13 institutions reported holding $28.9M of Toroso Investments LLC ETFs/USA (VETZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO ($15.3M), CONNING INC. ($4.9M), AAFMAA Wealth Management & Trust LLC ($2.4M), Thrivent Financial for Lutherans ($2.2M), Betterment LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $15.3M | 771,000 | Hold |
| 2 | CONNING INC. | $4.9M | 250,000 | New |
| 3 | AAFMAA Wealth Management & Trust LLC | $2.4M | 118,799 | Added |
| 4 | Thrivent Financial for Lutherans | $2.2M | 111,950 | Added |
| 5 | Betterment LLC | $1.6M | 81,755 | Added |
| 6 | Navis Wealth Advisors, LLC | $989,255 | 50,000 | Hold |
| 7 | RAYMOND JAMES FINANCIAL INC | $518,350 | 26,199 | Added |
| 8 | CITADEL ADVISORS LLC | $384,899 | 19,454 | New |
| 9 | GOLDMAN SACHS GROUP INC | $260,352 | 13,159 | New |
| 10 | Cresset Asset Management, LLC | $248,679 | 12,569 | Hold |
| 11 | First Command Advisory Services, Inc. | $123,657 | 6,250 | Hold |
| 12 | MORGAN STANLEY | $8,567 | 433 | Hold |
| 13 | UBS Group AG | $6,628 | 335 | Added |
Source: SEC Form 13F filings · as of 2026-06-30