Who Owns INV DW TECH MOMNTM ETF (PTF)? -- Institutional Holders (2026-06-30)

151 institutions reported holding $462.8M of INV DW TECH MOMNTM ETF (PTF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($79.1M), MORGAN STANLEY ($50.7M), BANK OF AMERICA CORP /DE/ ($32.1M), HighTower Advisors, LLC ($27.2M), AMERIPRISE FINANCIAL INC ($22.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$79.1M580,110Added
2MORGAN STANLEY$50.7M372,139Added
3BANK OF AMERICA CORP /DE/$32.1M235,626Added
4HighTower Advisors, LLC$27.2M199,265Added
5AMERIPRISE FINANCIAL INC$22.4M164,130Added
6RAYMOND JAMES FINANCIAL INC$20.1M147,131Added
7Transamerica Financial Advisors, LLC$15.3M112,590Trimmed
8TWO SIGMA INVESTMENTS, LP$13.8M101,200New
9Royal Bank of Canada$13.7M100,710Added
10WELLS FARGO & COMPANY/MN$13.6M99,912Added
11Janney Montgomery Scott LLC$9.5M69,804Trimmed
12Paller Financial Services Inc$9.0M66,271Trimmed
13OSAIC HOLDINGS, INC.$7.4M54,561Added
14THEORY FINANCIAL LLC$6.7M49,392Trimmed
15UBS Group AG$5.9M43,013Added
16Cetera Investment Advisers$5.3M38,533Added
17Merit Financial Group, LLC$5.2M38,506Trimmed
18StoneX Group Inc.$5.2M38,417Trimmed
19Cambridge Investment Research Advisors, Inc.$4.8M35,312Added
20Farther Finance Advisors, LLC$4.4M32,133Trimmed
21Quadrature Capital Ltd$4.3M31,447New
22ENVESTNET ASSET MANAGEMENT INC$4.0M29,219Added
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M28,017Added
24STIFEL FINANCIAL CORP$3.8M27,523Added
25Bleakley Financial Group, LLC$3.7M26,967Added

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