13F institutional ownership facts

Institutions tracked

19

Reported value

$3,144,448.00

Reported shares

108,579

Latest filing period

Q2 2026

Top institutional holders

  1. UBS Group · $1,417,121,865 · 0.18%
  2. Mike Hankin - Brown Advisory INC · $78,720,433 · 0.12%
  3. Cliff Asness - AQR Capital Management · $41,864,617 · 0.01%
  4. Morgan Stanley · $100,165,303 · 0.01%
  5. Jane Street Group · $10,017,669 · <0.01%%
  6. David Solomon - Goldman Sachs · $40,064,670 · <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-SCHB

Institutional Holdings

19

Top Institutions

Top Institutions

1

UBS Group

48,933,766 shares

0.18%

% of Portfolio

2

Mike Hankin - Brown Advisory INC

2,718,247 shares

0.12%

% of Portfolio

3

Cliff Asness - AQR Capital Management

1,445,601 shares

0.01%

% of Portfolio

4

Morgan Stanley

3,458,745 shares

0.01%

% of Portfolio

5

Jane Street Group

345,914 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

1,383,449 shares

NaN%

% of Portfolio

7

PNC Financial Services

280,851 shares

NaN%

% of Portfolio

8

Renaissance Technologies

77,200 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

1,107,295 shares

NaN%

% of Portfolio

10

Northern Trust Corp

482,534 shares

NaN%

% of Portfolio

11

Charles Schwab

420,625 shares

NaN%

% of Portfolio

12

Two Sigma Investments

17,700 shares

NaN%

% of Portfolio

13

Neuberger Berman

15,992 shares

NaN%

% of Portfolio

14

Ken Fisher - Fisher Asset Management

30,562 shares

NaN%

% of Portfolio

15

Nuveen

37,819 shares

NaN%

% of Portfolio

16

Franklin Resources

34,300 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

445,679 shares

NaN%

% of Portfolio

18

Mairs & Power

261,246 shares

0.07%

% of Portfolio

19

Paul Tudor Jones - Tudor Investment Corp

13,679 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

33%

MEDIUM

27%

SMALL

11%

Geographic Distribution

North America
59%
Europe
28%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

44

Sellers

28

Holders

72

New

19

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

28

Purchase Value

$18.2M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

69

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
89
Recent Activity
88
Concentration
82
Momentum
91
Stability
88

Recent Actions

New

9

Increased

23

Decreased

20

Exited

4

Total

40

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