13F institutional ownership facts
Institutions tracked
7
Reported value
$1,872,619.00
Reported shares
11,900
Latest filing period
Q2 2026
Top institutional holders
- Cliff Asness - AQR Capital Management · $9,158,049 · <0.01%%
- Two Sigma Investments · $1,872,619 · <0.01%%
- Ken Griffin - Citadel Advisors · $1,440,185 · <0.01%%
- PNC Financial Services · $1,513,767 · <0.01%%
- UBS Group · $3,502,743 · <0.01%%
- Morgan Stanley · $1,814,763 · <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-SMLV
Institutional Holdings
7
Top Institutions
Top Institutions
Cliff Asness - AQR Capital Management
58,197 shares
NaN%
% of Portfolio
Two Sigma Investments
11,900 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
9,152 shares
NaN%
% of Portfolio
PNC Financial Services
9,620 shares
NaN%
% of Portfolio
UBS Group
22,259 shares
NaN%
% of Portfolio
Morgan Stanley
11,532 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
2,320 shares
NaN%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
35%
LARGE
25%
MEDIUM
25%
SMALL
15%
Geographic Distribution
Institutional Activity
Buyers
30
Sellers
20
Holders
90
New
8
Exited
11
Insider TradingPRO
Trading Statistics
Insider Buyers
8
Insider Sellers
20
Purchase Value
$33.6M
Role Distribution
RatingPRO
80
A-
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
5
Increased
15
Decreased
8
Exited
2
Total
30