13F institutional ownership facts

Institutions tracked

27

Reported value

$4,835,776.00

Reported shares

33,029

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $354,920,813 · 0.18%
  2. Morgan Stanley · $2,940,453,486 · 0.16%
  3. UBS Group · $398,004,459 · 0.05%
  4. BNP Paribas · $57,899,299 · 0.02%
  5. David Solomon - Goldman Sachs · $66,223,467 · 0.01%
  6. Mike Hankin - Brown Advisory INC · $15,103,310 · 0.02%

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-IWP

Institutional Holdings

27

Top Institutions

Top Institutions

1

PNC Financial Services

2,424,157 shares

0.18%

% of Portfolio

2

Morgan Stanley

20,083,691 shares

0.16%

% of Portfolio

3

UBS Group

2,718,424 shares

0.05%

% of Portfolio

4

BNP Paribas

395,460 shares

0.02%

% of Portfolio

5

David Solomon - Goldman Sachs

452,315 shares

0.01%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

103,158 shares

0.02%

% of Portfolio

7

Renaissance Technologies

33,029 shares

0.01%

% of Portfolio

8

Wellington Management

370,317 shares

0.01%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

588,919 shares

NaN%

% of Portfolio

10

Ken Griffin - Citadel Advisors

57,659 shares

NaN%

% of Portfolio

11

Nuveen

93,911 shares

NaN%

% of Portfolio

12

Cliff Asness - AQR Capital Management

43,450 shares

NaN%

% of Portfolio

13

Northern Trust Corp

128,220 shares

NaN%

% of Portfolio

14

Neuberger Berman

11,468 shares

NaN%

% of Portfolio

15

Joel Greenblatt - Gotham Asset Management

2,731 shares

NaN%

% of Portfolio

16

Voya Investment Mgmt

6,034 shares

NaN%

% of Portfolio

17

Lazard Asset Management

2,365 shares

NaN%

% of Portfolio

18

T. Rowe Price

32,076 shares

NaN%

% of Portfolio

19

Jane Street Group

4,194 shares

NaN%

% of Portfolio

20

Franklin Resources

12,154 shares

NaN%

% of Portfolio

21

Larry Fink - BlackRock

15,687 shares

NaN%

% of Portfolio

22

Artisan Partners

53 shares

NaN%

% of Portfolio

23

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

0 shares

0.00%

% of Portfolio

24

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

25

Mairs & Power

7,058 shares

0.01%

% of Portfolio

26

Manning & Napier

0 shares

NaN%

% of Portfolio

27

Jefferies Group

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

39%

MEDIUM

31%

SMALL

-7%

Geographic Distribution

North America
67%
Europe
24%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

42

Sellers

34

Holders

76

New

11

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

34

Purchase Value

$27.1M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

62

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
92
Recent Activity
84
Concentration
61
Momentum
83
Stability
68

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

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