13F institutional ownership facts
Institutions tracked
10
Reported value
$1,489,470.00
Reported shares
36,700
Latest filing period
Q2 2026
Top institutional holders
- Morgan Stanley · $206,187,106 · 0.01%
- UBS Group · $68,706,712 · 0.01%
- Jane Street Group · $5,028,644 · <0.01%%
- Renaissance Technologies · $1,489,470 · <0.01%%
- Jamie Dimon - JPMorgan Chase · $11,104,461 · <0.01%%
- PNC Financial Services · $33,073 · <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-LVHI
Institutional Holdings
10
Top Institutions
Top Institutions
Morgan Stanley
5,080,377 shares
0.01%
% of Portfolio
UBS Group
1,692,909 shares
0.01%
% of Portfolio
Jane Street Group
123,904 shares
NaN%
% of Portfolio
Renaissance Technologies
36,700 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
272,769 shares
NaN%
% of Portfolio
PNC Financial Services
815 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
1,570 shares
NaN%
% of Portfolio
BNP Paribas
30 shares
NaN%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
0 shares
0.00%
% of Portfolio
Manning & Napier
30,189 shares
0.02%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
40%
LARGE
25%
MEDIUM
20%
SMALL
15%
Geographic Distribution
Institutional Activity
Buyers
45
Sellers
20
Holders
65
New
8
Exited
8
Insider TradingPRO
Trading Statistics
Insider Buyers
8
Insider Sellers
20
Purchase Value
$10.7M
Role Distribution
RatingPRO
75
B+
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
10
Increased
25
Decreased
8
Exited
2
Total
45