ARTY institutional holders

iShares Future AI & Tech ETF · 408 reporting institutions · $1.6B reported value

Funds that can replace ARTY · ARTY return decomposition

Institutional holdings

Institutions reporting ARTY, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$181.7M23,1852026-06-30
Bank of America Corp /de$109.7M02026-06-30
Lpl Financial LLC$107.1M23,4582026-06-30
Northwestern Mutual Wealth Management Co$92.9M02026-06-30
Hancock Prospecting Pty Ltd$80.4M02026-06-30
Wharton Business Group, LLC$70.5M32026-06-30
Wells Fargo & Company/mn$64.7M02026-06-30
Ameriprise Financial Inc$64.6M02026-06-30
Blackrock, Inc.$59.7M02026-06-30
Cetera Investment Advisers$49.8M10,3702026-06-30
Jones Financial Companies LLLP$49.3M02026-06-30
Royal Bank of Canada$40.3M02026-06-30
Raymond James Financial Inc$38.5M02026-06-30
Brown Advisory Inc$33.2M02026-06-30
UBS Group AG$30.8M02026-06-30
MML Investors Services, LLC$18.4M5,1202026-06-30
Osaic Holdings, Inc.$16.6M02026-06-30
Hightower Advisors, LLC$16.6M1,0462026-06-30
Captrust Financial Advisors$15.5M9622026-06-30
Stratos Wealth Partners, Ltd.$13M3862026-06-30
Quadrature Capital Ltd$12.6M02026-06-30
Stonebrook Private Inc.$11.6M32026-06-30
Private Advisor Group, LLC$11.3M9272026-06-30
Envestnet Pmc$10.6M602026-06-30
Northrock Partners, LLC$9.5M912026-06-30
Stifel Financial Corp$9.1M02026-06-30
Creative Planning$8M1,1712026-06-30
Alexander Labrunerie & Co., Inc.$7.9M52026-06-30
McNaughton Wealth Management, LLC$7.8M42026-06-30
Cresset Asset Management, LLC$7.7M2122026-06-30
Wealthcare Advisory Partners LLC$7.4M1702026-06-30
Bostonpremier Wealth$7.4M72026-06-30
Commonwealth Equity Services, LLC$7M2,8632026-06-30
Cora Capital Advisors$6.9M82026-06-30
Goldman Sachs Group Inc$6.6M02026-06-30
Invera Wealth Advisors, LLC$6.2M22026-06-30
Kestra Advisory Services, LLC$5.7M1,4792026-06-30
Lri Investments, LLC$5.4M252026-06-30
Prudential PLC$5.3M02026-06-30
Independent Financial Group, LLC$5.3M4812026-06-30
Tucker Asset Management LLC$5.1M602026-06-30
Wealth Management Partners, LLC$5M92026-06-30
Western Wealth Management, LLC$4.8M1122026-06-30
Intrua Financial, LLC$4.5M362026-06-30
Old Mission Capital LLC$4M02026-06-30
Fortis Advisors, LLC$3.9M32026-06-30
Marshall Wace, LLP$3.8M02026-06-30
Mercer Global Advisors Inc /adv$3.8M02026-06-30
Kingsview Wealth Management, LLC$3.7M1152026-06-30
Rockefeller Capital Management LP$3.6M3462026-06-30
Avestar Capital, LLC$3.5M132026-06-30
Citigroup Inc$3.3M02026-06-30
Cerity Partners LLC$3.3M7772026-06-30
Moran Wealth Management, LLC$3.2M352026-06-30
Steward Partners Investment Advisory, LLC$3.2M4812026-06-30
Ardent Capital Management, Inc.$3.1M22026-06-30
Great Valley Advisor Group, LLC$3.1M2052026-06-30
Spire Wealth Management$2.9M32026-06-30
Mariner, LLC$2.9M02026-06-30
Sanctuary Advisors, LLC$2.8M4012026-06-30
Gemmer Asset Management LLC$2.8M82026-06-30
