Who Owns INV FLTG RATE MUN ETF (PVI)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $18.9M of INV FLTG RATE MUN ETF (PVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SYKON CAPITAL LLC ($4.1M), BANK OF AMERICA CORP /DE/ ($2.8M), Wealthcare Advisory Partners LLC ($2.1M), OSAIC HOLDINGS, INC. ($1.4M), Foundations Investment Advisors, LLC ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SYKON CAPITAL LLC$4.1M164,824New
2BANK OF AMERICA CORP /DE/$2.8M110,764Trimmed
3Wealthcare Advisory Partners LLC$2.1M86,297Trimmed
4OSAIC HOLDINGS, INC.$1.4M54,724Added
5Foundations Investment Advisors, LLC$1.2M50,210Added
6Janney Montgomery Scott LLC$995,00039,964Added
7FLAGSHIP HARBOR ADVISORS, LLC$982,28739,473Added
8LPL Financial LLC$813,39632,686Trimmed
9Cetera Investment Advisers$702,28028,221Hold
10Avior Wealth Management, LLC$489,70019,679Added
11ENVESTNET ASSET MANAGEMENT INC$443,92417,839Trimmed
12Wealthcare Capital Partners, LLC$351,94914,143Trimmed
13WEALTHCARE CAPITAL MANAGEMENT LLC$349,31114,037Added
14Arkadios Wealth Advisors$346,15013,910Trimmed
15SimpliFi, Inc.$306,37612,312Added
16RAYMOND JAMES FINANCIAL INC$293,12011,779Added
17MORGAN STANLEY$291,94511,731Trimmed
18Private Advisor Group, LLC$245,6249,870Added
19WealthBridge Capital Management, LLC$226,8759,117Added
20Net Worth Advisory Group$220,4738,860Added
21WELLS FARGO & COMPANY/MN$87,2533,506New
22Mechanics Financial Corp$42,3051,700Hold
23Hurley Capital, LLC$27,1591,091Added
24US BANCORP \DE\$26,5521,067Hold
25ACTION POINT FINANCIAL PLANNING, LLC$18,191731New

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