13F institutional ownership facts

Institutions tracked

15

Reported value

$2,079,348.00

Reported shares

48,200

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $796,562,628 · 0.04%
  2. UBS Group · $289,637,171 · 0.04%
  3. Two Sigma Investments · $2,079,348 · <0.01%%
  4. Jane Street Group · $1,867,660 · <0.01%%
  5. Mike Hankin - Brown Advisory INC · $537,222 · <0.01%%
  6. David Solomon - Goldman Sachs · $6,385,281 · <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-SDVY

Institutional Holdings

15

Top Institutions

Top Institutions

1

Morgan Stanley

18,464,593 shares

0.04%

% of Portfolio

2

UBS Group

6,713,889 shares

0.04%

% of Portfolio

3

Two Sigma Investments

48,200 shares

NaN%

% of Portfolio

4

Jane Street Group

43,293 shares

NaN%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

12,453 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

148,013 shares

NaN%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

190,632 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

26,462 shares

NaN%

% of Portfolio

9

Ken Griffin - Citadel Advisors

6,503 shares

NaN%

% of Portfolio

10

PNC Financial Services

3,478 shares

NaN%

% of Portfolio

11

Northern Trust Corp

7,788 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

1,683 shares

NaN%

% of Portfolio

13

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

0 shares

0.00%

% of Portfolio

14

Renaissance Technologies

0 shares

0.00%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

22%

MEDIUM

33%

SMALL

14%

Geographic Distribution

North America
61%
Europe
22%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

56

Sellers

17

Holders

98

New

22

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

17

Purchase Value

$13.4M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

86

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
71
Recent Activity
82
Concentration
63
Momentum
79
Stability
62

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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