Who Owns INV SP SMCP MOMNTM ETF (XSMO)? -- Institutional Holders (2026-06-30)

342 institutions reported holding $2.29B of INV SP SMCP MOMNTM ETF (XSMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($238.1M), OSAIC HOLDINGS, INC. ($193.4M), ENVESTNET ASSET MANAGEMENT INC ($167.2M), RAYMOND JAMES FINANCIAL INC ($158.7M), MORGAN STANLEY ($106.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$238.1M2.5MAdded
2OSAIC HOLDINGS, INC.$193.4M2.1MAdded
3ENVESTNET ASSET MANAGEMENT INC$167.2M1.8MAdded
4RAYMOND JAMES FINANCIAL INC$158.7M1.7MAdded
5MORGAN STANLEY$106.0M1.1MAdded
6WELLS FARGO & COMPANY/MN$86.9M928,275Added
7Cetera Investment Advisers$86.9M927,946Added
8BANK OF AMERICA CORP /DE/$77.4M826,186Added
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$67.8M723,942Added
10Apollon Wealth Management, LLC$51.9M554,308Added
11Gratus Wealth Advisors, LLC$49.4M527,440Added
12JONES FINANCIAL COMPANIES LLLP$47.8M525,103Added
13Cambridge Investment Research Advisors, Inc.$34.6M369,711Added
14Private Advisor Group, LLC$31.2M333,599Added
15HighTower Advisors, LLC$29.2M312,119Added
16River Wealth Advisors LLC$28.9M309,168Trimmed
17Janney Montgomery Scott LLC$24.9M265,499New
18STIFEL FINANCIAL CORP$24.6M263,205Added
19Focus Financial Network, Inc.$20.7M220,755Trimmed
20Thrivent Financial for Lutherans$20.0M213,161Trimmed
21Modern Wealth Management, LLC$19.7M210,637Trimmed
22Armbruster Capital Management, Inc.$18.6M198,166Trimmed
23Markowski Investments$18.3M195,594New
24Clark Wealth Partners$16.8M179,445Trimmed
25NBZ Investment Advisors LLC$16.8M178,992Trimmed

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