Who Owns INV SP E/WT ENERGY ETF (RSPG)? -- Institutional Holders (2026-06-30)

179 institutions reported holding $312.8M of INV SP E/WT ENERGY ETF (RSPG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($33.9M), MATAURO, LLC ($30.5M), BANK OF AMERICA CORP /DE/ ($23.8M), Modern Wealth Management, LLC ($21.6M), UBS Group AG ($19.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$33.9M345,657Added
2MATAURO, LLC$30.5M311,503Added
3BANK OF AMERICA CORP /DE/$23.8M242,859Trimmed
4Modern Wealth Management, LLC$21.6M220,963New
5UBS Group AG$19.4M197,562Trimmed
6LPL Financial LLC$14.4M146,920Trimmed
7Cresset Asset Management, LLC$12.0M122,886Added
8RAYMOND JAMES FINANCIAL INC$10.7M108,806Trimmed
9Farther Finance Advisors, LLC$7.0M71,506Added
10Stonebridge Financial Group, LLC$6.9M70,793Added
11Arkfeld Wealth Strategies, L.L.C.$6.7M69,392Trimmed
12Guild Investment Management, Inc.$5.8M58,760Added
13OARSMAN CAPITAL, INC.$5.5M56,517Added
14WELLS FARGO & COMPANY/MN$4.9M49,545Added
15Sanctuary Advisors, LLC$4.1M41,717Added
16JPMORGAN CHASE & CO$3.9M39,268Added
17Private Advisory Group LLC$3.7M37,376New
18OSAIC HOLDINGS, INC.$3.4M34,792Trimmed
19Aptus Capital Advisors, LLC$3.1M32,074Added
20Financial Guidance Group, Inc.$3.1M32,024Added
21BNP PARIBAS FINANCIAL MARKETS$3.0M30,842Trimmed
22Davis Investment Partners, LLC$2.9M30,053Added
23Cetera Investment Advisers$2.9M29,975Added
24Ethos Financial Group, LLC$2.9M29,921Added
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M28,922Added

来源：SEC 13F 申报文件 · 截至 2026-06-30