13F institutional ownership facts
Institutions tracked
12
Reported value
$513,315.00
Reported shares
4,500
Latest filing period
Q2 2026
Top institutional holders
- Morgan Stanley · $43,861,041 · <0.01%%
- UBS Group · $12,253,399 · <0.01%%
- Franklin Resources · $3,273,809 · <0.01%%
- Joel Greenblatt - Gotham Asset Management · $206,695 · <0.01%%
- Cliff Asness - AQR Capital Management · $1,191,233 · <0.01%%
- Two Sigma Investments · $513,315 · <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-IVOV
Institutional Holdings
12
Top Institutions
Top Institutions
Morgan Stanley
384,509 shares
NaN%
% of Portfolio
UBS Group
107,420 shares
NaN%
% of Portfolio
Franklin Resources
28,700 shares
NaN%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
1,812 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
10,443 shares
NaN%
% of Portfolio
Two Sigma Investments
4,500 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
30,264 shares
NaN%
% of Portfolio
PNC Financial Services
2,228 shares
NaN%
% of Portfolio
Northern Trust Corp
1,886 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
0 shares
0.00%
% of Portfolio
Ken Griffin - Citadel Advisors
0 shares
0.00%
% of Portfolio
Larry Fink - BlackRock
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
43%
LARGE
36%
MEDIUM
29%
SMALL
-8%
Geographic Distribution
Institutional Activity
Buyers
58
Sellers
31
Holders
74
New
15
Exited
7
Insider TradingPRO
Trading Statistics
Insider Buyers
21
Insider Sellers
31
Purchase Value
$22.5M
Role Distribution
RatingPRO
83
A-
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
13
Increased
31
Decreased
17
Exited
6
Total
50