13F institutional ownership facts

Institutions tracked

14

Reported value

$7,556,472.00

Reported shares

98,700

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $161,690,662 · 0.02%
  2. Two Sigma Investments · $7,556,472 · 0.01%
  3. Joel Greenblatt - Gotham Asset Management · $1,565,652 · <0.01%%
  4. Morgan Stanley · $34,431,146 · <0.01%%
  5. David Solomon - Goldman Sachs · $5,990,973 · <0.01%%
  6. Jamie Dimon - JPMorgan Chase · $10,211,362 · <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-FNCL

Institutional Holdings

14

Top Institutions

Top Institutions

1

Charles Schwab

2,111,947 shares

0.02%

% of Portfolio

2

Two Sigma Investments

98,700 shares

0.01%

% of Portfolio

3

Joel Greenblatt - Gotham Asset Management

20,450 shares

NaN%

% of Portfolio

4

Morgan Stanley

449,724 shares

NaN%

% of Portfolio

5

David Solomon - Goldman Sachs

78,252 shares

NaN%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

133,185 shares

NaN%

% of Portfolio

7

Steve Cohen - Point72 Asset Management

4,265 shares

NaN%

% of Portfolio

8

Ken Fisher - Fisher Asset Management

19,428 shares

NaN%

% of Portfolio

9

UBS Group

30,695 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

12,650 shares

NaN%

% of Portfolio

11

PNC Financial Services

512 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

2,696 shares

NaN%

% of Portfolio

13

Franklin Resources

0 shares

0.00%

% of Portfolio

14

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

26%

LARGE

22%

MEDIUM

18%

SMALL

34%

Geographic Distribution

North America
56%
Europe
17%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

31

Sellers

17

Holders

63

New

12

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

17

Purchase Value

$7.7M

Role Distribution

CEO
21%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

61

C+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
71
Recent Activity
62
Concentration
58
Momentum
69
Stability
65

Recent Actions

New

6

Increased

17

Decreased

11

Exited

6

Total

35

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