13F institutional ownership facts

Institutions tracked

15

Reported value

$6,383,410,004.00

Reported shares

256,258,932

Latest filing period

Q1 2026

Top institutional holders

  1. Charles Schwab · $6,216,197,362 · 0.95%
  2. Renaissance Technologies · $3,230,827 · 0.01%
  3. Franklin Resources · $13,433,066 · <0.01%%
  4. UBS Group · $16,150,797 · <0.01%%
  5. Morgan Stanley · $45,104,615 · <0.01%%
  6. Jane Street Group · $2,356,810 · <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-SCHR

Institutional Holdings

15

Top Institutions

Top Institutions

1

Charles Schwab

249,546,261 shares

0.95%

% of Portfolio

2

Renaissance Technologies

129,700 shares

0.01%

% of Portfolio

3

Franklin Resources

539,264 shares

NaN%

% of Portfolio

4

UBS Group

648,366 shares

NaN%

% of Portfolio

5

Morgan Stanley

1,810,702 shares

NaN%

% of Portfolio

6

Jane Street Group

94,613 shares

NaN%

% of Portfolio

7

State Street Corp

2,900,000 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

62,449 shares

NaN%

% of Portfolio

9

PNC Financial Services

12,606 shares

NaN%

% of Portfolio

10

Larry Fink - BlackRock

392,143 shares

NaN%

% of Portfolio

11

Cliff Asness - AQR Capital Management

9,164 shares

NaN%

% of Portfolio

12

David Solomon - Goldman Sachs

0 shares

0.00%

% of Portfolio

13

BNP Paribas

0 shares

0.00%

% of Portfolio

14

Jeremy Grantham - GMO

113,664 shares

0.01%

% of Portfolio

15

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

26%

MEDIUM

19%

SMALL

22%

Geographic Distribution

North America
63%
Europe
26%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

58

Sellers

21

Holders

64

New

15

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

21

Purchase Value

$13.9M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

88

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
73
Recent Activity
86
Concentration
69
Momentum
87
Stability
72

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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