Who Owns INV H/Y EQ DIV ACHVR ETF (PEY)? -- Institutional Holders (2026-06-30)

196 institutions reported holding $406.4M of INV H/Y EQ DIV ACHVR ETF (PEY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($104.4M), MORGAN STANLEY ($55.7M), LPL Financial LLC ($31.3M), WELLS FARGO & COMPANY/MN ($22.0M), RAYMOND JAMES FINANCIAL INC ($15.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$104.4M4.5MTrimmed
2MORGAN STANLEY$55.7M2.4MAdded
3LPL Financial LLC$31.3M1.4MTrimmed
4WELLS FARGO & COMPANY/MN$22.0M948,153Added
5RAYMOND JAMES FINANCIAL INC$15.2M655,744Added
6Cetera Investment Advisers$9.2M395,559Trimmed
7Investors Research Corp$9.0M389,733Added
8TWO SIGMA INVESTMENTS, LP$7.3M313,700Added
9UBS Group AG$7.2M311,987Trimmed
10JONES FINANCIAL COMPANIES LLLP$6.4M270,620Added
11Good Steward Wealth Advisors,LLC$5.1M217,982Trimmed
12Royal Bank of Canada$4.8M208,584Trimmed
13Salomon & Ludwin, LLC$4.8M203,973Trimmed
14AMERIPRISE FINANCIAL INC$4.5M195,853Trimmed
15UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.4M191,314Trimmed
16MAI Capital Management$4.1M175,002Added
17Capital Advisors, Ltd. LLC$3.9M169,227Trimmed
18OSAIC HOLDINGS, INC.$3.9M168,241Added
19AlphaCore Capital LLC$3.9M167,763Trimmed
20FOUNDERS GROVE WEALTH PARTNERS, LLC$3.7M158,932Trimmed
21GHP Investment Advisors, Inc.$3.2M138,485Added
22COMMONWEALTH EQUITY SERVICES, LLC$3.2M138,031Added
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M135,821Trimmed
24IFP Advisors, Inc$2.8M120,570Trimmed
25Cresta Advisors, Ltd.$2.8M120,233Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30