13F institutional ownership facts

Institutions tracked

32

Reported value

$226,186,180.00

Reported shares

1,999,701

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $3,880,453,508 · 0.23%
  2. PNC Financial Services · $609,665,132 · 0.35%
  3. Two Sigma Investments · $222,898,072 · 0.18%
  4. UBS Group · $970,330,648 · 0.15%
  5. David Solomon - Goldman Sachs · $484,803,863 · 0.06%
  6. Cliff Asness - AQR Capital Management · $36,416,455 · 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.

$ETF-IVW

Institutional Holdings

32

Top Institutions

Top Institutions

1

Morgan Stanley

34,306,897 shares

0.23%

% of Portfolio

2

PNC Financial Services

5,390,020 shares

0.35%

% of Portfolio

3

Two Sigma Investments

1,970,631 shares

0.18%

% of Portfolio

4

UBS Group

8,578,646 shares

0.15%

% of Portfolio

5

David Solomon - Goldman Sachs

4,286,127 shares

0.06%

% of Portfolio

6

Cliff Asness - AQR Capital Management

334,987 shares

0.02%

% of Portfolio

7

BNP Paribas

178,572 shares

0.01%

% of Portfolio

8

Larry Fink - BlackRock

4,531,673 shares

0.01%

% of Portfolio

9

Northern Trust Corp

733,815 shares

0.01%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

113,394 shares

0.02%

% of Portfolio

11

AllianceBernstein (AB)

117,222 shares

NaN%

% of Portfolio

12

Charles Schwab

226,391 shares

NaN%

% of Portfolio

13

Franklin Resources

76,591 shares

NaN%

% of Portfolio

14

Jane Street Group

13,759 shares

NaN%

% of Portfolio

15

Neuberger Berman

14,494 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

25,674 shares

NaN%

% of Portfolio

17

Jennison Associates

2,342 shares

NaN%

% of Portfolio

18

T. Rowe Price

13,112 shares

NaN%

% of Portfolio

19

Lazard Asset Management

640 shares

NaN%

% of Portfolio

20

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

21

Invesco

0 shares

0.00%

% of Portfolio

22

John P. Calamos, Sr. - Calamos Advisors LLC

1,168,503 shares

0.47%

% of Portfolio

23

Mario Gabelli - GAMCO Investors

53,700 shares

0.06%

% of Portfolio

24

Joel Greenblatt - Gotham Asset Management

56,416 shares

0.02%

% of Portfolio

25

Paul Tudor Jones - Tudor Investment Corp

28,935 shares

0.01%

% of Portfolio

26

Manning & Napier

6,114 shares

0.01%

% of Portfolio

27

Mairs & Power

2,509 shares

NaN%

% of Portfolio

28

Winslow Capital Management

3,323 shares

NaN%

% of Portfolio

29

Renaissance Technologies

0 shares

0.00%

% of Portfolio

30

Diamond Hill Capital Management

0 shares

0.00%

% of Portfolio

31

Arnold Van Den Berg - Century Management

135 shares

NaN%

% of Portfolio

32

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

37%

MEDIUM

23%

SMALL

-1%

Geographic Distribution

North America
71%
Europe
27%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

36

Sellers

32

Holders

68

New

17

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

14

Insider Sellers

32

Purchase Value

$35.9M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

86

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
91
Recent Activity
72
Concentration
63
Momentum
89
Stability
60

Recent Actions

New

11

Increased

27

Decreased

11

Exited

2

Total

30

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