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Wilshire US REIT ETF
Wilshire US REIT ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 13 Institutional holders with a total value of $2,993,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AGF INVESTMENTS INC. 34,810 1,703,000 56.90%
2 LPL Financial LLC 5,238 246,000 8.22%
3 WELLS FARGO & COMPANY/MN 4,913 241,000 8.05%
4 MORGAN STANLEY 4,266 209,000 6.98%
5 BANK OF AMERICA CORP /DE/ 3,380 165,000 5.51%
6 MSI Financial Services Inc 2,751 135,000 4.51%
7 ROYAL BANK OF CANADA 2,510 123,000 4.11%
8 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,000 98,000 3.27%
9 UBS Group AG 947 46,000 1.54%
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 462 23,000 0.77%
11 ADVISOR GROUP, INC. 72 4,000 0.13%
12 Parallax Volatility Advisers, L.P. 1 0 0.00%
13 Concert Wealth Management Inc. 300 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.