Who Owns INV LGCP GROWTH ETF (PWB)? -- Institutional Holders (2026-06-30)

263 institutions reported holding $1.68B of INV LGCP GROWTH ETF (PWB) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($323.0M), MORGAN STANLEY ($154.2M), RAYMOND JAMES FINANCIAL INC ($123.1M), BANK OF AMERICA CORP /DE/ ($97.8M), AMERIPRISE FINANCIAL INC ($56.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$323.0M1.9MAdded
2MORGAN STANLEY$154.2M915,160Added
3RAYMOND JAMES FINANCIAL INC$123.1M730,757Added
4BANK OF AMERICA CORP /DE/$97.8M580,687Added
5AMERIPRISE FINANCIAL INC$56.2M334,047Added
6Cambridge Investment Research Advisors, Inc.$51.4M305,105Added
7OSAIC HOLDINGS, INC.$39.0M231,529Added
8ACT WEALTH MANAGEMENT, LLC$36.3M215,222Added
9Center for Wealth Management Advisory$34.4M204,459Trimmed
10Garden State Investment Advisory Services LLC$29.1M172,951Added
11UBS Group AG$27.9M165,763Added
12Wharton Business Group, LLC$27.1M160,799Trimmed
13WELLS FARGO & COMPANY/MN$24.1M143,104Added
14COMMONWEALTH EQUITY SERVICES, LLC$23.6M140,053Added
15GOLDMAN SACHS GROUP INC$23.2M137,847Added
16Royal Bank of Canada$22.8M135,429Added
17Cornerstone Wealth Management, LLC$20.9M124,307Added
18Private Advisor Group, LLC$20.8M123,695Added
19WIN ADVISORS, INC$20.3M120,372Trimmed
20Kestra Advisory Services, LLC$19.4M115,202Trimmed
21Equitable Holdings, Inc.$19.4M115,120Added
22Stratos Wealth Partners, LTD.$19.4M114,865Trimmed
23ENVESTNET ASSET MANAGEMENT INC$18.8M111,487Added
24JONES FINANCIAL COMPANIES LLLP$17.6M110,338Added
25Anderson Financial Strategies, LLC$17.4M111,298New

来源：SEC 13F 申报文件 · 截至 2026-06-30