13F institutional ownership facts

Institutions tracked

17

Reported value

$6,402,248.00

Reported shares

111,073

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $564,614,234 · 0.08%
  2. Renaissance Technologies · $6,402,248 · 0.01%
  3. Morgan Stanley · $111,615,270 · 0.01%
  4. UBS Group · $29,018,512 · <0.01%%
  5. Jamie Dimon - JPMorgan Chase · $39,818,044 · <0.01%%
  6. BNP Paribas · $2,478,520 · <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-CMF

Institutional Holdings

17

Top Institutions

Top Institutions

1

Charles Schwab

9,795,528 shares

0.08%

% of Portfolio

2

Renaissance Technologies

111,073 shares

0.01%

% of Portfolio

3

Morgan Stanley

1,936,419 shares

0.01%

% of Portfolio

4

UBS Group

503,444 shares

NaN%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

690,685 shares

NaN%

% of Portfolio

6

BNP Paribas

43,000 shares

NaN%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

12,106 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

32,001 shares

NaN%

% of Portfolio

9

Larry Fink - BlackRock

865,882 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

54,567 shares

NaN%

% of Portfolio

11

Ken Fisher - Fisher Asset Management

11,093 shares

NaN%

% of Portfolio

12

Franklin Resources

14,980 shares

NaN%

% of Portfolio

13

T. Rowe Price

30,000 shares

NaN%

% of Portfolio

14

PNC Financial Services

6,112 shares

NaN%

% of Portfolio

15

Nuveen

5,041 shares

NaN%

% of Portfolio

16

Northern Trust Corp

4,734 shares

NaN%

% of Portfolio

17

Jane Street Group

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

43%

LARGE

36%

MEDIUM

29%

SMALL

-8%

Geographic Distribution

North America
73%
Europe
26%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

58

Sellers

31

Holders

74

New

15

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

31

Purchase Value

$22.5M

Role Distribution

CEO
28%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

83

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
78
Recent Activity
86
Concentration
89
Momentum
87
Stability
62

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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