Who Owns INV SP MOMENTUM ETF (SPMO)? -- Institutional Holders (2026-06-30)

808 institutions reported holding $9.90B of INV SP MOMENTUM ETF (SPMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.24B), MORGAN STANLEY ($571.6M), BANK OF AMERICA CORP /DE/ ($519.4M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($360.3M), RAYMOND JAMES FINANCIAL INC ($294.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.24B7.7MAdded
2MORGAN STANLEY$571.6M3.5MAdded
3BANK OF AMERICA CORP /DE/$519.4M3.2MAdded
4VANTAGEPOINT INVESTMENT ADVISERS LLC$360.3M2.2MTrimmed
5RAYMOND JAMES FINANCIAL INC$294.4M1.8MAdded
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$266.7M1.7MAdded
7ENVESTNET ASSET MANAGEMENT INC$239.0M1.5MAdded
8WELLS FARGO & COMPANY/MN$237.6M1.5MAdded
9Cambridge Investment Research Advisors, Inc.$217.1M1.3MAdded
10JPMORGAN CHASE & CO$175.9M1.1MTrimmed
11OSAIC HOLDINGS, INC.$169.6M1.0MAdded
12Cetera Investment Advisers$158.4M980,323Trimmed
13Perfromance Wealth Partners, LLC$147.4M912,173Added
14Mirae Asset Global Investments Co., Ltd.$140.4M869,180Added
15PLANNING ALTERNATIVES LTD /ADV$121.4M751,352Added
16Equitable Holdings, Inc.$114.9M711,587Added
17JONES FINANCIAL COMPANIES LLLP$111.3M721,878Added
18MML INVESTORS SERVICES, LLC$106.5M659,465Added
19Redwood Investment Management, LLC$103.1M638,049Trimmed
20COMMONWEALTH EQUITY SERVICES, LLC$102.1M631,935Added
21MONEY CONCEPTS CAPITAL CORP$97.0M600,487Trimmed
22UBS Group AG$95.4M590,506Added
23AMERIPRISE FINANCIAL INC$92.9M574,305Added
24Private Advisor Group, LLC$89.0M550,659Trimmed
25Thrivent Financial for Lutherans$88.3M546,617Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30