Who owns EDOW?
First Trust Dow 30 Equal Weight ETF · First Trust
80 institutions reported holding EDOW, worth $249.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EDOW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $65.9M | 1,494,901 | −31,779 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $28.6M | 648,710 | New position |
| LPL Financial LLC | Fort Mill, SC | $26.9M | 609,457 | −604,520 shares |
| Vestmark Advisory Solutions, Inc. | Wakefield, MA | $25.1M | 569,810 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $10.8M | 244,102 | +40,088 shares |
| UBS Group AG | Zurich, Switzerland | $9.4M | 212,804 | −16,268 shares |
| Kirkwood Financial Services | San Antonio, TX | $6.2M | 140,147 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $5.8M | 131,091 | +7,825 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.5M | 125,287 | −1,051 shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New York, NY | $5.3M | 119,168 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EDOW?
80 institutional managers reported holding EDOW in Form 13F filings for June 30, 2026, worth $249.4M in total. The largest reported position was held by Morgan Stanley, at $65.9M.
Did institutions buy or sell EDOW last quarter?
Reported 13F value rose 8.8% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EDOW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.