0.55% | |
| Raymond James Financial Inc | 0.00% | 61,610 | $3,032,444 | $3,517,931 | +$485,487 | +16.01% | |
| Biltmore Family Office, Llc | 0.39% | 56,201 | $2,766,213 | $3,209,077 | +$442,864 | +16.01% | |
| Bartlett & Co. Wealth Management Llc | 0.03% | 44,053 | $2,501,770 | $2,515,426 | +$13,656 | +0.55% | |
| Northrock Partners, Llc | 0.04% | 47,274 | $2,326,849 | $2,699,345 | +$372,496 | +16.01% | |
| Hightower Advisors, Llc | 0.00% | 46,315 | $2,279,667 | $2,644,587 | +$364,920 | +16.01% | |
| Gould Asset Management Llc | 0.38% | 44,743 | $2,202,250 | $2,554,825 | +$352,575 | +16.01% | |
| Ep Wealth Advisors, Llc | 0.01% | 41,433 | $2,039,332 | $2,365,824 | +$326,492 | +16.01% | |
| Two Sigma Investments, Lp | 0.00% | 40,300 | $1,983,566 | $2,301,130 | +$317,564 | +16.01% | |
| Lido Advisors, Llc | 0.01% | 39,312 | $1,934,937 | $2,244,715 | +$309,778 | +16.01% | |
| Envestnet Asset Management Inc | 0.00% | 29,470 | $1,673,613 | $1,682,737 | +$9,124 | +0.55% | |
| Napier Financial, Llc | 0.34% | 28,651 | $1,627,089 | $1,635,972 | +$8,883 | +0.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,822 | $1,580,024 | $1,588,636 | +$8,612 | +0.55% | |
| Mai Capital Management | 0.01% | 32,016 | $1,575,848 | $1,828,114 | +$252,266 | +16.01% | |
| Tarbox Family Office, Inc. | 0.22% | 27,445 | $1,558,605 | $1,567,110 | +$8,505 | +0.55% | |
| Nerdwallet Wealth Partners, Llc | 0.53% | 26,929 | $1,529,312 | $1,537,646 | +$8,334 | +0.54% | |
| Royal Bank Of Canada | 0.00% | 30,155 | $1,484,000 | $1,721,851 | +$237,851 | +16.03% | |
| Wick Capital Partners, Llc | 0.27% | 30,142 | $1,483,589 | $1,721,108 | +$237,519 | +16.01% | |
| Bank Of America Corp | 0.00% | 29,060 | $1,430,333 | $1,659,326 | +$228,993 | +16.01% | |
| Financial Council, Llc | 0.54% | 28,388 | $1,397,262 | $1,620,955 | +$223,693 | +16.01% | |
| Apollon Wealth Management, Llc | 0.01% | 20,207 | $1,147,548 | $1,153,820 | +$6,272 | +0.55% | |
| Focus Partners Wealth | 0.00% | 23,115 | $1,137,721 | $1,319,867 | +$182,146 | +16.01% | |
| Mml Investors Services, Llc | 0.00% | 22,568 | $1,110,809 | $1,288,633 | +$177,824 | +16.01% | |
| Mercer Global Advisors Inc | 0.00% | 21,873 | $1,076,589 | $1,248,948 | +$172,359 | +16.01% | |
| Cornerstone Financial Management Llc | 0.86% | 19,019 | $936,095 | $1,085,985 | +$149,890 | +16.01% | |
| Cresset Asset Management, Llc | 0.00% | 18,843 | $927,452 | $1,075,935 | +$148,483 | +16.01% | |
| Kestra Advisory Services, Llc | 0.00% | 16,241 | $922,335 | $927,361 | +$5,026 | +0.54% | |
| Sound Stewardship, Llc | 0.38% | 16,074 | $912,858 | $917,825 | +$4,967 | +0.54% | |
| Magnus Financial Group Llc | 0.06% | 16,054 | $911,730 | $916,683 | +$4,953 | +0.54% | |
| Heritage Family Offices, Llp | 0.34% | 15,668 | $889,786 | $894,643 | +$4,857 | +0.55% | |
| Pacific Excel Wealth Advisors, Inc. | 0.34% | 15,668 | $889,786 | $894,643 | +$4,857 | +0.55% | |
| Human Investing Llc | 0.13% | 17,756 | $873,957 | $1,013,868 | +$139,911 | +16.01% | |
| Mariner, Llc | 0.00% | 17,666 | $869,532 | $1,008,729 | +$139,197 | +16.01% | |
| Sage Mountain Advisors Llc | 0.06% | 17,386 | $855,739 | $992,741 | +$137,002 | +16.01% | |
| Ferguson Shapiro Llc | 0.25% | 14,936 | $848,238 | $852,846 | +$4,608 | +0.54% | |
| Highland Financial Advisors, Llc | 0.18% | 14,285 | $811,245 | $815,674 | +$4,429 | +0.55% | |
| Cetera Investment Advisers | 0.00% | 15,944 | $784,749 | $910,402 | +$125,653 | +16.01% | |
| Retirement Capital Strategies | 0.29% | 15,381 | $757,053 | $878,255 | +$121,202 | +16.01% |
Frequently asked questions about XVV
Who owns the most XVV stock?
The largest holders of XVV 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 ISHARES ESG SCREENED S&P500 (XVV).
Is XVV widely held by superinvestors?
Many widely followed stocks like XVV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XVV 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.