13F institutional ownership facts
Institutions tracked
39
Reported value
$344,889,872.00
Reported shares
2,173,767
Latest filing period
Q2 2026
Top institutional holders
- Renaissance Technologies · $99,686,078 · 0.14%
- Jamie Dimon - JPMorgan Chase · $2,095,429,566 · 0.12%
- David Solomon - Goldman Sachs · $1,208,004,994 · 0.1%
- Morgan Stanley · $1,858,424,405 · 0.1%
- UBS Group · $815,244,423 · 0.1%
- Neuberger Berman · $108,964,673 · 0.07%
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-XLV
Institutional Holdings
39
Top Institutions
Top Institutions
Renaissance Technologies
628,300 shares
0.14%
% of Portfolio
Jamie Dimon - JPMorgan Chase
13,036,140 shares
0.12%
% of Portfolio
David Solomon - Goldman Sachs
7,613,797 shares
0.10%
% of Portfolio
Morgan Stanley
11,713,248 shares
0.10%
% of Portfolio
UBS Group
5,138,311 shares
0.10%
% of Portfolio
Neuberger Berman
686,781 shares
0.07%
% of Portfolio
Two Sigma Investments
562,031 shares
0.06%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
123,460 shares
0.05%
% of Portfolio
BNP Paribas
640,098 shares
0.04%
% of Portfolio
Jane Street Group
205,926 shares
0.00%
% of Portfolio
Charles Schwab
999,240 shares
0.02%
% of Portfolio
SG Americas Securities
227,796 shares
0.02%
% of Portfolio
Steve Cohen - Point72 Asset Management
128,822 shares
0.02%
% of Portfolio
Dmitry Balyasny - Balyasny Asset Management
35,892 shares
0.01%
% of Portfolio
Israel Englander - Millennium Management
182,757 shares
0.01%
% of Portfolio
Ken Griffin - Citadel Advisors
515,327 shares
0.01%
% of Portfolio
Northern Trust Corp
485,006 shares
0.01%
% of Portfolio
PNC Financial Services
213,270 shares
0.02%
% of Portfolio
Ken Fisher - Fisher Asset Management
152,137 shares
0.01%
% of Portfolio
Cliff Asness - AQR Capital Management
68,459 shares
NaN%
% of Portfolio
Mike Hankin - Brown Advisory INC
11,582 shares
NaN%
% of Portfolio
Fidelity International (FIL)
18,471 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
581,605 shares
NaN%
% of Portfolio
State Street Corp
105,561 shares
NaN%
% of Portfolio
Nuveen
4,697 shares
NaN%
% of Portfolio
Franklin Resources
4,666 shares
NaN%
% of Portfolio
Wellington Management
3,220 shares
NaN%
% of Portfolio
Natixis
419,940 shares
0.27%
% of Portfolio
Paul Tudor Jones - Tudor Investment Corp
983,436 shares
0.22%
% of Portfolio
Jefferies Group
150,963 shares
0.16%
% of Portfolio
Exoduspoint Capital Management, Lp
13,931 shares
0.01%
% of Portfolio
Mario Gabelli - GAMCO Investors
5,000 shares
0.01%
% of Portfolio
Verition Fund Management LLC
10,364 shares
0.01%
% of Portfolio
Macquarie Group
90 shares
NaN%
% of Portfolio
John P. Calamos, Sr. - Calamos Advisors LLC
0 shares
0.00%
% of Portfolio
Lazard Asset Management
0 shares
0.00%
% of Portfolio
New York Life Invest
0 shares
0.00%
% of Portfolio
Segall Bryant & Hamill, LLC
0 shares
0.00%
% of Portfolio
Private Capital Management
2,978 shares
0.04%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
37%
LARGE
29%
MEDIUM
31%
SMALL
3%
Geographic Distribution
Institutional Activity
Buyers
32
Sellers
24
Holders
96
New
16
Exited
9
Insider TradingPRO
Trading Statistics
Insider Buyers
10
Insider Sellers
24
Purchase Value
$34.4M
Role Distribution
RatingPRO
82
A-
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
7
Increased
19
Decreased
14
Exited
4
Total
40