13F institutional ownership facts

Institutions tracked

24

Reported value

$37,298.00

Reported shares

338

Latest filing period

Q2 2026

Top institutional holders

  1. Fidelity International (FIL) · $53,148,202 · 0.04%
  2. Larry Fink - BlackRock · $2,002,646,588 · 0.03%
  3. Morgan Stanley · $597,612,015 · 0.03%
  4. Cliff Asness - AQR Capital Management · $48,202,603 · 0.02%
  5. UBS Group · $154,427,212 · 0.02%
  6. BNP Paribas · $41,650,835 · 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-SHV

Institutional Holdings

24

Top Institutions

Top Institutions

1

Fidelity International (FIL)

481,633 shares

0.04%

% of Portfolio

2

Larry Fink - BlackRock

18,148,134 shares

0.03%

% of Portfolio

3

Morgan Stanley

5,415,604 shares

0.03%

% of Portfolio

4

Cliff Asness - AQR Capital Management

436,816 shares

0.02%

% of Portfolio

5

UBS Group

1,399,431 shares

0.02%

% of Portfolio

6

BNP Paribas

377,443 shares

0.01%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

1,380,764 shares

0.01%

% of Portfolio

8

David Solomon - Goldman Sachs

452,880 shares

NaN%

% of Portfolio

9

SG Americas Securities

67,536 shares

NaN%

% of Portfolio

10

Jane Street Group

51,791 shares

NaN%

% of Portfolio

11

Mike Hankin - Brown Advisory INC

11,177 shares

NaN%

% of Portfolio

12

Joel Greenblatt - Gotham Asset Management

6,539 shares

NaN%

% of Portfolio

13

PNC Financial Services

3,808 shares

NaN%

% of Portfolio

14

Charles Schwab

10,824 shares

NaN%

% of Portfolio

15

Jennison Associates

2,355 shares

NaN%

% of Portfolio

16

Nuveen

5,902 shares

NaN%

% of Portfolio

17

Lazard Asset Management

727 shares

NaN%

% of Portfolio

18

Northern Trust Corp

2,802 shares

NaN%

% of Portfolio

19

Franklin Resources

516 shares

NaN%

% of Portfolio

20

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

21

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

22

Murray Stahl - Horizon Kinetics

338 shares

NaN%

% of Portfolio

23

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

24

New York Life Invest

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

26%

LARGE

37%

MEDIUM

18%

SMALL

19%

Geographic Distribution

North America
56%
Europe
27%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

51

Sellers

32

Holders

83

New

17

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

32

Purchase Value

$12.1M

Role Distribution

CEO
21%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

81

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
91
Recent Activity
72
Concentration
83
Momentum
89
Stability
69

Recent Actions

New

6

Increased

17

Decreased

11

Exited

2

Total

45

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