7 institutions reported holding $12.4M of ISHARES S&P 500 EX S&P 100 ETF (XOEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($12.1M), HARBOUR INVESTMENTS, INC. ($223,305), SIMPLEX TRADING, LLC ($43,365), GROUP ONE TRADING LLC ($42,796), Concord Wealth Partners ($8,370). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.1M | 400,000 | Hold |
| 2 | HARBOUR INVESTMENTS, INC. | $223,305 | 7,402 | New |
| 3 | SIMPLEX TRADING, LLC | $43,365 | 1,300 | Trimmed |
| 4 | GROUP ONE TRADING LLC | $42,796 | 1,300 | Added |
| 5 | Concord Wealth Partners | $8,370 | 277 | New |
| 6 | UBS Group AG | $121 | 4 | New |
| 7 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30