13F institutional ownership facts

Institutions tracked

33

Reported value

$163,955,242.00

Reported shares

1,628,641

Latest filing period

Q2 2026

Top institutional holders

  1. Joel Greenblatt - Gotham Asset Management · $157,255,500 · 0.37%
  2. UBS Group · $600,219,506 · 0.08%
  3. Morgan Stanley · $852,985,409 · 0.05%
  4. Neuberger Berman · $62,541,498 · 0.04%
  5. Cliff Asness - AQR Capital Management · $55,465,684 · 0.02%
  6. Jamie Dimon - JPMorgan Chase · $285,457,307 · 0.02%

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.

$SGOV

Institutional Holdings

33

Top Institutions

Top Institutions

1

Joel Greenblatt - Gotham Asset Management

1,562,089 shares

0.37%

% of Portfolio

2

UBS Group

5,962,248 shares

0.08%

% of Portfolio

3

Morgan Stanley

8,473,084 shares

0.05%

% of Portfolio

4

Neuberger Berman

621,253 shares

0.04%

% of Portfolio

5

Cliff Asness - AQR Capital Management

550,965 shares

0.02%

% of Portfolio

6

Jamie Dimon - JPMorgan Chase

2,835,573 shares

0.02%

% of Portfolio

7

Artisan Partners

248,527 shares

0.04%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

47,692 shares

0.01%

% of Portfolio

9

Ken Griffin - Citadel Advisors

135,473 shares

NaN%

% of Portfolio

10

Jane Street Group

27,373 shares

NaN%

% of Portfolio

11

David Solomon - Goldman Sachs

141,903 shares

NaN%

% of Portfolio

12

PNC Financial Services

21,333 shares

NaN%

% of Portfolio

13

Nuveen

39,589 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

593,060 shares

NaN%

% of Portfolio

15

Northern Trust Corp

17,021 shares

NaN%

% of Portfolio

16

WCM Investment Management

872 shares

NaN%

% of Portfolio

17

T. Rowe Price

15,000 shares

NaN%

% of Portfolio

18

Ken Fisher - Fisher Asset Management

4,751 shares

NaN%

% of Portfolio

19

Franklin Resources

5,057 shares

NaN%

% of Portfolio

20

Manning & Napier

224,894 shares

0.29%

% of Portfolio

21

Segall Bryant & Hamill, LLC

71,612 shares

0.09%

% of Portfolio

22

Natixis

100,000 shares

0.04%

% of Portfolio

23

Jefferies Group

37,951 shares

0.03%

% of Portfolio

24

Mario Gabelli - GAMCO Investors

3,440 shares

NaN%

% of Portfolio

25

Bill Nygren - Oakmark Select Fund

3,151 shares

NaN%

% of Portfolio

26

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

27

Polen Capital Management

0 shares

0.00%

% of Portfolio

28

Scott Roseman & Aaron Wagner - RWWM

845,240 shares

6.29%

% of Portfolio

29

Josh Tarasoff - Greenlea Lane Capital

383,000 shares

10.59%

% of Portfolio

30

Adam Peterson - Magnolia Group

195,000 shares

4.12%

% of Portfolio

31

Norbert Lou - Punch Card Management

188,000 shares

7.39%

% of Portfolio

32

Christopher Tsai - Tsai Capital

5,680 shares

0.42%

% of Portfolio

33

Christopher Bloomstran - Semper Augustus

8,570 shares

0.10%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

33%

MEDIUM

32%

SMALL

-9%

Geographic Distribution

North America
74%
Europe
23%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

49

Sellers

28

Holders

77

New

9

Exited

16

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

28

Purchase Value

$11.7M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

79

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
89
Recent Activity
68
Concentration
77
Momentum
81
Stability
91

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

Unlock Pro to view full data