13F institutional ownership facts

Institutions tracked

29

Reported value

$12,527,582.00

Reported shares

55,173

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $3,690,682,480 · 0.2%
  2. PNC Financial Services · $501,761,048 · 0.25%
  3. Morgan Stanley · $3,386,537,346 · 0.18%
  4. UBS Group · $813,827,089 · 0.1%
  5. David Solomon - Goldman Sachs · $321,576,568 · 0.03%
  6. BNP Paribas · $22,426,262 · 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-IVE

Institutional Holdings

29

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

16,247,060 shares

0.20%

% of Portfolio

2

PNC Financial Services

2,209,817 shares

0.25%

% of Portfolio

3

Morgan Stanley

14,914,723 shares

0.18%

% of Portfolio

4

UBS Group

3,584,194 shares

0.10%

% of Portfolio

5

David Solomon - Goldman Sachs

1,416,262 shares

0.03%

% of Portfolio

6

BNP Paribas

98,768 shares

0.01%

% of Portfolio

7

Steve Cohen - Point72 Asset Management

27,849 shares

0.01%

% of Portfolio

8

Renaissance Technologies

26,320 shares

0.01%

% of Portfolio

9

Larry Fink - BlackRock

2,020,568 shares

0.01%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

28,874 shares

0.01%

% of Portfolio

11

Jane Street Group

37,077 shares

NaN%

% of Portfolio

12

Northern Trust Corp

187,106 shares

NaN%

% of Portfolio

13

Joel Greenblatt - Gotham Asset Management

9,091 shares

NaN%

% of Portfolio

14

Cliff Asness - AQR Capital Management

57,215 shares

NaN%

% of Portfolio

15

Amundi

59,900 shares

NaN%

% of Portfolio

16

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

22,828 shares

NaN%

% of Portfolio

17

Ken Griffin - Citadel Advisors

23,297 shares

NaN%

% of Portfolio

18

Franklin Resources

40,629 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

10,539 shares

NaN%

% of Portfolio

20

Neuberger Berman

4,597 shares

NaN%

% of Portfolio

21

Lazard Asset Management

1,150 shares

NaN%

% of Portfolio

22

Two Sigma Investments

1,900 shares

NaN%

% of Portfolio

23

Nuveen

2,315 shares

NaN%

% of Portfolio

24

Charles Schwab

2,836 shares

NaN%

% of Portfolio

25

John P. Calamos, Sr. - Calamos Advisors LLC

22,531 shares

0.02%

% of Portfolio

26

Paul Tudor Jones - Tudor Investment Corp

4,125 shares

NaN%

% of Portfolio

27

Chris Davis - Davis Selected Advisers

3,288 shares

NaN%

% of Portfolio

28

Mairs & Power

1,143 shares

NaN%

% of Portfolio

29

Arnold Van Den Berg - Century Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

39%

LARGE

23%

MEDIUM

17%

SMALL

21%

Geographic Distribution

North America
69%
Europe
28%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

44

Sellers

18

Holders

62

New

19

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

18

Purchase Value

$10.5M

Role Distribution

CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

74

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
84
Recent Activity
88
Concentration
62
Momentum
91
Stability
66

Recent Actions

New

9

Increased

23

Decreased

20

Exited

4

Total

40

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