Who owns ITOT
Which tracked institutional funds hold ITOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITOT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
194 tracked funds added or opened ITOT while 366 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
ITOT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 2.4% of theirs — a 2.2pp gap the other way — the median holder sizes ITOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ITOT 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 2025-Q4 and 2026-Q1, across 1609 tracked filers holding ITOT, 714 increased or opened the position and 672 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 ITOT between the 2025-Q4 and 2026-Q1 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 36
- Tulsa Wealth Advisors, INC$56M
- NICOLET BANKSHARES INC$46M
- Nearwater Capital Markets, Ltd$44M
- Ocean Park Asset Management, LLC$44M
- Aletheian Wealth Advisors LLC$23M
- CITADEL ADVISORS LLC$7M
Full exits 59
- O'Brien Wealth Partners LLC$67M
- Vantage Financial Partners, LLC$65M
- NICOLET ADVISORY SERVICES, LLC$47M
- Tolleson Wealth Management, Inc.$40M
- NewEdge Advisors, LLC$29M
- E-Wealth Partners, LLC$27M
Largest adds
- BlackRock, Inc.$856M
- ALLSTATE CORP$575M
- Wealthfront Advisers LLC$321M
- ALLIANCEBERNSTEIN L.P.$101M
- Constellation Investments, Inc.$67M
- ENVESTNET ASSET MANAGEMENT INC$64M
Largest trims
- Parallel Advisors, LLC$187M
- MORGAN STANLEY$167M
- Klaas Financial Asset Advisors, LLC$148M
- WELLS FARGO & COMPANY/MN$107M
- LPL Financial LLC$96M
- Betterment LLC$76M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 79,828,896 | $11.4B | 25.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 65,970,413 | $9.4B | 20.7% | 2026-Q1 |
| Wealthfront Advisers LLC added | 14,373,487 | $2.0B | 4.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 10,650,612 | $1.6B | 3.5% | 2026-Q1 |
| Betterment LLC trimmed | 10,617,929 | $1.5B | 3.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,203,087 | $1.5B | 3.2% | 2026-Q1 |
| Focus Partners Wealth added | 6,686,069 | $954M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,618,420 | $943M | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,929,433 | $845M | 1.9% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 5,415,954 | $771M | 1.7% | 2026-Q1 |
| ALLSTATE CORP added | 5,345,013 | $761M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,233,606 | $603M | 1.3% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 4,042,349 | $576M | 1.3% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 3,872,493 | $552M | 1.2% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 3,595,344 | $512M | 1.1% | 2026-Q1 |
| Ballentine Partners, LLC trimmed | 3,185,211 | $454M | 1.0% | 2026-Q1 |
| AlTi Global, Inc. added | 2,900,761 | $413M | 0.9% | 2026-Q1 |
| Norinchukin Bank, The | 2,246,560 | $320M | 0.7% | 2026-Q1 |
| Creative Planning trimmed | 2,049,370 | $292M | 0.6% | 2026-Q1 |
| Allworth Financial LP trimmed | 1,948,805 | $278M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,948,699 | $278M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,919,909 | $273M | 0.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,864,476 | $266M | 0.6% | 2026-Q1 |
| SENTINEL TRUST CO LBA added | 1,803,511 | $257M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 1,711,050 | $244M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,752,924 | $242M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,683,425 | $240M | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 1,616,418 | $230M | 0.5% | 2026-Q1 |
| Evensky & Katz LLC added | 1,580,910 | $225M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,519,015 | $216M | 0.5% | 2026-Q1 |
| Provenance Wealth Advisors, LLC trimmed | 1,510,211 | $215M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,482,653 | $211M | 0.5% | 2026-Q1 |
| Cisco Systems, Inc. trimmed | 1,372,500 | $195M | 0.4% | 2026-Q1 |
| Disciplina Capital Management LLC added | 1,343,930 | $191M | 0.4% | 2026-Q1 |
| TD Capital Management LLC trimmed | 1,339,942 | $191M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,290,599 | $184M | 0.4% | 2026-Q1 |
| LJI Wealth Management, LLC added | 1,221,359 | $174M | 0.4% | 2026-Q1 |
| Zhang Financial LLC added | 1,181,952 | $168M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,151,630 | $164M | 0.4% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 1,141,392 | $163M | 0.4% | 2026-Q1 |
