Who Owns WISDOM I/RT HDG H/Y ETF (HYZD)? -- Institutional Holders (2026-06-30)

65 institutions reported holding $172.9M of WISDOM I/RT HDG H/Y ETF (HYZD) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($39.1M), LPL Financial LLC ($38.9M), MORGAN STANLEY ($15.7M), ENVESTNET ASSET MANAGEMENT INC ($7.6M), AMERIPRISE FINANCIAL INC ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$39.1M1.7MAdded
2LPL Financial LLC$38.9M1.7MAdded
3MORGAN STANLEY$15.7M698,232Added
4ENVESTNET ASSET MANAGEMENT INC$7.6M338,740Added
5AMERIPRISE FINANCIAL INC$7.2M320,753Added
6B. Riley Wealth Advisors, Inc.$6.5M288,985Added
7Systelligence, LLC$6.3M281,841Trimmed
8Cetera Investment Advisers$4.2M188,414Trimmed
9Integrated Wealth Concepts LLC$4.2M185,404Added
10Savvy Advisors, Inc.$4.1M180,572Added
11VICUS CAPITAL$3.8M169,198Added
12FIG FINANCIAL ADVISORY SERVICES INC /ADV$3.3M146,850New
13Kestra Advisory Services, LLC$3.1M136,137Trimmed
14Howard Capital Management Inc.$2.5M112,478Added
15RAYMOND JAMES FINANCIAL INC$2.4M107,334Added
16COLUMBIA ADVISORY PARTNERS LLC$2.0M88,506Trimmed
17OSAIC HOLDINGS, INC.$1.8M78,891Added
18STIFEL FINANCIAL CORP$1.6M71,481Added
19Prospera Financial Services Inc$1.6M71,450Added
20JANE STREET GROUP, LLC$1.4M61,248Trimmed
21Avestar Capital, LLC$1.4M61,056Added
22MML INVESTORS SERVICES, LLC$1.4M60,330Added
23Janney Montgomery Scott LLC$1.4M59,970Added
24Elevation Capital Advisory, LLC$1.3M57,195New
25Simplicity Wealth,LLC$1.3M55,652New

来源：SEC 13F 申报文件 · 截至 2026-06-30