13F institutional ownership facts
Institutions tracked
12
Reported value
$0.00
Reported shares
0
Latest filing period
Q2 2026
Top institutional holders
- UBS Group · $59,369,841 · 0.01%
- Joel Greenblatt - Gotham Asset Management · $4,481,838 · 0.01%
- Jamie Dimon - JPMorgan Chase · $34,086,005 · <0.01%%
- PNC Financial Services · $679,179 · <0.01%%
- Nuveen · $699,318 · <0.01%%
- Morgan Stanley · $1,025,544 · <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-HELO
Institutional Holdings
12
Top Institutions
Top Institutions
UBS Group
878,512 shares
0.01%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
66,319 shares
0.01%
% of Portfolio
Jamie Dimon - JPMorgan Chase
505,952 shares
NaN%
% of Portfolio
PNC Financial Services
10,050 shares
NaN%
% of Portfolio
Nuveen
10,348 shares
NaN%
% of Portfolio
Morgan Stanley
15,175 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
884 shares
NaN%
% of Portfolio
Renaissance Technologies
0 shares
0.00%
% of Portfolio
Cliff Asness - AQR Capital Management
0 shares
0.00%
% of Portfolio
Jane Street Group
0 shares
0.00%
% of Portfolio
Ken Griffin - Citadel Advisors
0 shares
0.00%
% of Portfolio
Jefferies Group
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
31%
LARGE
42%
MEDIUM
33%
SMALL
-6%
Geographic Distribution
Institutional Activity
Buyers
56
Sellers
37
Holders
78
New
22
Exited
15
Insider TradingPRO
Trading Statistics
Insider Buyers
19
Insider Sellers
37
Purchase Value
$32.1M
Role Distribution
RatingPRO
76
B+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
11
Increased
27
Decreased
11
Exited
4
Total
40