13F institutional ownership facts

Institutions tracked

32

Reported value

$78,864,979.00

Reported shares

783,401

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $157,255,500 · 0.37%
  2. UBS Group · $600,219,506 · 0.08%
  3. Morgan Stanley · $852,985,409 · 0.05%
  4. Neuberger Berman · $62,541,498 · 0.04%
  5. Cliff Asness - AQR Capital Management · $55,465,684 · 0.02%
  6. Jamie Dimon - JPMorgan Chase · $285,457,307 · 0.02%

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-SGOV

Institutional Holdings

32

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

1,562,089 shares

0.37%

% of Portfolio

2

UBS Group

5,962,248 shares

0.08%

% of Portfolio

3

Morgan Stanley

8,473,084 shares

0.05%

% of Portfolio

4

Neuberger Berman

621,253 shares

0.04%

% of Portfolio

5

Cliff Asness - AQR Capital Management

550,965 shares

0.02%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

2,835,573 shares

0.02%

% of Portfolio

7

Artisan Partners

248,527 shares

0.04%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

47,692 shares

0.01%

% of Portfolio

9

Ken Griffin - Citadel Advisors

135,473 shares

NaN%

% of Portfolio

10

Jane Street Group

27,373 shares

NaN%

% of Portfolio

11

David Solomon - Goldman Sachs

141,903 shares

NaN%

% of Portfolio

12

PNC Financial Services

21,333 shares

NaN%

% of Portfolio

13

Nuveen

39,589 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

593,060 shares

NaN%

% of Portfolio

15

Bill Nygren - Oakmark Select Fund

3,151 shares

NaN%

% of Portfolio

16

Northern Trust Corp

17,021 shares

NaN%

% of Portfolio

17

WCM Investment Management

872 shares

NaN%

% of Portfolio

18

T. Rowe Price

15,000 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

4,751 shares

NaN%

% of Portfolio

20

Franklin Resources

5,057 shares

NaN%

% of Portfolio

21

Manning & Napier

224,894 shares

0.29%

% of Portfolio

22

Segall Bryant & Hamill, LLC

71,612 shares

0.09%

% of Portfolio

23

Natixis

100,000 shares

0.04%

% of Portfolio

24

Jefferies Group

37,951 shares

0.03%

% of Portfolio

25

Mario Gabelli - GAMCO Investors

3,440 shares

NaN%

% of Portfolio

26

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

27

Polen Capital Management

0 shares

0.00%

% of Portfolio

28

Josh Tarasoff - Greenlea Lane Capital

383,000 shares

10.59%

% of Portfolio

29

Adam Peterson - Magnolia Group

195,000 shares

4.12%

% of Portfolio

30

Norbert Lou - Punch Card Management

188,000 shares

7.39%

% of Portfolio

31

Christopher Tsai - Tsai Capital

5,680 shares

0.42%

% of Portfolio

32

Christopher Bloomstran - Semper Augustus

8,570 shares

0.10%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

28%

LARGE

21%

MEDIUM

24%

SMALL

27%

Geographic Distribution

North America
58%
Europe
21%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

33

Sellers

16

Holders

89

New

20

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

16

Purchase Value

$24.1M

Role Distribution

CEO
23%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

88

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
83
Recent Activity
66
Concentration
69
Momentum
77
Stability
87

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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