13F institutional ownership facts

Institutions tracked

18

Reported value

$210,756.00

Reported shares

2,600

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $1,672,044,656 · 0.09%
  2. UBS Group · $437,624,540 · 0.06%
  3. PNC Financial Services · $114,041,777 · 0.06%
  4. Jamie Dimon - JPMorgan Chase · $70,092,426 · <0.01%%
  5. Mike Hankin - Brown Advisory INC · $2,331,367 · <0.01%%
  6. Joel Greenblatt - Gotham Asset Management · $454,990 · <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-RDVY

Institutional Holdings

18

Top Institutions

Top Institutions

1

Morgan Stanley

20,627,246 shares

0.09%

% of Portfolio

2

UBS Group

5,398,773 shares

0.06%

% of Portfolio

3

PNC Financial Services

1,406,881 shares

0.06%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

870,819 shares

NaN%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

28,761 shares

NaN%

% of Portfolio

6

Joel Greenblatt - Gotham Asset Management

5,613 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

33,944 shares

NaN%

% of Portfolio

8

BNP Paribas

10,841 shares

NaN%

% of Portfolio

9

Nuveen

15,784 shares

NaN%

% of Portfolio

10

Two Sigma Investments

2,600 shares

NaN%

% of Portfolio

11

David Solomon - Goldman Sachs

16,696 shares

NaN%

% of Portfolio

12

Ken Griffin - Citadel Advisors

2,501 shares

NaN%

% of Portfolio

13

Ken Fisher - Fisher Asset Management

3,268 shares

NaN%

% of Portfolio

14

Franklin Resources

3,691 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

3,507 shares

NaN%

% of Portfolio

16

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

0 shares

0.00%

% of Portfolio

17

Renaissance Technologies

0 shares

0.00%

% of Portfolio

18

Jane Street Group

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

29%

MEDIUM

26%

SMALL

3%

Geographic Distribution

North America
72%
Europe
19%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

47

Sellers

24

Holders

71

New

16

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$11.2M

Role Distribution

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

77

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
71
Momentum
73
Stability
81

Recent Actions

New

12

Increased

29

Decreased

14

Exited

4

Total

55

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