13F institutional ownership facts

Institutions tracked

40

Reported value

$157,774,484.00

Reported shares

1,270,633

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $14,762,805,180 · 0.78%
  2. PNC Financial Services · $1,512,453,162 · 0.75%
  3. David Solomon - Goldman Sachs · $3,432,007,380 · 0.3%
  4. UBS Group · $2,325,660,517 · 0.3%
  5. Northern Trust Corp · $2,455,832,770 · 0.29%
  6. Mike Hankin - Brown Advisory INC · $239,029,669 · 0.37%

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-IWF

Institutional Holdings

40

Top Institutions

Top Institutions

1

Morgan Stanley

118,891,881 shares

0.78%

% of Portfolio

2

PNC Financial Services

12,180,504 shares

0.75%

% of Portfolio

3

David Solomon - Goldman Sachs

27,639,586 shares

0.30%

% of Portfolio

4

UBS Group

18,729,649 shares

0.30%

% of Portfolio

5

Northern Trust Corp

19,777,988 shares

0.29%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

1,925,013 shares

0.37%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

26,211,737 shares

0.18%

% of Portfolio

8

Nuveen

3,793,807 shares

0.11%

% of Portfolio

9

Voya Investment Mgmt

430,780 shares

0.05%

% of Portfolio

10

Joel Greenblatt - Gotham Asset Management

153,260 shares

0.04%

% of Portfolio

11

Renaissance Technologies

170,128 shares

0.03%

% of Portfolio

12

Two Sigma Investments

320,960 shares

0.03%

% of Portfolio

13

Cliff Asness - AQR Capital Management

762,666 shares

0.03%

% of Portfolio

14

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

141,164 shares

0.01%

% of Portfolio

15

BNP Paribas

274,222 shares

0.01%

% of Portfolio

16

Franklin Resources

467,708 shares

0.01%

% of Portfolio

17

Larry Fink - BlackRock

4,568,692 shares

0.01%

% of Portfolio

18

Jennison Associates

164,899 shares

0.01%

% of Portfolio

19

Neuberger Berman

91,316 shares

0.01%

% of Portfolio

20

Israel Englander - Millennium Management

33,944 shares

NaN%

% of Portfolio

21

Jane Street Group

34,120 shares

NaN%

% of Portfolio

22

SG Americas Securities

27,747 shares

NaN%

% of Portfolio

23

T. Rowe Price

150,503 shares

NaN%

% of Portfolio

24

Ken Fisher - Fisher Asset Management

47,235 shares

NaN%

% of Portfolio

25

Legal & General

62,140 shares

NaN%

% of Portfolio

26

Wellington Management

22,929 shares

NaN%

% of Portfolio

27

Lazard Asset Management

2,000 shares

NaN%

% of Portfolio

28

Jefferies Group

202,579 shares

0.17%

% of Portfolio

29

Polen Capital Management

613,639 shares

0.66%

% of Portfolio

30

Mario Gabelli - GAMCO Investors

14,000 shares

0.02%

% of Portfolio

31

Winslow Capital Management

199,230 shares

0.09%

% of Portfolio

32

Frank Sands - Sands Capital Management

22,200 shares

0.01%

% of Portfolio

33

John P. Calamos, Sr. - Calamos Advisors LLC

3,840 shares

NaN%

% of Portfolio

34

Manning & Napier

400 shares

NaN%

% of Portfolio

35

Cathie Wood - ARK Investment Management

570 shares

NaN%

% of Portfolio

36

WCM Investment Management

0 shares

0.00%

% of Portfolio

37

David Katz - Matrix Asset Advisors

106,505 shares

1.08%

% of Portfolio

38

Robert Torray - Torray Investment

1,972 shares

0.03%

% of Portfolio

39

Arnold Van Den Berg - Century Management

0 shares

0.00%

% of Portfolio

40

David Rolfe - Wedgewood Partners

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

34%

MEDIUM

21%

SMALL

18%

Geographic Distribution

North America
57%
Europe
29%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

52

Sellers

29

Holders

66

New

21

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

29

Purchase Value

$30.6M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

72

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
77
Recent Activity
74
Concentration
56
Momentum
93
Stability
86

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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