13F institutional ownership facts

Institutions tracked

25

Reported value

$37,397,542.00

Reported shares

387,700

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $409,711,010 · 0.2%
  2. Morgan Stanley · $1,353,768,936 · 0.07%
  3. UBS Group · $300,891,537 · 0.04%
  4. Two Sigma Investments · $37,397,542 · 0.03%
  5. Dmitry Balyasny - Balyasny Asset Management · $4,256,394 · 0.01%
  6. Jamie Dimon - JPMorgan Chase · $195,120,717 · 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-USMV

Institutional Holdings

25

Top Institutions

Top Institutions

1

PNC Financial Services

4,247,471 shares

0.20%

% of Portfolio

2

Morgan Stanley

14,034,510 shares

0.07%

% of Portfolio

3

UBS Group

3,119,340 shares

0.04%

% of Portfolio

4

Two Sigma Investments

387,700 shares

0.03%

% of Portfolio

5

Dmitry Balyasny - Balyasny Asset Management

44,126 shares

0.01%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

2,029,125 shares

0.01%

% of Portfolio

7

Joel Greenblatt - Gotham Asset Management

58,833 shares

0.01%

% of Portfolio

8

Steve Cohen - Point72 Asset Management

39,222 shares

NaN%

% of Portfolio

9

Larry Fink - BlackRock

3,457,587 shares

NaN%

% of Portfolio

10

Ken Griffin - Citadel Advisors

74,265 shares

NaN%

% of Portfolio

11

Cliff Asness - AQR Capital Management

120,825 shares

NaN%

% of Portfolio

12

Mike Hankin - Brown Advisory INC

15,371 shares

NaN%

% of Portfolio

13

Franklin Resources

97,072 shares

NaN%

% of Portfolio

14

David Solomon - Goldman Sachs

131,603 shares

NaN%

% of Portfolio

15

Neuberger Berman

8,089 shares

NaN%

% of Portfolio

16

Nuveen

15,446 shares

NaN%

% of Portfolio

17

Jane Street Group

5,695 shares

NaN%

% of Portfolio

18

BNP Paribas

5,009 shares

NaN%

% of Portfolio

19

Northern Trust Corp

15,619 shares

NaN%

% of Portfolio

20

Ken Fisher - Fisher Asset Management

4,384 shares

NaN%

% of Portfolio

21

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

22

Mairs & Power

3,826 shares

NaN%

% of Portfolio

23

Manning & Napier

318 shares

NaN%

% of Portfolio

24

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

25

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

42%

MEDIUM

28%

SMALL

-6%

Geographic Distribution

North America
66%
Europe
22%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

41

Sellers

37

Holders

93

New

22

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

37

Purchase Value

$9.8M

Role Distribution

CEO
21%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

71

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
81
Recent Activity
82
Concentration
88
Momentum
79
Stability
83

Recent Actions

New

6

Increased

17

Decreased

11

Exited

4

Total

55

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