13F institutional ownership facts

Institutions tracked

23

Reported value

$1,491,742.00

Reported shares

7,931

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $2,754,638,632 · 0.15%
  2. Joel Greenblatt - Gotham Asset Management · $45,853,709 · 0.11%
  3. PNC Financial Services · $229,703,917 · 0.11%
  4. UBS Group · $245,898,709 · 0.03%
  5. Jamie Dimon - JPMorgan Chase · $284,731,867 · 0.02%
  6. Cliff Asness - AQR Capital Management · $9,523,898 · <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-IUSG

Institutional Holdings

23

Top Institutions

Top Institutions

1

Morgan Stanley

14,645,320 shares

0.15%

% of Portfolio

2

Joel Greenblatt - Gotham Asset Management

243,786 shares

0.11%

% of Portfolio

3

PNC Financial Services

1,221,245 shares

0.11%

% of Portfolio

4

UBS Group

1,307,346 shares

0.03%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

1,533,948 shares

0.02%

% of Portfolio

6

Cliff Asness - AQR Capital Management

50,635 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

137,906 shares

NaN%

% of Portfolio

8

Jane Street Group

18,910 shares

NaN%

% of Portfolio

9

Ken Griffin - Citadel Advisors

17,198 shares

NaN%

% of Portfolio

10

Northern Trust Corp

76,340 shares

NaN%

% of Portfolio

11

Charles Schwab

28,608 shares

NaN%

% of Portfolio

12

Israel Englander - Millennium Management

5,348 shares

NaN%

% of Portfolio

13

Mike Hankin - Brown Advisory INC

2,253 shares

NaN%

% of Portfolio

14

Neuberger Berman

3,031 shares

NaN%

% of Portfolio

15

Franklin Resources

8,843 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

95,525 shares

NaN%

% of Portfolio

17

David E. Shaw - D.E. Shaw & Co.

1,786 shares

NaN%

% of Portfolio

18

Two Sigma Investments

1,300 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

1,368 shares

NaN%

% of Portfolio

20

Nuveen

1,419 shares

NaN%

% of Portfolio

21

Invesco

1,290 shares

NaN%

% of Portfolio

22

Paul Tudor Jones - Tudor Investment Corp

4,845 shares

NaN%

% of Portfolio

23

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

35%

LARGE

40%

MEDIUM

25%

SMALL

0%

Geographic Distribution

North America
65%
Europe
20%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

40

Sellers

35

Holders

90

New

18

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

18

Insider Sellers

35

Purchase Value

$9.6M

Role Distribution

CEO
20%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

70

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
80
Recent Activity
80
Concentration
85
Momentum
75
Stability
78

Recent Actions

New

5

Increased

15

Decreased

8

Exited

6

Total

50

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