Who Owns INV SP E/M L/VLTY ETF (EELV)? -- Institutional Holders (2026-06-30)

140 institutions reported holding $326.7M of INV SP E/M L/VLTY ETF (EELV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($33.4M), PNC Financial Services Group, Inc. ($31.7M), MORGAN STANLEY ($27.6M), LPL Financial LLC ($22.2M), BANK OF AMERICA CORP /DE/ ($19.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$33.4M	1.2M	Trimmed
2	PNC Financial Services Group, Inc.	$31.7M	1.1M	Trimmed
3	MORGAN STANLEY	$27.6M	992,423	Added
4	LPL Financial LLC	$22.2M	799,196	Trimmed
5	BANK OF AMERICA CORP /DE/	$19.2M	689,144	Added
6	Purpose Unlimited Inc.	$17.7M	632,567	Added
7	Bank of New York Mellon Corp	$14.0M	505,159	Added
8	WELLS FARGO & COMPANY/MN	$11.2M	403,604	Added
9	AMERIPRISE FINANCIAL INC	$10.7M	386,314	Trimmed
10	RAINEY & RANDALL WEALTH ADVISORS INC.	$9.9M	356,683	Added
11	FMR LLC	$8.7M	311,619	Trimmed
12	First Heartland Consultants, Inc.	$7.3M	263,347	Added
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.2M	257,828	Added
14	RHUMBLINE ADVISERS	$6.9M	248,717	Trimmed
15	CITIGROUP INC	$6.8M	244,561	Trimmed
16	UBS Group AG	$6.2M	223,369	Trimmed
17	Invesco Ltd.	$4.6M	166,531	Trimmed
18	Brio Consultants, LLC	$4.1M	146,521	Trimmed
19	Modern Wealth Management, LLC	$3.9M	141,418	Trimmed
20	Antonelli Financial Advisors, LLC	$3.9M	138,871	Trimmed
21	Cetera Investment Advisers	$3.5M	124,305	Trimmed
22	RAYMOND JAMES FINANCIAL INC	$3.4M	122,328	Trimmed
23	BKM Wealth Management, LLC	$3.2M	116,580	Added
24	PARK AVENUE SECURITIES LLC	$3.2M	115,103	Added
25	DEUTSCHE BANK AG\	$3.2M	114,604	Trimmed

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