13F institutional ownership facts
Institutions tracked
9
Reported value
$6,010,390,584.00
Reported shares
235,240,336
Latest filing period
Q1 2026
Top institutional holders
- Charles Schwab · $5,998,456,691 · 0.92%
- Jane Street Group · $1,728,534 · <0.01%%
- Ken Griffin - Citadel Advisors · $1,794,044 · <0.01%%
- David Solomon - Goldman Sachs · $8,345,243 · <0.01%%
- Morgan Stanley · $56,823 · <0.01%%
- PNC Financial Services · $3,066 · <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-SMBS
Institutional Holdings
9
Top Institutions
Top Institutions
Charles Schwab
234,773,256 shares
0.92%
% of Portfolio
Jane Street Group
67,653 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
70,217 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
326,624 shares
NaN%
% of Portfolio
Morgan Stanley
2,224 shares
NaN%
% of Portfolio
PNC Financial Services
120 shares
NaN%
% of Portfolio
Franklin Resources
240 shares
NaN%
% of Portfolio
BNP Paribas
2 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
28%
LARGE
26%
MEDIUM
24%
SMALL
22%
Geographic Distribution
Institutional Activity
Buyers
33
Sellers
21
Holders
69
New
20
Exited
8
Insider TradingPRO
Trading Statistics
Insider Buyers
11
Insider Sellers
21
Purchase Value
$8.1M
Role Distribution
RatingPRO
63
C+
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
8
Increased
21
Decreased
17
Exited
2
Total
45