13F institutional ownership facts

Institutions tracked

23

Reported value

$13,087,429.00

Reported shares

125,889

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $595,328,470 · 0.03%
  2. UBS Group · $75,364,555 · 0.01%
  3. Ken Griffin - Citadel Advisors · $6,241,447 · <0.01%%
  4. Steve Cohen - Point72 Asset Management · $2,252,397 · <0.01%%
  5. David Solomon - Goldman Sachs · $30,002,648 · <0.01%%
  6. Mike Hankin - Brown Advisory INC · $1,411,700 · <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-MOAT

Institutional Holdings

23

Top Institutions

Top Institutions

1

Morgan Stanley

5,726,513 shares

0.03%

% of Portfolio

2

UBS Group

724,938 shares

0.01%

% of Portfolio

3

Ken Griffin - Citadel Advisors

60,037 shares

NaN%

% of Portfolio

4

Steve Cohen - Point72 Asset Management

21,666 shares

NaN%

% of Portfolio

5

David Solomon - Goldman Sachs

288,598 shares

NaN%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

13,579 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

53,981 shares

NaN%

% of Portfolio

8

Jane Street Group

23,582 shares

NaN%

% of Portfolio

9

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

22,523 shares

NaN%

% of Portfolio

10

Joel Greenblatt - Gotham Asset Management

5,509 shares

NaN%

% of Portfolio

11

PNC Financial Services

25,096 shares

NaN%

% of Portfolio

12

Jamie Dimon - JPMorgan Chase

180,743 shares

NaN%

% of Portfolio

13

Neuberger Berman

4,824 shares

NaN%

% of Portfolio

14

Nuveen

4,714 shares

NaN%

% of Portfolio

15

Northern Trust Corp

5,996 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

6,535 shares

NaN%

% of Portfolio

17

Jan van Eck - VanEck

74 shares

NaN%

% of Portfolio

18

Renaissance Technologies

0 shares

0.00%

% of Portfolio

19

BNP Paribas

0 shares

0.00%

% of Portfolio

20

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

21

Paul Tudor Jones - Tudor Investment Corp

97,185 shares

0.01%

% of Portfolio

22

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

23

Arnold Van Den Berg - Century Management

6,181 shares

0.14%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

34%

MEDIUM

26%

SMALL

-2%

Geographic Distribution

North America
72%
Europe
24%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

57

Sellers

29

Holders

71

New

11

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

29

Purchase Value

$22.1M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

82

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
77
Recent Activity
84
Concentration
86
Momentum
83
Stability
89

Recent Actions

New

12

Increased

29

Decreased

14

Exited

2

Total

45

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