Who Owns WISDOM E/M LOC DEBT ETF (ELD)? -- Institutional Holders (2026-06-30)

Name: WISDOM E/M LOC DEBT ETF (ELD) Institutional Holders (2026-06-30)
Creator: ko.io

71 institutions reported holding $81.7M of WISDOM E/M LOC DEBT ETF (ELD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vontobel Holding Ltd. ($12.8M), FOSTER & MOTLEY INC ($9.7M), BANK OF AMERICA CORP /DE/ ($8.5M), JANE STREET GROUP, LLC ($6.4M), WELLS FARGO & COMPANY/MN ($6.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Vontobel Holding Ltd.	$12.8M	446,191	Trimmed
2	FOSTER & MOTLEY INC	$9.7M	337,708	New
3	BANK OF AMERICA CORP /DE/	$8.5M	297,769	Added
4	JANE STREET GROUP, LLC	$6.4M	223,465	Added
5	WELLS FARGO & COMPANY/MN	$6.2M	216,928	Trimmed
6	Elmwood Wealth Management, Inc.	$4.2M	146,261	Added
7	LPL Financial LLC	$3.9M	137,029	Added
8	Ignite Planners, LLC	$3.1M	108,360	Added
9	Kestra Advisory Services, LLC	$2.8M	97,843	Added
10	Royal Bank of Canada	$2.8M	95,944	Added
11	Pekin Hardy Strauss, Inc.	$2.4M	84,557	Added
12	MORGAN STANLEY	$2.4M	84,539	Trimmed
13	OSAIC HOLDINGS, INC.	$2.3M	79,796	Trimmed
14	Clear Creek Financial Management, LLC	$1.6M	55,326	Added
15	OLD MISSION CAPITAL LLC	$1.3M	45,052	Added
16	RAYMOND JAMES FINANCIAL INC	$913,575	31,832	Added
17	Sanctuary Advisors, LLC	$792,120	27,600	Added
18	Trilogy Capital Inc.	$691,826	24,105	Added
19	GOLDMAN SACHS GROUP INC	$662,913	23,098	Hold
20	Janney Montgomery Scott LLC	$611,000	21,291	Trimmed
21	UBS Group AG	$578,248	20,148	Added
22	ASSETMARK, INC	$549,002	19,129	Added
23	NBC SECURITIES, INC.	$512,978	17,873	Trimmed
24	Capital Analysts, LLC	$431,000	15,025	Added
25	Treasure Coast Financial Planning	$386,675	13,473	Hold

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