13F institutional ownership facts
Institutions tracked
9
Reported value
$346,710.00
Reported shares
10,564
Latest filing period
Q2 2026
Top institutional holders
- Capital International Investors · $327,371,722 · 0.07%
- David E. Shaw - D.E. Shaw & Co. · $346,710 · <0.01%%
- Cliff Asness - AQR Capital Management · $413,617 · <0.01%%
- PNC Financial Services · $13,128 · <0.01%%
- Jamie Dimon - JPMorgan Chase · $27,356 · <0.01%%
- Morgan Stanley · $17,722 · <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-CGCV
Institutional Holdings
9
Top Institutions
Top Institutions
Capital International Investors
9,974,763 shares
0.07%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
10,564 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
12,603 shares
NaN%
% of Portfolio
PNC Financial Services
400 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
831 shares
NaN%
% of Portfolio
Morgan Stanley
540 shares
NaN%
% of Portfolio
BNP Paribas
45 shares
NaN%
% of Portfolio
Jane Street Group
0 shares
0.00%
% of Portfolio
Ken Griffin - Citadel Advisors
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
36%
LARGE
27%
MEDIUM
28%
SMALL
9%
Geographic Distribution
Institutional Activity
Buyers
31
Sellers
22
Holders
93
New
12
Exited
16
Insider TradingPRO
Trading Statistics
Insider Buyers
9
Insider Sellers
22
Purchase Value
$34.0M
Role Distribution
RatingPRO
81
A-
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
6
Increased
17
Decreased
11
Exited
6
Total
35