AAXJ institutional holders

iShares MSCI All Country Asia ex Japan ETF · 229 reporting institutions · $1.8B reported value

Funds that can replace AAXJ · AAXJ return decomposition

Institutional holdings

Institutions reporting AAXJ, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$373.9M02026-06-30
Morgan Stanley$152.9M23,1852026-06-30
J.safra Asset Management Corp$104.4M02026-06-30
Meitav Investment House Ltd$78.3M02026-06-30
Horizon Investments, LLC$77.6M272026-06-30
CIBC Bancorp USA Inc.$71M02026-06-30
CIBC Private Wealth Group LLC$65.9M02025-12-31
Pgim Custom Harvest LLC$57.6M02026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$47.5M02026-06-30
Bank of America Corp /de$41.5M02026-06-30
Bfi Infinity Ltd.$37.6M02026-06-30
Bank Julius Baer & Co. Ltd, Zurich$31.4M02026-06-30
Envestnet Pmc$30.8M602026-06-30
Lpl Financial LLC$26.4M23,4582026-06-30
Goldman Sachs Group Inc$25.4M02026-06-30
UBS Group AG$24.9M02026-06-30
Oversea-Chinese Banking Corp Ltd$23.9M02026-06-30
Global Endowment Management, LP$17.9M02026-06-30
Saudi Central Bank$15.8M02026-06-30
Zurich Insurance Group Ltd/fi$15.6M02026-06-30
Wellington Management Group LLP$15.6M02026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$15.2M02026-06-30
Fiduciary Financial Group, LLC$14.9M92026-06-30
Marshall Wace, LLP$14.7M02026-06-30
Old Mission Capital LLC$11.8M02026-06-30
TD Waterhouse Canada Inc.$11.4M02026-06-30
Banco Santander, S.A.$11.3M02026-06-30
James Hambro & Partners LLP$10.6M02026-06-30
Citigroup Inc$10.2M02026-06-30
Gfs Advisors, LLC$10.2M102025-12-31
Activest Wealth Management$9.9M142026-06-30
Edmond de Rothschild Holding S.A.$9.5M02026-06-30
Kera Capital Partners, Inc.$9.5M122026-06-30
Royal Bank of Canada$8.9M02026-06-30
Invictus Private Wealth, LLC$8.7M22026-06-30
Corient Private Wealth LP$8.3M6742026-06-30
Cetera Investment Advisers$7.3M10,3702026-06-30
Schroder Investment Management Group$7.2M02026-06-30
Federation Des Caisses Desjardins Du Quebec$7.1M02026-06-30
Raymond James Financial Inc$7.1M02026-06-30
Efg International AG$6.7M02026-06-30
Efg Asset Management (americas) Corp.$6.2M462025-09-30
Mai Capital Management$5.8M3082026-06-30
Quantinno Capital Management LP$5.8M02026-06-30
Manufacturers Life Insurance Company, the$5.6M02026-06-30
Bailard, Inc.$5.5M402026-06-30
Rothschild & Co Wealth Management Uk Ltd$5.3M02026-06-30
Brown Advisory Inc$5.2M02026-06-30
Wells Fargo & Company/mn$5.1M02026-06-30
Moneda S.A. Administradora General de Fondos$5M02026-06-30
Evergreen Capital Management LLC$5M282026-06-30
Alphacore Capital LLC$4.4M692026-06-30
Nicholas Hoffman & Company, Llc.$4.3M132026-06-30
Spinnaker Trust$4.2M02026-06-30
Tolleson Wealth Management, Inc.$4.1M02026-06-30
Prudential PLC$4M02026-06-30
Rathbones Group PLC$3.8M02026-06-30
Bank of Nova Scotia$3.6M02026-06-30
Commonwealth Equity Services, LLC$3.2M2,8632026-06-30
Pathway Financial Advisors LLC$3.2M62026-06-30
National Philanthropic Trust$3.2M02026-06-30
Evercore Wealth Management, LLC$3.1M02026-06-30
Larch Capital Partners LLC$3.1M102026-06-30
Franklin Resources Inc$3M02026-06-30
Acima Private Wealth, LLC$3M62026-06-30
Jane Street Group, LLC$2.9M02026-06-30
PNC Financial Services Group, Inc.$2.9M02026-06-30
Commerce Bank$2.9M02026-06-30
National Bank of Canada /fi$2.8M02026-06-30
Bnp Paribas Financial Markets$2.8M02026-06-30
Cerity Partners LLC$2.7M7772026-06-30
Blackrock, Inc.$2.6M02026-06-30
Journey Advisory Group, LLC$2.6M182026-06-30
Union Bancaire Privee, Ubp SA$2.5M02026-06-30
Swisspartners Advisors Ltd$2.4M02026-06-30
