Who Owns WISDOM US SMCP DIV ETF (DES)? -- Institutional Holders (2026-06-30)

387 institutions reported holding $1.17B of WISDOM US SMCP DIV ETF (DES) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($115.0M), BANK OF AMERICA CORP /DE/ ($99.4M), LPL Financial LLC ($56.9M), UBS Group AG ($54.7M), Creative Planning ($54.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$115.0M2.8MAdded
2BANK OF AMERICA CORP /DE/$99.4M2.4MTrimmed
3LPL Financial LLC$56.9M1.4MTrimmed
4UBS Group AG$54.7M1.3MTrimmed
5Creative Planning$54.5M1.3MTrimmed
6M&T Bank Corp$42.5M1.0MAdded
7MERCER GLOBAL ADVISORS INC /ADV$35.4M870,701Added
8JONES FINANCIAL COMPANIES LLLP$34.9M854,626Added
9WELLS FARGO & COMPANY/MN$33.5M822,698Added
10RAYMOND JAMES FINANCIAL INC$30.4M748,428Added
11KEYBANK NATIONAL ASSOCIATION/OH$30.2M741,283Added
12HUNTINGTON NATIONAL BANK$29.0M0Added
13Royal Bank of Canada$27.9M686,604Added
14AMERIPRISE FINANCIAL INC$17.1M419,458Added
15Valmark Advisers, Inc.$13.6M334,790Trimmed
16Cetera Investment Advisers$13.3M327,587Added
17Destination Wealth Management$13.2M324,017Trimmed
18Allen Investment Management, LLC$11.9M293,475Hold
19ASSETMARK, INC$11.7M286,502Added
20Bank of New York Mellon Corp$11.4M281,370Added
21Kestra Advisory Services, LLC$10.9M268,651Trimmed
22ENVESTNET ASSET MANAGEMENT INC$10.2M249,762Added
23COMMONWEALTH EQUITY SERVICES, LLC$9.6M234,957Trimmed
24Curi Capital, LLC$9.1M224,123Added
25BIP Wealth, LLC$8.6M212,265Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30