Who Owns INV D W D/MKT MOMNTM ETF (PIZ)? -- Institutional Holders (2026-06-30)

121 institutions reported holding $590.7M of INV D W D/MKT MOMNTM ETF (PIZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($110.0M), MORGAN STANLEY ($66.7M), LPL Financial LLC ($54.0M), AFFINITY WEALTH MANAGEMENT LLC ($47.5M), Royal Bank of Canada ($36.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$110.0M2.0MTrimmed
2MORGAN STANLEY$66.7M1.2MAdded
3LPL Financial LLC$54.0M966,882Added
4AFFINITY WEALTH MANAGEMENT LLC$47.5M849,910Added
5Royal Bank of Canada$36.2M648,239Added
6RAYMOND JAMES FINANCIAL INC$27.1M484,715Added
7Axiom Financial Strategies, LLC$22.8M407,770Added
8UBS Group AG$19.3M345,711Trimmed
9Systelligence, LLC$18.8M335,628Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.0M313,971Trimmed
11ENVESTNET ASSET MANAGEMENT INC$15.9M284,922Added
12NewSquare Capital LLC$10.3M183,637Trimmed
13Cambridge Investment Research Advisors, Inc.$9.4M168,347Added
14Cetera Investment Advisers$9.2M165,178Added
15CREATIVE FINANCIAL DESIGNS INC /ADV$8.4M149,786Trimmed
16JONES FINANCIAL COMPANIES LLLP$7.5M136,806Added
17MML INVESTORS SERVICES, LLC$4.8M86,557Added
18REDSTONE WEALTH MANAGEMENT, LLC$4.7M84,712Added
19OSAIC HOLDINGS, INC.$4.6M81,777Added
20Prospera Financial Services Inc$4.5M80,972Trimmed
21JANE STREET GROUP, LLC$4.0M71,781Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$3.9M69,871Added
23Equitable Holdings, Inc.$3.8M68,647Added
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M67,081New
25Wagner Wealth Management, Corp$3.5M62,710Added

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