| Constellation Investments, Inc. added | 1,108,000 | $158M | 0.3% | 2026-Q1 |
| Tanager Wealth Management LLP added | 1,107,276 | $158M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 1,096,242 | $156M | 0.3% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 1,054,680 | $150M | 0.3% | 2026-Q1 |
| FMR LLC added | 1,050,980 | $150M | 0.3% | 2026-Q1 |
| Stratos Investment Management, LLC added | 1,029,397 | $147M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 1,016,552 | $145M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 1,002,300 | $143M | 0.3% | 2026-Q1 |
| Claar Advisors LLC added | 994,820 | $142M | 0.3% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 968,315 | $138M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 990,403 | $138M | 0.3% | 2026-Q1 |
| Wick Capital Partners, LLC added | 929,652 | $132M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 918,546 | $131M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 831,680 | $118M | 0.3% | 2026-Q1 |
| Rock Creek Group LLC trimmed | 827,509 | $118M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 803,434 | $114M | 0.3% | 2026-Q1 |
| Facet Wealth, Inc. added | 786,111 | $112M | 0.2% | 2026-Q1 |
| Goldstein Advisors, LLC added | 772,851 | $110M | 0.2% | 2026-Q1 |
| True Link Financial Advisors, LLC trimmed | 742,657 | $106M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 731,384 | $104M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 704,573 | $100M | 0.2% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 671,625 | $96M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 656,705 | $94M | 0.2% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 620,346 | $88M | 0.2% | 2026-Q1 |
| Johnson Bixby & Associates, LLC trimmed | 587,001 | $84M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 577,496 | $82M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 532,581 | $76M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 514,613 | $73M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 507,620 | $72M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 489,745 | $70M | 0.2% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 484,522 | $69M | 0.2% | 2026-Q1 |
| Aviso Financial Inc. added | 465,585 | $66M | 0.1% | 2026-Q1 |
| Friday Financial added | 464,604 | $66M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 458,390 | $65M | 0.1% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 454,946 | $65M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 451,482 | $64M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 443,636 | $63M | 0.1% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 439,711 | $63M | 0.1% | 2026-Q1 |
| Elm Partners Management LLC added | 431,442 | $60M | 0.1% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 415,996 | $59M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 414,259 | $59M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 412,884 | $59M | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 395,545 | $56M | 0.1% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 394,861 | $56M | 0.1% | 2026-Q1 |
| Steffes Financial, Ltd. trimmed | 392,836 | $56M | 0.1% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 390,475 | $56M | 0.1% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 389,492 | $55M | 0.1% | 2026-Q1 |
| GM Advisory Group, LLC added | 377,781 | $54M | 0.1% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 377,533 | $54M | 0.1% | 2026-Q1 |
| &PARTNERS added | 365,958 | $52M | 0.1% | 2026-Q1 |
| jvl associates llc trimmed | 357,629 | $51M | 0.1% | 2026-Q1 |
| Strategic Point Investment Advisors, LLC trimmed | 353,225 | $50M | 0.1% | 2026-Q1 |
| BLB&B Advisors, LLC added | 350,348 | $50M | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 345,197 | $49M | 0.1% | 2026-Q1 |
| Smallwood Wealth Investment Management, LLC trimmed | 342,517 | $49M | 0.1% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 338,550 | $48M | 0.1% | 2026-Q1 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 1,227,179 | $179M | 0.4% | 2025-Q3 stale |
| O'Brien Wealth Partners LLC trimmed | 447,667 | $67M | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC added | 434,352 | $65M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 453,892 | $55M | 0.1% | 2025-Q1 stale |
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.