9 institutions reported holding $3.1M of SCHWAB ARIEL OPPORTUNITIES ETF (SAEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.2M), FLOW TRADERS U.S. LLC ($423,000), CITADEL ADVISORS LLC ($225,347), Royal Bank of Canada ($170,000), Wealth Enhancement Trust Services, Inc. ($67,200). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 69,921 | Trimmed |
| 2 | FLOW TRADERS U.S. LLC | $423,000 | 13,205 | Added |
| 3 | CITADEL ADVISORS LLC | $225,347 | 7,032 | New |
| 4 | Royal Bank of Canada | $170,000 | 5,304 | New |
| 5 | Wealth Enhancement Trust Services, Inc. | $67,200 | 2,097 | Trimmed |
| 6 | MORGAN STANLEY | $35 | 1 | Trimmed |
| 7 | WFA of San Diego, LLC | $0 | 0 | Exited |
| 8 | Sankala Group LLC | $0 | 0 | Exited |
| 9 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30