13F institutional ownership facts

Institutions tracked

14

Reported value

$0.00

Reported shares

0

Latest filing period

Q2 2026

Top institutional holders

  1. Voya Investment Mgmt · $179,285,663 · 0.16%
  2. PNC Financial Services · $103,721,744 · 0.05%
  3. Charles Schwab · $198,955,628 · 0.03%
  4. Cliff Asness - AQR Capital Management · $14,593,661 · 0.01%
  5. UBS Group · $25,390,676 · <0.01%%
  6. Joel Greenblatt - Gotham Asset Management · $1,309,059 · <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-HYLB

Institutional Holdings

14

Top Institutions

Top Institutions

1

Voya Investment Mgmt

4,909,246 shares

0.16%

% of Portfolio

2

PNC Financial Services

2,840,135 shares

0.05%

% of Portfolio

3

Charles Schwab

5,447,854 shares

0.03%

% of Portfolio

4

Cliff Asness - AQR Capital Management

399,607 shares

0.01%

% of Portfolio

5

UBS Group

695,254 shares

NaN%

% of Portfolio

6

Joel Greenblatt - Gotham Asset Management

35,845 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

665,640 shares

NaN%

% of Portfolio

8

Amundi

212,229 shares

NaN%

% of Portfolio

9

Morgan Stanley

284,486 shares

NaN%

% of Portfolio

10

Jamie Dimon - JPMorgan Chase

5,764 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

360 shares

NaN%

% of Portfolio

12

Renaissance Technologies

0 shares

0.00%

% of Portfolio

13

SG Americas Securities

0 shares

0.00%

% of Portfolio

14

New York Life Invest

143,143 shares

0.04%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

28%

MEDIUM

32%

SMALL

-4%

Geographic Distribution

North America
74%
Europe
23%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

49

Sellers

23

Holders

97

New

9

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

23

Purchase Value

$29.5M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

69

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
68
Concentration
82
Momentum
81
Stability
71

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

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