13F institutional ownership facts

Institutions tracked

18

Reported value

$5,914,891,772.00

Reported shares

182,389,506

Latest filing period

Q1 2026

Top institutional holders

  1. Charles Schwab · $5,812,811,315 · 0.89%
  2. UBS Group · $47,940,458 · 0.01%
  3. Morgan Stanley · $36,632,988 · <0.01%%
  4. Cliff Asness - AQR Capital Management · $4,684,120 · <0.01%%
  5. Ken Griffin - Citadel Advisors · $2,123,484 · <0.01%%
  6. David Solomon - Goldman Sachs · $5,949,867 · <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-FNDA

Institutional Holdings

18

Top Institutions

Institutional InsightPRO

Scale Distribution

MEGA

26%

LARGE

32%

MEDIUM

18%

SMALL

24%

Geographic Distribution

North America
56%
Europe
27%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

51

Sellers

27

Holders

63

New

17

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

27

Purchase Value

$30.3M

Role Distribution

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

71

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
76
Recent Activity
72
Concentration
88
Momentum
89
Stability
81

Recent Actions

New

6

Increased

17

Decreased

11

Exited

2

Total

45

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