13F institutional ownership facts

Institutions tracked

3

Reported value

$271,183,619.00

Reported shares

7,811,398

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $139 · <0.01%%
  2. Morgan Stanley · $0.00 · 0.00%
  3. New York Life Invest · $271,183,480 · 2.29%

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-IQSM

Institutional Holdings

3

Top Institutions

Top Institutions

1

UBS Group

4 shares

NaN%

% of Portfolio

2

Morgan Stanley

0 shares

0.00%

% of Portfolio

3

New York Life Invest

7,811,394 shares

2.29%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

41%

MEDIUM

19%

SMALL

7%

Geographic Distribution

North America
63%
Europe
21%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

48

Sellers

36

Holders

84

New

20

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

36

Purchase Value

$19.4M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

73

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
93
Recent Activity
66
Concentration
59
Momentum
77
Stability
76

Recent Actions

New

13

Increased

31

Decreased

17

Exited

2

Total

30

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