13F institutional ownership facts

Institutions tracked

33

Reported value

$104,790,570.00

Reported shares

761,947

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $5,350,477,830 · 0.3%
  2. Morgan Stanley · $4,758,780,298 · 0.25%
  3. PNC Financial Services · $720,142,743 · 0.36%
  4. UBS Group · $1,129,592,890 · 0.14%
  5. Two Sigma Investments · $98,723,297 · 0.07%
  6. David Solomon - Goldman Sachs · $581,050,675 · 0.05%

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-IVW

Institutional Holdings

33

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

39,457,799 shares

0.30%

% of Portfolio

2

Morgan Stanley

34,601,758 shares

0.25%

% of Portfolio

3

PNC Financial Services

5,236,259 shares

0.36%

% of Portfolio

4

UBS Group

8,213,429 shares

0.14%

% of Portfolio

5

Two Sigma Investments

717,831 shares

0.07%

% of Portfolio

6

David Solomon - Goldman Sachs

4,224,901 shares

0.05%

% of Portfolio

7

Cliff Asness - AQR Capital Management

402,461 shares

0.02%

% of Portfolio

8

BNP Paribas

123,028 shares

0.01%

% of Portfolio

9

Larry Fink - BlackRock

4,372,824 shares

0.01%

% of Portfolio

10

Northern Trust Corp

710,390 shares

0.01%

% of Portfolio

11

Mike Hankin - Brown Advisory INC

117,663 shares

0.03%

% of Portfolio

12

Joel Greenblatt - Gotham Asset Management

68,716 shares

0.02%

% of Portfolio

13

Renaissance Technologies

25,000 shares

NaN%

% of Portfolio

14

Charles Schwab

212,790 shares

NaN%

% of Portfolio

15

Franklin Resources

75,789 shares

NaN%

% of Portfolio

16

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

19,116 shares

NaN%

% of Portfolio

17

Neuberger Berman

13,811 shares

NaN%

% of Portfolio

18

Ken Fisher - Fisher Asset Management

28,533 shares

NaN%

% of Portfolio

19

Dmitry Balyasny - Balyasny Asset Management

2,772 shares

NaN%

% of Portfolio

20

SG Americas Securities

6,102 shares

NaN%

% of Portfolio

21

T. Rowe Price

25,781 shares

NaN%

% of Portfolio

22

Nuveen

9,103 shares

NaN%

% of Portfolio

23

Jennison Associates

1,971 shares

NaN%

% of Portfolio

24

Lazard Asset Management

640 shares

NaN%

% of Portfolio

25

Jane Street Group

0 shares

0.00%

% of Portfolio

26

John P. Calamos, Sr. - Calamos Advisors LLC

41,520 shares

0.02%

% of Portfolio

27

Mario Gabelli - GAMCO Investors

8,000 shares

0.01%

% of Portfolio

28

Manning & Napier

6,114 shares

0.01%

% of Portfolio

29

Mairs & Power

2,509 shares

NaN%

% of Portfolio

30

Winslow Capital Management

3,008 shares

NaN%

% of Portfolio

31

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

32

Private Capital Management

1,487 shares

0.02%

% of Portfolio

33

Arnold Van Den Berg - Century Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

37%

MEDIUM

23%

SMALL

-1%

Geographic Distribution

North America
71%
Europe
27%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

36

Sellers

32

Holders

68

New

17

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

32

Purchase Value

$35.9M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

86

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
91
Recent Activity
72
Concentration
63
Momentum
89
Stability
60

Recent Actions

New

11

Increased

27

Decreased

11

Exited

2

Total

30

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