13F institutional ownership facts

Institutions tracked

44

Reported value

$51,269,560.00

Reported shares

211,482

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $9,857,920,114 · 0.52%
  2. David Solomon - Goldman Sachs · $2,789,979,627 · 0.24%
  3. UBS Group · $1,533,567,573 · 0.2%
  4. PNC Financial Services · $826,934,687 · 0.41%
  5. Mike Hankin - Brown Advisory INC · $177,115,030 · 0.27%
  6. Northern Trust Corp · $1,008,555,346 · 0.12%

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-IWD

Institutional Holdings

44

Top Institutions

Top Institutions

1

Morgan Stanley

40,662,951 shares

0.52%

% of Portfolio

2

David Solomon - Goldman Sachs

11,508,393 shares

0.24%

% of Portfolio

3

UBS Group

6,325,816 shares

0.20%

% of Portfolio

4

PNC Financial Services

3,411,025 shares

0.41%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

730,583 shares

0.27%

% of Portfolio

6

Northern Trust Corp

4,160,192 shares

0.12%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

8,498,901 shares

0.11%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

116,884 shares

0.07%

% of Portfolio

9

BNP Paribas

307,073 shares

0.03%

% of Portfolio

10

Franklin Resources

663,216 shares

0.03%

% of Portfolio

11

Cliff Asness - AQR Capital Management

211,834 shares

0.02%

% of Portfolio

12

Nuveen

319,031 shares

0.02%

% of Portfolio

13

Voya Investment Mgmt

85,612 shares

0.02%

% of Portfolio

14

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

50,576 shares

0.01%

% of Portfolio

15

Two Sigma Investments

39,173 shares

0.01%

% of Portfolio

16

Neuberger Berman

60,827 shares

0.01%

% of Portfolio

17

Ken Griffin - Citadel Advisors

67,594 shares

NaN%

% of Portfolio

18

Israel Englander - Millennium Management

31,331 shares

NaN%

% of Portfolio

19

SG Americas Securities

26,141 shares

NaN%

% of Portfolio

20

Larry Fink - BlackRock

337,493 shares

NaN%

% of Portfolio

21

Legal & General

19,753 shares

NaN%

% of Portfolio

22

Ken Fisher - Fisher Asset Management

9,033 shares

NaN%

% of Portfolio

23

Capital International Investors

11,416 shares

NaN%

% of Portfolio

24

Capital World Investors

12,556 shares

NaN%

% of Portfolio

25

Wellington Management

3,378 shares

NaN%

% of Portfolio

26

T. Rowe Price

4,236 shares

NaN%

% of Portfolio

27

Invesco

2,844 shares

NaN%

% of Portfolio

28

Jan van Eck - VanEck

16 shares

NaN%

% of Portfolio

29

Renaissance Technologies

0 shares

0.00%

% of Portfolio

30

Jefferies Group

116,488 shares

0.19%

% of Portfolio

31

Paul Tudor Jones - Tudor Investment Corp

76,311 shares

0.03%

% of Portfolio

32

Mario Gabelli - GAMCO Investors

11,000 shares

0.02%

% of Portfolio

33

Donald Smith & Co

13,000 shares

0.06%

% of Portfolio

34

Boykin Curry - Eagle Capital

26,571 shares

0.02%

% of Portfolio

35

Diamond Hill Capital Management

3,423 shares

0.01%

% of Portfolio

36

Mairs & Power

2,562 shares

0.01%

% of Portfolio

37

John Rogers - Ariel Investments

895 shares

NaN%

% of Portfolio

38

Manning & Napier

364 shares

NaN%

% of Portfolio

39

Andrew Beck - River Road Asset Mgmt

0 shares

0.00%

% of Portfolio

40

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

41

Natixis

0 shares

0.00%

% of Portfolio

42

David Katz - Matrix Asset Advisors

6,265 shares

0.12%

% of Portfolio

43

Bill Smead - Smead Capital Management

4,956 shares

0.03%

% of Portfolio

44

Arnold Van Den Berg - Century Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

38%

MEDIUM

27%

SMALL

6%

Geographic Distribution

North America
59%
Europe
18%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

54

Sellers

33

Holders

72

New

14

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

33

Purchase Value

$31.4M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

74

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
79
Recent Activity
78
Concentration
62
Momentum
71
Stability
64

Recent Actions

New

9

Increased

23

Decreased

20

Exited

2

Total

30

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