13F institutional ownership facts

Institutions tracked

20

Reported value

$730,064,473.00

Reported shares

15,549,966

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $248,119,247 · 0.04%
  2. Charles Schwab · $112,306,841 · 0.02%
  3. Morgan Stanley · $248,051,750 · 0.01%
  4. Mitsubishi Ufj Asset Management Co., Ltd. · $24,190,037 · 0.02%
  5. AllianceBernstein (AB) · $20,095,957 · 0.01%
  6. PNC Financial Services · $7,375,335 · <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-VMBS

Institutional Holdings

20

Top Institutions

Top Institutions

1

UBS Group

5,284,755 shares

0.04%

% of Portfolio

2

Charles Schwab

2,392,052 shares

0.02%

% of Portfolio

3

Morgan Stanley

5,283,317 shares

0.01%

% of Portfolio

4

Mitsubishi Ufj Asset Management Co., Ltd.

516,550 shares

0.02%

% of Portfolio

5

AllianceBernstein (AB)

426,847 shares

0.01%

% of Portfolio

6

PNC Financial Services

157,089 shares

NaN%

% of Portfolio

7

Lazard Asset Management

36,794 shares

NaN%

% of Portfolio

8

David Solomon - Goldman Sachs

237,203 shares

NaN%

% of Portfolio

9

BNP Paribas

20,457 shares

NaN%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

5,507 shares

NaN%

% of Portfolio

11

Cliff Asness - AQR Capital Management

12,336 shares

NaN%

% of Portfolio

12

Ken Fisher - Fisher Asset Management

9,252 shares

NaN%

% of Portfolio

13

Franklin Resources

5,431 shares

NaN%

% of Portfolio

14

Northern Trust Corp

7,131 shares

NaN%

% of Portfolio

15

Voya Investment Mgmt

0 shares

0.00%

% of Portfolio

16

Manning & Napier

708,755 shares

0.47%

% of Portfolio

17

New York Life Invest

381,666 shares

0.15%

% of Portfolio

18

Jefferies Group

51,269 shares

0.02%

% of Portfolio

19

Joel Greenblatt - Gotham Asset Management

13,555 shares

NaN%

% of Portfolio

20

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% 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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