13F institutional ownership facts

Institutions tracked

22

Reported value

$1,100,821.00

Reported shares

7,043

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $541,215,162 · 0.27%
  2. Northern Trust Corp · $481,398,686 · 0.06%
  3. Morgan Stanley · $1,026,813,066 · 0.05%
  4. UBS Group · $173,000,499 · 0.02%
  5. BNP Paribas · $25,457,988 · 0.01%
  6. David Solomon - Goldman Sachs · $92,551,890 · 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

3,462,669 shares

0.27%

% of Portfolio

2

Northern Trust Corp

3,079,966 shares

0.06%

% of Portfolio

3

Morgan Stanley

6,569,499 shares

0.05%

% of Portfolio

4

UBS Group

1,106,849 shares

0.02%

% of Portfolio

5

BNP Paribas

162,879 shares

0.01%

% of Portfolio

6

David Solomon - Goldman Sachs

592,143 shares

0.01%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

1,607,768 shares

0.01%

% of Portfolio

8

Franklin Resources

186,082 shares

0.01%

% of Portfolio

9

Joel Greenblatt - Gotham Asset Management

17,116 shares

0.01%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

28,097 shares

0.01%

% of Portfolio

11

Charles Schwab

140,591 shares

NaN%

% of Portfolio

12

Cliff Asness - AQR Capital Management

36,003 shares

NaN%

% of Portfolio

13

Neuberger Berman

7,294 shares

NaN%

% of Portfolio

14

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

7,043 shares

NaN%

% of Portfolio

15

Israel Englander - Millennium Management

2,280 shares

NaN%

% of Portfolio

16

Nuveen

4,954 shares

NaN%

% of Portfolio

17

Ken Griffin - Citadel Advisors

2,033 shares

NaN%

% of Portfolio

18

Larry Fink - BlackRock

34,306 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

1,493 shares

NaN%

% of Portfolio

20

Mario Gabelli - GAMCO Investors

5,400 shares

0.01%

% of Portfolio

21

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

22

Private Capital Management

26,593 shares

0.37%

% 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

Unlock Pro to view full data

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%
Unlock Pro to view full data

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

Unlock Pro to view full data