13F institutional ownership facts

Institutions tracked

27

Reported value

$13,720,261.00

Reported shares

115,306

Latest filing period

Q2 2026

Top institutional holders

  1. David Solomon - Goldman Sachs · $1,894,037,939 · 0.16%
  2. Morgan Stanley · $1,138,675,028 · 0.06%
  3. UBS Group · $426,887,691 · 0.05%
  4. Jamie Dimon - JPMorgan Chase · $656,185,892 · 0.04%
  5. Ensign Peak Advisors · $20,712,589 · 0.03%
  6. Two Sigma Investments · $9,245,523 · 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-SPYG

Institutional Holdings

27

Top Institutions

Top Institutions

1

David Solomon - Goldman Sachs

15,917,623 shares

0.16%

% of Portfolio

2

Morgan Stanley

9,569,500 shares

0.06%

% of Portfolio

3

UBS Group

3,587,593 shares

0.05%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

5,588,841 shares

0.04%

% of Portfolio

5

Ensign Peak Advisors

174,070 shares

0.03%

% of Portfolio

6

Two Sigma Investments

77,700 shares

0.01%

% of Portfolio

7

Cliff Asness - AQR Capital Management

129,622 shares

0.01%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

52,300 shares

0.01%

% of Portfolio

9

PNC Financial Services

87,971 shares

0.01%

% of Portfolio

10

Northern Trust Corp

228,071 shares

NaN%

% of Portfolio

11

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

37,606 shares

NaN%

% of Portfolio

12

Ken Griffin - Citadel Advisors

18,832 shares

NaN%

% of Portfolio

13

Franklin Resources

43,698 shares

NaN%

% of Portfolio

14

Dmitry Balyasny - Balyasny Asset Management

3,419 shares

NaN%

% of Portfolio

15

Nuveen

22,569 shares

NaN%

% of Portfolio

16

Charles Schwab

30,296 shares

NaN%

% of Portfolio

17

Neuberger Berman

4,510 shares

NaN%

% of Portfolio

18

Israel Englander - Millennium Management

3,664 shares

NaN%

% of Portfolio

19

Invesco

14,092 shares

NaN%

% of Portfolio

20

Larry Fink - BlackRock

50,591 shares

NaN%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

1,956 shares

NaN%

% of Portfolio

22

Jane Street Group

0 shares

0.00%

% of Portfolio

23

Jefferies Group

6,691 shares

0.01%

% of Portfolio

24

John P. Calamos, Sr. - Calamos Advisors LLC

2,326 shares

NaN%

% of Portfolio

25

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

26

Mario Gabelli - GAMCO Investors

0 shares

0.00%

% of Portfolio

27

David Katz - Matrix Asset Advisors

3,047 shares

0.03%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

33%

MEDIUM

32%

SMALL

-9%

Geographic Distribution

North America
74%
Europe
23%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

49

Sellers

28

Holders

77

New

9

Exited

16

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

28

Purchase Value

$11.7M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

79

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
89
Recent Activity
68
Concentration
77
Momentum
81
Stability
91

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

Unlock Pro to view full data