Who Owns INV SP PURE VALUE ETF (RPV)? -- Institutional Holders (2026-06-30)

271 institutions reported holding $856.5M of INV SP PURE VALUE ETF (RPV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($182.4M), BANK OF AMERICA CORP /DE/ ($136.4M), Armbruster Capital Management, Inc. ($41.8M), UBS Group AG ($32.6M), LPL Financial LLC ($30.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$182.4M1.6MTrimmed
2BANK OF AMERICA CORP /DE/$136.4M1.2MTrimmed
3Armbruster Capital Management, Inc.$41.8M366,841Trimmed
4UBS Group AG$32.6M286,540Trimmed
5LPL Financial LLC$30.8M270,732Added
6FIDELITY D & D BANCORP INC$23.6M207,356Added
7GOLDMAN SACHS GROUP INC$17.5M153,806Added
8Cambridge Investment Research Advisors, Inc.$16.5M144,782Added
9Mount Lucas Management LP$15.9M139,712Trimmed
10Jump Financial, LLC$14.9M130,834Added
11TRUIST FINANCIAL CORP$14.9M130,487Trimmed
12HighTower Advisors, LLC$13.5M118,305Trimmed
13Invesco Ltd.$13.4M117,731Trimmed
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.9M110,793Trimmed
15Peak Financial Management, Inc.$12.1M106,190Added
16ENVESTNET ASSET MANAGEMENT INC$10.5M92,363Trimmed
17WELLS FARGO & COMPANY/MN$10.4M91,538Trimmed
18FMR LLC$10.1M88,327Trimmed
19RAYMOND JAMES FINANCIAL INC$8.7M76,153Added
20AMERIPRISE FINANCIAL INC$8.2M72,134Added
21Arkadios Wealth Advisors$7.5M65,771Added
22Modern Wealth Management, LLC$6.9M60,531New
23COMMONWEALTH EQUITY SERVICES, LLC$6.7M58,457Trimmed
24ROTHSCHILD INVESTMENT LLC$6.3M55,378Trimmed
25OSAIC HOLDINGS, INC.$6.3M55,028Added

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