Who Owns INV DW UTILS MOMNTM ETF (PUI)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $42.6M of INV DW UTILS MOMNTM ETF (PUI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Transamerica Financial Advisors, LLC ($12.7M), Janney Montgomery Scott LLC ($6.4M), LPL Financial LLC ($5.6M), ROI Financial Advisors, LLC ($2.3M), JONES FINANCIAL COMPANIES LLLP ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Transamerica Financial Advisors, LLC	$12.7M	267,604	Added
2	Janney Montgomery Scott LLC	$6.4M	135,302	New
3	LPL Financial LLC	$5.6M	117,452	Added
4	ROI Financial Advisors, LLC	$2.3M	48,939	Added
5	JONES FINANCIAL COMPANIES LLLP	$2.0M	42,181	Added
6	MORGAN STANLEY	$2.0M	41,735	Added
7	OSAIC HOLDINGS, INC.	$1.8M	37,742	Added
8	AlphaCore Capital LLC	$1.2M	24,536	New
9	Capital Advisors, Ltd. LLC	$739,000	15,547	Hold
10	Advisory Services Network, LLC	$705,942	14,845	New
11	Cambridge Investment Research Advisors, Inc.	$667,000	14,025	Added
12	Trek Financial, LLC	$601,724	12,653	Hold
13	NWF Advisory Services Inc.	$591,357	12,435	Added
14	BANK OF AMERICA CORP /DE/	$552,973	11,628	Added
15	ENVESTNET ASSET MANAGEMENT INC	$504,543	10,610	New
16	Fifth Third Securities, Inc.	$411,215	8,647	Trimmed
17	Farther Finance Advisors, LLC	$392,145	8,246	Trimmed
18	CITADEL ADVISORS LLC	$341,736	7,186	Added
19	StoneX Group Inc.	$337,646	7,100	Hold
20	RAYMOND JAMES FINANCIAL INC	$324,521	6,824	New
21	UBS Group AG	$274,731	5,777	Trimmed
22	Ameritas Advisory Services, LLC	$269,958	5,677	New
23	Cetera Investment Advisers	$253,118	5,323	Trimmed
24	Private Advisor Group, LLC	$248,146	5,218	Trimmed
25	Western Wealth Management, LLC	$229,835	4,833	Trimmed

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