Funds holding iShares Core 30/70 Conservativ
2 funds declare a position · 2 ETFs and 0 other funds · 6.4M $ · US4642898831
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | FundX Flexible ETF FundX Investment Trust | 101,408 | 4M $ | 8.17 % | as of Mar 31, 2026 · Original filing |
| 2 | FundX Conservative ETF FundX Investment Trust | 59,412 | 2.4M $ | 4.91 % | as of Mar 31, 2026 · Original filing |
Institutional managers
163 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 638,539 | 25.5M $ | as of Mar 31, 2026 |
| Strategic Investment Solutions, Inc. /IL | 396,812 | 15.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 343,820 | 13.7M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 218,371 | 8.7M $ | as of Mar 31, 2026 |
| Curran Financial Partners, LLC | 203,036 | 8.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 200,198 | 8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 178,434 | 7.1M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 175,243 | 7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 172,626 | 6.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 165,955 | 6.6M $ | as of Mar 31, 2026 |
| Weaver Consulting Group | 148,591 | 5.9M $ | as of Mar 31, 2026 |
| Investment Advisory Group, LLC | 147,271 | 5.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 108,224 | 4.3M $ | as of Mar 31, 2026 |
| Elevation Capital Advisory, LLC | 102,956 | 4.1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 89,901 | 3.6M $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 79,258 | 3.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 71,809 | 2.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 71,533 | 2.9M $ | as of Mar 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | 71,015 | 2.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,378 | 2.7M $ | as of Mar 31, 2026 |
| High Net Worth Advisory Group LLC | 56,600 | 2.3M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 55,500 | 2.2M $ | as of Mar 31, 2026 |
| Legacy Capital Wealth Partners, LLC | 54,879 | 2.2M $ | as of Mar 31, 2026 |
| AVALON CAPITAL MANAGEMENT | 51,432 | 2.1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 45,398 | 1.8M $ | as of Mar 31, 2026 |