EDOW institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding80
Shares held5,655,478
Reported value$249.4m
Quarter flows9 new, 23 added, 28 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,494,901$65.9m0.0%
Modern Wealth Management, LLC648,710$28.6m0.3%
LPL Financial LLC609,457$26.9m0.0%
Vestmark Advisory Solutions, Inc.569,810$25.1m0.2%
COMMONWEALTH EQUITY SERVICES, LLC244,102$10.8m0.0%
UBS Group AG212,804$9.4m0.0%
Kirkwood Financial Services140,147$6.2m1.8%
ENVESTNET ASSET MANAGEMENT INC131,091$5.8m0.0%
Cambridge Investment Research Advisors, Inc.125,287$5.5m0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119,168$5.3m0.0%
RAYMOND JAMES FINANCIAL INC113,295$5.0m0.0%
GOLDMAN SACHS GROUP INC103,537$4.6m0.0%
Ignite Planners, LLC94,330$4.2m0.6%
Cetera Investment Advisers87,502$3.9m0.0%
GUARDIAN WEALTH ADVISORS, LLC / NC84,278$3.7m0.2%
Wealthcare Advisory Partners LLC77,225$3.4m0.1%
Kovack Advisors, Inc.65,057$2.9m0.1%
Kestra Advisory Services, LLC47,929$2.1m0.0%
Ameritas Advisory Services, LLC43,551$1.9m0.0%
OSAIC HOLDINGS, INC.40,900$1.8m0.0%
Harvest Investment Services, LLC31,353$1.4m0.2%
Sanctuary Advisors, LLC29,499$1.3m0.0%
BANK OF AMERICA CORP /DE/26,731$1.2m0.0%
Gratus Wealth Advisors, LLC25,955$1.1m0.1%
MML INVESTORS SERVICES, LLC25,775$1.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EDOW"). EDOW price history · All 13F data

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