13F institutional ownership facts

Institutions tracked

32

Reported value

$1,238,852.00

Reported shares

4,087

Latest filing period

Q2 2026

Top institutional holders

  1. PNC Financial Services · $602,076,145 · 0.3%
  2. UBS Group · $1,254,805,858 · 0.16%
  3. Morgan Stanley · $2,453,587,437 · 0.13%
  4. Charles Schwab · $472,487,997 · 0.06%
  5. David Solomon - Goldman Sachs · $529,849,506 · 0.05%
  6. Mike Hankin - Brown Advisory INC · $27,689,864 · 0.04%

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-VB

Institutional Holdings

32

Top Institutions

Top Institutions

1

PNC Financial Services

1,986,263 shares

0.30%

% of Portfolio

2

UBS Group

4,139,634 shares

0.16%

% of Portfolio

3

Morgan Stanley

8,094,439 shares

0.13%

% of Portfolio

4

Charles Schwab

1,558,749 shares

0.06%

% of Portfolio

5

David Solomon - Goldman Sachs

1,747,986 shares

0.05%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

91,350 shares

0.04%

% of Portfolio

7

Wellington Management

787,375 shares

0.04%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

39,553 shares

0.03%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

1,240,289 shares

0.02%

% of Portfolio

10

Jane Street Group

52,260 shares

0.00%

% of Portfolio

11

Cliff Asness - AQR Capital Management

125,108 shares

0.01%

% of Portfolio

12

Lazard Asset Management

30,544 shares

0.01%

% of Portfolio

13

Northern Trust Corp

132,415 shares

NaN%

% of Portfolio

14

State Street Corp

462,337 shares

NaN%

% of Portfolio

15

Franklin Resources

31,909 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

380,254 shares

NaN%

% of Portfolio

17

Neuberger Berman

7,579 shares

NaN%

% of Portfolio

18

Nuveen

15,984 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

4,376 shares

NaN%

% of Portfolio

20

Jan van Eck - VanEck

42 shares

NaN%

% of Portfolio

21

BNP Paribas

3 shares

NaN%

% of Portfolio

22

Renaissance Technologies

0 shares

0.00%

% of Portfolio

23

Manning & Napier

102,876 shares

0.40%

% of Portfolio

24

Mairs & Power

5,114 shares

0.01%

% of Portfolio

25

Jefferies Group

2,304 shares

NaN%

% of Portfolio

26

Paul Tudor Jones - Tudor Investment Corp

3,863 shares

NaN%

% of Portfolio

27

Murray Stahl - Horizon Kinetics

219 shares

NaN%

% of Portfolio

28

Garrett Thornburg - Thornburg Invest Mgmt

0 shares

0.00%

% of Portfolio

29

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

30

Mario Gabelli - GAMCO Investors

0 shares

0.00%

% of Portfolio

31

David Katz - Matrix Asset Advisors

1,149 shares

0.03%

% of Portfolio

32

Arnold Van Den Berg - Century Management

5 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

35%

LARGE

30%

MEDIUM

25%

SMALL

10%

Geographic Distribution

North America
65%
Europe
15%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

30

Sellers

25

Holders

70

New

8

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

25

Purchase Value

$14.4M

Role Distribution

CEO
20%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

90

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
75
Recent Activity
60
Concentration
75
Momentum
65
Stability
82

Recent Actions

New

5

Increased

15

Decreased

8

Exited

2

Total

30

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