13F institutional ownership facts
Institutions tracked
4
Reported value
$0.00
Reported shares
0
Latest filing period
Q2 2026
Top institutional holders
- Jamie Dimon - JPMorgan Chase · $53 · <0.01%%
- Morgan Stanley · $54 · <0.01%%
- UBS Group · $0.00 · 0.00%
- New York Life Invest · $93,217,316 · 0.65%
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.
E
$ETF-IWFG
Institutional Holdings
4
Top Institutions
Institutional InsightPRO
Scale Distribution
MEGA
36%
LARGE
27%
MEDIUM
28%
SMALL
9%
Geographic Distribution
North America
66%
Europe
17%
Asia Pacific
17%
Other
9%
Institutional Activity
Buyers
31
Sellers
22
Holders
93
New
12
Exited
16
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Insider TradingPRO
Trading Statistics
Insider Buyers
9
Insider Sellers
22
Purchase Value
$34.0M
Role Distribution
CEO
21%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO
81
A-
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Institutional Ownership
86
Recent Activity
62
Concentration
83
Momentum
69
Stability
67
Recent Actions
New
6
Increased
17
Decreased
11
Exited
6
Total
35
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