Newedge Advisors$2.7M6012026-06-30
Onedigital Investment Advisors LLC$2.6M3862026-06-30
Cascade Investment Group, Inc.$2.6M42026-06-30
Loomis Sayles & Co L P$2.6M02026-06-30
Stephen J. Garry & Associates, LLC$2.6M32026-06-30
Arkadios Wealth Advisors$2.5M2262026-06-30
Ifp Advisors, Inc$2.5M3182026-06-30
Integrated Wealth Concepts LLC$2.4M4802026-06-30
Harbour Investments, Inc.$2.4M2472026-06-30
Waddell & Associates, LLC$2.4M02026-06-30
Altura Wealth Advisors Inc.$2.3M42026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Summit Financial, LLC$2.2M2292026-06-30
Gwn Securities Inc.$2.2M4492026-06-30
Hudock, Inc.$2.1M92026-06-30
Goldstone Financial Group, LLC$2.1M172026-06-30
Laurel Oak Wealth Management, LLC$2.1M142026-06-30
Lts Liquid Investments LLC$2.1M02026-06-30
Wealth Management Associates, Inc.$2M112026-06-30
HSBC Holdings PLC$1.9M02026-06-30
Kestra Private Wealth Services, LLC$1.9M2062026-06-30
Continuum Advisory, LLC$1.8M402026-06-30
Cwm, LLC$1.8M6672026-03-31
Vvr Holdings LLC$1.8M22026-06-30
Truist Financial Corp$1.8M02026-06-30
Phoenix Wealth Advisors$1.7M72026-06-30
Mutual Advisors, LLC$1.6M1532026-06-30
Concurrent Investment Advisors, LLC$1.5M3492026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
World Investment Advisors$1.5M3592026-06-30
One Wealth Map LLC$1.5M52026-06-30
Modern Wealth Management, LLC$1.4M1612026-06-30
Antonelli Financial Advisors, LLC$1.4M22026-06-30
Cladis Investment Advisory, LLC$1.4M32026-06-30
Soltis Investment Advisors LLC$1.4M782026-06-30
Brookstone Capital Management$1.4M3372026-06-30
Wcg Wealth Advisors LLC$1.4M1302026-06-30
Gladstone Institutional Advisory LLC$1.4M1082026-06-30
Iht Wealth Management LLC$1.3M1592026-06-30
Flagship Private Wealth, LLC$1.3M42026-06-30
Renaissance Technologies LLC$1.3M02026-06-30
Platform Technology Partners$1.3M102026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Kingsbury Capital Investment Advisors LLC$1.3M62026-06-30
Kmt Wealth Management, LLC$1.3M12026-06-30
Arax Advisory Partners$1.2M2322026-06-30
Insigneo Advisory Services, LLC$1.2M2252026-06-30
Baird Financial Group, Inc.$1.2M02026-06-30
Pathstone Holdings, LLC$1.2M02026-06-30
Focus Partners Wealth$1.2M1,0482026-06-30
Leavell Investment Management, Inc.$1.2M252026-06-30
Edelman Financial Engines$1.1M7222026-06-30
Tidal Investments LLC$1.1M02026-06-30
Corient Private Wealth LP$1.1M6742026-06-30
Fifth Third Bancorp$1.1M02026-06-30
Berbice Capital Management LLC$1.1M02026-06-30
Avior Wealth Management, LLC$1M692026-06-30
Global View Capital Management LLC$1M1012026-06-30
Global Retirement Partners LLC$1M4912026-06-30
Beacon Pointe Advisors, LLC$993.1K4662026-06-30
Community Bank, N.A.$990K02026-06-30
Fft Wealth Management LLC$984.2K02026-06-30
Scs Capital Management LLC$956.3K802026-06-30
Glass Jacobson Investment Advisors LLC$929.8K102026-06-30
Matisse Capital$918.4K102026-06-30
