13F institutional ownership facts

Institutions tracked

50

Reported value

$119,152,344.00

Reported shares

480,453

Latest filing period

Q1 2026

Top institutional holders

  1. BNP Paribas · $1,529,531,568 · 0.74%
  2. David Solomon - Goldman Sachs · $4,769,240,350 · 0.55%
  3. Canada Pension Plan Investment Board · $689,688,000 · 0.44%
  4. Morgan Stanley · $7,380,959,212 · 0.44%
  5. UBS Group · $1,670,667,128 · 0.25%
  6. PNC Financial Services · $790,491,723 · 0.46%

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-IWM

Institutional Holdings

50

Top Institutions

Top Institutions

1

BNP Paribas

6,167,466 shares

0.74%

% of Portfolio

2

David Solomon - Goldman Sachs

19,230,808 shares

0.55%

% of Portfolio

3

Canada Pension Plan Investment Board

2,781,000 shares

0.44%

% of Portfolio

4

Morgan Stanley

29,761,929 shares

0.44%

% of Portfolio

5

UBS Group

6,736,561 shares

0.25%

% of Portfolio

6

PNC Financial Services

3,187,467 shares

0.46%

% of Portfolio

7

Mike Hankin - Brown Advisory INC

981,679 shares

0.40%

% of Portfolio

8

David E. Shaw - D.E. Shaw & Co.

1,108,036 shares

0.17%

% of Portfolio

9

Northern Trust Corp

4,147,706 shares

0.14%

% of Portfolio

10

SG Americas Securities

533,865 shares

0.14%

% of Portfolio

11

Jane Street Group

2,984,479 shares

0.10%

% of Portfolio

12

Israel Englander - Millennium Management

674,125 shares

0.07%

% of Portfolio

13

Larry Fink - BlackRock

10,497,291 shares

0.05%

% of Portfolio

14

Steve Cohen - Point72 Asset Management

148,474 shares

0.05%

% of Portfolio

15

Two Sigma Investments

251,870 shares

0.05%

% of Portfolio

16

Ensign Peak Advisors

142,577 shares

0.07%

% of Portfolio

17

Wellington Management

1,090,063 shares

0.05%

% of Portfolio

18

AllianceBernstein (AB)

544,591 shares

0.04%

% of Portfolio

19

Franklin Resources

629,542 shares

0.04%

% of Portfolio

20

Ken Griffin - Citadel Advisors

641,228 shares

0.03%

% of Portfolio

21

Neuberger Berman

178,582 shares

0.03%

% of Portfolio

22

Cliff Asness - AQR Capital Management

218,021 shares

0.02%

% of Portfolio

23

Voya Investment Mgmt

33,899 shares

0.01%

% of Portfolio

24

Lazard Asset Management

6,994 shares

NaN%

% of Portfolio

25

Ken Fisher - Fisher Asset Management

6,718 shares

NaN%

% of Portfolio

26

T. Rowe Price

16,321 shares

NaN%

% of Portfolio

27

Nuveen

7,399 shares

NaN%

% of Portfolio

28

Bill Nygren - Oakmark Select Fund

533 shares

NaN%

% of Portfolio

29

Legal & General

2,900 shares

NaN%

% of Portfolio

30

Invesco

2,377 shares

NaN%

% of Portfolio

31

State Street Corp

5,400 shares

NaN%

% of Portfolio

32

Jennison Associates

0 shares

0.00%

% of Portfolio

33

Jefferies Group

884,238 shares

1.50%

% of Portfolio

34

Stephen Schwarzman - Blackstone

568,199 shares

0.55%

% of Portfolio

35

John P. Calamos, Sr. - Calamos Advisors LLC

88,927 shares

0.08%

% of Portfolio

36

Joel Greenblatt - Gotham Asset Management

41,894 shares

0.03%

% of Portfolio

37

Exoduspoint Capital Management, Lp

8,125 shares

0.02%

% of Portfolio

38

Verition Fund Management LLC

10,001 shares

0.02%

% of Portfolio

39

Paul Tudor Jones - Tudor Investment Corp

9,559 shares

0.00%

% of Portfolio

40

Mario Gabelli - GAMCO Investors

2,815 shares

0.01%

% of Portfolio

41

Manning & Napier

49 shares

NaN%

% of Portfolio

42

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

43

Wasatch Advisors Inc

0 shares

0.00%

% of Portfolio

44

Broadwood Capital

474,920 shares

8.30%

% of Portfolio

45

W. Whitfield Gardner - Gardner Lewis Asset

8,390 shares

0.45%

% of Portfolio

46

David Katz - Matrix Asset Advisors

10,281 shares

0.23%

% of Portfolio

47

Private Capital Management

2,788 shares

0.07%

% of Portfolio

48

Keith Meister - Corvex Management Lp

5,000 shares

0.05%

% of Portfolio

49

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

50

Louis Moore Bacon - Moore Capital Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

20%

MEDIUM

20%

SMALL

20%

Geographic Distribution

North America
70%
Europe
15%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

45

Sellers

15

Holders

85

New

8

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

15

Purchase Value

$28.1M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

65

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
70
Recent Activity
60
Concentration
70
Momentum
65
Stability
83

Recent Actions

New

10

Increased

25

Decreased

8

Exited

2

Total

45

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