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

Name: WISDOM US SMCP ETF (EES) Institutional Holders (2026-06-30)
Creator: ko.io

178 institutions reported holding $445.3M of WISDOM US SMCP ETF (EES) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($50.4M), UBS Group AG ($47.8M), LPL Financial LLC ($40.4M), BANK OF AMERICA CORP /DE/ ($33.4M), AMERIPRISE FINANCIAL INC ($30.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$50.4M	743,249	Added
2	UBS Group AG	$47.8M	705,777	Trimmed
3	LPL Financial LLC	$40.4M	595,597	Added
4	BANK OF AMERICA CORP /DE/	$33.4M	492,642	Trimmed
5	AMERIPRISE FINANCIAL INC	$30.2M	445,820	Trimmed
6	Cetera Investment Advisers	$23.5M	346,942	Trimmed
7	Savant Capital, LLC	$21.4M	340,257	Added
8	Key Financial Inc	$19.9M	293,975	Added
9	RAYMOND JAMES FINANCIAL INC	$10.0M	147,585	Trimmed
10	WELLS FARGO & COMPANY/MN	$9.8M	144,722	Trimmed
11	Arkadios Wealth Advisors	$9.4M	138,763	Trimmed
12	Linscomb Wealth, Inc.	$9.0M	132,932	Trimmed
13	Royal Bank of Canada	$9.0M	132,675	Added
14	Mariner, LLC	$7.3M	107,319	Trimmed
15	Shore Point Advisors, LLC	$6.4M	93,890	Trimmed
16	TopTier Wealth Management, LLC	$6.3M	93,282	Trimmed
17	Waverly Advisors, LLC	$5.3M	78,844	Trimmed
18	ENVESTNET ASSET MANAGEMENT INC	$5.2M	76,582	Trimmed
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.0M	74,292	Added
20	Amplius Wealth Advisors, LLC	$4.5M	65,656	Trimmed
21	OSAIC HOLDINGS, INC.	$4.4M	65,232	Added
22	CULBERTSON A N & CO INC	$4.1M	61,043	Trimmed
23	NewSquare Capital LLC	$3.9M	57,355	Added
24	Rockefeller Capital Management L.P.	$3.4M	50,093	Added
25	JPMORGAN CHASE & CO	$3.3M	49,359	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30