13F institutional ownership facts
Institutions tracked
9
Reported value
$251,290.00
Reported shares
3,390
Latest filing period
Q2 2026
Top institutional holders
- Morgan Stanley · $51,279,102 · <0.01%%
- Joel Greenblatt - Gotham Asset Management · $603,762 · <0.01%%
- Jamie Dimon - JPMorgan Chase · $6,192,585 · <0.01%%
- UBS Group · $1,470,902 · <0.01%%
- David E. Shaw - D.E. Shaw & Co. · $251,290 · <0.01%%
- David Solomon - Goldman Sachs · $1,240,140 · <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-USMC
Institutional Holdings
9
Top Institutions
Top Institutions
Morgan Stanley
691,776 shares
NaN%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
8,145 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
83,874 shares
NaN%
% of Portfolio
UBS Group
19,843 shares
NaN%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
3,390 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
16,730 shares
NaN%
% of Portfolio
Jane Street Group
2,716 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
0 shares
0.00%
% of Portfolio
PNC Financial Services
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
35%
LARGE
30%
MEDIUM
25%
SMALL
10%
Geographic Distribution
Institutional Activity
Buyers
30
Sellers
25
Holders
70
New
8
Exited
11
Insider TradingPRO
Trading Statistics
Insider Buyers
8
Insider Sellers
25
Purchase Value
$14.4M
Role Distribution
RatingPRO
90
A+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
5
Increased
15
Decreased
8
Exited
2
Total
30