IALT institutional holders

iShares Systematic Alternatives Active ETF · 389 reporting institutions · $4.7B reported value

Funds that can replace IALT · IALT return decomposition

Institutional holdings

Institutions reporting IALT, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$1.4B602026-06-30
Lpl Financial LLC$609.6M23,4582026-06-30
Jpmorgan Chase & Co$300.1M02026-06-30
Morgan Stanley$154.5M23,1852026-06-30
Envestnet Portfolio Solutions, Inc.$140.9M32026-06-30
MML Investors Services, LLC$100.5M5,1202026-06-30
Cetera Investment Advisers$97.9M10,3702026-06-30
Bank of New York Mellon Corp$89.1M02026-06-30
Blackrock, Inc.$83.1M02026-06-30
Foundations Investment Advisors, LLC$76.6M3022026-06-30
Onedigital Investment Advisors LLC$67.6M3862026-06-30
Sanctuary Advisors, LLC$62.9M4012026-06-30
Advocacy Wealth Management, LLC$59.4M302026-06-30
Newedge Advisors$59.1M6012026-06-30
Merit Financial Group, LLC$46.1M2952026-06-30
United Capital Financial Advisors, LLC$40.1M1662026-06-30
Commonwealth Equity Services, LLC$34M2,8632026-06-30
Sk Wealth Management, LLC$33.9M42026-06-30
Jb Capital LLC$32.3M262026-06-30
Stifel Financial Corp$29.8M02026-06-30
Equitable Holdings, Inc.$29.6M02026-06-30
Jane Street Group, LLC$28.7M02026-06-30
Sumitomo Mitsui Trust Group, Inc.$27.7M02026-06-30
Scarborough Advisors, LLC$24.8M152026-06-30
Sharkey, Howes & Javer$24.3M92026-06-30
The Ascent Group, LLC$23M202026-06-30
Creativeone Wealth, LLC$21M2212026-06-30
Arax Advisory Partners$18.7M2322026-06-30
Truist Financial Corp$18M02026-06-30
Vise Technologies, Inc.$17.8M02026-06-30
Shepherd Financial Partners LLC$17.7M82026-06-30
Horst & Graben Wealth Management, LLC$16.2M52026-06-30
Ae Wealth Management LLC$16M4712026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$15M1032026-06-30
Pettinga Financial Advisors LLC$14.9M82026-06-30
Goldstein Advisors, LLC$14.8M122026-06-30
Cfs Investment Advisory Services LLC$14.5M102026-06-30
Security Financial Services, Inc.$13.8M102026-06-30
Atria Investments, Inc$13.4M62026-06-30
Vestmark Advisory Solutions, Inc.$12.6M82026-06-30
Icon Wealth Advisors, LLC$12.6M182026-06-30
Cerity Partners LLC$12.2M7772026-06-30
Royal Bank of Canada$12.1M02026-06-30
&partners$11.3M5552026-06-30
Allgen Financial Advisors, Inc.$11.3M132026-06-30
Stone House Investment Management, LLC$11.3M192026-06-30
Wealth Enhancement Advisory Services, LLC$11.3M1,0262026-06-30
Steelpeak Wealth, LLC$10.9M422026-06-30
Kelly Financial Services LLC$10.3M72026-06-30
Perennial Investment Advisors, LLC$10.1M492026-06-30
Private Advisor Group, LLC$9.7M9272026-06-30
Integrity Alliance, Llc.$9.5M3532026-06-30
Waverly Advisors, LLC$9.4M2312026-06-30
Kwb Wealth$9.2M102026-06-30
The Wealth Alliance, LLC$8.9M122026-06-30
Integrated Wealth Concepts LLC$8.8M4802026-06-30
Mutual Advisors, LLC$8.8M1532026-06-30
