13F institutional ownership facts

Institutions tracked

19

Reported value

$580,488,693.00

Reported shares

9,802,293

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $227,315,970 · 0.03%
  2. Morgan Stanley · $224,900,822 · 0.01%
  3. David Solomon - Goldman Sachs · $54,557,727 · 0.01%
  4. Cliff Asness - AQR Capital Management · $21,519,962 · 0.01%
  5. Renaissance Technologies · $4,542,174 · 0.01%
  6. Jane Street Group · $3,154,353 · <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-SPMD

Institutional Holdings

19

Top Institutions

Top Institutions

1

UBS Group

3,838,500 shares

0.03%

% of Portfolio

2

Morgan Stanley

3,797,715 shares

0.01%

% of Portfolio

3

David Solomon - Goldman Sachs

921,272 shares

0.01%

% of Portfolio

4

Cliff Asness - AQR Capital Management

363,390 shares

0.01%

% of Portfolio

5

Renaissance Technologies

76,700 shares

0.01%

% of Portfolio

6

Jane Street Group

53,265 shares

NaN%

% of Portfolio

7

Northern Trust Corp

137,890 shares

NaN%

% of Portfolio

8

Dmitry Balyasny - Balyasny Asset Management

6,200 shares

NaN%

% of Portfolio

9

Larry Fink - BlackRock

508,210 shares

NaN%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

4,660 shares

NaN%

% of Portfolio

11

Neuberger Berman

8,424 shares

NaN%

% of Portfolio

12

PNC Financial Services

8,834 shares

NaN%

% of Portfolio

13

Franklin Resources

16,021 shares

NaN%

% of Portfolio

14

AllianceBernstein (AB)

5,814 shares

NaN%

% of Portfolio

15

BNP Paribas

969 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

0 shares

0.00%

% of Portfolio

17

Joel Greenblatt - Gotham Asset Management

48,879 shares

0.01%

% of Portfolio

18

Segall Bryant & Hamill, LLC

5,550 shares

0.01%

% of Portfolio

19

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

39%

LARGE

33%

MEDIUM

17%

SMALL

11%

Geographic Distribution

North America
69%
Europe
23%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

34

Sellers

28

Holders

62

New

9

Exited

7

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

28

Purchase Value

$35.1M

Role Distribution

CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
Unlock Pro to view full data

RatingPRO

84

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
89
Recent Activity
68
Concentration
57
Momentum
81
Stability
82

Recent Actions

New

9

Increased

23

Decreased

20

Exited

6

Total

50

Unlock Pro to view full data