13F institutional ownership facts

Institutions tracked

14

Reported value

$10,080,252.00

Reported shares

380,100

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $620,668,749 · 0.08%
  2. Morgan Stanley · $616,091,497 · 0.03%
  3. UBS Group · $148,803,932 · 0.02%
  4. Renaissance Technologies · $10,080,252 · 0.01%
  5. Joel Greenblatt - Gotham Asset Management · $6,908,990 · 0.02%
  6. Jane Street Group · $5,598,292 · <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-PYLD

Institutional Holdings

14

Top Institutions

Top Institutions

1

Charles Schwab

23,403,799 shares

0.08%

% of Portfolio

2

Morgan Stanley

23,231,202 shares

0.03%

% of Portfolio

3

UBS Group

5,611,008 shares

0.02%

% of Portfolio

4

Renaissance Technologies

380,100 shares

0.01%

% of Portfolio

5

Joel Greenblatt - Gotham Asset Management

260,520 shares

0.02%

% of Portfolio

6

Jane Street Group

211,097 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

230,160 shares

NaN%

% of Portfolio

8

David Solomon - Goldman Sachs

318,727 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

334,517 shares

NaN%

% of Portfolio

10

PNC Financial Services

3,300 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

37,529 shares

NaN%

% of Portfolio

12

Franklin Resources

1,516 shares

NaN%

% of Portfolio

13

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

14

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

43%

MEDIUM

22%

SMALL

1%

Geographic Distribution

North America
64%
Europe
23%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

49

Sellers

38

Holders

87

New

9

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

38

Purchase Value

$19.7M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

74

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
94
Recent Activity
68
Concentration
62
Momentum
81
Stability
81

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

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