13F institutional ownership facts

Institutions tracked

21

Reported value

$13,118,406.00

Reported shares

214,248

Latest filing period

Q2 2026

Top institutional holders

  1. Mike Hankin - Brown Advisory INC · $20,960,401 · 0.03%
  2. Jamie Dimon - JPMorgan Chase · $433,560,354 · 0.02%
  3. Morgan Stanley · $390,564,649 · 0.02%
  4. UBS Group · $79,614,613 · 0.01%
  5. Joel Greenblatt - Gotham Asset Management · $6,479,236 · 0.02%
  6. David E. Shaw - D.E. Shaw & Co. · $9,539,512 · <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-XLG

Institutional Holdings

21

Top Institutions

Top Institutions

1

Mike Hankin - Brown Advisory INC

342,322 shares

0.03%

% of Portfolio

2

Jamie Dimon - JPMorgan Chase

7,169,840 shares

0.02%

% of Portfolio

3

Morgan Stanley

6,378,648 shares

0.02%

% of Portfolio

4

UBS Group

1,300,255 shares

0.01%

% of Portfolio

5

Joel Greenblatt - Gotham Asset Management

105,818 shares

0.02%

% of Portfolio

6

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

155,798 shares

NaN%

% of Portfolio

7

Invesco

931,939 shares

NaN%

% of Portfolio

8

Renaissance Technologies

53,300 shares

NaN%

% of Portfolio

9

David Solomon - Goldman Sachs

374,672 shares

NaN%

% of Portfolio

10

Ken Fisher - Fisher Asset Management

39,301 shares

NaN%

% of Portfolio

11

Jane Street Group

15,731 shares

NaN%

% of Portfolio

12

Ken Griffin - Citadel Advisors

17,357 shares

NaN%

% of Portfolio

13

Cliff Asness - AQR Capital Management

26,274 shares

NaN%

% of Portfolio

14

Two Sigma Investments

5,150 shares

NaN%

% of Portfolio

15

PNC Financial Services

8,000 shares

NaN%

% of Portfolio

16

Neuberger Berman

5,581 shares

NaN%

% of Portfolio

17

Nuveen

6,806 shares

NaN%

% of Portfolio

18

Franklin Resources

2,500 shares

NaN%

% of Portfolio

19

Larry Fink - BlackRock

35,688 shares

NaN%

% of Portfolio

20

Northern Trust Corp

3,302 shares

NaN%

% of Portfolio

21

BNP Paribas

1 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

32%

LARGE

34%

MEDIUM

16%

SMALL

18%

Geographic Distribution

North America
62%
Europe
29%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

37

Sellers

29

Holders

81

New

21

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

29

Purchase Value

$8.9M

Role Distribution

CEO
27%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

67

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
77
Recent Activity
74
Concentration
76
Momentum
93
Stability
63

Recent Actions

New

12

Increased

29

Decreased

14

Exited

6

Total

35

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