One Wealth Advisors, LLC$8.7M112026-06-30
Global Retirement Partners LLC$8.5M4912026-06-30
Physician Wealth Advisors, Inc.$8.3M92026-06-30
Archer Investment Management, LLC$8.2M32026-06-30
Ifp Advisors, Inc$8.2M3182026-06-30
Synergy Investment Management, LLC$8.2M192026-06-30
Orion Porfolio Solutions, LLC$7.8M1992026-06-30
Keystone Financial Group$7.7M342026-06-30
Trek Financial, LLC$7.3M632026-06-30
Trinity Wealth Management, LLC$7.2M42026-06-30
One Advisory Partners, LLC$7M72026-06-30
Kickstand Ventures, Llc.$6.9M62026-06-30
Assetmark, Inc$6.8M2202026-06-30
Modern Wealth Management, LLC$6.8M1612026-06-30
Beacon Financial Group$6.6M82026-06-30
Shorehaven Wealth Partners, LLC$6.3M42026-06-30
Brookstone Capital Management$6.3M3372026-06-30
Ashton Thomas Private Wealth, LLC$6.2M962026-06-30
Focus Partners Advisor Solutions, LLC$6.2M422026-06-30
Farther Finance Advisors, LLC$6.2M3342026-06-30
Mariner, LLC$6.1M02026-06-30
Integrity Investment Advisors, LLC$6M22026-06-30
Plancorp, LLC$5.9M522026-06-30
Arkadios Wealth Advisors$5.9M2262026-06-30
Pax Financial Group, LLC$5.9M152026-06-30
Stokes Family Office LLC$5.7M122026-06-30
Midwest Capital Advisors, LLC$5.4M82026-06-30
Diversify Advisory Services, LLC$5.4M1162026-06-30
Diversify Wealth Management, LLC$5.4M782026-06-30
Regal Investment Advisors LLC$5.4M1172026-06-30
Keystone Financial Services$5.3M42026-06-30
Braun-Bostich & Associates Inc.$5.2M42026-06-30
TSA Wealth Managment LLC$5.2M02026-06-30
Invst, LLC$5.2M332026-06-30
Summit Financial, LLC$5.1M2292026-06-30
Curtis Wealth Management LLC$5.1M22026-06-30
Kestra Advisory Services, LLC$5M1,4792026-06-30
Wny Asset Management, LLC$5M292026-06-30
Ameritas Advisory Services, LLC$5M5502026-06-30
Beacon Bridge Wealth Partners, LLC$4.9M62026-06-30
Legacy Financial Group LLC$4.9M82026-06-30
Bay Harbor Wealth Management, LLC$4.9M32026-06-30
Principal Securities, Inc.$4.9M1,4632026-06-30
Concurrent Investment Advisors, LLC$4.9M3492026-06-30
Detalus Advisors, LLC$4.8M132026-06-30
Quadrant Private Wealth Management, LLC$4.8M122026-06-30
Cobblestone Asset Management LLC$4.6M42026-06-30
Cypress Wealth Services, LLC$4.5M142026-06-30
Blue Trust, Inc.$4.4M02026-06-30
West Wealth Group, LLC$4.3M202026-06-30
Frisch Financial Group, Inc.$4.2M62026-06-30
Sigfig Wealth Management, LLC$4.2M42026-06-30
A4 Wealth Advisors LLC$4.1M62026-06-30
Skyline Advisors, Inc.$4M72026-06-30
Mayflower Advisors$3.9M272026-06-30
Milestone Asset Management, LLC$3.8M112026-06-30
Embree Financial Group$3.8M132026-06-30
Corrado Advisors, LLC$3.7M52026-06-30
Wcg Wealth Advisors LLC$3.7M1302026-06-30
Peak Wealth Management LLC$3.7M02026-06-30
Spinnaker Investment Group, LLC$3.7M82026-06-30
Focus Financial$3.6M1212026-06-30
Citigroup Inc$3.5M02026-06-30
Claro Advisors Inc.$3.5M202026-06-30
Core Wealth Advisors, LLC$3.4M32026-06-30
