13F institutional ownership facts
Institutions tracked
6
Reported value
$281,772,614.00
Reported shares
13,430,534
Latest filing period
Q1 2026
Top institutional holders
- Morgan Stanley · $10,030,338 · <0.01%%
- Ken Griffin - Citadel Advisors · $785,093 · <0.01%%
- Jane Street Group · $311,931 · <0.01%%
- David Solomon - Goldman Sachs · $312,833 · <0.01%%
- UBS Group · $525 · <0.01%%
- New York Life Invest · $270,331,894 · 2.29%
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-CPLB
Institutional Holdings
6
Top Institutions
Top Institutions
Morgan Stanley
478,090 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
37,421 shares
NaN%
% of Portfolio
Jane Street Group
14,868 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
14,911 shares
NaN%
% of Portfolio
UBS Group
25 shares
NaN%
% of Portfolio
New York Life Invest
12,885,219 shares
2.29%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
28%
LARGE
36%
MEDIUM
24%
SMALL
12%
Geographic Distribution
Institutional Activity
Buyers
53
Sellers
31
Holders
69
New
10
Exited
12
Insider TradingPRO
Trading Statistics
Insider Buyers
16
Insider Sellers
31
Purchase Value
$31.0M
Role Distribution
RatingPRO
73
B
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
8
Increased
21
Decreased
17
Exited
4
Total
55