13F institutional ownership facts

Institutions tracked

18

Reported value

$4,836,002.00

Reported shares

95,122

Latest filing period

Q2 2026

Top institutional holders

  1. Franklin Resources · $29,717,861 · 0.01%
  2. UBS Group · $29,149,877 · <0.01%%
  3. Morgan Stanley · $82,512,401 · <0.01%%
  4. David E. Shaw - D.E. Shaw & Co. · $4,836,002 · <0.01%%
  5. David Solomon - Goldman Sachs · $7,434,028 · <0.01%%
  6. Cliff Asness - AQR Capital Management · $1,980,897 · <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-SPHD

Institutional Holdings

18

Top Institutions

Top Institutions

1

Franklin Resources

584,537 shares

0.01%

% of Portfolio

2

UBS Group

573,365 shares

NaN%

% of Portfolio

3

Morgan Stanley

1,622,981 shares

NaN%

% of Portfolio

4

David E. Shaw - D.E. Shaw & Co.

95,122 shares

NaN%

% of Portfolio

5

David Solomon - Goldman Sachs

146,224 shares

NaN%

% of Portfolio

6

Cliff Asness - AQR Capital Management

38,963 shares

NaN%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

212,084 shares

NaN%

% of Portfolio

8

Jane Street Group

9,161 shares

NaN%

% of Portfolio

9

BNP Paribas

9,472 shares

NaN%

% of Portfolio

10

Ken Griffin - Citadel Advisors

8,293 shares

NaN%

% of Portfolio

11

Invesco

26,221 shares

NaN%

% of Portfolio

12

PNC Financial Services

1,436 shares

NaN%

% of Portfolio

13

Northern Trust Corp

4,015 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

4,655 shares

NaN%

% of Portfolio

15

Renaissance Technologies

0 shares

0.00%

% of Portfolio

16

Two Sigma Investments

0 shares

0.00%

% of Portfolio

17

Mitsubishi Ufj Asset Management Co., Ltd.

0 shares

0.00%

% of Portfolio

18

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

43%

MEDIUM

22%

SMALL

1%

Geographic Distribution

North America
64%
Europe
23%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

49

Sellers

38

Holders

87

New

9

Exited

10

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

38

Purchase Value

$19.7M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

74

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
94
Recent Activity
68
Concentration
62
Momentum
81
Stability
81

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

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