Funds holding iShares iBonds Dec 2028 Term C
1 fund declares a position · 1 ETFs and 0 other funds · 78.4K $ · US46435U5157
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fundamentals First ETF Mason Capital Fund Trust | 3,097 | 78.4K $ | 1.24 % | as of Mar 31, 2026 · Original filing |
Institutional managers
420 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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8,950,655 | 226.7M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,285,024 | 133.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,651,656 | 117.8M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 4,475,447 | 113.4M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 3,752,574 | 95.1M $ | as of Mar 31, 2026 |
| CAPITAL ADVISORS INC/OK | 3,532,934 | 89.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,524,978 | 89.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,118,298 | 79M $ | as of Mar 31, 2026 |
| HM PAYSON & CO | 2,940,328 | 74.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,513,489 | 63.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,849,086 | 46.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,774,558 | 44.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,634,772 | 41.4M $ | as of Mar 31, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | 1,624,154 | 41.1M $ | as of Mar 31, 2026 |
| Sound View Wealth Advisors Group, LLC | 1,562,572 | 39.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,468,086 | 37.2M $ | as of Mar 31, 2026 |
| SUMMITRY LLC | 1,453,362 | 36.8M $ | as of Mar 31, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,435,556 | 36.4M $ | as of Mar 31, 2026 |
| Gratus Wealth Advisors, LLC | 1,372,168 | 34.8M $ | as of Mar 31, 2026 |
| Kathmere Capital Management, LLC | 1,306,247 | 33.1M $ | as of Mar 31, 2026 |
| Klingman & Associates, LLC | 1,304,385 | 33M $ | as of Mar 31, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | 1,278,339 | 32.4M $ | as of Mar 31, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | 1,230,626 | 31.2M $ | as of Mar 31, 2026 |
| RVW Wealth, LLC | 1,159,226 | 29.4M $ | as of Mar 31, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | 1,054,382 | 26.7M $ | as of Mar 31, 2026 |