13F institutional ownership facts

Institutions tracked

30

Reported value

$2,789,327.00

Reported shares

28,881

Latest filing period

Q2 2026

Top institutional holders

  1. UBS Group · $6,723,205,481 · 0.86%
  2. Morgan Stanley · $10,299,538,109 · 0.54%
  3. PNC Financial Services · $1,639,876,137 · 0.81%
  4. Joel Greenblatt - Gotham Asset Management · $124,424,787 · 0.29%
  5. David Solomon - Goldman Sachs · $1,996,182,598 · 0.17%
  6. Mike Hankin - Brown Advisory INC · $106,688,153 · 0.17%

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-IEFA

Institutional Holdings

30

Top Institutions

Top Institutions

1

UBS Group

69,612,813 shares

0.86%

% of Portfolio

2

Morgan Stanley

106,642,553 shares

0.54%

% of Portfolio

3

PNC Financial Services

16,979,459 shares

0.81%

% of Portfolio

4

Joel Greenblatt - Gotham Asset Management

1,288,308 shares

0.29%

% of Portfolio

5

David Solomon - Goldman Sachs

20,668,695 shares

0.17%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

1,104,661 shares

0.17%

% of Portfolio

7

Neuberger Berman

2,197,743 shares

0.14%

% of Portfolio

8

Franklin Resources

5,687,902 shares

0.12%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

19,301,863 shares

0.10%

% of Portfolio

10

Larry Fink - BlackRock

34,237,509 shares

0.05%

% of Portfolio

11

Nuveen

2,118,811 shares

0.05%

% of Portfolio

12

Lazard Asset Management

255,537 shares

0.04%

% of Portfolio

13

Jane Street Group

4,140,505 shares

0.03%

% of Portfolio

14

Northern Trust Corp

2,291,497 shares

0.03%

% of Portfolio

15

Wellington Management

2,077,341 shares

0.03%

% of Portfolio

16

Charles Schwab

1,224,963 shares

0.02%

% of Portfolio

17

Cliff Asness - AQR Capital Management

692,556 shares

0.02%

% of Portfolio

18

Renaissance Technologies

16,700 shares

NaN%

% of Portfolio

19

T. Rowe Price

156,553 shares

NaN%

% of Portfolio

20

Ken Griffin - Citadel Advisors

24,137 shares

NaN%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

44,057 shares

NaN%

% of Portfolio

22

Invesco

95,125 shares

NaN%

% of Portfolio

23

New York Life Invest

1,078,383 shares

0.73%

% of Portfolio

24

Jefferies Group

40,746 shares

0.03%

% of Portfolio

25

Mario Gabelli - GAMCO Investors

13,350 shares

0.01%

% of Portfolio

26

John P. Calamos, Sr. - Calamos Advisors LLC

2,373 shares

NaN%

% of Portfolio

27

Manning & Napier

155 shares

NaN%

% of Portfolio

28

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

29

Private Capital Management

3,056 shares

0.03%

% of Portfolio

30

Daniel Goodman - Gfi Investment Counsel

12,181 shares

0.16%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

35%

MEDIUM

20%

SMALL

5%

Geographic Distribution

North America
70%
Europe
25%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

35

Sellers

30

Holders

65

New

13

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

13

Insider Sellers

30

Purchase Value

$35.5M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

85

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
90
Recent Activity
70
Concentration
60
Momentum
85
Stability
87

Recent Actions

New

10

Increased

25

Decreased

8

Exited

4

Total

55

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