iShares ESG Select Screened ETF (XVV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow XVV for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 159

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$56.79

+15.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of XVV (all 13F filers)

Sun Life Financial442 KType not verified−381 K
LPL Financial306 KWealth adviser+33 K
Becker Capital Management256 KType not verified+8,395
Brown Advisory228 KType not verified+8,691
Keybank National Association175 KBank or trading desk+16 K
Thrivent Financial for Lutherans79 KInsurance holding+6,292
Franklin Resources76 KInvestment firm0
Wharton Business Group76 KType not verified−520
JNBA Financial Advisors76 KType not verified−9,981
Bank of New York Mellon74 KBank or trading desk+997

Filer	Type
Sun Life Financial	Type not verified	442 K	−381 K	$25.1M
LPL Financial	Wealth adviser	306 K	+33 K	$17.4M
Becker Capital Management	Type not verified	256 K	+8,395	$14.5M
Brown Advisory	Type not verified	228 K	+8,691	$12.9M
Keybank National Association	Bank or trading desk	175 K	+16 K	$10.0M
Thrivent Financial for Lutherans	Insurance holding	79 K	+6,292	$4.5M
Franklin Resources	Investment firm	76 K	0	$4.3M
Wharton Business Group	Type not verified	76 K	−520	$4.3M
JNBA Financial Advisors	Type not verified	76 K	−9,981	$4.3M
Bank of New York Mellon	Bank or trading desk	74 K	+997	$4.2M

Sun Life Financial
Shares
442 K
Change
−381 K
See more
Type
Type not verified
Value
$25.1M
LPL Financial
Shares
306 K
Change
+33 K
See more
Type
Wealth adviser
Value
$17.4M
Becker Capital Management
Shares
256 K
Change
+8,395
See more
Type
Type not verified
Value
$14.5M
Brown Advisory
Shares
228 K
Change
+8,691
See more
Type
Type not verified
Value
$12.9M
Keybank National Association
Shares
175 K
Change
+16 K
See more
Type
Bank or trading desk
Value
$10.0M
Thrivent Financial for Lutherans
Shares
79 K
Change
+6,292
See more
Type
Insurance holding
Value
$4.5M
Franklin Resources
Shares
76 K
Change
0
See more
Type
Investment firm
Value
$4.3M
Wharton Business Group
Shares
76 K
Change
−520
See more
Type
Type not verified
Value
$4.3M
JNBA Financial Advisors
Shares
76 K
Change
−9,981
See more
Type
Type not verified
Value
$4.3M
Bank of New York Mellon
Shares
74 K
Change
+997
See more
Type
Bank or trading desk
Value
$4.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