Who Owns INV SP SMCP 600 REV ETF (RWJ)? -- Institutional Holders (2026-06-30)

223 institutions reported holding $1.18B of INV SP SMCP 600 REV ETF (RWJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($173.7M), MORGAN STANLEY ($165.8M), BANK OF AMERICA CORP /DE/ ($88.3M), Fusion Family Wealth LLC ($87.6M), UBS Group AG ($49.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$173.7M2.9MTrimmed
2MORGAN STANLEY$165.8M2.8MAdded
3BANK OF AMERICA CORP /DE/$88.3M1.5MAdded
4Fusion Family Wealth LLC$87.6M1.5MTrimmed
5UBS Group AG$49.4M830,176Added
6AMERIPRISE FINANCIAL INC$47.8M803,936Trimmed
7RAYMOND JAMES FINANCIAL INC$46.3M777,580Added
8OSAIC HOLDINGS, INC.$36.2M608,257Added
9Focus Partners Wealth$34.0M572,104Added
10Wellington Grp LLC$30.2M508,130Added
11MAI Capital Management$26.1M438,051Added
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.2M423,305Added
13WELLS FARGO & COMPANY/MN$24.7M415,422Trimmed
14CPC Advisors, LLC$19.2M322,099Added
15COMMONWEALTH EQUITY SERVICES, LLC$14.5M244,270Trimmed
16Ancora Advisors LLC$14.0M234,519Added
17Private Advisor Group, LLC$13.2M221,981Added
18INDEPENDENT FINANCIAL GROUP, LLC$12.2M204,873Added
19FSA WEALTH PARTNERS, INC.$10.8M182,083New
20JONES FINANCIAL COMPANIES LLLP$10.6M176,877Added
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.9M149,274Added
22Royal Bank of Canada$8.6M145,182Added
23Cetera Investment Advisers$8.2M138,125Added
24HARBOUR INVESTMENTS, INC.$8.1M136,371Trimmed
25Cyr Financial Inc.$8.1M136,063Added

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