BUYW institutional holders

Main BuyWrite ETF · 74 reporting institutions · $974.2M reported value

Funds that can replace BUYW · BUYW return decomposition

Institutional holdings

Institutions reporting BUYW, largest first
InstitutionReported positionAdvisors at firmReport period
Orion Porfolio Solutions, LLC$340.9M1992026-06-30
Lpl Financial LLC$330.1M23,4582026-06-30
Osaic Holdings, Inc.$107.1M02026-06-30
Envestnet Pmc$36.6M602026-06-30
San Luis Wealth Advisors$17.6M72026-06-30
Encompass More Asset Management$16.3M862026-06-30
Cwm, LLC$14.1M6672026-03-31
Madrona Financial Services, LLC$13.6M102026-06-30
Potomac Fund Management Inc /adv$11.5M252026-06-30
Virtue Capital Management, LLC$8.9M892026-06-30
Asset Management Group$8.4M42026-06-30
Ashton Thomas Private Wealth, LLC$6M962026-06-30
Echo45 Advisors LLC$5M62026-06-30
Gwn Securities Inc.$4.2M4492026-06-30
World Investment Advisors$3.7M3592026-06-30
Copley Financial Group, Inc.$3.5M102026-06-30
Cetera Investment Advisers$3.5M10,3702026-06-30
Global Retirement Partners LLC$3.1M4912026-06-30
Tactive Advisors, LLC$3M182026-06-30
Pine Valley Investments Ltd Liability Co$2.6M332026-06-30
Dynamic$2.6M752026-06-30
Integrity Alliance, Llc.$2.4M3532026-06-30
Sonoma Allocations$2.3M32026-06-30
Independent Financial Group, LLC$2.3M4812026-06-30
Defined Financial Planning LLC$2.1M02025-09-30
Silver Oak Securities, Incorporated$1.8M1172026-06-30
Geowealth Management, LLC$1.7M02026-06-30
Creativeone Wealth, LLC$1.6M2212026-06-30
Silver Grove Financial Group, Inc.$1.2M172026-06-30
United Advisor Group, LLC$1.2M582026-06-30
Cfs Investment Advisory Services LLC$1.2M102026-06-30
Tortuga Wealth Management$1.2M42026-06-30
Astoria Portfolio Advisors Llc.$1.1M122026-06-30
Goldman Sachs Group Inc$1.1M02026-06-30
Ausdal Financial Partners, Inc.$1.1M1892026-06-30
Mutual Advisors, LLC$1M1532026-06-30
Coldstream Capital Management Inc$1M1362026-06-30
Victory Financial Group, LLC$771.3K562026-06-30
Envestnet Portfolio Solutions, Inc.$758.8K32026-06-30
Gibbs Wealth Management$490.6K682026-03-31
Money Concepts Capital Corp$456.8K3892026-06-30
Pfg Advisors$426.8K832026-06-30
Kingswood Wealth Advisors, LLC$426.6K1232026-06-30
Citadel Advisors LLC$405.5K02026-06-30
Koshinski Asset Management, Inc.$398.6K692026-06-30
Integrity Advisory Solutions, LLC$355K1272026-06-30
Mission Financial Group, LLC$309K62026-06-30
Signal Advisors Wealth, LLC$293.9K452026-06-30
Kestra Advisory Services, LLC$290.8K1,4792026-06-30
Harbour Investments, Inc.$284.7K2472026-06-30
Balefire, LLC$246.7K372026-06-30
Triad Wealth Partners, LLC$229.1K492026-06-30
Raymond James Financial Inc$214.6K02026-06-30
Old Mission Capital LLC$158.6K02026-06-30
Pacific Financial Group Inc$155.2K02026-06-30
Jane Street Group, LLC$148.2K02026-06-30
Main Management LLC$146.9K242026-06-30
Ae Wealth Management LLC$144.7K4712026-06-30
Synergy Investment Management, LLC$116.5K192026-06-30
Assetmark, Inc$56.3K2202026-06-30
Steward Partners Investment Advisory, LLC$36K4812026-06-30
Farther Finance Advisors, LLC$15K3342026-06-30
Corecap Advisors, LLC$14.3K1182026-06-30
Ameritas Advisory Services, LLC$8.1K5502026-06-30
Eversource Wealth Advisors, LLC$6.3K772026-06-30
Northwestern Mutual Wealth Management Co$4.7K02026-06-30
Cambridge Investment Research Advisors, Inc.$2.6K3,9402026-03-31
Fortis Group Advisors, LLC$1.1K252026-06-30
Integrated Wealth Concepts LLC$7954802026-06-30
Jones Financial Companies LLLP$77802026-06-30
Ifp Advisors, Inc$7223182026-06-30
Morgan Stanley$59223,1852026-06-30
Buck Wealth Strategies, LLC$376502026-06-30
Wells Fargo & Company/mn$1302026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30