Naviter Wealth, LLC ETF holdings
Little Rock, AR
Reported $281.2M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$281.2M
ETFs held
57
Change from prior quarter
+57.8%
With price moves
ETFs as a share of its 13F
25.5%
of $1.1B
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AMLP | Alerian MLP ETF | $85.0M | 1,639,760 | +293,996 shares |
| ACWI | iShares MSCI ACWI ETF | $60.4M | 384,843 | +205,534 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $55.6M | 1,099,150 | +325,251 shares |
| MLPA | Global X MLP ETF | $10.7M | 201,119 | +68,819 shares |
| BIZD | VanEck BDC Income ETF | $9.4M | 738,897 | +471,637 shares |
| USRT | iShares Core U.S. REIT ETF | $4.7M | 70,349 | +13,755 shares |
| MLPX | Global X MLP & Energy Infrastructure ETF | $4.7M | 63,402 | +50,800 shares |
| IYR | iShares U.S. Real Estate ETF | $4.4M | 42,882 | +16,688 shares |
| VOO | Vanguard S&P 500 ETF | $4.4M | 6,347 | +4,723 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.3M | 4,358 | +2,184 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001855567. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Naviter Wealth, LLC own?
Naviter Wealth, LLC reported 57 ETF positions worth $281.2M in its Form 13F for June 30, 2026. The largest was AMLP, at $85.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.