13F institutional ownership facts

Institutions tracked

10

Reported value

$1,876,615.00

Reported shares

49,049

Latest filing period

Q1 2026

Top institutional holders

  1. Charles Schwab · $4,744,982,397 · 0.73%
  2. Morgan Stanley · $144,453,861 · 0.01%
  3. UBS Group · $24,885,528 · <0.01%%
  4. Renaissance Technologies · $1,775,264 · <0.01%%
  5. Cliff Asness - AQR Capital Management · $3,004,078 · <0.01%%
  6. PNC Financial Services · $149,214 · <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-FNDE

Institutional Holdings

10

Top Institutions

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

24%

MEDIUM

26%

SMALL

8%

Geographic Distribution

North America
72%
Europe
19%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

47

Sellers

19

Holders

91

New

16

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

19

Purchase Value

$28.8M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

67

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
72
Recent Activity
64
Concentration
76
Momentum
73
Stability
61

Recent Actions

New

12

Increased

29

Decreased

14

Exited

4

Total

55

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