13F institutional ownership facts
Institutions tracked
25
Reported value
$3,801.00
Reported shares
18
Latest filing period
Q1 2026
Top institutional holders
- PNC Financial Services · $479,524,480 · 0.28%
- Morgan Stanley · $3,151,194,090 · 0.19%
- UBS Group · $769,325,237 · 0.12%
- David Solomon - Goldman Sachs · $299,002,994 · 0.03%
- BNP Paribas · $16,836,679 · 0.01%
- Larry Fink - BlackRock · $547,706,281 · 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-IVE
Institutional Holdings
25
Top Institutions
Top Institutions
PNC Financial Services
2,271,013 shares
0.28%
% of Portfolio
Morgan Stanley
14,923,957 shares
0.19%
% of Portfolio
UBS Group
3,643,501 shares
0.12%
% of Portfolio
David Solomon - Goldman Sachs
1,416,069 shares
0.03%
% of Portfolio
BNP Paribas
79,738 shares
0.01%
% of Portfolio
Larry Fink - BlackRock
2,593,920 shares
0.01%
% of Portfolio
Mike Hankin - Brown Advisory INC
28,609 shares
0.01%
% of Portfolio
Northern Trust Corp
187,139 shares
0.01%
% of Portfolio
Cliff Asness - AQR Capital Management
49,642 shares
NaN%
% of Portfolio
Franklin Resources
50,980 shares
NaN%
% of Portfolio
AllianceBernstein (AB)
37,311 shares
NaN%
% of Portfolio
Ken Fisher - Fisher Asset Management
10,359 shares
NaN%
% of Portfolio
Neuberger Berman
4,527 shares
NaN%
% of Portfolio
Lazard Asset Management
1,150 shares
NaN%
% of Portfolio
Charles Schwab
2,439 shares
NaN%
% of Portfolio
Two Sigma Investments
0 shares
0.00%
% of Portfolio
John P. Calamos, Sr. - Calamos Advisors LLC
619,118 shares
0.46%
% of Portfolio
Chris Davis - Davis Selected Advisers
11,624 shares
0.01%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
9,091 shares
0.01%
% of Portfolio
Mairs & Power
1,143 shares
NaN%
% of Portfolio
Paul Tudor Jones - Tudor Investment Corp
0 shares
0.00%
% of Portfolio
Renaissance Technologies
0 shares
0.00%
% of Portfolio
Steve Cohen - Point72 Asset Management
0 shares
0.00%
% of Portfolio
Arnold Van Den Berg - Century Management
18 shares
NaN%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
39%
LARGE
23%
MEDIUM
17%
SMALL
21%
Geographic Distribution
Institutional Activity
Buyers
44
Sellers
18
Holders
62
New
19
Exited
15
Insider TradingPRO
Trading Statistics
Insider Buyers
22
Insider Sellers
18
Purchase Value
$10.5M
Role Distribution
RatingPRO
74
B
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
9
Increased
23
Decreased
20
Exited
4
Total
40