13F institutional ownership facts

Institutions tracked

22

Reported value

$24,148,374.00

Reported shares

820,536

Latest filing period

Q2 2026

Top institutional holders

  1. Cliff Asness - AQR Capital Management · $132,901,688 · 0.05%
  2. UBS Group · $293,653,952 · 0.04%
  3. Renaissance Technologies · $23,167,296 · 0.03%
  4. Jamie Dimon - JPMorgan Chase · $100,428,429 · 0.01%
  5. Morgan Stanley · $260,373,548 · 0.01%
  6. PNC Financial Services · $19,767,066 · 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-SCHX

Institutional Holdings

22

Top Institutions

Top Institutions

1

Cliff Asness - AQR Capital Management

4,515,858 shares

0.05%

% of Portfolio

2

UBS Group

9,978,048 shares

0.04%

% of Portfolio

3

Renaissance Technologies

787,200 shares

0.03%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

3,438,152 shares

0.01%

% of Portfolio

5

Morgan Stanley

8,847,214 shares

0.01%

% of Portfolio

6

PNC Financial Services

671,664 shares

0.01%

% of Portfolio

7

David Solomon - Goldman Sachs

1,581,714 shares

NaN%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

70,098 shares

NaN%

% of Portfolio

9

Northern Trust Corp

620,591 shares

NaN%

% of Portfolio

10

Larry Fink - BlackRock

4,231,409 shares

NaN%

% of Portfolio

11

Two Sigma Investments

33,336 shares

NaN%

% of Portfolio

12

Neuberger Berman

38,593 shares

NaN%

% of Portfolio

13

Dmitry Balyasny - Balyasny Asset Management

10,429 shares

NaN%

% of Portfolio

14

Lazard Asset Management

9,000 shares

NaN%

% of Portfolio

15

Nuveen

45,928 shares

NaN%

% of Portfolio

16

Franklin Resources

31,184 shares

NaN%

% of Portfolio

17

Ken Fisher - Fisher Asset Management

17,270 shares

NaN%

% of Portfolio

18

Invesco

0 shares

0.00%

% of Portfolio

19

Segall Bryant & Hamill, LLC

276,549 shares

0.10%

% of Portfolio

20

Jefferies Group

72,929 shares

0.01%

% of Portfolio

21

Manning & Napier

1,540 shares

NaN%

% of Portfolio

22

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

39%

MEDIUM

21%

SMALL

13%

Geographic Distribution

North America
57%
Europe
29%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

52

Sellers

34

Holders

86

New

21

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

34

Purchase Value

$12.4M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

82

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
92
Recent Activity
74
Concentration
86
Momentum
93
Stability
74

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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