13F institutional ownership facts

Institutions tracked

23

Reported value

$2,895,833.00

Reported shares

19,029

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $746,645,676 · 0.04%
  2. PNC Financial Services · $68,513,875 · 0.03%
  3. UBS Group · $254,775,647 · 0.03%
  4. Jamie Dimon - JPMorgan Chase · $210,864,218 · 0.01%
  5. Mike Hankin - Brown Advisory INC · $10,426,468 · 0.02%
  6. Joel Greenblatt - Gotham Asset Management · $5,581,658 · 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-SDY

Institutional Holdings

23

Top Institutions

Top Institutions

1

Morgan Stanley

4,906,331 shares

0.04%

% of Portfolio

2

PNC Financial Services

450,216 shares

0.03%

% of Portfolio

3

UBS Group

1,674,173 shares

0.03%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

1,380,453 shares

0.01%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

68,514 shares

0.02%

% of Portfolio

6

Joel Greenblatt - Gotham Asset Management

36,678 shares

0.01%

% of Portfolio

7

David Solomon - Goldman Sachs

321,826 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

62,619 shares

NaN%

% of Portfolio

9

Franklin Resources

49,459 shares

NaN%

% of Portfolio

10

Renaissance Technologies

6,100 shares

NaN%

% of Portfolio

11

Northern Trust Corp

72,015 shares

NaN%

% of Portfolio

12

Neuberger Berman

8,719 shares

NaN%

% of Portfolio

13

Jane Street Group

1,454 shares

NaN%

% of Portfolio

14

Nuveen

2,021 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

31,407 shares

NaN%

% of Portfolio

16

BNP Paribas

451 shares

NaN%

% of Portfolio

17

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

18

Paul Tudor Jones - Tudor Investment Corp

12,929 shares

NaN%

% of Portfolio

19

Mario Gabelli - GAMCO Investors

2,035 shares

NaN%

% of Portfolio

20

Manning & Napier

890 shares

NaN%

% of Portfolio

21

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

22

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

23

David Katz - Matrix Asset Advisors

3,785 shares

0.05%

% 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

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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%
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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

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