Who Owns INV SP MDCP L/VLTY ETF (XMLV)? -- Institutional Holders (2026-06-30)

204 institutions reported holding $389.0M of INV SP MDCP L/VLTY ETF (XMLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($42.2M), Cambridge Investment Research Advisors, Inc. ($32.1M), LPL Financial LLC ($30.6M), UBS Group AG ($19.2M), Brookstone Capital Management ($18.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$42.2M636,369Added
2Cambridge Investment Research Advisors, Inc.$32.1M484,533Added
3LPL Financial LLC$30.6M461,219Added
4UBS Group AG$19.2M289,738Trimmed
5Brookstone Capital Management$18.3M276,555Trimmed
6DORVAL Corp$17.7M266,274Added
7ENVESTNET ASSET MANAGEMENT INC$15.0M225,617Trimmed
8PNC Financial Services Group, Inc.$13.3M200,860Trimmed
9RAYMOND JAMES FINANCIAL INC$12.0M181,336Trimmed
10AMERIPRISE FINANCIAL INC$11.5M173,963Trimmed
11JONES FINANCIAL COMPANIES LLLP$10.9M163,370Added
12COMMONWEALTH EQUITY SERVICES, LLC$10.6M160,364Trimmed
13Merit Financial Group, LLC$10.1M152,060Added
14PFS Partners, LLC$8.9M134,082Added
15Cetera Investment Advisers$7.5M112,985Added
16MERCER GLOBAL ADVISORS INC /ADV$7.1M107,604Trimmed
17BANK OF AMERICA CORP /DE/$6.8M103,178Trimmed
18WELLS FARGO & COMPANY/MN$5.4M81,631Trimmed
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.3M79,334Added
20Kestra Advisory Services, LLC$5.0M76,024Added
21Royal Bank of Canada$4.9M73,850Added
22ProVise Management Group, LLC$4.4M66,246Trimmed
23OSAIC HOLDINGS, INC.$4.1M62,449Trimmed
24HARBOUR INVESTMENTS, INC.$3.3M49,869Trimmed
25LMCG INVESTMENTS, LLC$3.3M49,060Added

来源：SEC 13F 申报文件 · 截至 2026-06-30