Who Owns INV D W E/MKT MOMNTM ETF (PIE)? -- Institutional Holders (2026-06-30)

80 institutions reported holding $192.4M of INV D W E/MKT MOMNTM ETF (PIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($43.6M), RAYMOND JAMES FINANCIAL INC ($36.1M), WELLS FARGO & COMPANY/MN ($29.3M), NewSquare Capital LLC ($12.1M), LPL Financial LLC ($9.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$43.6M1.3MAdded
2RAYMOND JAMES FINANCIAL INC$36.1M1.1MAdded
3WELLS FARGO & COMPANY/MN$29.3M878,802Trimmed
4NewSquare Capital LLC$12.1M361,283Trimmed
5LPL Financial LLC$9.8M294,694Added
6Royal Bank of Canada$8.8M264,917Added
7Maltin Wealth Management, Inc.$6.0M180,244Trimmed
8UBS Group AG$5.8M172,957Added
9Prospera Financial Services Inc$3.8M115,122Trimmed
10Wagner Wealth Management, Corp$3.2M94,438New
11Cambridge Investment Research Advisors, Inc.$2.7M81,905Added
12ENVESTNET ASSET MANAGEMENT INC$2.5M75,968Added
13Private Advisory Group LLC$2.2M65,385Added
14STIFEL FINANCIAL CORP$2.0M59,151Trimmed
15&PARTNERS$1.7M50,699Added
16JANE STREET GROUP, LLC$1.5M43,775Trimmed
17PFG Investments, LLC$1.3M40,343Added
18MML INVESTORS SERVICES, LLC$1.3M39,289Added
19MorganRosel Wealth Management, LLC$1.3M37,894Added
20Trueblood Wealth Management, LLC$1.0M30,217Added
21Equitable Holdings, Inc.$971,67129,096Trimmed
22Private Advisor Group, LLC$805,16824,110Added
23NATIONAL BANK OF CANADA /FI/$702,88521,095Hold
24Del-Sette Capital Management, LLC$614,03818,387Trimmed
25Janney Montgomery Scott LLC$607,00018,171Added

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