13F institutional ownership facts

Institutions tracked

16

Reported value

$910,340.00

Reported shares

4,651

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $236,874,053 · 0.01%
  2. UBS Group · $61,870,057 · 0.01%
  3. PNC Financial Services · $10,516,974 · 0.01%
  4. Joel Greenblatt - Gotham Asset Management · $1,641,392 · <0.01%%
  5. Jamie Dimon - JPMorgan Chase · $20,704,788 · <0.01%%
  6. Cliff Asness - AQR Capital Management · $2,571,548 · <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-VPU

Institutional Holdings

16

Top Institutions

Top Institutions

1

Morgan Stanley

1,210,206 shares

0.01%

% of Portfolio

2

UBS Group

316,099 shares

0.01%

% of Portfolio

3

PNC Financial Services

53,732 shares

0.01%

% of Portfolio

4

Joel Greenblatt - Gotham Asset Management

8,386 shares

NaN%

% of Portfolio

5

Jamie Dimon - JPMorgan Chase

104,159 shares

NaN%

% of Portfolio

6

Cliff Asness - AQR Capital Management

13,138 shares

NaN%

% of Portfolio

7

Neuberger Berman

4,901 shares

NaN%

% of Portfolio

8

David E. Shaw - D.E. Shaw & Co.

4,489 shares

NaN%

% of Portfolio

9

David Solomon - Goldman Sachs

21,102 shares

NaN%

% of Portfolio

10

Northern Trust Corp

6,657 shares

NaN%

% of Portfolio

11

BNP Paribas

1,211 shares

NaN%

% of Portfolio

12

Ken Fisher - Fisher Asset Management

1,818 shares

NaN%

% of Portfolio

13

Franklin Resources

1,272 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

13,755 shares

NaN%

% of Portfolio

15

Renaissance Technologies

0 shares

0.00%

% of Portfolio

16

Arnold Van Den Berg - Century Management

162 shares

0.01%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

27%

MEDIUM

28%

SMALL

9%

Geographic Distribution

North America
66%
Europe
17%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

31

Sellers

22

Holders

93

New

12

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

22

Purchase Value

$34.0M

Role Distribution

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

81

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
86
Recent Activity
62
Concentration
83
Momentum
69
Stability
67

Recent Actions

New

6

Increased

17

Decreased

11

Exited

6

Total

35

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