Center for Financial Planning Inc$904.9K172026-06-30
Meridian Wealth Management, LLC$904.3K582026-06-30
Equitable Holdings, Inc.$887.3K02026-06-30
Nwam LLC$855.1K622026-06-30
Fiduciary Financial Group, LLC$835.2K92026-06-30
Columbus MacRo, LLC$834.2K52026-06-30
Ae Wealth Management LLC$815.8K4712026-06-30
Ellis Investment Partners, LLC$815K182026-06-30
Keystone Wealth Services, LLC$813.2K122026-06-30
Herbst Group, LLC$807.3K22026-06-30
Hb Wealth Management, LLC$783K1692026-06-30
Family Office Research LLC$776.6K32026-06-30
Stonehage Fleming Financial Services Holdings Ltd$761.6K02026-06-30
Jefferies Financial Group Inc.$759.2K02026-06-30
Gen-Wealth Partners Inc$745.1K82026-06-30
Guardian Asset Advisors, LLC$734.8K92026-06-30
The Salvetti Group$725.7K62026-06-30
Old Peak Finance LLC$722.6K82026-06-30
Amplius Wealth Advisors$712.6K112026-06-30
Belvedere Trading LLC$689.6K02026-06-30
U.S. Capital Wealth Advisors, LLC$680.3K02026-03-31
Kovack Advisors, Inc.$674.9K2582026-06-30
Brighton Jones LLC$671.1K1592026-06-30
Principal Securities, Inc.$657.6K1,4632026-06-30
Shared Vision Wealth Group LLC$617.2K32026-06-30
Lexaurum Advisors, LLC$615.6K352026-06-30
Fmr LLC$612.3K02026-06-30
Geneos Wealth Management, Inc.$612K1932026-06-30
Total Clarity Wealth Management, Inc.$611K222026-06-30
Plan A Wealth LLC$608.7K82026-06-30
Rothschild Investment LLC$591.8K182026-06-30
Cypress Point Wealth Management, LLC$588.4K42026-06-30
Iag Wealth Partners, LLC$587.1K172026-06-30
Clearwater Capital Advisors, LLC$578.7K152026-06-30
Mitchell McLeod Pugh & Williams Inc$570.4K102026-06-30
Advisory Services Network$567.1K2532026-06-30
Pfg Advisors$563.2K832026-06-30
Federation Des Caisses Desjardins Du Quebec$555K02026-06-30
Rea Wealth Management$550.8K112026-06-30
Creativeone Wealth, LLC$540.7K2212026-06-30
Thepartners Wealth Management$533.9K372026-06-30
Apollon Wealth Management, LLC$533.1K1512026-06-30
Titleist Asset Management, LLC$528.5K432026-06-30
J.W. Cole Advisors, Inc.$524.2K4992026-06-30
Robertson Stephens Wealth Management, LLC$515.2K722026-06-30
Waldron Private Wealth$510.1K422026-06-30
Networth Advisors, LLC$508.7K62026-06-30
Swmg, LLC$496K82026-06-30
CIBC Bancorp USA Inc.$494.9K02026-06-30
Accredited Investor Services, LLC$466.4K102026-06-30
Ameritas Advisory Services, LLC$466K5502026-06-30
Kintra Wealth, LLC$458.9K472026-06-30
Advyzon Investment Management, LLC$454.7K22026-06-30
Gotham Asset Management, LLC$453.8K52026-06-30
Next Level Wealth Planning, LLC$447.8K52026-06-30
Sonata Capital Group Inc$445.5K52026-06-30
Connecticut Capital Management Group, LLC$439.9K42026-06-30
Chicago Partners Investment Group LLC$438.1K572026-06-30
Atlas Private Wealth Advisors$433.8K192026-06-30
Onyx Bridge Wealth Group LLC$431.3K222026-06-30
Kerr Financial Planning Corp$423.2K32026-06-30
Fort Point Capital Partners LLC$420.3K202026-06-30
Atlantic Union Bankshares Corp$408.2K02026-06-30
