13F institutional ownership facts

Institutions tracked

33

Reported value

$68,131,680.00

Reported shares

635,972

Latest filing period

Q2 2026

Top institutional holders

  1. UBS Group · $620,225,493 · 0.08%
  2. BNP Paribas · $196,525,271 · 0.07%
  3. Jamie Dimon - JPMorgan Chase · $1,251,801,080 · 0.07%
  4. Morgan Stanley · $826,274,650 · 0.04%
  5. Jane Street Group · $51,669,228 · 0%
  6. David E. Shaw - D.E. Shaw & Co. · $67,125,301 · 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-XLC

Institutional Holdings

33

Top Institutions

Top Institutions

1

UBS Group

5,789,466 shares

0.08%

% of Portfolio

2

BNP Paribas

1,834,456 shares

0.07%

% of Portfolio

3

Jamie Dimon - JPMorgan Chase

11,603,642 shares

0.07%

% of Portfolio

4

Morgan Stanley

7,712,820 shares

0.04%

% of Portfolio

5

Jane Street Group

482,304 shares

0.00%

% of Portfolio

6

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

626,578 shares

0.03%

% of Portfolio

7

Dmitry Balyasny - Balyasny Asset Management

214,642 shares

0.03%

% of Portfolio

8

Charles Schwab

1,350,002 shares

0.02%

% of Portfolio

9

David Solomon - Goldman Sachs

2,216,190 shares

0.02%

% of Portfolio

10

Steve Cohen - Point72 Asset Management

188,394 shares

0.02%

% of Portfolio

11

Israel Englander - Millennium Management

148,060 shares

0.01%

% of Portfolio

12

Northern Trust Corp

868,865 shares

0.01%

% of Portfolio

13

Jan van Eck - VanEck

281,840 shares

0.02%

% of Portfolio

14

Joel Greenblatt - Gotham Asset Management

82,523 shares

0.02%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

600,313 shares

0.02%

% of Portfolio

16

PNC Financial Services

160,776 shares

0.01%

% of Portfolio

17

Ken Griffin - Citadel Advisors

54,612 shares

NaN%

% of Portfolio

18

Cliff Asness - AQR Capital Management

78,519 shares

NaN%

% of Portfolio

19

Mike Hankin - Brown Advisory INC

14,960 shares

NaN%

% of Portfolio

20

SG Americas Securities

36,845 shares

NaN%

% of Portfolio

21

State Street Corp

331,706 shares

NaN%

% of Portfolio

22

Neuberger Berman

8,854 shares

NaN%

% of Portfolio

23

Larry Fink - BlackRock

320,024 shares

NaN%

% of Portfolio

24

Nuveen

9,658 shares

NaN%

% of Portfolio

25

Wellington Management

3,848 shares

NaN%

% of Portfolio

26

Franklin Resources

1,634 shares

NaN%

% of Portfolio

27

Two Sigma Investments

0 shares

0.00%

% of Portfolio

28

Natixis

493,441 shares

0.21%

% of Portfolio

29

New York Life Invest

223,166 shares

0.17%

% of Portfolio

30

Paul Tudor Jones - Tudor Investment Corp

9,394 shares

NaN%

% of Portfolio

31

Verition Fund Management LLC

2,766 shares

NaN%

% of Portfolio

32

Jefferies Group

0 shares

0.00%

% of Portfolio

33

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

42%

MEDIUM

28%

SMALL

-6%

Geographic Distribution

North America
66%
Europe
22%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

41

Sellers

37

Holders

93

New

22

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

37

Purchase Value

$9.8M

Role Distribution

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

71

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
81
Recent Activity
82
Concentration
88
Momentum
79
Stability
83

Recent Actions

New

6

Increased

17

Decreased

11

Exited

4

Total

55

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