13F institutional ownership facts

Institutions tracked

30

Reported value

$17,170,358.00

Reported shares

173,473

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $1,086,048,204 · 0.54%
  2. Northern Trust Corp · $2,290,762,040 · 0.27%
  3. Morgan Stanley · $3,532,846,272 · 0.19%
  4. Joel Greenblatt - Gotham Asset Management · $60,990,288 · 0.14%
  5. UBS Group · $1,124,838,909 · 0.14%
  6. David Solomon - Goldman Sachs · $1,244,347,080 · 0.11%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-AGG

Institutional Holdings

30

Top Institutions

Top Institutions

1

PNC Financial Services

10,972,401 shares

0.54%

% of Portfolio

2

Northern Trust Corp

23,143,686 shares

0.27%

% of Portfolio

3

Morgan Stanley

35,692,523 shares

0.19%

% of Portfolio

4

Joel Greenblatt - Gotham Asset Management

616,188 shares

0.14%

% of Portfolio

5

UBS Group

11,364,305 shares

0.14%

% of Portfolio

6

David Solomon - Goldman Sachs

12,571,702 shares

0.11%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

16,323,687 shares

0.09%

% of Portfolio

8

Larry Fink - BlackRock

61,984,138 shares

0.09%

% of Portfolio

9

Charles Schwab

6,429,196 shares

0.08%

% of Portfolio

10

Voya Investment Mgmt

762,085 shares

0.07%

% of Portfolio

11

Mike Hankin - Brown Advisory INC

312,639 shares

0.05%

% of Portfolio

12

BNP Paribas

784,037 shares

0.03%

% of Portfolio

13

Nuveen

1,189,671 shares

0.03%

% of Portfolio

14

Renaissance Technologies

169,699 shares

0.02%

% of Portfolio

15

Franklin Resources

769,345 shares

0.02%

% of Portfolio

16

Lazard Asset Management

128,789 shares

0.02%

% of Portfolio

17

Ken Fisher - Fisher Asset Management

1,340,551 shares

0.04%

% of Portfolio

18

Neuberger Berman

102,658 shares

0.01%

% of Portfolio

19

SG Americas Securities

78,467 shares

NaN%

% of Portfolio

20

Israel Englander - Millennium Management

45,763 shares

NaN%

% of Portfolio

21

Cliff Asness - AQR Capital Management

76,005 shares

NaN%

% of Portfolio

22

Invesco

58,843 shares

NaN%

% of Portfolio

23

T. Rowe Price

20,669 shares

NaN%

% of Portfolio

24

Jane Street Group

0 shares

0.00%

% of Portfolio

25

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

26

New York Life Invest

823,286 shares

0.57%

% of Portfolio

27

Jefferies Group

12,685 shares

0.01%

% of Portfolio

28

Paul Tudor Jones - Tudor Investment Corp

3,774 shares

NaN%

% of Portfolio

29

Manning & Napier

473 shares

NaN%

% of Portfolio

30

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

30%

LARGE

25%

MEDIUM

30%

SMALL

15%

Geographic Distribution

North America
60%
Europe
25%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

35

Sellers

20

Holders

95

New

13

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

13

Insider Sellers

20

Purchase Value

$24.7M

Role Distribution

CEO
25%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

90

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
85
Recent Activity
70
Concentration
75
Momentum
85
Stability
65

Recent Actions

New

10

Increased

25

Decreased

8

Exited

4

Total

55

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