13F institutional ownership facts

Institutions tracked

15

Reported value

$14,436.00

Reported shares

300

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $59,794,576 · 0.03%
  2. UBS Group · $19,947,953 · <0.01%%
  3. State Street Corp · $56,074,862 · <0.01%%
  4. Larry Fink - BlackRock · $71,507,027 · <0.01%%
  5. Morgan Stanley · $13,733,204 · <0.01%%
  6. Cliff Asness - AQR Capital Management · $1,544,985 · <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-SCHC

Institutional Holdings

15

Top Institutions

Top Institutions

1

PNC Financial Services

1,242,614 shares

0.03%

% of Portfolio

2

UBS Group

414,546 shares

NaN%

% of Portfolio

3

State Street Corp

1,165,313 shares

NaN%

% of Portfolio

4

Larry Fink - BlackRock

1,486,015 shares

NaN%

% of Portfolio

5

Morgan Stanley

285,394 shares

NaN%

% of Portfolio

6

Cliff Asness - AQR Capital Management

32,107 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

83,833 shares

NaN%

% of Portfolio

8

Northern Trust Corp

74,305 shares

NaN%

% of Portfolio

9

Mike Hankin - Brown Advisory INC

4,224 shares

NaN%

% of Portfolio

10

Nuveen

16,799 shares

NaN%

% of Portfolio

11

Invesco

43,162 shares

NaN%

% of Portfolio

12

Jamie Dimon - JPMorgan Chase

36,229 shares

NaN%

% of Portfolio

13

Franklin Resources

1,120 shares

NaN%

% of Portfolio

14

Renaissance Technologies

0 shares

0.00%

% of Portfolio

15

Arnold Van Den Berg - Century Management

300 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

28%

LARGE

31%

MEDIUM

24%

SMALL

17%

Geographic Distribution

North America
58%
Europe
26%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

43

Sellers

26

Holders

69

New

15

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

26

Purchase Value

$17.9M

Role Distribution

CEO
23%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

68

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
88
Recent Activity
86
Concentration
79
Momentum
87
Stability
83

Recent Actions

New

8

Increased

21

Decreased

17

Exited

6

Total

35

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