13F institutional ownership facts

Institutions tracked

28

Reported value

$78,525,065.00

Reported shares

830,338

Latest filing period

Q2 2026

Top institutional holders

  1. Ken Fisher - Fisher Asset Management · $15,222,380,109 · 4.53%
  2. PNC Financial Services · $826,003,694 · 0.41%
  3. Jamie Dimon - JPMorgan Chase · $3,256,573,858 · 0.18%
  4. Morgan Stanley · $1,361,138,148 · 0.07%
  5. UBS Group · $512,608,174 · 0.07%
  6. Mike Hankin - Brown Advisory INC · $29,473,828 · 0.05%

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-IEF

Institutional Holdings

28

Top Institutions

Top Institutions

1

Ken Fisher - Fisher Asset Management

160,964,153 shares

4.53%

% of Portfolio

2

PNC Financial Services

8,734,310 shares

0.41%

% of Portfolio

3

Jamie Dimon - JPMorgan Chase

34,258,086 shares

0.18%

% of Portfolio

4

Morgan Stanley

14,392,916 shares

0.07%

% of Portfolio

5

UBS Group

5,420,410 shares

0.07%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

311,661 shares

0.05%

% of Portfolio

7

SG Americas Securities

695,911 shares

0.04%

% of Portfolio

8

Jane Street Group

333,592 shares

0.00%

% of Portfolio

9

BNP Paribas

181,830 shares

0.01%

% of Portfolio

10

David Solomon - Goldman Sachs

1,602,239 shares

0.01%

% of Portfolio

11

Renaissance Technologies

43,108 shares

0.01%

% of Portfolio

12

Larry Fink - BlackRock

3,917,957 shares

0.01%

% of Portfolio

13

Lazard Asset Management

41,271 shares

0.01%

% of Portfolio

14

Israel Englander - Millennium Management

93,056 shares

NaN%

% of Portfolio

15

Joel Greenblatt - Gotham Asset Management

14,177 shares

NaN%

% of Portfolio

16

Two Sigma Investments

17,230 shares

NaN%

% of Portfolio

17

Northern Trust Corp

47,915 shares

NaN%

% of Portfolio

18

Amundi

10,043 shares

NaN%

% of Portfolio

19

Cliff Asness - AQR Capital Management

4,726 shares

NaN%

% of Portfolio

20

Nuveen

5,731 shares

NaN%

% of Portfolio

21

Franklin Resources

3,325 shares

NaN%

% of Portfolio

22

Jan van Eck - VanEck

1,019 shares

NaN%

% of Portfolio

23

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

24

Neuberger Berman

0 shares

0.00%

% of Portfolio

25

Louis Moore Bacon - Moore Capital Management

770,000 shares

1.08%

% of Portfolio

26

Jefferies Group

38,397 shares

0.02%

% of Portfolio

27

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

28

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

25%

LARGE

25%

MEDIUM

15%

SMALL

35%

Geographic Distribution

North America
55%
Europe
20%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

40

Sellers

20

Holders

60

New

18

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

18

Insider Sellers

20

Purchase Value

$17.1M

Role Distribution

CEO
20%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

65

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
85
Recent Activity
80
Concentration
70
Momentum
75
Stability
68

Recent Actions

New

5

Increased

15

Decreased

8

Exited

6

Total

50

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