Who Owns ALPHADEX SMALL CAP FUND (FYC)? -- Institutional Holders (2026-06-30)

191 institutions reported holding $965.3M of ALPHADEX SMALL CAP FUND (FYC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($191.5M), RAYMOND JAMES FINANCIAL INC ($82.8M), MORGAN STANLEY ($77.2M), WELLS FARGO & COMPANY/MN ($60.1M), Cetera Investment Advisers ($39.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$191.5M	1.5M	Added
2	RAYMOND JAMES FINANCIAL INC	$82.8M	649,982	Added
3	MORGAN STANLEY	$77.2M	606,270	Added
4	WELLS FARGO & COMPANY/MN	$60.1M	472,349	Added
5	Cetera Investment Advisers	$39.9M	313,216	Added
6	BANK OF AMERICA CORP /DE/	$31.7M	248,567	Added
7	STIFEL FINANCIAL CORP	$25.0M	196,711	Added
8	ENVESTNET ASSET MANAGEMENT INC	$24.6M	193,051	Added
9	Royal Bank of Canada	$22.4M	175,628	Added
10	ECLECTIC ASSOCIATES INC /ADV	$20.2M	158,288	Trimmed
11	OSAIC HOLDINGS, INC.	$19.9M	156,279	Added
12	UBS Group AG	$19.7M	154,862	Trimmed
13	Baird Financial Group, Inc.	$15.8M	124,071	Added
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.4M	112,865	Added
15	NEW WAVE WEALTH ADVISORS LLC	$13.0M	102,390	Added
16	MML INVESTORS SERVICES, LLC	$12.8M	100,218	Added
17	PNC Financial Services Group, Inc.	$12.7M	99,874	Added
18	Integrity Advisory Solutions, LLC	$12.7M	99,486	Added
19	Concurrent Investment Advisors, LLC	$12.6M	99,023	Trimmed
20	Cambridge Investment Research Advisors, Inc.	$12.2M	95,444	Added
21	IFP Advisors, Inc	$11.6M	90,820	Added
22	Bedel Financial Consulting, Inc.	$9.9M	78,032	Added
23	Richmond Investment Services, LLC	$9.8M	77,150	Trimmed
24	ELEVATION POINT WEALTH PARTNERS, LLC	$9.6M	75,497	New
25	Vestmark Advisory Solutions, Inc.	$9.6M	75,240	New

来源：SEC 13F 申报文件 · 截至 2026-06-30