13F institutional ownership facts

Institutions tracked

15

Reported value

$0.00

Reported shares

0

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $232,193,956 · 0.03%
  2. Morgan Stanley · $44,882,323 · <0.01%%
  3. UBS Group · $4,453,309 · <0.01%%
  4. Jamie Dimon - JPMorgan Chase · $7,199,354 · <0.01%%
  5. David Solomon - Goldman Sachs · $3,319,355 · <0.01%%
  6. Ken Fisher - Fisher Asset Management · $786,047 · <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-FHLC

Institutional Holdings

15

Top Institutions

Top Institutions

1

Charles Schwab

3,005,747 shares

0.03%

% of Portfolio

2

Morgan Stanley

580,998 shares

NaN%

% of Portfolio

3

UBS Group

57,648 shares

NaN%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

92,157 shares

NaN%

% of Portfolio

5

David Solomon - Goldman Sachs

42,969 shares

NaN%

% of Portfolio

6

Ken Fisher - Fisher Asset Management

10,175 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

5,640 shares

NaN%

% of Portfolio

8

PNC Financial Services

3,594 shares

NaN%

% of Portfolio

9

Larry Fink - BlackRock

5,047 shares

NaN%

% of Portfolio

10

T. Rowe Price

74 shares

NaN%

% of Portfolio

11

Franklin Resources

0 shares

0.00%

% of Portfolio

12

Jane Street Group

0 shares

0.00%

% of Portfolio

13

Northern Trust Corp

0 shares

0.00%

% of Portfolio

14

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

15

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

39%

MEDIUM

26%

SMALL

-7%

Geographic Distribution

North America
72%
Europe
29%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

37

Sellers

34

Holders

71

New

21

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

34

Purchase Value

$36.3M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

87

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
92
Recent Activity
74
Concentration
66
Momentum
93
Stability
65

Recent Actions

New

12

Increased

29

Decreased

14

Exited

6

Total

35

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