13F institutional ownership facts

Institutions tracked

21

Reported value

$4,805,214.00

Reported shares

53,332

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $79,442,236 · 0.04%
  2. Morgan Stanley · $516,054,963 · 0.03%
  3. UBS Group · $151,015,079 · 0.02%
  4. BNP Paribas · $16,513,438 · 0.01%
  5. Joel Greenblatt - Gotham Asset Management · $3,826,817 · 0.01%
  6. Jamie Dimon - JPMorgan Chase · $76,556,592 · <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-SPHQ

Institutional Holdings

21

Top Institutions

Top Institutions

1

PNC Financial Services

881,712 shares

0.04%

% of Portfolio

2

Morgan Stanley

5,727,578 shares

0.03%

% of Portfolio

3

UBS Group

1,676,083 shares

0.02%

% of Portfolio

4

BNP Paribas

183,279 shares

0.01%

% of Portfolio

5

Joel Greenblatt - Gotham Asset Management

42,473 shares

0.01%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

862,123 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

312,443 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

70,437 shares

NaN%

% of Portfolio

9

Mike Hankin - Brown Advisory INC

11,212 shares

NaN%

% of Portfolio

10

Renaissance Technologies

12,535 shares

NaN%

% of Portfolio

11

Jane Street Group

18,883 shares

NaN%

% of Portfolio

12

Invesco

115,158 shares

NaN%

% of Portfolio

13

Northern Trust Corp

37,626 shares

NaN%

% of Portfolio

14

Ken Griffin - Citadel Advisors

5,559 shares

NaN%

% of Portfolio

15

Nuveen

3,521 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

2,382 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

35,768 shares

NaN%

% of Portfolio

18

Franklin Resources

2,085 shares

NaN%

% of Portfolio

19

Jefferies Group

378,345 shares

0.22%

% of Portfolio

20

Paul Tudor Jones - Tudor Investment Corp

40,797 shares

0.01%

% of Portfolio

21

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

42%

MEDIUM

23%

SMALL

-6%

Geographic Distribution

North America
71%
Europe
27%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

36

Sellers

37

Holders

88

New

17

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

37

Purchase Value

$16.0M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

61

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
81
Recent Activity
72
Concentration
58
Momentum
89
Stability
80

Recent Actions

New

11

Increased

27

Decreased

11

Exited

2

Total

30

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