Who Owns RETAIL HOLDRS TR DEPOSITARY RCPT (RTH)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $89.8M of RETAIL HOLDRS TR DEPOSITARY RCPT (RTH) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($14.4M), BANK OF AMERICA CORP /DE/ ($11.3M), Equitable Holdings, Inc. ($8.1M), Cetera Investment Advisers ($7.0M), CITADEL ADVISORS LLC ($4.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$14.4M	56,484	Trimmed
2	BANK OF AMERICA CORP /DE/	$11.3M	44,118	Added
3	Equitable Holdings, Inc.	$8.1M	31,816	Added
4	Cetera Investment Advisers	$7.0M	27,537	Added
5	CITADEL ADVISORS LLC	$4.9M	18,975	Added
6	NewEdge Advisors, LLC	$4.5M	17,650	Added
7	OSAIC HOLDINGS, INC.	$4.0M	15,549	Added
8	MORGAN STANLEY	$2.8M	10,994	Added
9	JBR Co Financial Management Inc	$2.4M	9,448	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.3M	9,062	Added
11	Royal Bank of Canada	$2.0M	7,871	Trimmed
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.9M	7,426	Trimmed
13	MML INVESTORS SERVICES, LLC	$1.8M	7,064	Added
14	ENVESTNET ASSET MANAGEMENT INC	$1.8M	7,045	Added
15	GOLDMAN SACHS GROUP INC	$1.5M	5,780	Added
16	Aspire Capital Advisors LLC	$1.4M	5,653	New
17	JPMORGAN CHASE & CO	$990,269	3,870	Added
18	Creative Planning	$989,608	3,870	Trimmed
19	INTEGRITY ALLIANCE, LLC.	$885,742	3,463	Added
20	RAYMOND JAMES FINANCIAL INC	$858,017	3,355	Added
21	KESTRA PRIVATE WEALTH SERVICES, LLC	$806,655	3,154	Added
22	MONEY CONCEPTS CAPITAL CORP	$783,787	3,065	Added
23	PARK AVENUE SECURITIES LLC	$758,000	2,964	Trimmed
24	Belpointe Asset Management LLC	$711,476	2,782	Trimmed
25	Cambridge Investment Research Advisors, Inc.	$667,000	2,607	Trimmed

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