Proficio Capital Partners LLC$2.3M22026-06-30
Founders Financial Securities LLC$2.3M1172026-06-30
Gruss & Co., LLC$2.3M02026-06-30
Insight Wealth Partners, LLC$2.2M152026-06-30
Osaic Holdings, Inc.$2.1M02026-06-30
Climber Capital SA$2M02026-06-30
Ameriprise Financial Inc$2M02026-06-30
Mmbg Investment Advisors Co.$2M72026-06-30
Modern Wealth Management, LLC$1.9M1612026-06-30
Voya Investment Management LLC$1.9M02026-06-30
Fpc Investment Advisory, Inc.$1.9M32026-06-30
Congress Asset Management Company, LLP$1.8M162026-06-30
Focus Partners Wealth$1.8M1,0482026-06-30
Glenmede Trust Co NA$1.7M62026-06-30
Sanctuary Advisors, LLC$1.6M4012026-06-30
Prospera Financial Services, Inc.$1.6M2702026-06-30
Envestnet Portfolio Solutions, Inc.$1.5M32026-06-30
Insigneo Advisory Services, LLC$1.5M2252026-06-30
Tranquilli Financial Advisor, LLC$1.4M22026-06-30
Fifth Third Bancorp$1.4M02026-06-30
Integrated Wealth Concepts LLC$1.4M4802026-06-30
Apollon Wealth Management, LLC$1.3M1512026-06-30
Banque Pictet & Cie SA$1.3M02026-06-30
First Growth Capital LLC$1.3M02026-06-30
Hb Wealth Management, LLC$1.3M1692026-06-30
Advisory Alpha, LLC$1.2M662026-06-30
Regatta Research & Money Management LLC$1.1M62026-06-30
Advisory Services Network$1M2532026-06-30
Camelot Technology Advisors, Inc.$1M12026-06-30
Independent Wealth Network Inc.$1M342026-06-30
Rockefeller Capital Management LP$970.2K3462026-06-30
Ballentine Partners, LLC$944.4K902026-06-30
HSBC Holdings PLC$929.2K02026-06-30
Finley Financial, LLC$882.4K12026-06-30
Cresset Asset Management, LLC$865.9K2122026-06-30
Scs Capital Management LLC$818.5K802026-06-30
Vontobel Holding Ltd.$814.8K02026-06-30
Goelzer Investment Management, Inc.$798.7K232026-06-30
Baird Financial Group, Inc.$776.4K02026-06-30
Accredited Investors Inc.$762.5K32026-06-30
Retirement Planning Group, LLC$732.6K02026-06-30
Northstar Asset Management Co$719.6K02026-06-30
Blackdiamond Wealth Management, LLC$711.6K72026-06-30
Two Sigma Securities, LLC$705.5K02026-06-30
Prime Capital Financial$697.1K2652026-06-30
Mercer Global Advisors Inc /adv$679.6K02026-06-30
Summa Corp.$656.3K32026-06-30
Aqr Capital Management LLC$635K12026-06-30
Bigsur Wealth Management LLC$627.7K52026-06-30
Wespac Advisors, LLC$602.4K92026-06-30
Truist Financial Corp$598.7K02026-06-30
Cedarwood Wealth LLC$592.1K32026-06-30
Stifel Financial Corp$586.7K02026-06-30
Evolution Wealth Advisors, LLC$577.3K82026-06-30
Caldwell Sutter Capital, Inc.$572.8K82026-06-30
Ieq Capital, LLC$568K1972026-06-30
Castlekeep Investment Advisors LLC$561.3K32026-06-30
Altfest L J & Co Inc$547.4K192026-06-30
Newedge Advisors$544.5K6012026-06-30
Breakwater Investment Management$542.6K32026-06-30
Kpp Advisory Services LLC$542.4K222026-06-30
Fmr LLC$536.5K02026-06-30
Wealth Enhancement Advisory Services, LLC$533.4K1,0262026-06-30
Webster Bank, N. A.$519.4K02026-06-30
Creative Planning$509.1K1,1712026-06-30
Barclays PLC$498.4K02026-06-30
Tritonpoint Wealth, LLC$479.7K112026-06-30
Tritonpoint Partners, LLC$479.7K102026-06-30
Wealthcare Advisory Partners LLC$475.9K1702026-06-30
Composition Wealth, LLC$450.6K762026-06-30
Freestone Capital Holdings, LLC$435K662026-06-30
E & G Advisors, LLC$433.9K42026-06-30
Yoffe Investment Management, LLC$428.6K12026-06-30
Americana Partners, LLC$421.5K532026-06-30
Fiduciary Trust Co$405.8K02026-06-30
Foster Group, Inc.$405.7K582026-06-30
Pathstone Holdings, LLC$394.7K02026-06-30
Arax Advisory Partners$381.3K2322026-06-30
Vanguard National Trust Co$362.6K02026-06-30
