13F institutional ownership facts

Institutions tracked

29

Reported value

$7,685,774.00

Reported shares

69,668

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $1,375,978,724 · 0.68%
  2. Northern Trust Corp · $1,116,486,499 · 0.13%
  3. UBS Group · $811,223,227 · 0.1%
  4. Morgan Stanley · $1,316,439,002 · 0.07%
  5. Mike Hankin - Brown Advisory INC · $39,014,413 · 0.06%
  6. Jamie Dimon - JPMorgan Chase · $812,945,597 · 0.04%

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-IWR

Institutional Holdings

29

Top Institutions

Top Institutions

1

PNC Financial Services

12,472,614 shares

0.68%

% of Portfolio

2

Northern Trust Corp

10,120,436 shares

0.13%

% of Portfolio

3

UBS Group

7,353,365 shares

0.10%

% of Portfolio

4

Morgan Stanley

11,932,912 shares

0.07%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

353,648 shares

0.06%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

7,379,679 shares

0.04%

% of Portfolio

7

David Solomon - Goldman Sachs

1,976,882 shares

0.02%

% of Portfolio

8

Franklin Resources

666,991 shares

0.02%

% of Portfolio

9

BNP Paribas

361,621 shares

0.01%

% of Portfolio

10

Jane Street Group

89,684 shares

NaN%

% of Portfolio

11

Voya Investment Mgmt

40,546 shares

NaN%

% of Portfolio

12

Cliff Asness - AQR Capital Management

97,282 shares

NaN%

% of Portfolio

13

Renaissance Technologies

14,800 shares

NaN%

% of Portfolio

14

Joel Greenblatt - Gotham Asset Management

3,962 shares

NaN%

% of Portfolio

15

Nuveen

35,608 shares

NaN%

% of Portfolio

16

Neuberger Berman

10,336 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

256,064 shares

NaN%

% of Portfolio

18

Israel Englander - Millennium Management

3,536 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

3,489 shares

NaN%

% of Portfolio

20

Invesco

0 shares

0.00%

% of Portfolio

21

Paul Tudor Jones - Tudor Investment Corp

54,868 shares

0.01%

% of Portfolio

22

Mairs & Power

6,506 shares

0.01%

% of Portfolio

23

Jefferies Group

4,791 shares

NaN%

% of Portfolio

24

Manning & Napier

1,123 shares

NaN%

% of Portfolio

25

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

26

Lazard Asset Management

0 shares

0.00%

% of Portfolio

27

David Katz - Matrix Asset Advisors

59,093 shares

0.53%

% of Portfolio

28

Scott Brayman - Champlain Invest Partners

0 shares

0.00%

% of Portfolio

29

Mark Hillman - Hillman Capital Management

2,007 shares

0.16%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

35%

LARGE

35%

MEDIUM

25%

SMALL

5%

Geographic Distribution

North America
65%
Europe
20%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

40

Sellers

30

Holders

70

New

18

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

18

Insider Sellers

30

Purchase Value

$26.4M

Role Distribution

CEO
20%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

60

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
90
Recent Activity
80
Concentration
55
Momentum
75
Stability
90

Recent Actions

New

5

Increased

15

Decreased

8

Exited

6

Total

50

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