13F institutional ownership facts
Institutions tracked
7
Reported value
$37,765,394.00
Reported shares
1,304,504
Latest filing period
Q1 2026
Top institutional holders
- Morgan Stanley · $29,242,891 · <0.01%%
- UBS Group · $6,510,102 · <0.01%%
- Ken Griffin - Citadel Advisors · $1,150,299 · <0.01%%
- David Solomon - Goldman Sachs · $770,070 · <0.01%%
- BNP Paribas · $1,390 · <0.01%%
- Murray Stahl - Horizon Kinetics · $90,642 · <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-IEZ
Institutional Holdings
7
Top Institutions
Top Institutions
Morgan Stanley
1,010,117 shares
NaN%
% of Portfolio
UBS Group
224,874 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
39,734 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
26,600 shares
NaN%
% of Portfolio
BNP Paribas
48 shares
NaN%
% of Portfolio
Murray Stahl - Horizon Kinetics
3,131 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
25%
LARGE
35%
MEDIUM
15%
SMALL
25%
Geographic Distribution
Institutional Activity
Buyers
50
Sellers
30
Holders
80
New
13
Exited
9
Insider TradingPRO
Trading Statistics
Insider Buyers
13
Insider Sellers
30
Purchase Value
$11.9M
Role Distribution
RatingPRO
80
A-
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
5
Increased
15
Decreased
8
Exited
4
Total
40