Who Owns LISTED FD TR (METV)? -- Institutional Holders (2026-06-30)

87 institutions reported holding $63.0M of LISTED FD TR (METV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Corient Private Wealth LLC ($20.5M), Evanson Financial, LLC ($20.5M), Gemmer Asset Management LLC ($6.8M), Wealthspire Advisors, LLC ($2.8M), LPL Financial LLC ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Corient Private Wealth LLC$20.5M37,357Trimmed
2Evanson Financial, LLC$20.5M36,343New
3Gemmer Asset Management LLC$6.8M12,078Trimmed
4Wealthspire Advisors, LLC$2.8M152,924New
5LPL Financial LLC$2.0M110,786Trimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M75,649Trimmed
7Merit Financial Group, LLC$952,18651,609Trimmed
8MORGAN STANLEY$942,34551,075Trimmed
9Creative Planning$846,24445,867Added
10Beaird Harris Wealth Management, LLC$728,1431,293Added
11BANK OF AMERICA CORP /DE/$490,88126,606New
12LEAVELL INVESTMENT MANAGEMENT, INC.$460,78924,975Trimmed
13COMMONWEALTH EQUITY SERVICES, LLC$376,31020,396Trimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$357,10019,355Trimmed
15Wealthfront Advisers LLC$337,58018,297Trimmed
16STIFEL FINANCIAL CORP$287,11915,562Added
17Aurora Private Wealth, Inc.$279,00015,109Trimmed
18AQR CAPITAL MANAGEMENT LLC$275,09014,910Trimmed
19MML INVESTORS SERVICES, LLC$242,90613,166Trimmed
20Forum Finance Group S.A.$236,00015,830Trimmed
21Itau Unibanco Holding S.A.$226,01312,250New
22Cetera Investment Advisers$207,53511,248Trimmed
23Ashton Thomas Private Wealth, LLC$196,79710,666Added
24Aaron Wealth Advisors LLC$194,88710,563Hold
25Goelzer Investment Management, Inc.$194,27910,530New

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