Who Owns INV SP MDCP 400 REV ETF (RWK)? -- Institutional Holders (2026-06-30)

153 institutions reported holding $880.0M of INV SP MDCP 400 REV ETF (RWK) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($150.0M), LPL Financial LLC ($94.0M), AMERIPRISE FINANCIAL INC ($84.2M), Fusion Family Wealth LLC ($79.8M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($78.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$150.0M1.0MAdded
2LPL Financial LLC$94.0M642,574Added
3AMERIPRISE FINANCIAL INC$84.2M575,480Trimmed
4Fusion Family Wealth LLC$79.8M545,385Trimmed
5VANTAGEPOINT INVESTMENT ADVISERS LLC$78.6M537,216Added
6BANK OF AMERICA CORP /DE/$47.2M322,875Trimmed
7WELLS FARGO & COMPANY/MN$37.3M255,166Trimmed
8Bleakley Financial Group, LLC$31.2M213,037Added
9Resonant Capital Advisors, LLC$25.3M172,713Added
10RAYMOND JAMES FINANCIAL INC$21.3M145,721Added
11RVW Wealth, LLC$18.8M128,463Added
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.6M127,415Added
13UBS Group AG$17.4M119,152Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$14.0M95,551Added
15JONES FINANCIAL COMPANIES LLLP$12.1M82,709Added
16OSAIC HOLDINGS, INC.$11.2M76,802Added
17EverSource Wealth Advisors, LLC$7.0M47,603Trimmed
18Ipsen Advisor Group LLC$6.6M45,186Trimmed
19Royal Bank of Canada$6.1M41,746Trimmed
20NWAM LLC$5.8M39,343Trimmed
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.7M39,065Added
22Private Advisor Group, LLC$5.2M35,265Trimmed
23Marshall & Sterling Wealth Advisors Inc.$5.1M34,972Added
24Cetera Investment Advisers$4.8M32,777Added
25ENVESTNET ASSET MANAGEMENT INC$4.5M30,677Added

来源：SEC 13F 申报文件 · 截至 2026-06-30