13F institutional ownership facts

Institutions tracked

20

Reported value

$0.00

Reported shares

0

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $175,585,027 · 0.02%
  2. Morgan Stanley · $207,451,956 · 0.01%
  3. UBS Group · $106,499,008 · 0.01%
  4. PNC Financial Services · $13,739,631 · 0.01%
  5. Jamie Dimon - JPMorgan Chase · $35,963,409 · <0.01%%
  6. State Street Corp · $64,011,046 · <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-VPL

Institutional Holdings

20

Top Institutions

Top Institutions

1

Charles Schwab

1,517,720 shares

0.02%

% of Portfolio

2

Morgan Stanley

1,793,171 shares

0.01%

% of Portfolio

3

UBS Group

920,555 shares

0.01%

% of Portfolio

4

PNC Financial Services

118,762 shares

0.01%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

312,942 shares

NaN%

% of Portfolio

6

State Street Corp

553,298 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

130,011 shares

NaN%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

6,655 shares

NaN%

% of Portfolio

9

Lazard Asset Management

5,000 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

19,660 shares

NaN%

% of Portfolio

11

Ken Griffin - Citadel Advisors

10,661 shares

NaN%

% of Portfolio

12

Franklin Resources

5,664 shares

NaN%

% of Portfolio

13

Northern Trust Corp

5,872 shares

NaN%

% of Portfolio

14

BNP Paribas

977 shares

NaN%

% of Portfolio

15

Nuveen

1,751 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

18,488 shares

NaN%

% of Portfolio

17

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

18

Jane Street Group

0 shares

0.00%

% of Portfolio

19

Manning & Napier

275 shares

NaN%

% of Portfolio

20

Jeremy Grantham - GMO

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

25%

LARGE

20%

MEDIUM

15%

SMALL

40%

Geographic Distribution

North America
55%
Europe
15%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

30

Sellers

15

Holders

60

New

8

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

15

Purchase Value

$7.5M

Role Distribution

CEO
20%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

60

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
70
Recent Activity
60
Concentration
55
Momentum
65
Stability
60

Recent Actions

New

5

Increased

15

Decreased

8

Exited

2

Total

30

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