Who Owns INV WATER RESOURCES ETF (PHO)? -- Institutional Holders (2026-06-30)

405 institutions reported holding $814.4M of INV WATER RESOURCES ETF (PHO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($110.5M), MORGAN STANLEY ($90.1M), LPL Financial LLC ($55.6M), 1832 Asset Management L.P. ($41.9M), Perigon Wealth Management, LLC ($33.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$110.5M	1.6M	Added
2	MORGAN STANLEY	$90.1M	1.3M	Trimmed
3	LPL Financial LLC	$55.6M	804,161	Trimmed
4	1832 Asset Management L.P.	$41.9M	606,065	Added
5	Perigon Wealth Management, LLC	$33.0M	477,462	Added
6	Atria Investments, Inc	$31.7M	458,767	Added
7	RAYMOND JAMES FINANCIAL INC	$24.0M	346,907	Trimmed
8	Royal Bank of Canada	$22.3M	323,310	Trimmed
9	UBS Group AG	$20.9M	302,906	Trimmed
10	PNC Financial Services Group, Inc.	$19.9M	287,435	Trimmed
11	Cetera Investment Advisers	$13.8M	199,876	Trimmed
12	WELLS FARGO & COMPANY/MN	$13.3M	192,918	Trimmed
13	SNS Financial Group, LLC	$12.8M	185,547	New
14	Prism Advisors, Inc.	$12.4M	179,122	Trimmed
15	OSAIC HOLDINGS, INC.	$11.5M	166,194	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$10.8M	156,103	Trimmed
17	BLAIR WILLIAM & CO/IL	$10.0M	144,533	Added
18	AMERIPRISE FINANCIAL INC	$8.5M	123,674	Added
19	Hamilton Wealth, LLC	$8.3M	119,988	Trimmed
20	D.A. DAVIDSON & CO.	$6.9M	99,888	Added
21	WealthSpring Partners, LLC	$6.9M	99,343	Added
22	Sage Capital Management, LLC	$6.7M	96,853	Trimmed
23	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	$5.9M	84,073	Trimmed
24	ALLSTREET CAPITAL ADVISORS LLC	$5.3M	77,391	Added
25	STIFEL FINANCIAL CORP	$5.3M	77,121	Added

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