Who Owns INV DW BASIC MATRLS ETF (PYZ)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $22.8M of INV DW BASIC MATRLS ETF (PYZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($4.2M), MORGAN STANLEY ($2.9M), NewEdge Advisors, LLC ($2.8M), GOLDMAN SACHS GROUP INC ($2.0M), ENVESTNET ASSET MANAGEMENT INC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$4.2M33,174Trimmed
2MORGAN STANLEY$2.9M22,706Added
3NewEdge Advisors, LLC$2.8M22,269Added
4GOLDMAN SACHS GROUP INC$2.0M16,070Added
5ENVESTNET ASSET MANAGEMENT INC$1.3M10,313Trimmed
6CITADEL ADVISORS LLC$1.1M9,053New
7MAI Capital Management$972,0917,725Trimmed
8Cambridge Investment Research Advisors, Inc.$825,0006,552Trimmed
9RAYMOND JAMES FINANCIAL INC$763,8116,070Trimmed
10Maltin Wealth Management, Inc.$696,6535,536Added
11Trueblood Wealth Management, LLC$575,1194,570Added
12TWO SIGMA INVESTMENTS, LP$528,5154,200New
13PACIFIC SUN FINANCIAL CORP$445,4633,540Trimmed
14Farther Finance Advisors, LLC$423,8193,368Trimmed
15Tower Research Capital LLC (TRC)$370,8412,947Trimmed
16Octavia Wealth Advisors, LLC$333,2002,648Trimmed
17Arax Advisory Partners$317,2682,521Trimmed
18Genesee Capital Advisors, LLC$302,8892,407Hold
19JONES FINANCIAL COMPANIES LLLP$282,8042,240Added
20COMMONWEALTH EQUITY SERVICES, LLC$281,1002,234Added
21OSAIC HOLDINGS, INC.$279,9962,224Trimmed
22Cetera Investment Advisers$272,2842,164Added
23Mason Investment Advisory Services, Inc.$240,6131,912Trimmed
24PDS Planning, Inc$123,698983Hold
25AE Wealth Management LLC$96,643768Hold

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