13F institutional ownership facts

Institutions tracked

19

Reported value

$895,794.00

Reported shares

17,300

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $974,959,821 · 0.13%
  2. David Solomon - Goldman Sachs · $576,941,874 · 0.05%
  3. Morgan Stanley · $488,029,810 · 0.03%
  4. UBS Group · $124,207,016 · 0.02%
  5. PNC Financial Services · $25,202,057 · 0.01%
  6. State Street Corp · $270,881,788 · 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-SPEM

Institutional Holdings

19

Top Institutions

Top Institutions

1

Charles Schwab

18,828,888 shares

0.13%

% of Portfolio

2

David Solomon - Goldman Sachs

11,142,176 shares

0.05%

% of Portfolio

3

Morgan Stanley

9,425,063 shares

0.03%

% of Portfolio

4

UBS Group

2,398,745 shares

0.02%

% of Portfolio

5

PNC Financial Services

486,714 shares

0.01%

% of Portfolio

6

State Street Corp

5,231,398 shares

0.01%

% of Portfolio

7

Cliff Asness - AQR Capital Management

233,974 shares

NaN%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

30,705 shares

NaN%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

1,112,313 shares

NaN%

% of Portfolio

10

Renaissance Technologies

17,300 shares

NaN%

% of Portfolio

11

T. Rowe Price

70,450 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

438,923 shares

NaN%

% of Portfolio

13

Mike Hankin - Brown Advisory INC

4,161 shares

NaN%

% of Portfolio

14

Neuberger Berman

9,058 shares

NaN%

% of Portfolio

15

Nuveen

15,523 shares

NaN%

% of Portfolio

16

BNP Paribas

5,122 shares

NaN%

% of Portfolio

17

Ken Fisher - Fisher Asset Management

4,572 shares

NaN%

% of Portfolio

18

Northern Trust Corp

9,233 shares

NaN%

% of Portfolio

19

Manning & Napier

0 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

38%

LARGE

36%

MEDIUM

34%

SMALL

-8%

Geographic Distribution

North America
68%
Europe
21%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

33

Sellers

31

Holders

79

New

20

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

31

Purchase Value

$15.2M

Role Distribution

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

93

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
78
Recent Activity
66
Concentration
84
Momentum
77
Stability
65

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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