Crescent Grove Advisors, LLC$360.6K212026-06-30
Drw Securities, LLC$358.5K02026-06-30
Comerica Bank$353.8K02025-12-31
Oarsman Capital, Inc.$338.3K142026-06-30
Lvw Advisors, LLC$323.3K82026-06-30
U.S. Capital Wealth Advisors, LLC$304.6K02026-03-31
Savant Wealth Management$304.2K4052026-06-30
Saranac Partners Ltd$298.3K02026-06-30
Zuckerman Investment Group, LLC$293.2K32026-06-30
Russell Investments Group, Ltd.$290K02026-06-30
Analyst Ims Investment Management Services Ltd.$284.5K02026-06-30
Vanguard Group Inc$283K02025-12-31
Moneco Advisors, LLC$252.8K502026-06-30
First Pacific Financial, Inc.$248.2K192026-06-30
Hightower Advisors, LLC$242K1,0462026-06-30
Denver Wealth Management, Inc.$237.8K122026-06-30
Elevation Point Wealth Partners, LLC$236.6K562026-06-30
Vestmark Advisory Solutions, Inc.$236.6K82026-06-30
4wealth Advisors, Inc.$231.2K92026-06-30
Dorsey & Whitney Trust Co LLC$216.6K02026-06-30
Evelyn Partners Investment Management LLP$207K02026-03-31
Private Advisor Group, LLC$203.3K9272026-06-30
Equitable Holdings, Inc.$202K02026-06-30
City National Bank of Florida /msd$201.7K02026-06-30
Jones Financial Companies LLLP$200.4K02026-06-30
Cherry Tree Wealth Management, LLC$186.1K92026-03-31
Whittier Trust Co$159.3K02026-06-30
Capital Investment Advisory Services, LLC$142.5K1032026-06-30
Umb Bank, N.A.$135.2K02026-06-30
Ifp Advisors, Inc$104.1K3182026-06-30
O'Shaughnessy Asset Management, LLC$85.6K582026-06-30
Grove Bank & Trust$84K02026-06-30
Turtle Creek Wealth Advisors, LLC$82K172026-06-30
Dunhill Financial, LLC$72.5K122026-06-30
Steward Partners Investment Advisory, LLC$56.8K4812026-06-30
Evelyn Partners Asset Management Limited$52.4K02026-03-31
Migdal Insurance & Financial Holdings Ltd.$43.7K02026-06-30
Northwestern Mutual Wealth Management Co$41.8K02026-06-30
Blue Trust, Inc.$37.5K02026-06-30
Miller Capital Partners, Inc.$36.5K22026-06-30
Blair William & Co/il$35.3K3292026-06-30
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma$33K02026-06-30
Geneos Wealth Management, Inc.$32.9K1932026-06-30
Hollencrest Capital Management$29.8K152026-06-30
Independence Bank of Kentucky$28.9K02026-06-30
Triumph Capital Management$27K142026-06-30
Godfrey Financial Associates, Inc.$26.3K32026-06-30
Boreal Capital Management LLC$25.8K312026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$24K02026-06-30
Kelleher Financial Advisors$23.9K42026-06-30
Mb, Levis & Associates, LLC$23.8K22026-06-30
TD Capital Management LLC$20K82026-06-30
Simplex Trading, LLC$14.4K02026-06-30
Banque Cantonale Vaudoise$10.2K02026-06-30
Palisades Hudson Asset Management, LP$10.1K82026-06-30
Ae Wealth Management LLC$8.7K4712026-06-30
Vaughan Nelson Investment Management, LP$8.4K62026-06-30
Private Trust Co NA$6K02026-06-30
Farther Finance Advisors, LLC$5.6K3342026-06-30
US Bancorp$5.5K02026-06-30
Tower Research Capital LLC (trc)$5.3K02026-06-30
Sym Financial Corp$3.6K332026-06-30
Bessemer Group Inc$3.3K02026-06-30
Ia Global Asset Management Inc.$2.8K02026-06-30
Bogart Wealth, LLC$2.6K242026-06-30
Ascentis Wealth Management, LLC$2.1K82026-06-30
Transamerica Financial Advisors, LLC$2.1K1,0972026-06-30
Global Retirement Partners LLC$1.6K4912026-06-30
Betterment LLC$1.5K282026-06-30
Cape Investment Advisory, Inc.$716352026-06-30
Wpg Advisers, LLC$71642026-06-30
Cambridge Investment Research Advisors, Inc.$2883,9402026-03-31
Forum Finance Group S.A.$12412026-06-30
Harel Insurance Investments & Financial Services Ltd.$8402026-06-30
Tsfg, LLC$1762026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30