13F institutional ownership facts

Institutions tracked

19

Reported value

$1,806,867.00

Reported shares

65,920

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $476,135,947 · 0.03%
  2. UBS Group · $218,725,167 · 0.03%
  3. BNP Paribas · $69,484,624 · 0.02%
  4. Jamie Dimon - JPMorgan Chase · $183,820,344 · 0.01%
  5. Joel Greenblatt - Gotham Asset Management · $8,857,267 · 0.02%
  6. PNC Financial Services · $7,393,149 · <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-HDV

Institutional Holdings

19

Top Institutions

Top Institutions

1

Morgan Stanley

17,370,883 shares

0.03%

% of Portfolio

2

UBS Group

7,979,758 shares

0.03%

% of Portfolio

3

BNP Paribas

2,535,010 shares

0.02%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

6,638,509 shares

0.01%

% of Portfolio

5

Joel Greenblatt - Gotham Asset Management

323,140 shares

0.02%

% of Portfolio

6

PNC Financial Services

269,724 shares

NaN%

% of Portfolio

7

Franklin Resources

594,785 shares

NaN%

% of Portfolio

8

David Solomon - Goldman Sachs

622,619 shares

NaN%

% of Portfolio

9

Mike Hankin - Brown Advisory INC

39,824 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

140,342 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

3,147,076 shares

NaN%

% of Portfolio

12

Renaissance Technologies

23,000 shares

NaN%

% of Portfolio

13

David E. Shaw - D.E. Shaw & Co.

42,920 shares

NaN%

% of Portfolio

14

Ken Fisher - Fisher Asset Management

14,631 shares

NaN%

% of Portfolio

15

Northern Trust Corp

31,195 shares

NaN%

% of Portfolio

16

Jefferies Group

98,704 shares

0.02%

% of Portfolio

17

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

18

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

19

Lazard Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

27%

MEDIUM

23%

SMALL

9%

Geographic Distribution

North America
71%
Europe
17%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

46

Sellers

22

Holders

68

New

12

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

22

Purchase Value

$11.0M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

76

B+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
86
Recent Activity
62
Concentration
68
Momentum
69
Stability
76

Recent Actions

New

11

Increased

27

Decreased

11

Exited

6

Total

50

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