Who Owns INV FINL PFD ETF (PGF)? -- Institutional Holders (2026-06-30)

166 institutions reported holding $141.7M of INV FINL PFD ETF (PGF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($20.5M), UBS Group AG ($18.4M), BANK OF AMERICA CORP /DE/ ($9.9M), LPL Financial LLC ($9.8M), WELLS FARGO & COMPANY/MN ($9.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$20.5M1.5MTrimmed
2UBS Group AG$18.4M1.3MAdded
3BANK OF AMERICA CORP /DE/$9.9M720,215Trimmed
4LPL Financial LLC$9.8M711,683Trimmed
5WELLS FARGO & COMPANY/MN$9.3M678,599Added
6Investors Research Corp$5.2M378,941Added
7North Star Investment Management Corp.$4.6M338,254Added
8Private Advisor Group, LLC$4.4M319,009Trimmed
9MAI Capital Management$4.3M312,987Added
10Signal Advisors Wealth, LLC$4.1M302,502Added
11Janney Montgomery Scott LLC$2.5M180,630Added
12RAYMOND JAMES FINANCIAL INC$2.4M177,969Added
13Royal Bank of Canada$2.2M160,130Added
14Sterneck Capital Management, LLC$2.1M153,735Added
15Sanctuary Advisors, LLC$1.9M139,578Added
16Wealth Advisory Solutions, LLC$1.7M125,664Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M108,751Trimmed
18Field & Main Bank$1.4M101,976Added
19Prospera Financial Services Inc$1.4M101,330Trimmed
20OSAIC HOLDINGS, INC.$1.4M98,503Trimmed
21Lord & Richards Wealth Management, LLC$1.2M90,368Added
22Magnus Financial Group LLC$1.2M87,699Added
23ENVESTNET ASSET MANAGEMENT INC$1.1M80,046Trimmed
24D.A. DAVIDSON & CO.$1.1M78,203Hold
25COMMONWEALTH EQUITY SERVICES, LLC$1.1M77,002Added

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