13F institutional ownership facts

Institutions tracked

18

Reported value

$2,501,478.00

Reported shares

21,826

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $66,511,640 · <0.01%%
  2. David E. Shaw - D.E. Shaw & Co. · $2,501,478 · <0.01%%
  3. Ken Griffin - Citadel Advisors · $2,380,564 · <0.01%%
  4. PNC Financial Services · $2,410,922 · <0.01%%
  5. UBS Group · $6,039,374 · <0.01%%
  6. David Solomon - Goldman Sachs · $6,677,293 · <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-IDU

Institutional Holdings

18

Top Institutions

Top Institutions

1

Morgan Stanley

580,329 shares

NaN%

% of Portfolio

2

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

21,826 shares

NaN%

% of Portfolio

3

Ken Griffin - Citadel Advisors

20,771 shares

NaN%

% of Portfolio

4

PNC Financial Services

21,036 shares

NaN%

% of Portfolio

5

UBS Group

52,695 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

58,261 shares

NaN%

% of Portfolio

7

Joel Greenblatt - Gotham Asset Management

2,096 shares

NaN%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

2,579 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

32,856 shares

NaN%

% of Portfolio

10

Franklin Resources

8,280 shares

NaN%

% of Portfolio

11

Jane Street Group

2,100 shares

NaN%

% of Portfolio

12

Cliff Asness - AQR Capital Management

3,373 shares

NaN%

% of Portfolio

13

Larry Fink - BlackRock

1,552 shares

NaN%

% of Portfolio

14

Renaissance Technologies

0 shares

0.00%

% of Portfolio

15

Two Sigma Investments

0 shares

0.00%

% of Portfolio

16

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

17

Neuberger Berman

0 shares

0.00%

% of Portfolio

18

Mario Gabelli - GAMCO Investors

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

32%

MEDIUM

23%

SMALL

4%

Geographic Distribution

North America
71%
Europe
22%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

56

Sellers

27

Holders

68

New

22

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

27

Purchase Value

$21.8M

Role Distribution

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

81

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
76
Recent Activity
82
Concentration
83
Momentum
79
Stability
84

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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