Who owns iShares Future AI & Tech ETF (ARTY)
Which tracked institutional funds hold ARTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARTY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ARTY is one-sided between 2026-Q1 and 2026-Q2: 156 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ARTY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARTY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 381 tracked filers holding ARTY, 230 increased or opened the position and 115 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ARTY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- GOLDMAN SACHS GROUP INC$7M
- PRUDENTIAL PLC$5M
- OLD MISSION CAPITAL LLC$4M
- MARSHALL WACE, LLP$4M
- NewEdge Advisors, LLC$3M
- LOOMIS SAYLES & CO L P$3M
Full exits 14
- JANE STREET GROUP, LLC$15M
- HighTower Advisors, LLC$11M
- CITADEL ADVISORS LLC$8M
- CX Institutional$5M
- 5th Street Advisors, LLC$4M
- Opus Capital Group, LLC$2M
Largest adds
- MORGAN STANLEY$75M
- WELLS FARGO & COMPANY/MN$59M
- BlackRock, Inc.$53M
- LPL Financial LLC$48M
- BANK OF AMERICA CORP /DE/$46M
- Cetera Investment Advisers$43M
Largest trims
- Mariner, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,385,990 | $182M | 12.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,439,855 | $110M | 7.6% | 2026-Q2 |
| LPL Financial LLC added | 1,406,030 | $107M | 7.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,219,798 | $93M | 6.4% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 1,055,190 | $80M | 5.5% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 930,967 | $70M | 4.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 849,939 | $65M | 4.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 848,183 | $65M | 4.5% | 2026-Q2 |
| BlackRock, Inc. added | 783,737 | $60M | 4.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 681,599 | $49M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 654,283 | $50M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 528,714 | $40M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 505,985 | $39M | 2.7% | 2026-Q2 |
| BROWN ADVISORY INC added | 435,754 | $33M | 2.3% | 2026-Q2 |
| UBS Group AG added | 404,238 | $31M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 241,132 | $18M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 217,816 | $17M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 204,000 | $16M | 1.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 170,547 | $13M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 165,696 | $13M | 0.9% | 2026-Q2 |
| Stonebrook Private Inc. trimmed | 151,883 | $12M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 148,904 | $11M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 139,001 | $11M | 0.7% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 125,155 | $10M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 119,880 | $9M | 0.6% | 2026-Q2 |
| Creative Planning added | 104,528 | $8M | 0.5% | 2026-Q2 |
| ALEXANDER LABRUNERIE & CO., INC. trimmed | 103,526 | $8M | 0.5% | 2026-Q2 |
| McNaughton Wealth Management, LLC trimmed | 102,549 | $8M | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 100,548 | $8M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 97,731 | $7M | 0.5% | 2026-Q2 |
| BostonPremier Wealth LLC added | 96,515 | $7M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,745 | $7M | 0.5% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 91,115 | $7M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 87,176 | $7M | 0.5% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 80,892 | $6M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 75,302 | $6M | 0.4% | 2026-Q2 |
| LRI Investments, LLC trimmed | 70,872 | $5M | 0.4% | 2026-Q2 |
| PRUDENTIAL PLC new | 69,621 | $5M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 69,594 | $5M | 0.4% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 67,061 | $5M | 0.4% | 2026-Q2 |
| Wealth Management Partners, LLC added | 65,555 | $5M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 63,477 | $5M | 0.3% | 2026-Q2 |
| Intrua Financial, LLC added | 58,809 | $4M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 52,187 | $4M | 0.3% | 2026-Q2 |
| Fortis Advisors, LLC trimmed | 50,880 | $4M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP new | 49,858 | $4M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 49,705 | $4M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 48,870 | $4M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 47,828 | $4M | 0.3% | 2026-Q2 |
| Avestar Capital, LLC | 45,600 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 43,531 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 43,464 | $3M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 42,382 | $3M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,668 | $3M | 0.2% | 2026-Q2 |
| Ardent Capital Management, Inc. trimmed | 40,567 | $3M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 40,465 | $3M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 38,144 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 37,754 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 36,999 | $3M | 0.2% | 2026-Q2 |
| Gemmer Asset Management LLC added | 36,462 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 35,106 | $3M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 34,729 | $3M | 0.2% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 34,459 | $3M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P new | 34,295 | $3M | 0.2% | 2026-Q2 |
| STEPHEN J. GARRY & ASSOCIATES, LLC trimmed | 34,114 | $3M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 32,810 | $2M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 32,782 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 31,336 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 31,314 | $2M | 0.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 31,260 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,817 | $2M | 0.2% | 2026-Q2 |
| Altura Wealth Advisors Inc. new | 30,733 | $2M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 28,406 | $2M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 28,336 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 28,249 | $1M | 0.1% | 2026-Q2 |
| Hudock, Inc. trimmed | 28,210 | $2M | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 27,670 | $2M | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 27,544 | $2M | 0.1% | 2026-Q2 |
| LTS Liquid Investments LLC new | 26,969 | $2M | 0.1% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 25,735 | $2M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 25,000 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 24,897 | $2M | 0.1% | 2026-Q2 |
| One Wealth Map LLC trimmed | 23,984 | $1M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 23,870 | $2M | 0.1% | 2026-Q2 |
| VVR Holdings LLC trimmed | 23,056 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 23,042 | $2M | 0.1% | 2026-Q2 |
| Phoenix Wealth Advisors added | 22,829 | $2M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 21,301 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 20,233 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,217 | $2M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 19,008 | $1M | 0.1% | 2026-Q2 |
| Antonelli Financial Advisors, LLC trimmed | 18,695 | $1M | 0.1% | 2026-Q2 |
| Cladis Investment Advisory, LLC trimmed | 18,535 | $1M | 0.1% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 18,326 | $1M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 18,176 | $1M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 17,849 | $1M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 17,777 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 17,444 | $1M | 0.1% | 2026-Q2 |
| Flagship Private Wealth, LLC added | 17,088 | $1M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 16,800 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.