XVV Institutional Ownership & Shareholders
ISHARES ESG SCREENED S&P500 (XVV) is currently held by 159 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $270.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
University Of Cambridge Investment Management Ltd is currently the largest disclosed institutional shareholder of XVV tracked by InsiderSet, reporting ownership valued at approximately $96.40M in its September 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 $95.21M, representing an estimated loss of -1.23% 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, Lpl Financial Llc, Becker Capital Management Inc, 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
159
Total Reported Value
$270.13M
Largest Holder
University Of Cambridge Investment Management Ltd
Largest Position
$96.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | $96,396,973 | $95,211,449 | -$1,185,524 | -1.23% | |
| Lpl Financial Llc | 0.00% | 306,206 | $17,389,423 | $17,674,210 | +$284,787 | +1.64% | |
| Becker Capital Management Inc | 0.39% | 255,669 | $14,519,443 | $14,757,215 | +$237,772 | +1.64% | |
| Brown Advisory Inc | 0.02% | 227,661 | $12,928,871 | $13,140,593 | +$211,722 | +1.64% | |
| Keybank National Association/Oh | 0.03% | 175,276 | $9,953,922 | $10,116,931 | +$163,009 | +1.64% | |
| Thrivent Financial For Lutherans | 0.01% | 78,662 | $4,468,000 | $4,540,371 | +$72,371 | +1.62% | |
| Wharton Business Group, Llc | 0.14% | 75,920 | $4,311,497 | $4,382,102 | +$70,605 | +1.64% | |
| Jnba Financial Advisors | 0.33% | 75,662 | $4,296,845 | $4,367,211 | +$70,366 | +1.64% | |
| Bank Of New York Mellon Corp | 0.00% | 74,207 | $4,214,204 | $4,283,228 | +$69,024 | +1.64% | |
| Alpine Bank Wealth Management | 0.54% | 71,764 | $4,183,841 | $4,142,218 | -$41,623 | -0.99% | |
| Atlantic Private Wealth, Llc | 2.35% | 67,627 | $3,840,517 | $3,903,430 | +$62,913 | +1.64% | |
| Bsw Wealth Partners | 0.36% | 57,656 | $3,274,285 | $3,327,904 | +$53,619 | +1.64% | |
| Raymond James Financial Inc | 0.00% | 56,515 | $3,209,486 | $3,262,046 | +$52,560 | +1.64% | |
| Biltmore Family Office, Llc | 0.42% | 56,201 | $3,191,655 | $3,243,922 | +$52,267 | +1.64% | |
| Northrock Partners, Llc | 0.04% | 47,634 | $2,705,152 | $2,749,434 | +$44,282 | +1.64% | |
| Gould Asset Management Llc | 0.40% | 44,968 | $2,553,733 | $2,595,553 | +$41,820 | +1.64% | |
| Bartlett & Co. Wealth Management Llc | 0.03% | 44,053 | $2,501,770 | $2,542,739 | +$40,969 | +1.64% | |
| Ep Wealth Advisors, Llc | 0.01% | 39,984 | $2,270,691 | $2,307,876 | +$37,185 | +1.64% | |
| Lido Advisors, Llc | 0.01% | 37,530 | $2,131,329 | $2,166,232 | +$34,903 | +1.64% | |
| Royal Bank Of Canada | 0.00% | 32,248 | $1,831,000 | $1,861,355 | +$30,355 | +1.66% | |
| Mai Capital Management | 0.01% | 31,548 | $1,791,597 | $1,820,951 | +$29,354 | +1.64% | |
| Bank Of America Corp | 0.00% | 30,222 | $1,716,308 | $1,744,414 | +$28,106 | +1.64% | |
| Wick Capital Partners, Llc | 0.26% | 30,129 | $1,711,026 | $1,739,046 | +$28,020 | +1.64% | |
| Retirement Capital Strategies | 0.59% | 30,106 | $1,709,720 | $1,737,718 | +$27,998 | +1.64% | |
| Envestnet Asset Management Inc | 0.00% | 29,470 | $1,673,613 | $1,701,008 | +$27,395 | +1.64% | |
| Jpmorgan Chase & Co | 0.00% | 29,218 | $1,651,401 | $1,686,463 | +$35,062 | +2.12% | |
| Financial Council, Llc | 0.52% | 28,134 | $1,640,211 | $1,623,894 | -$16,317 | -0.99% | |
| Napier Financial, Llc | 0.34% | 28,651 | $1,627,089 | $1,653,736 | +$26,647 | +1.64% | |
| Westhill Financial Advisors, Inc. | 0.27% | 27,623 | $1,610,421 | $1,594,400 | -$16,021 | -0.99% | |
