Who Owns INV DW ENERGY MOMNTM ETF (PXI)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $40.5M of INV DW ENERGY MOMNTM ETF (PXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Transamerica Financial Advisors, LLC ($12.9M), Janney Montgomery Scott LLC ($6.5M), MORGAN STANLEY ($2.9M), BANK OF AMERICA CORP /DE/ ($2.3M), LPL Financial LLC ($2.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Transamerica Financial Advisors, LLC$12.9M233,439Trimmed
2Janney Montgomery Scott LLC$6.5M117,601Added
3MORGAN STANLEY$2.9M51,910Trimmed
4BANK OF AMERICA CORP /DE/$2.3M42,024Trimmed
5LPL Financial LLC$2.2M40,474Trimmed
6GOLDMAN SACHS GROUP INC$1.5M27,551Added
7OSAIC HOLDINGS, INC.$1.4M26,225Added
8TWO SIGMA INVESTMENTS, LP$1.4M25,000New
9AlphaCore Capital LLC$1.0M18,963Added
10RAYMOND JAMES FINANCIAL INC$967,93817,580Trimmed
11Cetera Investment Advisers$807,45714,665Trimmed
12Kingsview Wealth Management, LLC$787,09014,295Added
13Advisory Services Network, LLC$656,71711,927Added
14Trueblood Wealth Management, LLC$594,41110,796Added
15Cambridge Investment Research Advisors, Inc.$508,0009,222Added
16IHT Wealth Management, LLC$480,2378,722Trimmed
17Tower Research Capital LLC (TRC)$427,3257,761Added
18ENVESTNET ASSET MANAGEMENT INC$422,8497,680Added
19Leelyn Smith, LLC$420,8957,644New
20Royal Bank of Canada$386,0007,019Trimmed
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$236,8154,301Trimmed
22Keating Financial Advisory Services, Inc.$233,4574,240Hold
23TRUIST FINANCIAL CORP$218,5413,969Added
24PEAPACK GLADSTONE FINANCIAL CORP$211,0003,835Trimmed
25AMERIPRISE FINANCIAL INC$201,3013,656Trimmed

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