13F institutional ownership facts
Institutions tracked
9
Reported value
$105,442,269.00
Reported shares
914,979
Latest filing period
Q1 2026
Top institutional holders
- Morgan Stanley · $79,348,093 · <0.01%%
- Jane Street Group · $2,145,769 · <0.01%%
- David Solomon - Goldman Sachs · $14,358,674 · <0.01%%
- UBS Group · $6,916,359 · <0.01%%
- PNC Financial Services · $43,676 · <0.01%%
- Larry Fink - BlackRock · $249,495 · <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-EQWL
Institutional Holdings
9
Top Institutions
Top Institutions
Morgan Stanley
688,546 shares
NaN%
% of Portfolio
Jane Street Group
18,620 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
124,598 shares
NaN%
% of Portfolio
UBS Group
60,017 shares
NaN%
% of Portfolio
PNC Financial Services
379 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
2,165 shares
NaN%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
7,742 shares
NaN%
% of Portfolio
Private Capital Management
12,912 shares
0.15%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
34%
LARGE
23%
MEDIUM
22%
SMALL
21%
Geographic Distribution
Institutional Activity
Buyers
59
Sellers
18
Holders
87
New
19
Exited
6
Insider TradingPRO
Trading Statistics
Insider Buyers
22
Insider Sellers
18
Purchase Value
$33.2M
Role Distribution
RatingPRO
79
B+
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
14
Increased
33
Decreased
20
Exited
4
Total
55