Who Owns ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (SPHY)? -- Institutional Holders (2026-06-30)

596 institutions reported holding $7.48B of ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (SPHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($694.9M), SEI INVESTMENTS CO ($496.2M), Ilmarinen Mutual Pension Insurance Co ($491.1M), Elo Mutual Pension Insurance Co ($335.1M), WELLS FARGO & COMPANY/MN ($288.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$694.9M	29.6M	Added
2	SEI INVESTMENTS CO	$496.2M	21.2M	Added
3	Ilmarinen Mutual Pension Insurance Co	$491.1M	20.9M	Added
4	Elo Mutual Pension Insurance Co	$335.1M	14.3M	Added
5	WELLS FARGO & COMPANY/MN	$288.4M	12.3M	Added
6	LPL Financial LLC	$229.9M	9.8M	Added
7	AMERIPRISE FINANCIAL INC	$219.9M	9.4M	Added
8	NEUBERGER BERMAN GROUP LLC	$207.4M	8.8M	Trimmed
9	Municipal Employees' Retirement System of Michigan	$192.0M	8.2M	Hold
10	VANTAGEPOINT INVESTMENT ADVISERS LLC	$175.4M	7.5M	Trimmed
11	US BANCORP \DE\	$168.0M	7.2M	Added
12	MORGAN STANLEY	$165.2M	7.0M	Added
13	ENVESTNET ASSET MANAGEMENT INC	$163.7M	7.0M	Added
14	Ocean Park Asset Management, LLC	$142.5M	6.1M	Added
15	Asset Management One Co., Ltd.	$123.1M	5.3M	Added
16	Advisory Alpha, LLC	$111.4M	4.8M	Trimmed
17	Creative Planning	$107.7M	4.6M	Trimmed
18	MML INVESTORS SERVICES, LLC	$99.6M	4.3M	Added
19	Cetera Investment Advisers	$93.1M	4.0M	Added
20	1832 Asset Management L.P.	$86.9M	3.7M	Added
21	Advisors Capital Management, LLC	$83.0M	3.5M	Added
22	Kensington Asset Management, LLC	$81.0M	3.5M	Added
23	NEOS Investment Management LLC	$69.8M	3.0M	New
24	CONNING INC.	$63.9M	2.7M	Added
25	Capital Analysts, LLC	$60.2M	2.6M	Added

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