Who Owns INV SP E/WT UTILS ETF (RSPU)? -- Institutional Holders (2026-06-30)

150 institutions reported holding $254.5M of INV SP E/WT UTILS ETF (RSPU) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($48.2M), BANK OF AMERICA CORP /DE/ ($34.1M), MORGAN STANLEY ($17.8M), RAYMOND JAMES FINANCIAL INC ($13.3M), OSAIC HOLDINGS, INC. ($10.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$48.2M593,610Added
2BANK OF AMERICA CORP /DE/$34.1M420,124Trimmed
3MORGAN STANLEY$17.8M219,208Added
4RAYMOND JAMES FINANCIAL INC$13.3M164,273Added
5OSAIC HOLDINGS, INC.$10.0M122,710Trimmed
6Kestra Advisory Services, LLC$9.2M112,864Trimmed
7DENVER WEALTH MANAGEMENT, INC.$8.5M105,068Added
8STUDIO INVESTMENT MANAGEMENT LLC$8.1M99,554Added
9Cambridge Investment Research Advisors, Inc.$6.8M84,382Trimmed
10AMERIPRISE FINANCIAL INC$5.3M64,966Added
11REDSTONE WEALTH MANAGEMENT, LLC$4.5M55,141Added
12RM Financial Services, LLC$4.1M50,927Added
13WealthCare Investment Partners, LLC$4.1M50,249Added
14UBS Group AG$4.0M49,511Trimmed
15JONES FINANCIAL COMPANIES LLLP$3.4M41,286Added
16Friedenthal Financial$3.4M41,873Added
17Advisory Services Network, LLC$3.2M39,555Trimmed
18Marshall & Sterling Wealth Advisors Inc.$3.1M37,648Trimmed
19JPMORGAN CHASE & CO$2.9M34,748Added
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.7M33,107Added
21WELLS FARGO & COMPANY/MN$2.6M32,496Added
22HARBOUR INVESTMENTS, INC.$2.6M32,313Added
23ENVESTNET ASSET MANAGEMENT INC$2.5M31,345Added
24Dakota Wealth Management$2.4M29,201Trimmed
25Farther Finance Advisors, LLC$2.3M28,039Added

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