Who Owns WISDOM US AI ENH VAL ETF (AIVL)? -- Institutional Holders (2026-06-30)

Name: WISDOM US AI ENH VAL ETF (AIVL) Institutional Holders (2026-06-30)
Creator: ko.io

133 institutions reported holding $108.8M of WISDOM US AI ENH VAL ETF (AIVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Family Wealth, LLC ($11.4M), MORGAN STANLEY ($10.6M), LPL Financial LLC ($6.8M), OSAIC HOLDINGS, INC. ($4.1M), Royal Bank of Canada ($3.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Noble Family Wealth, LLC	$11.4M	87,291	Trimmed
2	MORGAN STANLEY	$10.6M	80,689	Trimmed
3	LPL Financial LLC	$6.8M	51,487	Added
4	OSAIC HOLDINGS, INC.	$4.1M	30,977	Added
5	Royal Bank of Canada	$3.8M	28,612	Added
6	Salomon & Ludwin, LLC	$3.2M	24,856	Trimmed
7	FOUNDERS GROVE WEALTH PARTNERS, LLC	$3.1M	23,362	Trimmed
8	WealthBridge Capital Management, LLC	$2.7M	20,865	Trimmed
9	COMMONWEALTH EQUITY SERVICES, LLC	$2.7M	20,843	Trimmed
10	Westside Investment Management, Inc.	$2.7M	20,811	Trimmed
11	RAYMOND JAMES FINANCIAL INC	$2.4M	17,924	Trimmed
12	MAI Capital Management	$2.1M	16,149	Trimmed
13	Integrated Advisors Network LLC	$2.0M	14,970	New
14	Biondo Investment Advisors, LLC	$1.8M	13,875	Added
15	Well Done, LLC	$1.7M	13,281	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7M	12,875	Trimmed
17	CAPTRUST FINANCIAL ADVISORS	$1.7M	12,714	Trimmed
18	Global Retirement Partners, LLC	$1.6M	12,118	Hold
19	Apollon Wealth Management, LLC	$1.5M	11,533	Trimmed
20	Curi Capital, LLC	$1.4M	11,041	Trimmed
21	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$1.4M	10,400	Trimmed
22	Prospera Financial Services Inc	$1.3M	10,264	Trimmed
23	Mariner, LLC	$1.2M	9,298	Added
24	WELLS FARGO & COMPANY/MN	$1.2M	9,231	Trimmed
25	CITADEL ADVISORS LLC	$1.1M	8,415	Trimmed

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