SIZE

Ishares Msci USA Size Factor
UnclassifiedUSCUSIP 46432F370◍ Confluence graph
Tracked 13F Holders
15
-3 QoQ
13F Value (tracked)
$22.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)2 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for SIZE.
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Ask your agent who owns SIZE

This stock page is the Follow view. The Build view lets your agent query SIZE owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns SIZE,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

15 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Lido Advisors, LLC
$16.5M
104K
−5.7%
Reduced · −6K sh
Q1 2026
2Summit Trail Advisors, LLC
$1.7M
11K
New
+11K sh
Q1 2026
3SAGESPRING WEALTH PARTNERS, LLC
$929K
6K
Held
Q1 2026
4NewEdge Advisors, LLC
$708K
4K
+101%
Added · +2K sh
Q1 2026
5Strategic Blueprint, LLC
$580K
4K
−3.5%
Reduced · −133 sh
Q1 2026
6PGIM Custom Harvest LLC
$358K
2K
Held
Q1 2026
7TD Waterhouse Canada Inc.
$310K
2K
−9.8%
Reduced · −210 sh
Q1 2026
8CHOREO, LLC
$280K
2K
Held
Q1 2026
9MML INVESTORS SERVICES, LLC
$272K
2K
−10%
Reduced · −197 sh
Q1 2026
10Equitable Holdings, Inc.
$250K
2K
−75%
Reduced · −5K sh
Q1 2026
11CWM, LLC
$233K
1K
Held
Q1 2026
12GLENMEDE TRUST CO NA
$159K
1K
−23%
Reduced · −302 sh
Q1 2026
13O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$128K
804
+869%
Added · +721 sh
Q1 2026
14MAI Capital Management
$93K
585
Held
Q1 2026
15AdvisorNet Financial, Inc
$2K
14
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

50 funds+11 since Q2 2022
02753Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $267.0M

Share classes

Class13F holdersValue held
IEFAmc646 funds$133.5B
QUALmc519 funds$34.8B
IXUScs372 funds$39.2B
MTUMmc367 funds$15.6B
VLUEmc249 funds$6.9B
ISTBmc159 funds$1.7B
SIZEthis pageMSCI USA SZE FT50 funds$267.0M
IYLDmc36 funds$29.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SIZE also own

CompanyCo-held byCombined value
APPLE INCAAPL20 funds$9.7B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$8.3B
NVIDIA CORPNVDA20 funds$7.6B
MICROSOFT CORPMSFT20 funds$7.0B
AMAZON.COM INCAMZN20 funds$4.8B
ALPHABET INC-CL AGOOGL20 funds$4.5B
BROADCOM INCAVGO20 funds$3.4B
JPMORGAN CHASE & COJPM20 funds$3.3B
ALPHABET INC-CL CGOOG20 funds$3.0B
META PLATFORMS INC-CLASS AMETA20 funds$2.5B
VANGUARD GROWTH ETFVUG20 funds$2.2B
VANGUARD FTSE DEVELOPED ETFVEA20 funds$2.1B

Ranked by how many of SIZE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SIZE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.