13F institutional ownership facts
Institutions tracked
8
Reported value
$2,472,663.00
Reported shares
32,100
Latest filing period
Q2 2026
Top institutional holders
- UBS Group · $33,293,445 · <0.01%%
- Morgan Stanley · $70,473,930 · <0.01%%
- Two Sigma Investments · $2,472,663 · <0.01%%
- David Solomon - Goldman Sachs · $4,555,862 · <0.01%%
- Ken Griffin - Citadel Advisors · $268,604 · <0.01%%
- PNC Financial Services · $44,138 · <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-SMDV
Institutional Holdings
8
Top Institutions
Top Institutions
UBS Group
432,214 shares
NaN%
% of Portfolio
Morgan Stanley
914,888 shares
NaN%
% of Portfolio
Two Sigma Investments
32,100 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
59,144 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
3,487 shares
NaN%
% of Portfolio
PNC Financial Services
573 shares
NaN%
% of Portfolio
Franklin Resources
735 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
976 shares
NaN%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
43%
LARGE
21%
MEDIUM
29%
SMALL
7%
Geographic Distribution
Institutional Activity
Buyers
38
Sellers
16
Holders
94
New
10
Exited
15
Insider TradingPRO
Trading Statistics
Insider Buyers
16
Insider Sellers
16
Purchase Value
$16.5M
Role Distribution
RatingPRO
63
C+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
13
Increased
31
Decreased
17
Exited
4
Total
40