Who Owns INV E/MKT SVRGN DEBT ETF (PCY)? -- Institutional Holders (2026-06-30)

215 institutions reported holding $1.10B of INV E/MKT SVRGN DEBT ETF (PCY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($521.3M), UBS Group AG ($116.7M), Annex Advisory Services, LLC ($91.2M), Invesco Ltd. ($70.9M), WELLS FARGO & COMPANY/MN ($42.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$521.3M24.1MAdded
2UBS Group AG$116.7M5.4MAdded
3Annex Advisory Services, LLC$91.2M4.2MAdded
4Invesco Ltd.$70.9M3.3MTrimmed
5WELLS FARGO & COMPANY/MN$42.5M2.0MTrimmed
6SYON CAPITAL LLC$28.8M1.3MTrimmed
7UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$20.7M955,964Trimmed
8LPL Financial LLC$12.9M597,579Added
9MORGAN STANLEY$9.5M438,760Added
10Cetera Investment Advisers$8.4M385,764Trimmed
11Vontobel Holding Ltd.$8.0M368,462Trimmed
12Man Group plc$7.9M363,201Added
13Advisors Preferred, LLC$7.7M355,232Trimmed
14Mirae Asset Global Investments Co., Ltd.$7.7M355,000New
15Waverly Advisors, LLC$7.3M338,938Added
16BlackRock, Inc.$7.3M337,324Trimmed
17RAYMOND JAMES FINANCIAL INC$5.9M272,727Trimmed
18&PARTNERS$5.9M271,326Added
19EVERGREEN CAPITAL MANAGEMENT LLC$5.8M266,677Trimmed
20AMERIPRISE FINANCIAL INC$5.5M256,133Added
21Towercrest Capital Management$4.6M211,860Trimmed
22Wealthfront Advisers LLC$4.3M199,509Trimmed
23Alliance Wealth Management Group$4.3M198,661Trimmed
24SigFig Wealth Management, LLC$4.1M190,633Added
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M176,774Trimmed

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