13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
ARTY

ISHARES FUTURE AI AND TECH ETF

335 institutions still hold ISHARES FUTURE AI AND TECH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435u556·335 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$617M
77.0% inst. owned
of float
Holders
335
-120 QoQ
filers reporting
Activity
+89 / −71
+880 added · −852 reduced
this quarter
Concentration
17.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

335 institutions reported ARTY in Q1 2026. MORGAN STANLEY leads at 17.3% of the visible book. -120 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$107M2.3M0.01%Q1 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$65M1.4M0.04%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$64M1.4M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$59M1.3M0.02%Q1 202605
Hancock Prospecting Pty Ltd
CIK 0002017993
$51M1.1M1.56%Q4 202506
Wharton Business Group, LLC
CIK 0001513126
$44M955K1.68%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$43M933K0.01%Q1 202608
ASSETMARK, INC
CIK 0001344551
$30M631K0.06%Q4 202509
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$22M481K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M382K0.01%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$16M339K0.00%Q1 202612
UBS Group AG
CIK 0001610520
$15M331K0.00%Q1 202613
BROWN ADVISORY INC
CIK 0001345929
$15M304K0.02%Q4 202514
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$12M250K0.02%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$11M229K0.01%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$11M228K0.12%Q1 202617
Stonebrook Private Inc.
CIK 0002008738
$9M201K2.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$9M198K0.00%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M181K0.01%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$7M157K0.01%Q1 2026
Page 1 of 17
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