13F institutional ownership facts

Institutions tracked

18

Reported value

$2,261,201.00

Reported shares

20,972

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $79,431,117 · 0.04%
  2. Morgan Stanley · $161,400,880 · 0.01%
  3. UBS Group · $52,812,608 · 0.01%
  4. Fidelity International (FIL) · $23,860,674 · 0.02%
  5. Renaissance Technologies · $2,261,201 · <0.01%%
  6. David Solomon - Goldman Sachs · $26,556,066 · <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-CWB

Institutional Holdings

18

Top Institutions

Top Institutions

1

PNC Financial Services

736,701 shares

0.04%

% of Portfolio

2

Morgan Stanley

1,496,947 shares

0.01%

% of Portfolio

3

UBS Group

489,822 shares

0.01%

% of Portfolio

4

Fidelity International (FIL)

221,301 shares

0.02%

% of Portfolio

5

Renaissance Technologies

20,972 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

246,300 shares

NaN%

% of Portfolio

7

Lazard Asset Management

11,000 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

10,652 shares

NaN%

% of Portfolio

9

BNP Paribas

8,241 shares

NaN%

% of Portfolio

10

Northern Trust Corp

20,651 shares

NaN%

% of Portfolio

11

Jamie Dimon - JPMorgan Chase

10,531 shares

NaN%

% of Portfolio

12

Invesco

7,088 shares

NaN%

% of Portfolio

13

Franklin Resources

939 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

2 shares

NaN%

% of Portfolio

15

Jane Street Group

0 shares

0.00%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

17

New York Life Invest

365,834 shares

0.28%

% of Portfolio

18

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

24%

MEDIUM

31%

SMALL

8%

Geographic Distribution

North America
67%
Europe
29%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

52

Sellers

19

Holders

96

New

21

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

19

Purchase Value

$20.6M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

77

B+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
72
Recent Activity
74
Concentration
71
Momentum
93
Stability
64

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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