Settanni Financial LLC$407.5K32026-06-30
Bank of Montreal /can$398K02026-06-30
Bcs Wealth Management, LLC$395.8K82026-06-30
Atlasmark Financial, Inc.$393.2K12026-06-30
Northern Trust Corp$392.8K02026-06-30
Valmark Advisers, Inc.$391.2K2952026-06-30
Dynamic$388.6K752026-06-30
Taylor & Morgan Wealth Management, LLC$388.4K72026-06-30
Clark Capital Management Group, Inc.$382K12026-06-30
Virginia Wealth Management Group, Inc.$380.8K32026-06-30
Westmount Partners, LLC$378.5K262026-06-30
Moneta Group Investment Advisors LLC$375.3K2562026-06-30
Sequoia Financial Group, LLC$366.1K2582026-06-30
Everest Financial Group LLC$360.2K122026-06-30
Cornerstone Wealth Management, LLC$357.3K02026-06-30
Comerica Bank$356.2K02025-12-31
Riverbend Wealth Management, LLC$353.9K42026-06-30
Hbk Sorce Advisory LLC$343.6K732026-06-30
Legacy Advisory Services, LLC$343.1K32026-06-30
Financial Partners Group, Inc$337.3K92026-06-30
US Bancorp$336.4K02026-06-30
Valeo Financial Advisors, LLC$336.1K1082026-06-30
Leo Wealth, LLC$327.4K152026-03-31
National Bank of Canada /fi$325K02026-06-30
Perennial Investment Advisors, LLC$320.4K492026-06-30
Pfg Investments, LLC$315.9K02026-06-30
Visionary Wealth Advisors$315.1K462026-06-30
Cypress Wealth Services, LLC$313.7K142026-06-30
Koshinski Asset Management, Inc.$312.5K692026-06-30
Gem Asset Management, LLC$306K42026-06-30
Cascade Financial Partners, LLC$304.6K72026-06-30
B. Riley Wealth Advisors, Inc.$300.6K1702026-06-30
Garden State Investment Advisory Services LLC$300.5K332026-06-30
Joel Isaacson & Co., LLC$298.5K152026-06-30
Huntington National Bank$297K02026-06-30
Forvis Mazars Wealth Advisors, LLC$289K832026-06-30
Genwealth Group, Inc.$288.6K52026-06-30
Koss-Olinger Consulting, LLC$285.3K182026-06-30
Praetorian Wealth Management, Inc.$283.4K72026-06-30
Southeast Asset Advisors, LLC$283.2K82026-06-30
Spinnaker Trust$282.6K02026-06-30
United Capital Financial Advisors, LLC$282.5K1662026-06-30
Clear Creek Financial Management, LLC$279.1K442026-06-30
Assetmark, Inc$276.8K2202026-06-30
CIBC Private Wealth Group LLC$276K02025-12-31
Allie Family Office LLC$271.9K02026-06-30
Evanson Financial, LLC$271.6K42026-06-30
Trilogy Capital, Inc.$270.4K722026-06-30
Alphacore Capital LLC$269.8K692026-06-30
Snowden Capital Advisors LLC$266.6K1222026-06-30
Astoria Portfolio Advisors Llc.$265K122026-06-30
Apella Capital, LLC$264.9K1042026-06-30
Ehrlich Financial Group$264.4K42026-06-30
Jacobi Capital Management LLC$263.7K322026-06-30
Berman McAleer$262.8K132026-06-30
Eagle Wealth Strategies$257.5K92026-06-30
Jb Capital LLC$257K262026-06-30
Ep Wealth Advisors, LLC$256.4K3382026-06-30
PNC Financial Services Group, Inc.$252.1K02026-06-30
Savvy Advisors, Inc.$248.7K2142026-06-30
Shira Ridge Wealth Management$247.8K42026-06-30

The 250 largest of 408 reporting institutions are listed.

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