13F institutional ownership facts

Institutions tracked

19

Reported value

$7,475,370.00

Reported shares

132,097

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $100,513,953 · 0.01%
  2. UBS Group · $33,648,017 · <0.01%%
  3. David Solomon - Goldman Sachs · $41,632,131 · <0.01%%
  4. Ken Griffin - Citadel Advisors · $6,055,413 · <0.01%%
  5. Steve Cohen - Point72 Asset Management · $1,579,087 · <0.01%%
  6. David E. Shaw - D.E. Shaw & Co. · $3,018,228 · <0.01%%

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-IYE

Institutional Holdings

19

Top Institutions

Top Institutions

1

Morgan Stanley

1,776,177 shares

0.01%

% of Portfolio

2

UBS Group

594,593 shares

NaN%

% of Portfolio

3

David Solomon - Goldman Sachs

735,680 shares

NaN%

% of Portfolio

4

Ken Griffin - Citadel Advisors

107,005 shares

NaN%

% of Portfolio

5

Steve Cohen - Point72 Asset Management

27,904 shares

NaN%

% of Portfolio

6

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

53,335 shares

NaN%

% of Portfolio

7

Two Sigma Investments

29,900 shares

NaN%

% of Portfolio

8

Jamie Dimon - JPMorgan Chase

86,261 shares

NaN%

% of Portfolio

9

Jane Street Group

7,409 shares

NaN%

% of Portfolio

10

PNC Financial Services

8,150 shares

NaN%

% of Portfolio

11

Cliff Asness - AQR Capital Management

6,633 shares

NaN%

% of Portfolio

12

BNP Paribas

1,910 shares

NaN%

% of Portfolio

13

Northern Trust Corp

7,161 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

54,785 shares

NaN%

% of Portfolio

15

Franklin Resources

515 shares

NaN%

% of Portfolio

16

Renaissance Technologies

0 shares

0.00%

% of Portfolio

17

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

18

Paul Tudor Jones - Tudor Investment Corp

48,862 shares

0.00%

% of Portfolio

19

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

26%

LARGE

37%

MEDIUM

18%

SMALL

19%

Geographic Distribution

North America
56%
Europe
27%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

51

Sellers

32

Holders

83

New

17

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

32

Purchase Value

$12.1M

Role Distribution

CEO
21%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

81

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
91
Recent Activity
72
Concentration
83
Momentum
89
Stability
69

Recent Actions

New

6

Increased

17

Decreased

11

Exited

2

Total

45

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