Who Owns INV CEF INCM CMPOSIT ETF (PCEF)? -- Institutional Holders (2026-06-30)

135 institutions reported holding $393.4M of INV CEF INCM CMPOSIT ETF (PCEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Royal Bank of Canada ($63.1M), MORGAN STANLEY ($53.0M), ENVESTNET ASSET MANAGEMENT INC ($46.0M), Larson Financial Group LLC ($29.7M), WELLS FARGO & COMPANY/MN ($28.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$63.1M3.1MAdded
2MORGAN STANLEY$53.0M2.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$46.0M2.3MAdded
4Larson Financial Group LLC$29.7M1.5MAdded
5WELLS FARGO & COMPANY/MN$28.4M1.4MTrimmed
6BANK OF AMERICA CORP /DE/$18.6M917,971Trimmed
7LPL Financial LLC$18.5M908,977Trimmed
8Intrua Financial, LLC$13.5M666,589Added
9RAYMOND JAMES FINANCIAL INC$12.0M589,599Added
10Cetera Investment Advisers$9.4M462,122Trimmed
11AMERIPRISE FINANCIAL INC$9.0M445,326Trimmed
12SYKON CAPITAL LLC$7.5M367,770New
13OSAIC HOLDINGS, INC.$7.4M365,033Added
14COMMONWEALTH EQUITY SERVICES, LLC$7.4M363,930Trimmed
15UBS Group AG$6.5M321,028Added
16Cambridge Investment Research Advisors, Inc.$5.2M257,778Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.7M233,056Added
18ADELL HARRIMAN & CARPENTER INC$4.0M196,499Added
19Mariner, LLC$2.6M129,002Added
20DUMONT & BLAKE INVESTMENT ADVISORS LLC$2.4M119,249Trimmed
21STEPHENS INC /AR/$2.4M118,235Added
22MML INVESTORS SERVICES, LLC$2.1M101,043Added
23Rockefeller Capital Management L.P.$2.0M97,140Trimmed
24Merit Financial Group, LLC$1.9M94,877Trimmed
25Baird Financial Group, Inc.$1.9M93,376Trimmed

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