Kensington Asset Management, LLC$3.4M72026-06-30
Wealth Quarterback LLC$3.3M52026-06-30
Golden State Wealth Management, LLC$3.3M472026-06-30
Simplicity Wealth, LLC$3.3M02026-06-30
Bamboo Wealth Strategies$3.2M52026-06-30
Avid Wealth Partners LLC$3.2M72026-06-30
Uptick Partners, LLC$3.2M172026-06-30
Shared Vision Wealth Group LLC$3.2M32026-06-30
Independent Financial Group, LLC$3.1M4812026-06-30
Daviman Financial, LLC$3.1M42026-06-30
Astra Wealth Management Group$3.1M142026-06-30
Twin Peaks Wealth Advisors, LLC$3.1M102026-06-30
Vestgen Advisors, LLC$3.1M582026-06-30
Redhawk Wealth Advisors, Inc.$3.1M432026-06-30
Town Capital LLC$3.1M12026-06-30
Strategies Wealth Advisors, LLC$3M182026-06-30
Bookends Financial Planning$3M62026-06-30
Gateway Wealth Partners, LLC$3M1012026-06-30
World Investment Advisors$3M3592026-06-30
Vertex Planning Partners, LLC$2.8M142026-06-30
Salient Wealth Planning$2.8M32026-06-30
Sovran Advisors, LLC$2.8M702026-06-30
Chatterton & Associates Inc.$2.8M72026-06-30
Endeavor Private Wealth, Inc.$2.8M122026-06-30
Apeiron RIA LLC$2.7M112026-06-30
Cornerstone Planning Group LLC$2.7M232026-06-30
Pfg Advisors$2.7M832026-06-30
Bedminster, LLC$2.7M22026-06-30
Eq LLC$2.6M92026-06-30
Kingsview Wealth Management, LLC$2.6M1152026-06-30
Ehrlich Financial Group$2.5M42026-06-30
Csenge Advisory Group$2.5M752026-06-30
Ewa, LLC$2.5M92026-06-30
Hoxton Planning & Management, LLC$2.5M52026-06-30
Ashton Thomas Securities, LLC$2.4M372026-06-30
One Wealth Capital Management, LLC$2.4M52026-06-30
Blackdiamond Wealth Management, LLC$2.4M72026-06-30
Mather Group, Llc.$2.3M1102026-06-30
Beto Financial Group, LLC$2.3M52026-06-30
Mercer Global Advisors Inc /adv$2.3M02026-06-30
Apollon Wealth Management, LLC$2.3M1512026-06-30
Intentional Wealth Strategies$2.3M32026-06-30
Theory Financial LLC$2.3M32026-06-30
Stratos Wealth Partners, Ltd.$2.2M3862026-06-30
Advisory Services Network$2.2M2532026-06-30
Wealthshield Partners, LLC$2.2M02026-06-30
Tradition Wealth Management, LLC$2.1M232026-06-30
Balefire, LLC$2.1M372026-06-30
Lake Street Private Wealth, LLC$2.1M62026-06-30
Alphacore Capital LLC$2M692026-06-30
Mgo One Seven LLC$2M1182026-06-30
Onyx Bridge Wealth Group LLC$2M222026-06-30
Elevation Point Wealth Partners, LLC$2M562026-06-30
Wealthgarden F.S. LLC$1.9M52026-06-30
Rfg Advisory, LLC$1.9M1912026-06-30
Lifelong Wealth Advisors, Inc.$1.8M92026-06-30
Arborfi Advisors, LLC$1.8M22026-06-30
5t Wealth, LLC$1.7M42026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Verus Capital Partners, LLC$1.7M472026-06-30
Alterna Wealth Management, Inc$1.7M292026-06-30
Aspire Capital Advisors LLC$1.6M132026-06-30
Portfolio Resources Advisor Group, Inc.$1.6M112026-06-30
Rothschild Wealth LLC$1.6M312026-06-30
M1 Capital Management LLC$1.6M62026-06-30
Elequin Capital, LP$1.6M02026-06-30
