13F institutional ownership facts

Institutions tracked

20

Reported value

$40,094.00

Reported shares

165

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $938,826,888 · 0.05%
  2. UBS Group · $356,386,386 · 0.05%
  3. PNC Financial Services · $205,202,366 · 0.1%
  4. David Solomon - Goldman Sachs · $63,482,151 · 0.01%
  5. Jamie Dimon - JPMorgan Chase · $170,638,863 · 0.01%
  6. Mike Hankin - Brown Advisory INC · $10,288,332 · 0.02%

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-VBR

Institutional Holdings

20

Top Institutions

Top Institutions

1

Morgan Stanley

3,863,641 shares

0.05%

% of Portfolio

2

UBS Group

1,466,671 shares

0.05%

% of Portfolio

3

PNC Financial Services

844,489 shares

0.10%

% of Portfolio

4

David Solomon - Goldman Sachs

261,253 shares

0.01%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

702,244 shares

0.01%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

42,341 shares

0.02%

% of Portfolio

7

Cliff Asness - AQR Capital Management

89,148 shares

0.01%

% of Portfolio

8

Charles Schwab

139,326 shares

NaN%

% of Portfolio

9

Joel Greenblatt - Gotham Asset Management

6,418 shares

NaN%

% of Portfolio

10

Northern Trust Corp

27,325 shares

NaN%

% of Portfolio

11

Franklin Resources

6,102 shares

NaN%

% of Portfolio

12

Nuveen

5,000 shares

NaN%

% of Portfolio

13

Wellington Management

6,197 shares

NaN%

% of Portfolio

14

Lazard Asset Management

610 shares

NaN%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

2,222 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

24,814 shares

NaN%

% of Portfolio

17

Renaissance Technologies

0 shares

0.00%

% of Portfolio

18

Jane Street Group

0 shares

0.00%

% of Portfolio

19

Murray Stahl - Horizon Kinetics

135 shares

NaN%

% of Portfolio

20

Arnold Van Den Berg - Century Management

30 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

26%

MEDIUM

19%

SMALL

22%

Geographic Distribution

North America
63%
Europe
26%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

58

Sellers

21

Holders

64

New

15

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

21

Purchase Value

$13.9M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

88

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
73
Recent Activity
86
Concentration
69
Momentum
87
Stability
72

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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