13F institutional ownership facts

Institutions tracked

22

Reported value

$6,051,895.00

Reported shares

14,193

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $124,696,416 · 0.29%
  2. Mike Hankin - Brown Advisory INC · $64,576,891 · 0.1%
  3. David Solomon - Goldman Sachs · $835,772,995 · 0.07%
  4. Northern Trust Corp · $423,632,237 · 0.05%
  5. PNC Financial Services · $148,736,762 · 0.07%
  6. Morgan Stanley · $492,611,269 · 0.03%

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-IWV

Institutional Holdings

22

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

292,440 shares

0.29%

% of Portfolio

2

Mike Hankin - Brown Advisory INC

151,447 shares

0.10%

% of Portfolio

3

David Solomon - Goldman Sachs

1,960,068 shares

0.07%

% of Portfolio

4

Northern Trust Corp

993,509 shares

0.05%

% of Portfolio

5

PNC Financial Services

348,820 shares

0.07%

% of Portfolio

6

Morgan Stanley

1,155,278 shares

0.03%

% of Portfolio

7

Cliff Asness - AQR Capital Management

149,816 shares

0.02%

% of Portfolio

8

UBS Group

295,890 shares

0.02%

% of Portfolio

9

Franklin Resources

145,453 shares

0.01%

% of Portfolio

10

Jamie Dimon - JPMorgan Chase

479,995 shares

0.01%

% of Portfolio

11

Renaissance Technologies

13,520 shares

0.01%

% of Portfolio

12

Larry Fink - BlackRock

1,004,513 shares

0.01%

% of Portfolio

13

Jane Street Group

22,370 shares

NaN%

% of Portfolio

14

BNP Paribas

10,880 shares

NaN%

% of Portfolio

15

Neuberger Berman

2,795 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

3,840 shares

NaN%

% of Portfolio

17

Nuveen

4,177 shares

NaN%

% of Portfolio

18

Ken Griffin - Citadel Advisors

1,008 shares

NaN%

% of Portfolio

19

Israel Englander - Millennium Management

482 shares

NaN%

% of Portfolio

20

T. Rowe Price

764 shares

NaN%

% of Portfolio

21

Paul Tudor Jones - Tudor Investment Corp

673 shares

NaN%

% of Portfolio

22

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

27%

MEDIUM

33%

SMALL

9%

Geographic Distribution

North America
61%
Europe
27%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

36

Sellers

22

Holders

98

New

17

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

22

Purchase Value

$25.1M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

91

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
86
Recent Activity
72
Concentration
78
Momentum
89
Stability
70

Recent Actions

New

11

Increased

27

Decreased

11

Exited

2

Total

30

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