Who Owns WISDOM US QUAL GRW ETF (QGRW)? -- Institutional Holders (2026-06-30)

177 institutions reported holding $2.20B of WISDOM US QUAL GRW ETF (QGRW) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($319.4M), Retirement Planning Group, LLC ($299.8M), MORGAN STANLEY ($207.6M), TRUST POINT INC. ($163.6M), BANK OF AMERICA CORP /DE/ ($141.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$319.4M4.8MAdded
2Retirement Planning Group, LLC$299.8M4.5MAdded
3MORGAN STANLEY$207.6M3.1MAdded
4TRUST POINT INC.$163.6M2.5MTrimmed
5BANK OF AMERICA CORP /DE/$141.1M2.1MAdded
6Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$76.6M1.2MAdded
7Private Advisor Group, LLC$73.5M1.1MTrimmed
8RVW Wealth, LLC$70.9M1.1MAdded
9RAYMOND JAMES FINANCIAL INC$60.2M912,147Added
10SNS Financial Group, LLC$45.7M692,580New
11ENVESTNET ASSET MANAGEMENT INC$45.0M681,763Added
12Rockefeller Capital Management L.P.$36.2M548,800Added
13HighTower Advisors, LLC$35.7M540,515Trimmed
14UBS Group AG$34.1M516,476Trimmed
15Kestra Advisory Services, LLC$31.4M475,740Added
16COLUMBIA ADVISORY PARTNERS LLC$28.8M436,638Added
17Cetera Investment Advisers$28.4M429,394Added
18Quattro Advisors LLC$24.0M363,175Added
19Prestige Wealth Management Group LLC$23.8M360,786Added
20OSAIC HOLDINGS, INC.$23.6M357,500Added
21Ritter Daniher Financial Advisory LLC / DE$22.8M345,390Added
22Legacy Financial Advisors, Inc.$22.2M336,730Added
23Western Wealth Management, LLC$19.9M300,758Added
24Etesian Wealth Advisors, Inc.$19.7M297,728Added
25Smartleaf Asset Management LLC$18.1M277,406Hold

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