XVV · Insider trading · 13F holders · Congress trades
Ishares Tr (XVV)
Who is buying and selling XVV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 30
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XVV at a glance
- No open-market insider purchases or sales of XVV were filed in the last 90 days.
- 30 13F filers hold XVV among their 50 largest positions, worth $66.8M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (2.4%), Sun Life Financial Inc (1.3%) and Cornerstone Financial Management LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in XVV.
XVV insider trading
No open-market insider purchases or sales of XVV were filed in the last 90 days.
Who owns XVV? Hedge funds and superinvestors
30 13F filers hold XVV among their 50 largest positions, worth $66.8M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (2.4%), Sun Life Financial Inc (1.3%) and Cornerstone Financial Management LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sun Life Financial IncInsurance company | 1.3% | $25.1M | 441,619 | -46.3% shares | Q2 2026 |
| JNBA Financial AdvisorsWealth manager | 0.3% | $4.3M | 75,662 | -11.7% shares | Q2 2026 |
| Alpine Bank Wealth ManagementBank & trust | 0.5% | $4.2M | 71,764 | -1.2% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 2.4% | $3.8M | 67,627 | -5.4% shares | Q2 2026 |
| BSW Wealth PartnersWealth manager | 0.4% | $3.3M | 57,656 | -8.2% shares | Q2 2026 |
| Biltmore Family Office, LLCWealth manager | 0.4% | $3.2M | 56,201 | — | Q2 2026 |
| Gould Asset Management LLC /ca/Asset manager | 0.4% | $2.6M | 44,968 | +0.5% shares | Q2 2026 |
| Wick Capital Partners, LLCWealth manager | 0.3% | $1.7M | 30,129 | -0.0% shares | Q2 2026 |
| Retirement Capital StrategiesWealth manager | 0.6% | $1.7M | 30,106 | +95.7% shares | Q2 2026 |
| Napier Financial, LLCWealth manager | 0.3% | $1.6M | 28,651 | -0.5% shares | Q2 2026 |
| WestHill Financial Advisors, Inc.Wealth manager | 0.3% | $1.6M | 27,623 | — | Q3 2026 |
| Tarbox Family Office, Inc.Wealth manager | 0.2% | $1.6M | 27,449 | +0.0% shares | Q3 2026 |
| Financial Council, LLCWealth manager | 0.5% | $1.6M | 28,114 | -1.0% shares | Q2 2026 |
| NerdWallet Wealth Partners, LLCWealth manager | 0.5% | $1.5M | 26,929 | +20.3% shares | Q2 2026 |
| Cornerstone Financial Management LLCWealth manager | 1.0% | $1.2M | 21,718 | +14.2% shares | Q2 2026 |
| Sound Stewardship, LLCWealth manager | 0.4% | $1.0M | 17,836 | +11.0% shares | Q3 2026 |
| Human Investing LLCInstitutional asset manager | 0.1% | $998K | 17,121 | -2.3% shares | Q3 2026 |
| Ferguson Shapiro LLCWealth manager | 0.3% | $873K | 14,972 | +0.2% shares | Q3 2026 |
| Highland Financial Advisors, LLCWealth manager | 0.2% | $829K | 14,219 | -0.5% shares | Q3 2026 |
| Veridan Wealth LLCWealth manager | 0.2% | $577K | 10,164 | -0.4% shares | Q2 2026 |
| Tribridge Partners Financial LLCInstitutional asset manager | 0.2% | $546K | 9,681 | +0.5% shares | Q2 2026 |
| SFM, LLC d/b/a Sweeney Financial AdvisorsWealth manager | 0.3% | $537K | 9,206 | — | Q3 2026 |
| Measured Risk Portfolios, Inc.Wealth manager | 0.6% | $528K | 9,056 | +0.0% shares | Q3 2026 |
| Crane Advisory, LLCWealth manager | 0.1% | $457K | 7,733 | +34.2% shares | Q3 2026 |
| Gainline Financial Partners, LLCWealth manager | 0.4% | $403K | 6,920 | +0.2% shares | Q3 2026 |
| Gray Private Wealth, LLCWealth manager | 0.1% | $298K | 5,119 | -18.5% shares | Q3 2026 |
| Timmons Wealth Management, LLCWealth manager | 0.2% | $280K | 4,931 | -2.4% shares | Q2 2026 |
| Urban Financial Advisory CorpWealth manager | 0.1% | $233K | 4,101 | — | Q2 2026 |
| Arcadia Investment Advisors LLCWealth manager | 0.1% | $162K | 2,776 | +0.0% shares | Q3 2026 |
| Fort Vancouver Investment Management, LLCWealth manager | 0.0% | $14K | 241 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 17). Screen XVV in the grand portfolio →
XVV stock trades by members of Congress
No member of Congress has disclosed a trade in XVV.
XVV questions and answers
Are insiders buying XVV stock?
No open-market insider purchases or sales of XVV were filed in the last 90 days.
Which hedge funds own XVV?
30 13F filers hold XVV among their 50 largest positions, worth $66.8M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (2.4%), Sun Life Financial Inc (1.3%) and Cornerstone Financial Management LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded XVV?
No member of Congress has disclosed a trade in XVV.
Who is the largest holder of XVV?
Among 13F filers, Sun Life Financial Inc reports the largest XVV position, $25.1M (441,619 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Atlantic Private Wealth, LLC's: 2.4% of its portfolio.
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