Who Owns INV SP ULT DIV REV ETF (RDIV)? -- Institutional Holders (2026-06-30)

139 institutions reported holding $675.7M of INV SP ULT DIV REV ETF (RDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMITOMO LIFE INSURANCE CO ($255.2M), MORGAN STANLEY ($62.9M), LPL Financial LLC ($47.2M), Heartwood Wealth Advisors LLC ($44.3M), Allworth Financial LP ($41.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SUMITOMO LIFE INSURANCE CO$255.2M4.4MNew
2MORGAN STANLEY$62.9M1.1MAdded
3LPL Financial LLC$47.2M813,578Added
4Heartwood Wealth Advisors LLC$44.3M763,888Added
5Allworth Financial LP$41.4M713,262Trimmed
6BANK OF AMERICA CORP /DE/$29.9M515,465Added
7WELLS FARGO & COMPANY/MN$27.2M469,271Added
8RAYMOND JAMES FINANCIAL INC$14.8M254,862Trimmed
9AMERIPRISE FINANCIAL INC$10.5M180,339Trimmed
10OSAIC HOLDINGS, INC.$9.9M170,818Added
11Rockefeller Capital Management L.P.$7.8M135,013Trimmed
12Private Advisor Group, LLC$6.6M114,638Trimmed
13COMMONWEALTH EQUITY SERVICES, LLC$6.4M110,882Trimmed
14JONES FINANCIAL COMPANIES LLLP$6.0M100,957Added
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.0M102,966Trimmed
16UBS Group AG$5.8M99,195Trimmed
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.7M95,582Added
18STIFEL FINANCIAL CORP$5.6M96,349Trimmed
19JPMORGAN CHASE & CO$4.6M78,139Added
20Cetera Investment Advisers$4.3M74,350Trimmed
21HUNTINGTON NATIONAL BANK$4.3M73,620Trimmed
22Janney Montgomery Scott LLC$3.6M61,936Trimmed
23HighTower Advisors, LLC$3.5M59,993Trimmed
24J.W. COLE ADVISORS, INC.$3.2M55,584Added
25Onyx Bridge Wealth Group LLC$3.1M53,734Added

来源：SEC 13F 申报文件 · 截至 2026-06-30