13F institutional ownership facts

Institutions tracked

45

Reported value

$5,826,931.00

Reported shares

27,270

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $9,022,698,906 · 0.54%
  2. David Solomon - Goldman Sachs · $2,485,955,033 · 0.29%
  3. UBS Group · $1,405,742,195 · 0.21%
  4. PNC Financial Services · $723,478,441 · 0.42%
  5. Mike Hankin - Brown Advisory INC · $157,867,916 · 0.26%
  6. Northern Trust Corp · $1,101,943,411 · 0.15%

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-IWD

Institutional Holdings

45

Top Institutions

Top Institutions

1

Morgan Stanley

42,227,257 shares

0.54%

% of Portfolio

2

David Solomon - Goldman Sachs

11,634,553 shares

0.29%

% of Portfolio

3

UBS Group

6,579,034 shares

0.21%

% of Portfolio

4

PNC Financial Services

3,385,962 shares

0.42%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

738,840 shares

0.26%

% of Portfolio

6

Northern Trust Corp

5,157,221 shares

0.15%

% of Portfolio

7

Franklin Resources

2,364,303 shares

0.12%

% of Portfolio

8

BNP Paribas

806,760 shares

0.08%

% of Portfolio

9

Two Sigma Investments

331,246 shares

0.06%

% of Portfolio

10

Renaissance Technologies

93,700 shares

0.03%

% of Portfolio

11

Cliff Asness - AQR Capital Management

194,298 shares

0.02%

% of Portfolio

12

Voya Investment Mgmt

97,670 shares

0.02%

% of Portfolio

13

AllianceBernstein (AB)

204,345 shares

0.01%

% of Portfolio

14

Nuveen

170,307 shares

0.01%

% of Portfolio

15

Neuberger Berman

113,166 shares

0.02%

% of Portfolio

16

SG Americas Securities

19,626 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

640,223 shares

NaN%

% of Portfolio

18

Israel Englander - Millennium Management

12,082 shares

NaN%

% of Portfolio

19

Ken Fisher - Fisher Asset Management

13,802 shares

NaN%

% of Portfolio

20

Capital International Investors

10,849 shares

NaN%

% of Portfolio

21

Legal & General

10,557 shares

NaN%

% of Portfolio

22

Capital World Investors

11,241 shares

NaN%

% of Portfolio

23

T. Rowe Price

6,226 shares

NaN%

% of Portfolio

24

Invesco

2,399 shares

NaN%

% of Portfolio

25

Jan van Eck - VanEck

18 shares

NaN%

% of Portfolio

26

Jane Street Group

0 shares

0.00%

% of Portfolio

27

Wellington Management

0 shares

0.00%

% of Portfolio

28

Jefferies Group

64,927 shares

0.09%

% of Portfolio

29

Joel Greenblatt - Gotham Asset Management

115,303 shares

0.08%

% of Portfolio

30

Andrew Beck - River Road Asset Mgmt

121,158 shares

0.29%

% of Portfolio

31

Mario Gabelli - GAMCO Investors

11,000 shares

0.02%

% of Portfolio

32

John P. Calamos, Sr. - Calamos Advisors LLC

8,782 shares

0.01%

% of Portfolio

33

Donald Smith & Co

13,000 shares

0.05%

% of Portfolio

34

Diamond Hill Capital Management

26,567 shares

0.04%

% of Portfolio

35

Ravenel B. Curry III - Eagle Capital Management

7,759 shares

0.01%

% of Portfolio

36

Mairs & Power

2,562 shares

0.01%

% of Portfolio

37

Paul Tudor Jones - Tudor Investment Corp

2,824 shares

NaN%

% of Portfolio

38

Natixis

2 shares

NaN%

% of Portfolio

39

John Rogers - Ariel Investments

0 shares

0.00%

% of Portfolio

40

Lord, Abbett & Co. LLC

0 shares

0.00%

% of Portfolio

41

David Katz - Matrix Asset Advisors

6,306 shares

0.12%

% of Portfolio

42

Smead Capital Management

6,264 shares

0.03%

% of Portfolio

43

Arnold Van Den Berg - Century Management

247 shares

0.01%

% of Portfolio

44

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

45

Manning & Napier

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

38%

MEDIUM

27%

SMALL

6%

Geographic Distribution

North America
59%
Europe
18%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

54

Sellers

33

Holders

72

New

14

Exited

5

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

33

Purchase Value

$31.4M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
Unlock Pro to view full data

RatingPRO

74

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
79
Recent Activity
78
Concentration
62
Momentum
71
Stability
64

Recent Actions

New

9

Increased

23

Decreased

20

Exited

2

Total

30

Unlock Pro to view full data