Who Owns WISDOM US MDCP DIV ETF (DON)? -- Institutional Holders (2026-06-30)

500 institutions reported holding $2.33B of WISDOM US MDCP DIV ETF (DON) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($255.6M), MORGAN STANLEY ($139.9M), UBS Group AG ($105.4M), JONES FINANCIAL COMPANIES LLLP ($103.7M), LPL Financial LLC ($99.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$255.6M4.5MTrimmed
2MORGAN STANLEY$139.9M2.5MAdded
3UBS Group AG$105.4M1.9MTrimmed
4JONES FINANCIAL COMPANIES LLLP$103.7M1.8MAdded
5LPL Financial LLC$99.7M1.8MTrimmed
6Linscomb Wealth, Inc.$86.3M1.5MTrimmed
7Creative Planning$85.7M1.5MTrimmed
8AMERIPRISE FINANCIAL INC$78.7M1.4MAdded
9RAYMOND JAMES FINANCIAL INC$58.6M1.0MAdded
10WELLS FARGO & COMPANY/MN$56.5M998,779Trimmed
11MERCER GLOBAL ADVISORS INC /ADV$48.7M862,327Added
12KEYBANK NATIONAL ASSOCIATION/OH$32.1M567,317Added
13Royal Bank of Canada$29.8M527,892Added
14COMMONWEALTH EQUITY SERVICES, LLC$28.5M503,822Trimmed
15OSAIC HOLDINGS, INC.$27.1M478,941Added
16IAG Wealth Partners, LLC$26.6M470,081Trimmed
17COLDSTREAM CAPITAL MANAGEMENT INC$25.9M458,200Trimmed
18Cetera Investment Advisers$24.8M439,529Trimmed
19Stonebridge Financial Group, LLC$22.4M396,757Added
20Trajan Wealth LLC$21.1M372,990Added
21Baird Financial Group, Inc.$20.3M359,731Added
22AE Wealth Management LLC$20.1M355,863Trimmed
23HUNTINGTON NATIONAL BANK$19.8M24,759Trimmed
24MAI Capital Management$18.3M323,917Trimmed
25Marion Wealth Management$18.0M317,689Added

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