Who Owns I SHRS CONVERTIBLE BOND ETF (ICVT)? -- Institutional Holders (2026-06-30)

465 institutions reported holding $2.04B of I SHRS CONVERTIBLE BOND ETF (ICVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($288.9M), LPL Financial LLC ($100.0M), 1832 Asset Management L.P. ($89.5M), ENVESTNET ASSET MANAGEMENT INC ($86.5M), AMG National Trust Bank ($70.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$288.9M	2.4M	Added
2	LPL Financial LLC	$100.0M	821,702	Trimmed
3	1832 Asset Management L.P.	$89.5M	734,942	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$86.5M	710,158	Trimmed
5	AMG National Trust Bank	$70.0M	574,642	Added
6	GOLDMAN SACHS GROUP INC	$59.8M	491,494	Trimmed
7	GREENLEAF TRUST	$54.1M	444,077	Trimmed
8	Advisory Alpha, LLC	$49.1M	403,189	Trimmed
9	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$46.7M	383,882	Added
10	MORGAN STANLEY	$44.1M	362,461	Added
11	Baker Avenue Asset Management, LP	$40.7M	334,411	Trimmed
12	AMERIPRISE FINANCIAL INC	$39.6M	324,969	Trimmed
13	MML INVESTORS SERVICES, LLC	$34.4M	282,239	Added
14	Howard Capital Management Inc.	$34.2M	281,042	New
15	Ocean Park Asset Management, LLC	$31.5M	258,837	Trimmed
16	JPMORGAN CHASE & CO	$25.8M	213,666	Trimmed
17	Tradewinds Capital Management, LLC	$24.3M	199,640	Trimmed
18	Certified Advisory Corp	$23.4M	192,216	Added
19	Allianz Asset Management GmbH	$21.5M	176,300	Added
20	Cornerstone Planning Group LLC	$21.0M	180,323	Added
21	TME FINANCIAL, INC.	$20.2M	165,728	Added
22	Systelligence, LLC	$20.2M	165,710	Added
23	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$18.3M	150,291	Added
24	ALLIANCEBERNSTEIN L.P.	$18.0M	177,077	Trimmed
25	Independence Financial Advisors, LLC	$17.2M	141,376	Added

Source: SEC Form 13F filings · as of 2026-06-30