13F institutional ownership facts

Institutions tracked

15

Reported value

$10,125,167.00

Reported shares

205,462

Latest filing period

Q2 2026

Top institutional holders

  1. Capital International Investors · $1,131,547,007 · 0.23%
  2. Morgan Stanley · $1,382,963,626 · 0.07%
  3. UBS Group · $485,769,666 · 0.06%
  4. David E. Shaw - D.E. Shaw & Co. · $5,814,350 · <0.01%%
  5. Mike Hankin - Brown Advisory INC · $1,842,308 · <0.01%%
  6. Renaissance Technologies · $2,000,768 · <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-CGDV

Institutional Holdings

15

Top Institutions

Top Institutions

1

Capital International Investors

22,961,587 shares

0.23%

% of Portfolio

2

Morgan Stanley

28,063,384 shares

0.07%

% of Portfolio

3

UBS Group

9,857,339 shares

0.06%

% of Portfolio

4

David E. Shaw - D.E. Shaw & Co.

117,986 shares

NaN%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

37,384 shares

NaN%

% of Portfolio

6

Renaissance Technologies

40,600 shares

NaN%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

796,702 shares

NaN%

% of Portfolio

8

Jane Street Group

36,361 shares

NaN%

% of Portfolio

9

PNC Financial Services

16,501 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

20,658 shares

NaN%

% of Portfolio

11

Ken Fisher - Fisher Asset Management

16,202 shares

NaN%

% of Portfolio

12

Northern Trust Corp

17,475 shares

NaN%

% of Portfolio

13

Larry Fink - BlackRock

10,080 shares

NaN%

% of Portfolio

14

David Solomon - Goldman Sachs

0 shares

0.00%

% of Portfolio

15

Paul Tudor Jones - Tudor Investment Corp

46,876 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

25%

LARGE

40%

MEDIUM

15%

SMALL

20%

Geographic Distribution

North America
55%
Europe
15%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

30

Sellers

35

Holders

80

New

8

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

35

Purchase Value

$23.1M

Role Distribution

CEO
20%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

85

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
80
Recent Activity
60
Concentration
60
Momentum
65
Stability
72

Recent Actions

New

5

Increased

15

Decreased

8

Exited

2

Total

30

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