Who Owns INV DW MOMENTUM ETF (PDP)? -- Institutional Holders (2026-06-30)

235 institutions reported holding $989.3M of INV DW MOMENTUM ETF (PDP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($135.2M), RAYMOND JAMES FINANCIAL INC ($100.8M), WELLS FARGO & COMPANY/MN ($60.3M), COMMONWEALTH EQUITY SERVICES, LLC ($56.1M), BANK OF AMERICA CORP /DE/ ($51.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$135.2M	890,849	Added
2	RAYMOND JAMES FINANCIAL INC	$100.8M	664,010	Added
3	WELLS FARGO & COMPANY/MN	$60.3M	397,255	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$56.1M	369,927	Trimmed
5	BANK OF AMERICA CORP /DE/	$51.7M	341,051	Added
6	Royal Bank of Canada	$45.4M	299,497	Trimmed
7	LPL Financial LLC	$43.0M	283,329	Trimmed
8	STIFEL FINANCIAL CORP	$37.5M	247,279	Added
9	Summit Financial, LLC	$31.4M	206,793	Trimmed
10	Janney Montgomery Scott LLC	$27.6M	181,714	Added
11	UBS Group AG	$27.2M	179,532	Trimmed
12	Rockefeller Capital Management L.P.	$23.6M	155,358	Trimmed
13	Savant Capital, LLC	$19.8M	130,472	Trimmed
14	NewSquare Capital LLC	$19.6M	129,102	Added
15	Prospera Financial Services Inc	$19.0M	125,241	Trimmed
16	AMERIPRISE FINANCIAL INC	$18.0M	118,675	Added
17	Strid Group, LLC	$16.1M	105,857	Trimmed
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.0M	77,428	Added
19	OSAIC HOLDINGS, INC.	$11.0M	72,325	Added
20	ENVESTNET ASSET MANAGEMENT INC	$10.0M	65,960	Trimmed
21	NewEdge Advisors, LLC	$9.6M	63,518	Trimmed
22	&PARTNERS	$9.0M	59,063	Added
23	MML INVESTORS SERVICES, LLC	$8.1M	53,529	Added
24	Tradition Wealth Management, LLC	$7.8M	51,631	Added
25	Cambridge Investment Research Advisors, Inc.	$7.5M	49,489	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30