13F institutional ownership facts

Institutions tracked

18

Reported value

$0.00

Reported shares

0

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $1,245,096,503 · 0.07%
  2. UBS Group · $226,266,807 · 0.03%
  3. Charles Schwab · $117,033,332 · 0.02%
  4. David Solomon - Goldman Sachs · $101,397,575 · 0.01%
  5. Morgan Stanley · $257,104,781 · 0.01%
  6. Mitsubishi Ufj Asset Management Co., Ltd. · $17,950,407 · 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

18

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

26,485,779 shares

0.07%

% of Portfolio

2

UBS Group

4,833,728 shares

0.03%

% of Portfolio

3

Charles Schwab

2,500,178 shares

0.02%

% of Portfolio

4

David Solomon - Goldman Sachs

2,166,152 shares

0.01%

% of Portfolio

5

Morgan Stanley

5,492,517 shares

0.01%

% of Portfolio

6

Mitsubishi Ufj Asset Management Co., Ltd.

385,450 shares

0.01%

% of Portfolio

7

PNC Financial Services

169,563 shares

NaN%

% of Portfolio

8

Lazard Asset Management

36,794 shares

NaN%

% of Portfolio

9

Joel Greenblatt - Gotham Asset Management

16,765 shares

NaN%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

7,071 shares

NaN%

% of Portfolio

11

BNP Paribas

17,709 shares

NaN%

% of Portfolio

12

Cliff Asness - AQR Capital Management

11,816 shares

NaN%

% of Portfolio

13

Ken Fisher - Fisher Asset Management

8,197 shares

NaN%

% of Portfolio

14

Northern Trust Corp

13,274 shares

NaN%

% of Portfolio

15

Franklin Resources

6,782 shares

NaN%

% of Portfolio

16

Manning & Napier

836,947 shares

0.50%

% of Portfolio

17

New York Life Invest

116,908 shares

0.04%

% of Portfolio

18

Jefferies Group

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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