13F institutional ownership facts

Institutions tracked

34

Reported value

$38,814,423.00

Reported shares

178,105

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $190,788,344 · 0.44%
  2. Morgan Stanley · $7,710,512,857 · 0.41%
  3. UBS Group · $2,976,438,470 · 0.38%
  4. PNC Financial Services · $911,105,115 · 0.45%
  5. David Solomon - Goldman Sachs · $682,754,048 · 0.06%
  6. Jamie Dimon - JPMorgan Chase · $910,287,483 · 0.05%

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-VTV

Institutional Holdings

34

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

875,457 shares

0.44%

% of Portfolio

2

Morgan Stanley

35,380,683 shares

0.41%

% of Portfolio

3

UBS Group

13,657,773 shares

0.38%

% of Portfolio

4

PNC Financial Services

4,180,724 shares

0.45%

% of Portfolio

5

David Solomon - Goldman Sachs

3,132,906 shares

0.06%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

4,163,597 shares

0.05%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

164,529 shares

0.06%

% of Portfolio

8

Jane Street Group

235,693 shares

0.00%

% of Portfolio

9

Cliff Asness - AQR Capital Management

297,018 shares

0.02%

% of Portfolio

10

Nuveen

162,915 shares

0.01%

% of Portfolio

11

Franklin Resources

119,043 shares

0.01%

% of Portfolio

12

Neuberger Berman

36,442 shares

0.01%

% of Portfolio

13

Northern Trust Corp

246,079 shares

0.01%

% of Portfolio

14

BNP Paribas

31,428 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

730,222 shares

NaN%

% of Portfolio

16

SG Americas Securities

17,289 shares

NaN%

% of Portfolio

17

Dmitry Balyasny - Balyasny Asset Management

4,310 shares

NaN%

% of Portfolio

18

Bill Nygren - Oakmark Select Fund

4,390 shares

NaN%

% of Portfolio

19

Two Sigma Investments

5,500 shares

NaN%

% of Portfolio

20

Ken Fisher - Fisher Asset Management

11,421 shares

NaN%

% of Portfolio

21

Lazard Asset Management

1,459 shares

NaN%

% of Portfolio

22

Capital International Investors

1,996 shares

NaN%

% of Portfolio

23

Capital World Investors

1,890 shares

NaN%

% of Portfolio

24

Renaissance Technologies

0 shares

0.00%

% of Portfolio

25

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

26

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

27

Segall Bryant & Hamill, LLC

104,817 shares

0.27%

% of Portfolio

28

New York Life Invest

126,879 shares

0.19%

% of Portfolio

29

Paul Tudor Jones - Tudor Investment Corp

168,168 shares

0.05%

% of Portfolio

30

Jefferies Group

3,665 shares

0.01%

% of Portfolio

31

Manning & Napier

1,560 shares

NaN%

% of Portfolio

32

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

33

David Katz - Matrix Asset Advisors

33,804 shares

0.60%

% of Portfolio

34

Arnold Van Den Berg - Century Management

47 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

27%

MEDIUM

33%

SMALL

9%

Geographic Distribution

North America
61%
Europe
27%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

36

Sellers

22

Holders

98

New

17

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

22

Purchase Value

$25.1M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

91

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
86
Recent Activity
72
Concentration
78
Momentum
89
Stability
70

Recent Actions

New

11

Increased

27

Decreased

11

Exited

2

Total

30

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