13F institutional ownership facts

Institutions tracked

17

Reported value

$236,398.00

Reported shares

1,900

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $154,536,576 · 0.08%
  2. Morgan Stanley · $665,753,601 · 0.04%
  3. Charles Schwab · $124,648,709 · 0.02%
  4. Jamie Dimon - JPMorgan Chase · $426,486,385 · 0.02%
  5. UBS Group · $134,200,159 · 0.02%
  6. David Solomon - Goldman Sachs · $35,235,489 · <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-EFG

Institutional Holdings

17

Top Institutions

Top Institutions

1

PNC Financial Services

1,242,056 shares

0.08%

% of Portfolio

2

Morgan Stanley

5,350,855 shares

0.04%

% of Portfolio

3

Charles Schwab

1,001,838 shares

0.02%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

3,461,739 shares

0.02%

% of Portfolio

5

UBS Group

1,078,606 shares

0.02%

% of Portfolio

6

David Solomon - Goldman Sachs

283,198 shares

NaN%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

15,736 shares

NaN%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

9,156 shares

NaN%

% of Portfolio

9

Franklin Resources

84,951 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

24,917 shares

NaN%

% of Portfolio

11

Northern Trust Corp

63,758 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

481,433 shares

NaN%

% of Portfolio

13

Nuveen

12,658 shares

NaN%

% of Portfolio

14

Renaissance Technologies

1,900 shares

NaN%

% of Portfolio

15

T. Rowe Price

10,449 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

2,606 shares

NaN%

% of Portfolio

17

Jane Street Group

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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