Swmg, LLC$1.6M82026-06-30
Atlatl Advisers LLC$1.5M72026-06-30
Hyposwiss Advisors SA$1.5M12026-06-30
Tempus Wealth Planning, LLC$1.5M102026-06-30
Seeds Investor LLC$1.5M32026-06-30
The Fiduciary Alliance$1.5M492026-06-30
Wealthplan Partners, LLC$1.5M262026-06-30
Argent Trust Co$1.5M02026-06-30
Pinion Wealth Management, LLC$1.4M82026-06-30
Lifeplan Investment Advisors, Inc.$1.4M42026-06-30
Patriot Financial Group Insurance Agency, LLC$1.4M352026-06-30
Catalyst Private Wealth, LLC$1.4M52026-06-30
Davis Wealth Advisors, LLC$1.4M42026-06-30
Wealthpoint Advisors$1.4M32026-06-30
Osaic Holdings, Inc.$1.4M02026-06-30
Integrated Advisors Network LLC$1.4M792026-06-30
J.M. Arbour, LLC$1.4M102026-06-30
Advyzon Investment Management, LLC$1.3M22026-06-30
Able Wealth Management LLC$1.3M52026-06-30
Bcu Wealth Advisors, LLC$1.3M152026-06-30
Barnes Wealth Management Group$1.3M72026-06-30
Aspenridge Wealth Advisors$1.3M32026-06-30
Marex Group Ltd$1.3M02026-06-30
Seia$1.2M1412026-06-30
Oak Grove Capital, LLC$1.2M12026-06-30
Hopwood Nicholas Hunter$1.2M32026-06-30
Optivise Advisory Services LLC$1.2M232026-06-30
B. Riley Wealth Advisors, Inc.$1.2M1702026-06-30
Polaris Investment Advisors, LLC$1.1M22026-06-30
Cassilly Financial Group LLC$1.1M22026-06-30
Cary Street Partners Financial LLC$1.1M02026-06-30
Integrity Advisory Solutions, LLC$1.1M1272026-06-30
Xy Planning Network, Inc.$1.1M02026-06-30
Keebeck Wealth Management$1.1M52026-06-30
Avidian Wealth Enterprises, LLC$1.1M432026-06-30
Gen-Wealth Partners Inc$1.1M82026-06-30
Rede Wealth, LLC$1.1M22026-06-30
Boss. Retirement Advisors, LLC$1M462026-06-30
Jfs Wealth Advisors, LLC$1M332026-06-30
Ausdal Financial Partners, Inc.$1M1892026-06-30
Beacon Capital Management, LLC$995.7K192026-06-30
Resurgent Financial Advisors LLC$985.1K92026-06-30
First Heartland Consultants, Inc.$963.7K992026-06-30
Silverlake Wealth Management LLC$952.4K92026-06-30
Absolute Capital Management, LLC$939K32026-06-30
Integrated Wealth Management$935K72026-06-30
Cadia Private Client LLC$931.3K22026-06-30
Parallel Advisors, LLC$931.3K752026-06-30
Two West Capital Advisors LLC$928.3K162026-06-30
Corecap Advisors, LLC$920.8K1182026-06-30
Retirement Wealth Solutions LLC$858.8K32026-06-30
Rda Financial Network$857K162026-06-30
Steward Partners Investment Advisory, LLC$831.9K4812026-06-30
Wealthtrak Capital Management LLC$826.7K52026-06-30
Hobbs Wealth Management, LLC$811.6K12026-06-30
Cary Street Partners Investment Advisory LLC$806.1K1222026-06-30
Harbour Investments, Inc.$793.2K2472026-06-30
United Advisor Group, LLC$790K582026-06-30
Oak Wealth Advisors LLC$788.4K32026-06-30
Leigh Baldwin & Co., LLC$777.5K182026-06-30
Merkkuri Wealth Advisors LLC$720.1K32026-06-30
Gatepass Capital, LLC$699.9K32026-06-30

The 250 largest of 389 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: 2026-06-30