Who Owns WISDOM US MDCP ETF (EZM)? -- Institutional Holders (2026-06-30)

190 institutions reported holding $582.3M of WISDOM US MDCP ETF (EZM) in SEC 13F filings for 2026-06-30. Largest institutional holders: DAVENPORT & Co LLC ($67.4M), UBS Group AG ($39.9M), MORGAN STANLEY ($35.6M), BANK OF AMERICA CORP /DE/ ($35.2M), TRUIST FINANCIAL CORP ($35.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1DAVENPORT & Co LLC$67.4M889,118Added
2UBS Group AG$39.9M526,139Trimmed
3MORGAN STANLEY$35.6M469,226Added
4BANK OF AMERICA CORP /DE/$35.2M464,685Trimmed
5TRUIST FINANCIAL CORP$35.0M461,410Added
6LPL Financial LLC$33.8M446,533Added
7Freedom Investment Management, Inc.$21.5M284,274Trimmed
8CPC Advisors, LLC$20.3M267,688Added
9Baird Financial Group, Inc.$16.9M222,376Trimmed
10IEQ CAPITAL, LLC$15.4M203,578Hold
11Clearwater Capital Advisors, LLC$14.6M192,023Added
12Private Advisor Group, LLC$13.4M176,452Added
13Steward Partners Investment Advisory, LLC$10.8M141,949Added
14Royal Bank of Canada$10.7M141,724Trimmed
15JPMORGAN CHASE & CO$9.2M121,786Added
16WELLS FARGO & COMPANY/MN$8.7M114,836Trimmed
17HighTower Advisors, LLC$8.7M114,614Trimmed
18THEORY FINANCIAL LLC$8.3M109,393Added
19RAYMOND JAMES FINANCIAL INC$8.0M104,998Trimmed
20Provident Wealth Management, LLC$7.7M101,898Added
21ENVESTNET ASSET MANAGEMENT INC$6.4M84,755Added
22Pinnacle Financial Partners, Inc.$6.4M84,335Trimmed
23Davidson Kahn Capital Management, LLC$6.0M79,471Trimmed
24Cambridge Investment Research Advisors, Inc.$5.9M78,199Trimmed
25Breakwater Capital Group$5.9M77,786Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30