Who Owns COLTERPOINT NET LEASE REAL ESTATE ETF (NETL)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $34.9M of COLTERPOINT NET LEASE REAL ESTATE ETF (NETL) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($8.8M), Dynamic Advisor Solutions LLC ($6.4M), LPL Financial LLC ($4.6M), MORGAN STANLEY ($3.3M), MAI Capital Management ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$8.8M	329,885	Added
2	Dynamic Advisor Solutions LLC	$6.4M	239,778	Added
3	LPL Financial LLC	$4.6M	171,754	Added
4	MORGAN STANLEY	$3.3M	125,175	Added
5	MAI Capital Management	$2.0M	75,230	Trimmed
6	Stratos Wealth Partners, LTD.	$1.6M	61,544	Added
7	ENVESTNET ASSET MANAGEMENT INC	$1.3M	48,362	Added
8	GOLDMAN SACHS GROUP INC	$1.1M	41,316	Trimmed
9	WT Wealth Management	$1.1M	41,210	Added
10	Cambridge Investment Research Advisors, Inc.	$605,000	22,658	Added
11	New England Private Wealth Advisors LLC	$573,572	20,486	Added
12	TWO SIGMA INVESTMENTS, LP	$493,952	18,500	Hold
13	OSAIC HOLDINGS, INC.	$473,015	17,716	Added
14	Gladstone Institutional Advisory LLC	$427,854	16,024	Added
15	Private Advisor Group, LLC	$415,668	15,568	Added
16	PFG Advisors	$374,422	14,023	New
17	Cetera Investment Advisers	$284,116	10,641	Trimmed
18	Creative Planning	$216,992	8,127	New
19	JANE STREET GROUP, LLC	$214,615	8,038	Trimmed
20	Versant Capital Management, Inc	$204,234	7,649	Hold
21	PENSION & WEALTH MANAGEMENT ADVISORS, INC.	$112,140	4,200	Hold
22	UMB BANK N A/MO	$66,376	2,486	Hold
23	Continuum Advisory, LLC	$53,260	1,995	New
24	PRIVATE TRUST CO NA	$16,981	636	Hold
25	FIFTH THIRD BANCORP	$14,285	535	Hold

Source: SEC Form 13F filings · as of 2026-06-30