13F institutional ownership facts

Institutions tracked

41

Reported value

$283,556.00

Reported shares

665

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $12,691,628,892 · 0.76%
  2. PNC Financial Services · $1,303,855,630 · 0.75%
  3. David Solomon - Goldman Sachs · $3,005,758,935 · 0.35%
  4. Northern Trust Corp · $2,334,363,897 · 0.31%
  5. UBS Group · $2,055,809,569 · 0.31%
  6. Two Sigma Investments · $295,989,824 · 0.24%

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-IWF

Institutional Holdings

41

Top Institutions

Top Institutions

1

Morgan Stanley

29,764,605 shares

0.76%

% of Portfolio

2

PNC Financial Services

3,057,823 shares

0.75%

% of Portfolio

3

David Solomon - Goldman Sachs

7,049,153 shares

0.35%

% of Portfolio

4

Northern Trust Corp

5,474,587 shares

0.31%

% of Portfolio

5

UBS Group

4,821,317 shares

0.31%

% of Portfolio

6

Two Sigma Investments

694,160 shares

0.24%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

502,077 shares

0.35%

% of Portfolio

8

Nuveen

1,098,754 shares

0.13%

% of Portfolio

9

Cliff Asness - AQR Capital Management

179,596 shares

0.04%

% of Portfolio

10

Renaissance Technologies

62,280 shares

0.04%

% of Portfolio

11

AllianceBernstein (AB)

134,106 shares

0.02%

% of Portfolio

12

BNP Paribas

39,290 shares

0.01%

% of Portfolio

13

Franklin Resources

118,725 shares

0.01%

% of Portfolio

14

Larry Fink - BlackRock

1,295,446 shares

0.01%

% of Portfolio

15

SG Americas Securities

31,933 shares

0.01%

% of Portfolio

16

Jennison Associates

87,739 shares

0.03%

% of Portfolio

17

Neuberger Berman

21,898 shares

0.01%

% of Portfolio

18

Wellington Management

116,212 shares

0.01%

% of Portfolio

19

Voya Investment Mgmt

5,667 shares

NaN%

% of Portfolio

20

T. Rowe Price

47,659 shares

NaN%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

15,583 shares

NaN%

% of Portfolio

22

Legal & General

14,933 shares

NaN%

% of Portfolio

23

Israel Englander - Millennium Management

4,346 shares

NaN%

% of Portfolio

24

Lazard Asset Management

500 shares

NaN%

% of Portfolio

25

WCM Investment Management

37 shares

NaN%

% of Portfolio

26

Capital International Investors

0 shares

0.00%

% of Portfolio

27

Jane Street Group

0 shares

0.00%

% of Portfolio

28

Polen Capital Management

406,863 shares

1.20%

% of Portfolio

29

Joel Greenblatt - Gotham Asset Management

38,123 shares

0.05%

% of Portfolio

30

Jefferies Group

8,531 shares

0.02%

% of Portfolio

31

John P. Calamos, Sr. - Calamos Advisors LLC

16,157 shares

0.02%

% of Portfolio

32

Mario Gabelli - GAMCO Investors

3,500 shares

0.01%

% of Portfolio

33

Winslow Capital Management

92,176 shares

0.15%

% of Portfolio

34

Cathie Wood - ARK Investment Management

216 shares

NaN%

% of Portfolio

35

Manning & Napier

100 shares

NaN%

% of Portfolio

36

Frank Sands - Sands Capital Management

0 shares

0.00%

% of Portfolio

37

David Katz - Matrix Asset Advisors

26,756 shares

1.05%

% of Portfolio

38

Robert Torray - Torray Investment

1,386 shares

0.09%

% of Portfolio

39

David Rolfe - Wedgewood Partners

524 shares

0.05%

% of Portfolio

40

Arnold Van Den Berg - Century Management

141 shares

0.01%

% of Portfolio

41

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

34%

MEDIUM

21%

SMALL

18%

Geographic Distribution

North America
57%
Europe
29%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

52

Sellers

29

Holders

66

New

21

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

15

Insider Sellers

29

Purchase Value

$30.6M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

72

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
77
Recent Activity
74
Concentration
56
Momentum
93
Stability
86

Recent Actions

New

7

Increased

19

Decreased

14

Exited

6

Total

50

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