13F institutional ownership facts

Institutions tracked

43

Reported value

$440,686,340.00

Reported shares

8,220,226

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $6,669,584,379 · 0.37%
  2. Two Sigma Investments · $426,639,102 · 0.31%
  3. Dmitry Balyasny - Balyasny Asset Management · $202,720,264 · 0.25%
  4. UBS Group · $1,104,809,356 · 0.14%
  5. Morgan Stanley · $2,490,181,286 · 0.13%
  6. David Solomon - Goldman Sachs · $1,319,680,639 · 0.11%

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-XLF

Institutional Holdings

43

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

124,154,584 shares

0.37%

% of Portfolio

2

Two Sigma Investments

7,958,200 shares

0.31%

% of Portfolio

3

Dmitry Balyasny - Balyasny Asset Management

3,781,389 shares

0.25%

% of Portfolio

4

UBS Group

20,608,270 shares

0.14%

% of Portfolio

5

Morgan Stanley

46,449,938 shares

0.13%

% of Portfolio

6

David Solomon - Goldman Sachs

24,616,315 shares

0.11%

% of Portfolio

7

Israel Englander - Millennium Management

4,063,701 shares

0.08%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

375,591 shares

0.05%

% of Portfolio

9

PNC Financial Services

1,290,825 shares

0.03%

% of Portfolio

10

BNP Paribas

1,192,882 shares

0.02%

% of Portfolio

11

SG Americas Securities

732,047 shares

0.02%

% of Portfolio

12

Renaissance Technologies

146,510 shares

0.01%

% of Portfolio

13

Jane Street Group

3,026,674 shares

0.01%

% of Portfolio

14

Ken Griffin - Citadel Advisors

1,605,930 shares

0.01%

% of Portfolio

15

Northern Trust Corp

2,143,364 shares

0.01%

% of Portfolio

16

Fidelity International (FIL)

577,701 shares

0.02%

% of Portfolio

17

Cliff Asness - AQR Capital Management

343,502 shares

0.01%

% of Portfolio

18

Mike Hankin - Brown Advisory INC

108,672 shares

0.01%

% of Portfolio

19

Steve Cohen - Point72 Asset Management

75,000 shares

NaN%

% of Portfolio

20

Larry Fink - BlackRock

2,976,417 shares

NaN%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

112,908 shares

NaN%

% of Portfolio

22

Neuberger Berman

26,540 shares

NaN%

% of Portfolio

23

Nuveen

28,819 shares

NaN%

% of Portfolio

24

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

7,100 shares

NaN%

% of Portfolio

25

Jan van Eck - VanEck

6,244 shares

NaN%

% of Portfolio

26

Franklin Resources

16,873 shares

NaN%

% of Portfolio

27

State Street Corp

116,246 shares

NaN%

% of Portfolio

28

Wellington Management

0 shares

0.00%

% of Portfolio

29

Natixis

2,523,947 shares

0.54%

% of Portfolio

30

Exoduspoint Capital Management, Lp

1,300,110 shares

0.45%

% of Portfolio

31

Verition Fund Management LLC

680,198 shares

0.19%

% of Portfolio

32

Mario Gabelli - GAMCO Investors

153,200 shares

0.07%

% of Portfolio

33

New York Life Invest

128,571 shares

0.05%

% of Portfolio

34

Jefferies Group

125,789 shares

0.04%

% of Portfolio

35

George Soros - Soros Fund Management

12,270 shares

0.01%

% of Portfolio

36

Paul Tudor Jones - Tudor Investment Corp

95,587 shares

0.01%

% of Portfolio

37

Louis Moore Bacon - Moore Capital Management

426 shares

NaN%

% of Portfolio

38

Macquarie Group

61 shares

NaN%

% of Portfolio

39

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

40

Lazard Asset Management

0 shares

0.00%

% of Portfolio

41

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

42

Private Capital Management

6,287 shares

0.03%

% of Portfolio

43

Arnold Van Den Berg - Century Management

133 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

36%

MEDIUM

19%

SMALL

12%

Geographic Distribution

North America
63%
Europe
16%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

38

Sellers

31

Holders

84

New

10

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

16

Insider Sellers

31

Purchase Value

$9.2M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

68

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
78
Recent Activity
76
Concentration
79
Momentum
67
Stability
68

Recent Actions

New

13

Increased

31

Decreased

17

Exited

4

Total

40

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