13F institutional ownership facts

Institutions tracked

39

Reported value

$170,180,199.00

Reported shares

1,451,059

Latest filing period

Q2 2026

Top institutional holders

  1. Two Sigma Investments · $129,981,424 · 0.09%
  2. Jamie Dimon - JPMorgan Chase · $1,543,465,242 · 0.09%
  3. UBS Group · $483,142,115 · 0.06%
  4. Morgan Stanley · $953,133,800 · 0.05%
  5. David Solomon - Goldman Sachs · $417,204,315 · 0.04%
  6. Joel Greenblatt - Gotham Asset Management · $15,979,165 · 0.04%

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-XLY

Institutional Holdings

39

Top Institutions

Top Institutions

1

Two Sigma Investments

1,108,300 shares

0.09%

% of Portfolio

2

Jamie Dimon - JPMorgan Chase

13,178,491 shares

0.09%

% of Portfolio

3

UBS Group

4,119,561 shares

0.06%

% of Portfolio

4

Morgan Stanley

8,126,991 shares

0.05%

% of Portfolio

5

David Solomon - Goldman Sachs

3,557,336 shares

0.04%

% of Portfolio

6

Joel Greenblatt - Gotham Asset Management

136,248 shares

0.04%

% of Portfolio

7

Renaissance Technologies

155,536 shares

0.03%

% of Portfolio

8

BNP Paribas

685,948 shares

0.03%

% of Portfolio

9

Steve Cohen - Point72 Asset Management

249,996 shares

0.03%

% of Portfolio

10

Dmitry Balyasny - Balyasny Asset Management

64,353 shares

0.01%

% of Portfolio

11

Israel Englander - Millennium Management

186,324 shares

0.01%

% of Portfolio

12

SG Americas Securities

129,716 shares

0.01%

% of Portfolio

13

Jan van Eck - VanEck

180,400 shares

0.01%

% of Portfolio

14

Ken Fisher - Fisher Asset Management

419,881 shares

0.01%

% of Portfolio

15

Northern Trust Corp

602,984 shares

0.01%

% of Portfolio

16

PNC Financial Services

180,837 shares

0.01%

% of Portfolio

17

Jane Street Group

75,012 shares

NaN%

% of Portfolio

18

Cliff Asness - AQR Capital Management

81,861 shares

NaN%

% of Portfolio

19

Mike Hankin - Brown Advisory INC

15,000 shares

NaN%

% of Portfolio

20

Fidelity International (FIL)

28,239 shares

NaN%

% of Portfolio

21

State Street Corp

371,556 shares

NaN%

% of Portfolio

22

Neuberger Berman

13,497 shares

NaN%

% of Portfolio

23

Larry Fink - BlackRock

294,815 shares

NaN%

% of Portfolio

24

Nuveen

4,301 shares

NaN%

% of Portfolio

25

Franklin Resources

2,187 shares

NaN%

% of Portfolio

26

T. Rowe Price

2,200 shares

NaN%

% of Portfolio

27

Ensign Peak Advisors

10 shares

NaN%

% of Portfolio

28

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

0 shares

0.00%

% of Portfolio

29

Charles Schwab

0 shares

0.00%

% of Portfolio

30

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

31

Wellington Management

0 shares

0.00%

% of Portfolio

32

Natixis

401,677 shares

0.19%

% of Portfolio

33

Paul Tudor Jones - Tudor Investment Corp

187,223 shares

0.03%

% of Portfolio

34

New York Life Invest

29,515 shares

0.02%

% of Portfolio

35

Jefferies Group

4,736 shares

NaN%

% of Portfolio

36

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

37

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

38

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

39

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

23%

MEDIUM

22%

SMALL

21%

Geographic Distribution

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

59

Sellers

18

Holders

87

New

19

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

18

Purchase Value

$33.2M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

79

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
84
Recent Activity
88
Concentration
77
Momentum
91
Stability
89

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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