13F institutional ownership facts

Institutions tracked

18

Reported value

$9,593,367.00

Reported shares

160,666

Latest filing period

Q2 2026

Top institutional holders

  1. Jane Street Group · $45,560,163 · 0%
  2. Jamie Dimon - JPMorgan Chase · $257,659,186 · 0.01%
  3. Morgan Stanley · $217,069,379 · 0.01%
  4. UBS Group · $43,428,457 · 0.01%
  5. Joel Greenblatt - Gotham Asset Management · $3,148,031 · 0.01%
  6. David E. Shaw - D.E. Shaw & Co. · $8,950,768 · <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-SHLD

Institutional Holdings

18

Top Institutions

Top Institutions

1

Jane Street Group

763,024 shares

0.00%

% of Portfolio

2

Jamie Dimon - JPMorgan Chase

4,389,422 shares

0.01%

% of Portfolio

3

Morgan Stanley

3,635,394 shares

0.01%

% of Portfolio

4

UBS Group

727,323 shares

0.01%

% of Portfolio

5

Joel Greenblatt - Gotham Asset Management

52,722 shares

0.01%

% of Portfolio

6

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

149,904 shares

NaN%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

43,675 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

76,567 shares

NaN%

% of Portfolio

9

Steve Cohen - Point72 Asset Management

15,000 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

180,254 shares

NaN%

% of Portfolio

11

Israel Englander - Millennium Management

6,398 shares

NaN%

% of Portfolio

12

PNC Financial Services

8,927 shares

NaN%

% of Portfolio

13

Northern Trust Corp

6,312 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

15,268 shares

NaN%

% of Portfolio

15

Franklin Resources

24 shares

NaN%

% of Portfolio

16

Jefferies Group

8,198 shares

NaN%

% of Portfolio

17

Paul Tudor Jones - Tudor Investment Corp

10,762 shares

NaN%

% of Portfolio

18

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

38%

LARGE

21%

MEDIUM

34%

SMALL

7%

Geographic Distribution

North America
68%
Europe
26%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

43

Sellers

16

Holders

99

New

15

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

16

Purchase Value

$10.3M

Role Distribution

CEO
23%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

73

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
83
Recent Activity
86
Concentration
59
Momentum
87
Stability
61

Recent Actions

New

8

Increased

21

Decreased

17

Exited

6

Total

35

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