13F institutional ownership facts

Institutions tracked

31

Reported value

$10,738,773.00

Reported shares

133,285

Latest filing period

Q2 2026

Top institutional holders

  1. UBS Group · $4,473,516,390 · 0.57%
  2. PNC Financial Services · $774,764,792 · 0.38%
  3. Morgan Stanley · $2,922,462,646 · 0.15%
  4. Mike Hankin - Brown Advisory INC · $30,753,466 · 0.05%
  5. Jamie Dimon - JPMorgan Chase · $694,340,622 · 0.04%
  6. David Solomon - Goldman Sachs · $291,198,968 · 0.03%

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-VO

Institutional Holdings

31

Top Institutions

Top Institutions

1

UBS Group

55,523,351 shares

0.57%

% of Portfolio

2

PNC Financial Services

9,616,046 shares

0.38%

% of Portfolio

3

Morgan Stanley

36,272,342 shares

0.15%

% of Portfolio

4

Mike Hankin - Brown Advisory INC

381,699 shares

0.05%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

8,628,563 shares

0.04%

% of Portfolio

6

David Solomon - Goldman Sachs

3,614,235 shares

0.03%

% of Portfolio

7

Joel Greenblatt - Gotham Asset Management

117,712 shares

0.02%

% of Portfolio

8

Renaissance Technologies

93,080 shares

0.01%

% of Portfolio

9

Cliff Asness - AQR Capital Management

300,069 shares

0.01%

% of Portfolio

10

Franklin Resources

421,177 shares

0.01%

% of Portfolio

11

Jane Street Group

122,789 shares

NaN%

% of Portfolio

12

Northern Trust Corp

527,808 shares

NaN%

% of Portfolio

13

Ken Griffin - Citadel Advisors

59,558 shares

NaN%

% of Portfolio

14

Wellington Management

155,239 shares

NaN%

% of Portfolio

15

Lazard Asset Management

13,600 shares

NaN%

% of Portfolio

16

Neuberger Berman

23,366 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

810,992 shares

NaN%

% of Portfolio

18

Ken Fisher - Fisher Asset Management

33,762 shares

NaN%

% of Portfolio

19

Nuveen

29,100 shares

NaN%

% of Portfolio

20

Jan van Eck - VanEck

228 shares

NaN%

% of Portfolio

21

BNP Paribas

4 shares

NaN%

% of Portfolio

22

New York Life Invest

688,447 shares

0.39%

% of Portfolio

23

Jefferies Group

280,000 shares

0.15%

% of Portfolio

24

Manning & Napier

193,746 shares

0.20%

% of Portfolio

25

Paul Tudor Jones - Tudor Investment Corp

40,205 shares

0.00%

% of Portfolio

26

Mairs & Power

39,348 shares

0.03%

% of Portfolio

27

Segall Bryant & Hamill, LLC

35,912 shares

0.03%

% of Portfolio

28

John P. Calamos, Sr. - Calamos Advisors LLC

17,156 shares

NaN%

% of Portfolio

29

Mario Gabelli - GAMCO Investors

0 shares

0.00%

% of Portfolio

30

David Katz - Matrix Asset Advisors

37,472 shares

0.25%

% of Portfolio

31

Private Capital Management

3,815 shares

0.03%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

28%

LARGE

31%

MEDIUM

24%

SMALL

17%

Geographic Distribution

North America
58%
Europe
26%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

43

Sellers

26

Holders

69

New

15

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

26

Purchase Value

$17.9M

Role Distribution

CEO
23%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

68

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
88
Recent Activity
86
Concentration
79
Momentum
87
Stability
83

Recent Actions

New

8

Increased

21

Decreased

17

Exited

6

Total

35

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