13F institutional ownership facts

Institutions tracked

17

Reported value

$1,235,047.00

Reported shares

6,174

Latest filing period

Q2 2026

Top institutional holders

  1. David Solomon - Goldman Sachs · $62,605,319 · 0.01%
  2. Fidelity International (FIL) · $6,255,451 · <0.01%%
  3. Ken Griffin - Citadel Advisors · $5,451,290 · <0.01%%
  4. Wellington Management · $15,283,056 · <0.01%%
  5. UBS Group · $10,009,801 · <0.01%%
  6. Renaissance Technologies · $1,097,019 · <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-IWC

Institutional Holdings

17

Top Institutions

Top Institutions

1

David Solomon - Goldman Sachs

312,964 shares

0.01%

% of Portfolio

2

Fidelity International (FIL)

31,271 shares

NaN%

% of Portfolio

3

Ken Griffin - Citadel Advisors

27,251 shares

NaN%

% of Portfolio

4

Wellington Management

76,400 shares

NaN%

% of Portfolio

5

UBS Group

50,039 shares

NaN%

% of Portfolio

6

Renaissance Technologies

5,484 shares

NaN%

% of Portfolio

7

Morgan Stanley

132,390 shares

NaN%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

1,898 shares

NaN%

% of Portfolio

9

Cliff Asness - AQR Capital Management

8,295 shares

NaN%

% of Portfolio

10

Jamie Dimon - JPMorgan Chase

38,140 shares

NaN%

% of Portfolio

11

PNC Financial Services

891 shares

NaN%

% of Portfolio

12

Northern Trust Corp

1,801 shares

NaN%

% of Portfolio

13

Franklin Resources

555 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

2,291 shares

NaN%

% of Portfolio

15

BNP Paribas

0 shares

0.00%

% of Portfolio

16

Jane Street Group

0 shares

0.00%

% of Portfolio

17

Murray Stahl - Horizon Kinetics

690 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

30%

LARGE

40%

MEDIUM

30%

SMALL

0%

Geographic Distribution

North America
60%
Europe
20%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

55

Sellers

35

Holders

75

New

18

Exited

10

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

18

Insider Sellers

35

Purchase Value

$31.7M

Role Distribution

CEO
25%
CFO
17%
Director
33%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

75

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
80
Recent Activity
80
Concentration
65
Momentum
75
Stability
69

Recent Actions

New

10

Increased

25

Decreased

8

Exited

6

Total

35

Unlock Pro to view full data