13F institutional ownership facts

Institutions tracked

15

Reported value

$334,329,902.00

Reported shares

1,687,340

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $240,298,810 · 0.01%
  2. UBS Group · $71,619,091 · 0.01%
  3. PNC Financial Services · $11,205,379 · 0.01%
  4. Renaissance Technologies · $1,149,212 · <0.01%%
  5. Neuberger Berman · $899,776 · <0.01%%
  6. David Solomon - Goldman Sachs · $4,189,274 · <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

15

Top Institutions

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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