13F institutional ownership facts

Institutions tracked

28

Reported value

$1,978,291.00

Reported shares

62,387

Latest filing period

Q2 2026

Top institutional holders

  1. UBS Group · $452,568,703 · 0.06%
  2. Morgan Stanley · $884,151,453 · 0.05%
  3. Joel Greenblatt - Gotham Asset Management · $17,718,692 · 0.04%
  4. Jane Street Group · $18,897,035 · 0%
  5. Jamie Dimon - JPMorgan Chase · $124,208,571 · 0.01%
  6. Cliff Asness - AQR Capital Management · $20,331,294 · 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-SCHD

Institutional Holdings

28

Top Institutions

Top Institutions

1

UBS Group

14,272,113 shares

0.06%

% of Portfolio

2

Morgan Stanley

27,882,415 shares

0.05%

% of Portfolio

3

Joel Greenblatt - Gotham Asset Management

558,773 shares

0.04%

% of Portfolio

4

Jane Street Group

595,933 shares

0.00%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

3,890,026 shares

0.01%

% of Portfolio

6

Cliff Asness - AQR Capital Management

641,163 shares

0.01%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

161,217 shares

0.01%

% of Portfolio

8

PNC Financial Services

240,626 shares

NaN%

% of Portfolio

9

David Solomon - Goldman Sachs

1,061,177 shares

NaN%

% of Portfolio

10

Neuberger Berman

119,865 shares

NaN%

% of Portfolio

11

BNP Paribas

61,365 shares

NaN%

% of Portfolio

12

Two Sigma Investments

39,100 shares

NaN%

% of Portfolio

13

Northern Trust Corp

211,702 shares

NaN%

% of Portfolio

14

SG Americas Securities

33,829 shares

NaN%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

47,519 shares

NaN%

% of Portfolio

16

Israel Englander - Millennium Management

9,437 shares

NaN%

% of Portfolio

17

Nuveen

20,989 shares

NaN%

% of Portfolio

18

Larry Fink - BlackRock

214,741 shares

NaN%

% of Portfolio

19

Invesco

11,676 shares

NaN%

% of Portfolio

20

Franklin Resources

4,186 shares

NaN%

% of Portfolio

21

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

0 shares

0.00%

% of Portfolio

22

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

23

Manning & Napier

922,147 shares

0.38%

% of Portfolio

24

Jefferies Group

23,599 shares

NaN%

% of Portfolio

25

Paul Tudor Jones - Tudor Investment Corp

21,388 shares

NaN%

% of Portfolio

26

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

27

David Katz - Matrix Asset Advisors

6,533 shares

0.02%

% of Portfolio

28

Arnold Van Den Berg - Century Management

1,899 shares

0.01%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

29%

MEDIUM

21%

SMALL

23%

Geographic Distribution

North America
57%
Europe
24%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

42

Sellers

24

Holders

66

New

11

Exited

11

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

24

Purchase Value

$17.7M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
Unlock Pro to view full data

RatingPRO

67

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
84
Concentration
76
Momentum
83
Stability
78

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

Unlock Pro to view full data