LCTD institutional holders

iShares World ex U.S. Carbon Transition Readiness Aware Active ETF · 111 reporting institutions · $170.7M reported value

Funds that can replace LCTD · LCTD return decomposition

Institutional holdings

Institutions reporting LCTD, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$55.9M02026-06-30
Envestnet Pmc$47.5M602026-06-30
Lpl Financial LLC$14.8M23,4582026-06-30
Envestnet Portfolio Solutions, Inc.$9M32026-06-30
Cetera Investment Advisers$3.3M10,3702026-06-30
MML Investors Services, LLC$2.6M5,1202026-06-30
Royal Bank of Canada$2M02026-06-30
Cerity Partners LLC$2M7772026-06-30
Sofi Wealth, LLC$1.9M1102026-06-30
Cwm, LLC$1.9M6672026-03-31
Goldman Sachs Group Inc$1.8M02026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Advisory Services Network$1.5M2532026-06-30
Archer Investment Management, LLC$1.5M32026-06-30
Assetmark, Inc$1.4M2202026-06-30
Avise Financial Cooperative, Inc.$1.3M72026-06-30
Geowealth Management, LLC$1.1M02026-06-30
One Wealth Advisors, LLC$1M112026-06-30
Osaic Holdings, Inc.$740.1K02026-06-30
Horst & Graben Wealth Management, LLC$723.5K52026-06-30
Steward Partners Investment Advisory, LLC$704.4K4812026-06-30
Equitable Holdings, Inc.$699.1K02026-06-30
Perigon Wealth Management, LLC$664.6K922026-06-30
Merit Financial Group, LLC$660.1K2952026-06-30
United Capital Financial Advisors, LLC$640.1K1662026-06-30
Sanctuary Advisors, LLC$619K4012026-06-30
Sharkey, Howes & Javer$617.5K92026-06-30
Commonwealth Equity Services, LLC$611.5K2,8632026-06-30
Bank of New York Mellon Corp$594.5K02026-06-30
Onedigital Investment Advisors LLC$574K3862026-06-30
Orion Porfolio Solutions, LLC$570.9K1992026-06-30
Newedge Advisors$563K6012026-06-30
Susquehanna International Group, LLP$537.1K02026-06-30
Ae Wealth Management LLC$535.5K4712026-06-30
Davis Wealth Advisors, LLC$525.2K42026-06-30
Sigfig Wealth Management, LLC$509.1K42026-06-30
Vise Technologies, Inc.$487.3K02026-06-30
Integrated Wealth Concepts LLC$475.7K4802026-06-30
Farther Finance Advisors, LLC$428.2K3342026-06-30
Hightower Advisors, LLC$388.8K1,0462026-06-30
Mgo One Seven LLC$373.4K1182026-06-30
Wealth Enhancement Advisory Services, LLC$369.3K1,0262026-06-30
Austin Private Wealth, LLC$340.6K02025-12-31
Ma Private Wealth$328.3K52026-06-30
Concurrent Investment Advisors, LLC$307.7K3492026-06-30
Jane Street Group, LLC$284.8K02026-06-30
Sagespring Wealth Partners$273.4K1262026-06-30
Snowden Capital Advisors LLC$256.9K1222026-06-30
Regal Investment Advisors LLC$250.8K1172026-06-30
Rfg Advisory, LLC$250.7K1912026-06-30
Kestra Private Wealth Services, LLC$232.3K2062026-06-30
Openarc Corporate Advisory, LLC$220.1K1232026-06-30
World Investment Advisors$217.5K3592026-06-30
Savvy Advisors, Inc.$211.5K2142026-06-30
Corecap Advisors, LLC$149.7K1182026-06-30
Eversource Wealth Advisors, LLC$148.4K772026-06-30
Ashton Thomas Private Wealth, LLC$135.8K962026-06-30
Cornerstone Planning Group LLC$120.9K232026-06-30
Rockefeller Capital Management LP$114.9K3462026-06-30
Godfrey Financial Associates, Inc.$98.5K32026-06-30
Gen-Wealth Partners Inc$91.2K82026-06-30
Aptus Capital Advisors, LLC$78.2K212026-06-30
UBS Group AG$75.6K02026-06-30
O'Shaughnessy Asset Management, LLC$68.7K582026-06-30
Transamerica Financial Advisors, LLC$49.5K1,0972026-06-30
Harbour Investments, Inc.$45.7K2472026-06-30
Comerica Bank$41.4K02025-12-31
Jfs Wealth Advisors, LLC$37.9K332026-06-30
Rossby Financial, Lcc$35.9K312026-06-30
CIBC Private Wealth Group LLC$35.3K02025-12-31
Fifth Third Bancorp$33.8K02026-06-30
Evolution Wealth Management Inc.$30.7K32026-06-30
Founders Financial Alliance, LLC$30.2K322026-06-30
Physician Wealth Advisors, Inc.$28.1K92026-06-30
Global Retirement Partners LLC$26K4912026-06-30
Blackrock, Inc.$20K02026-06-30
Continuum Advisory, LLC$19.9K402026-06-30
Birchwood Financial Partners, Inc.$17.1K92026-06-30
Milestone Investment Advisors LLC$16.2K72026-06-30
PNC Financial Services Group, Inc.$13.6K02026-06-30
Efg International AG$11.4K02026-06-30
Northwestern Mutual Wealth Management Co$10.8K02026-06-30
Parallel Advisors, LLC$10.5K752026-06-30
Morgan Stanley$9.6K23,1852026-06-30
First Bancorp, Inc /me$8.3K02026-06-30
Ifg Advisory, LLC$8K1102026-06-30
Commonwealth Retirement Investments LLC$7.9K32026-06-30
Buck Wealth Strategies, LLC$7.6K502026-06-30
1 North Wealth Services LLC$7.5K62026-06-30
Nbt Bank, N.A.$6.2K02026-06-30
Wells Fargo & Company/mn$6K02026-06-30
Wealthshield Partners, LLC$5.8K02026-06-30
Golden State Wealth Management, LLC$5.7K472026-06-30
Timbuktu Capital Management, LLC$5.6K12026-06-30
Mather Group, Llc.$4.6K1102026-06-30
Park Avenue Securities LLC$4.6K1,9082026-06-30
Arax Advisory Partners$4.6K2322026-06-30
Kilter Group LLC$4.3K82026-06-30
Ifp Advisors, Inc$4K3182026-06-30
Creative Financial Designs Inc /adv$3.1K02026-06-30
Flow Traders U.S. LLC$2.2K02026-06-30
Jones Financial Companies LLLP$2.1K02026-06-30
Janney Montgomery Scott LLC$1.6K1,3422026-06-30
Thrivent Financial for Lutherans$1.4K02026-06-30
Portfolio Resources Advisor Group, Inc.$1.3K112026-06-30
Key Capital Management, Inc$634112026-06-30
Tucker Asset Management LLC$634602026-06-30
Cambridge Investment Research Advisors, Inc.$6273,9402026-03-31
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$34602026-06-30
Capital Analysts, LLC$1166082026-06-30
Hanson & Doremus Investment Management$4102026-06-30

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: 2025-12-31 to 2026-06-30