Who Owns INV DW FINL MOMNTM ETF (PFI)? -- Institutional Holders (2026-06-30)

35 institutions reported holding $18.8M of INV DW FINL MOMNTM ETF (PFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($3.4M), BANK OF AMERICA CORP /DE/ ($3.3M), Coppell Advisory Solutions LLC ($2.6M), MORGAN STANLEY ($1.7M), Farther Finance Advisors, LLC ($1.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$3.4M55,348Trimmed
2BANK OF AMERICA CORP /DE/$3.3M54,276Added
3Coppell Advisory Solutions LLC$2.6M13New
4MORGAN STANLEY$1.7M28,288Added
5Farther Finance Advisors, LLC$1.0M16,859Trimmed
6SUSQUEHANNA INTERNATIONAL GROUP, LLP$907,85014,906Added
7UBS Group AG$694,98711,411Added
8TWO SIGMA INVESTMENTS, LP$692,73311,374Trimmed
9Genesee Capital Advisors, LLC$495,7708,140Added
10Trueblood Wealth Management, LLC$466,6927,663Added
11GOLDMAN SACHS GROUP INC$406,0546,667Trimmed
12Asset Dedication, LLC$363,7865,973Hold
13Sensible Money, LLC$363,7865,973Hold
14RAYMOND JAMES FINANCIAL INC$341,1295,601Hold
15Cetera Investment Advisers$291,3404,784Trimmed
16Laurel Wealth Advisors LLC$265,9464,367Hold
17JPMORGAN CHASE & CO$253,6944,187Trimmed
18JONES FINANCIAL COMPANIES LLLP$244,2464,012Added
19Cambridge Investment Research Advisors, Inc.$229,0003,757Added
20Janney Montgomery Scott LLC$213,0003,504Trimmed
21Transamerica Financial Advisors, LLC$184,0413,021Trimmed
22Geneos Wealth Management Inc.$109,6381,800Hold
23BELLEVUE ASSET MANAGEMENT, LLC$89,6521,472Hold
24OSAIC HOLDINGS, INC.$45,377745Trimmed
25HUNTINGTON NATIONAL BANK$39,1010New

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