13F institutional ownership facts

Institutions tracked

22

Reported value

$2,345,031,406.00

Reported shares

15,489,889

Latest filing period

Q1 2026

Top institutional holders

  1. PNC Financial Services · $530,952,754 · 0.31%
  2. Morgan Stanley · $987,033,576 · 0.06%
  3. Northern Trust Corp · $470,380,451 · 0.06%
  4. UBS Group · $176,180,676 · 0.03%
  5. David Solomon - Goldman Sachs · $104,880,814 · 0.01%
  6. BNP Paribas · $16,004,340 · 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-DVY

Institutional Holdings

22

Top Institutions

Top Institutions

1

PNC Financial Services

3,506,722 shares

0.31%

% of Portfolio

2

Morgan Stanley

6,518,944 shares

0.06%

% of Portfolio

3

Northern Trust Corp

3,106,667 shares

0.06%

% of Portfolio

4

UBS Group

1,163,600 shares

0.03%

% of Portfolio

5

David Solomon - Goldman Sachs

692,694 shares

0.01%

% of Portfolio

6

BNP Paribas

105,702 shares

0.01%

% of Portfolio

7

Franklin Resources

179,913 shares

0.01%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

28,112 shares

0.01%

% of Portfolio

9

Cliff Asness - AQR Capital Management

32,734 shares

NaN%

% of Portfolio

10

AllianceBernstein (AB)

35,756 shares

NaN%

% of Portfolio

11

Neuberger Berman

6,903 shares

NaN%

% of Portfolio

12

Charles Schwab

15,343 shares

NaN%

% of Portfolio

13

Ken Griffin - Citadel Advisors

2,166 shares

NaN%

% of Portfolio

14

Ken Fisher - Fisher Asset Management

3,607 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

28,683 shares

NaN%

% of Portfolio

16

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

0 shares

0.00%

% of Portfolio

17

Renaissance Technologies

0 shares

0.00%

% of Portfolio

18

Mario Gabelli - GAMCO Investors

16,308 shares

0.02%

% of Portfolio

19

Joel Greenblatt - Gotham Asset Management

17,116 shares

0.01%

% of Portfolio

20

John P. Calamos, Sr. - Calamos Advisors LLC

2,533 shares

NaN%

% of Portfolio

21

Private Capital Management

26,386 shares

0.40%

% of Portfolio

22

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

43%

MEDIUM

32%

SMALL

-19%

Geographic Distribution

North America
74%
Europe
18%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

39

Sellers

38

Holders

77

New

14

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

38

Purchase Value

$37.1M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
94
Recent Activity
78
Concentration
72
Momentum
71
Stability
75

Recent Actions

New

14

Increased

33

Decreased

20

Exited

2

Total

45

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