13F institutional ownership facts

Institutions tracked

20

Reported value

$8,867,475.00

Reported shares

75,500

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $2,297,575,605 · 0.13%
  2. Invesco · $504,107,145 · 0.04%
  3. PNC Financial Services · $74,539,357 · 0.04%
  4. UBS Group · $220,485,596 · 0.03%
  5. Morgan Stanley · $354,780,036 · 0.02%
  6. Renaissance Technologies · $8,867,475 · 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-IEI

Institutional Holdings

20

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

19,507,348 shares

0.13%

% of Portfolio

2

Invesco

4,292,100 shares

0.04%

% of Portfolio

3

PNC Financial Services

634,648 shares

0.04%

% of Portfolio

4

UBS Group

1,877,272 shares

0.03%

% of Portfolio

5

Morgan Stanley

3,020,689 shares

0.02%

% of Portfolio

6

Renaissance Technologies

75,500 shares

0.01%

% of Portfolio

7

Franklin Resources

425,319 shares

0.01%

% of Portfolio

8

Jeremy Grantham - GMO

20,588 shares

0.01%

% of Portfolio

9

Joel Greenblatt - Gotham Asset Management

39,564 shares

0.01%

% of Portfolio

10

Charles Schwab

311,526 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

1,521,468 shares

NaN%

% of Portfolio

12

Lazard Asset Management

8,028 shares

NaN%

% of Portfolio

13

Northern Trust Corp

87,298 shares

NaN%

% of Portfolio

14

Jane Street Group

14,752 shares

NaN%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

12,028 shares

NaN%

% of Portfolio

16

David Solomon - Goldman Sachs

30,170 shares

NaN%

% of Portfolio

17

Nuveen

3,700 shares

NaN%

% of Portfolio

18

BNP Paribas

0 shares

0.00%

% of Portfolio

19

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

20

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

44%

MEDIUM

26%

SMALL

-12%

Geographic Distribution

North America
72%
Europe
29%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

37

Sellers

39

Holders

91

New

21

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

39

Purchase Value

$16.3M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

62

C+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
82
Recent Activity
74
Concentration
61
Momentum
93
Stability
85

Recent Actions

New

12

Increased

29

Decreased

14

Exited

6

Total

35

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