13F institutional ownership facts

Institutions tracked

16

Reported value

$27,066,228.00

Reported shares

534,800

Latest filing period

Q2 2026

Top institutional holders

  1. Two Sigma Investments · $27,066,228 · 0.02%
  2. Morgan Stanley · $193,732,548 · 0.01%
  3. UBS Group · $52,624,328 · 0.01%
  4. Joel Greenblatt - Gotham Asset Management · $2,647,713 · 0.01%
  5. Ken Griffin - Citadel Advisors · $3,150,928 · <0.01%%
  6. David Solomon - Goldman Sachs · $16,203,399 · <0.01%%

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-CALF

Institutional Holdings

16

Top Institutions

Top Institutions

1

Two Sigma Investments

534,800 shares

0.02%

% of Portfolio

2

Morgan Stanley

3,827,949 shares

0.01%

% of Portfolio

3

UBS Group

1,039,801 shares

0.01%

% of Portfolio

4

Joel Greenblatt - Gotham Asset Management

52,316 shares

0.01%

% of Portfolio

5

Ken Griffin - Citadel Advisors

62,259 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

320,162 shares

NaN%

% of Portfolio

7

Dmitry Balyasny - Balyasny Asset Management

9,390 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

6,716 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

24,230 shares

NaN%

% of Portfolio

10

PNC Financial Services

405 shares

NaN%

% of Portfolio

11

Franklin Resources

249 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

153 shares

NaN%

% of Portfolio

13

BNP Paribas

0 shares

0.00%

% of Portfolio

14

Jane Street Group

0 shares

0.00%

% of Portfolio

15

Northern Trust Corp

0 shares

0.00%

% of Portfolio

16

Mike Hankin - Brown Advisory INC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

39%

LARGE

33%

MEDIUM

17%

SMALL

11%

Geographic Distribution

North America
69%
Europe
23%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

34

Sellers

28

Holders

62

New

9

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

28

Purchase Value

$35.1M

Role Distribution

CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

84

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
89
Recent Activity
68
Concentration
57
Momentum
81
Stability
82

Recent Actions

New

9

Increased

23

Decreased

20

Exited

6

Total

50

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