Evid Invest
Who owns IDEFWhat IDEF owns — n/a

Who owns iShares Defense Industrials Act?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of IDEF from SEC Form 13F filings across 278 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 278 institutions disclosed 133.5M shares of iShares Defense Industrials Act worth $4.24B — about 106.2% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.

278

13F holders

$4.24B

value, 2026 filers

106.2%

of shares outstanding (133.5M sh)

78

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IDEF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC52.0M$1.65B0.4%41.4%+16.7%
2LPL Financial LLC16.7M$529.8M0.1%13.3%+30.4%
3MORGAN STANLEY6.1M$192.6M0.0%4.8%+36.3%
4PARK AVENUE SECURITIES LLCNEW4.8M$152.2M1.0%3.8%new
5MML INVESTORS SERVICES, LLC4.4M$141.0M0.3%3.5%+50.1%
6Envestnet Portfolio Solutions, Inc.4.4M$140.7M0.7%3.5%+12.2%
7Cetera Investment Advisers3.3M$104.3M0.1%2.6%+16.9%
8JPMORGAN CHASE & CO2.7M$84.9M0.0%2.2%+9.2%
9Janney Montgomery Scott LLCNEW2.7M$85.0M0.2%2.1%new
10Bank of New York Mellon Corp2.5M$78.7M0.0%2%+21.8%
11Foundations Investment Advisors, LLC2.1M$67.1M0.7%1.7%+19.2%
12JB Capital LLC1.8M$58.7M2.0%1.5%+16.4%
13COMMONWEALTH EQUITY SERVICES, LLC1.5M$48.7M0.1%1.2%+34.4%
14NewEdge Advisors, LLC1.5M$46.1M0.1%1.2%+126.3%
15UNITED CAPITAL FINANCIAL ADVISORS, LLC1.3M$40.8M0.2%1%+20.1%
16STIFEL FINANCIAL CORP1.1M$34.1M0.0%0.9%+19.9%
17Wharton Business Group, LLC865,845$27.5M0.9%0.7%+7.6%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP776,896$24.7M0.0%0.6%+885.8%
19Cambridge Investment Research Advisors, Inc.714,555$22.7M0.1%0.6%+56.0%
20Atria Investments, Inc705,138$22.4M0.2%0.6%+19.6%
21TRUIST FINANCIAL CORP618,342$19.7M0.0%0.5%+16.5%
22Icon Wealth Advisors, LLC562,235$17.9M1.1%0.4%+16.9%
23ASSETMARK, INC541,576$17.2M0.0%0.4%+4.7%
24JANE STREET GROUP, LLC509,972$16.2M0.0%0.4%+1088.6%
25Sanctuary Advisors, LLC486,815$15.5M0.1%0.4%+15.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.