13F institutional ownership facts

Institutions tracked

16

Reported value

$405,309.00

Reported shares

7,610

Latest filing period

Q2 2026

Top institutional holders

  1. David Solomon - Goldman Sachs · $209,153,573 · 0.02%
  2. Jamie Dimon - JPMorgan Chase · $394,586,636 · 0.02%
  3. UBS Group · $29,687,018 · <0.01%%
  4. PNC Financial Services · $8,303,393 · <0.01%%
  5. Morgan Stanley · $76,799,727 · <0.01%%
  6. Amundi · $11,516,144 · <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-EPP

Institutional Holdings

16

Top Institutions

Top Institutions

1

David Solomon - Goldman Sachs

3,927,029 shares

0.02%

% of Portfolio

2

Jamie Dimon - JPMorgan Chase

7,408,686 shares

0.02%

% of Portfolio

3

UBS Group

557,398 shares

NaN%

% of Portfolio

4

PNC Financial Services

155,903 shares

NaN%

% of Portfolio

5

Morgan Stanley

1,441,976 shares

NaN%

% of Portfolio

6

Amundi

216,225 shares

NaN%

% of Portfolio

7

Larry Fink - BlackRock

1,992,871 shares

NaN%

% of Portfolio

8

Fidelity International (FIL)

31,756 shares

NaN%

% of Portfolio

9

Cliff Asness - AQR Capital Management

28,135 shares

NaN%

% of Portfolio

10

Jane Street Group

9,229 shares

NaN%

% of Portfolio

11

Ken Griffin - Citadel Advisors

4,706 shares

NaN%

% of Portfolio

12

Nuveen

9,241 shares

NaN%

% of Portfolio

13

Invesco

13,195 shares

NaN%

% of Portfolio

14

Northern Trust Corp

6,339 shares

NaN%

% of Portfolio

15

Franklin Resources

1,000 shares

NaN%

% of Portfolio

16

Leon Cooperman - Omega Advisors

7,610 shares

0.01%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

38%

LARGE

36%

MEDIUM

34%

SMALL

-8%

Geographic Distribution

North America
68%
Europe
21%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

33

Sellers

31

Holders

79

New

20

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

31

Purchase Value

$15.2M

Role Distribution

CEO
23%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

93

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
78
Recent Activity
66
Concentration
84
Momentum
77
Stability
65

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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