| Tarbox Family Office, Inc. | 0.23% | 27,449 | $1,600,282 | $1,584,356 | -$15,926 | -1.00% | |
| Nerdwallet Wealth Partners, Llc | 0.53% | 26,929 | $1,529,312 | $1,554,342 | +$25,030 | +1.64% | |
| Mml Investors Services, Llc | 0.00% | 25,372 | $1,440,902 | $1,464,472 | +$23,570 | +1.64% | |
| Focus Partners Wealth | 0.00% | 23,442 | $1,331,272 | $1,353,072 | +$21,800 | +1.64% | |
| Susquehanna International Group, Llp | 0.00% | 23,020 | $1,307,306 | $1,328,714 | +$21,408 | +1.64% | |
| Cornerstone Financial Management Llc | 0.99% | 21,718 | $1,233,388 | $1,253,563 | +$20,175 | +1.64% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,096 | $1,171,572 | $1,159,941 | -$11,631 | -0.99% | |
| Apollon Wealth Management, Llc | 0.01% | 19,971 | $1,164,319 | $1,152,726 | -$11,593 | -1.00% | |
| Cresset Asset Management, Llc | 0.00% | 19,074 | $1,083,212 | $1,100,951 | +$17,739 | +1.64% | |
| Mariner, Llc | 0.00% | 18,461 | $1,048,391 | $1,065,569 | +$17,178 | +1.64% | |
| Sage Mountain Advisors Llc | 0.06% | 17,896 | $1,043,337 | $1,032,957 | -$10,380 | -0.99% | |
| Sound Stewardship, Llc | 0.42% | 17,836 | $1,039,858 | $1,029,494 | -$10,364 | -1.00% | |
| Kestra Advisory Services, Llc | 0.00% | 17,469 | $1,018,456 | $1,008,311 | -$10,145 | -1.00% | |
| Human Investing Llc | 0.13% | 17,121 | $998,132 | $988,224 | -$9,908 | -0.99% | |
| Cetera Investment Advisers | 0.00% | 17,197 | $976,618 | $992,611 | +$15,993 | +1.64% | |
| Prosperity Consulting Group, Llc | 0.04% | 17,064 | $969,065 | $984,934 | +$15,869 | +1.64% | |
| Magnus Financial Group Llc | 0.06% | 16,092 | $938,184 | $928,830 | -$9,354 | -1.00% | |
| Heritage Family Offices, Llp | 0.30% | 15,668 | $913,445 | $904,357 | -$9,088 | -0.99% | |
| Ferguson Shapiro Llc | 0.26% | 14,972 | $872,853 | $864,184 | -$8,669 | -0.99% | |
| Highland Financial Advisors, Llc | 0.18% | 14,219 | $828,968 | $820,721 | -$8,247 | -0.99% | |
| Mercer Global Advisors Inc | 0.00% | 14,561 | $826,919 | $840,461 | +$13,542 | +1.64% |
Frequently asked questions about XVV
Who are the largest institutional holders of XVV?
The largest institutional holders of XVV reported in the latest SEC Form 13F filings include University Of Cambridge Investment Management Ltd, Lpl Financial Llc, Becker Capital Management Inc, Brown Advisory Inc, and Keybank National Association/Oh. InsiderSet ranks institutional holders by their latest reported XVV position.
What is XVV institutional ownership?
This page tracks XVV positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG SCREENED S&P500 (XVV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XVV?
InsiderSet currently tracks 159 institutional managers reporting XVV 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 XVV shareholders.
How much XVV stock do institutions own?
Institutional investment managers disclosed approximately $270.13M in XVV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XVV institutional ownership last updated?
The latest XVV 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 XVV 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 XVV position after the reporting date.
Are institutions buying or selling XVV?
Institutional buying and selling can be analyzed by comparing XVV positions across consecutive 13F reporting periods. InsiderSet's XVV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XVV ownership changes.
How has XVV institutional ownership changed over time?
InsiderSet tracks XVV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.