13F institutional ownership facts

Institutions tracked

26

Reported value

$21,586,478.00

Reported shares

703,601

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $448,964,094 · 0.07%
  2. Morgan Stanley · $807,992,001 · 0.05%
  3. Ken Griffin - Citadel Advisors · $25,674,221 · 0%
  4. David E. Shaw - D.E. Shaw & Co. · $19,623,112 · 0.01%
  5. Cliff Asness - AQR Capital Management · $19,690,084 · 0.01%
  6. Mike Hankin - Brown Advisory INC · $6,294,969 · 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-SCHD

Institutional Holdings

26

Top Institutions

Top Institutions

1

UBS Group

14,633,771 shares

0.07%

% of Portfolio

2

Morgan Stanley

26,336,113 shares

0.05%

% of Portfolio

3

Ken Griffin - Citadel Advisors

836,839 shares

0.00%

% of Portfolio

4

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

639,606 shares

0.01%

% of Portfolio

5

Cliff Asness - AQR Capital Management

641,789 shares

0.01%

% of Portfolio

6

Mike Hankin - Brown Advisory INC

205,182 shares

0.01%

% of Portfolio

7

Jane Street Group

249,924 shares

NaN%

% of Portfolio

8

BNP Paribas

211,451 shares

NaN%

% of Portfolio

9

PNC Financial Services

210,627 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

683,486 shares

NaN%

% of Portfolio

11

Neuberger Berman

108,245 shares

NaN%

% of Portfolio

12

Northern Trust Corp

248,570 shares

NaN%

% of Portfolio

13

Ken Fisher - Fisher Asset Management

68,026 shares

NaN%

% of Portfolio

14

Israel Englander - Millennium Management

7,360 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

168,749 shares

NaN%

% of Portfolio

16

Invesco

10,176 shares

NaN%

% of Portfolio

17

Franklin Resources

4,246 shares

NaN%

% of Portfolio

18

Manning & Napier

889,136 shares

0.38%

% of Portfolio

19

Paul Tudor Jones - Tudor Investment Corp

62,096 shares

0.00%

% of Portfolio

20

Joel Greenblatt - Gotham Asset Management

177,395 shares

0.02%

% of Portfolio

21

Jefferies Group

23,599 shares

NaN%

% of Portfolio

22

John P. Calamos, Sr. - Calamos Advisors LLC

26,777 shares

NaN%

% of Portfolio

23

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

24

David Katz - Matrix Asset Advisors

6,521 shares

0.02%

% of Portfolio

25

Arnold Van Den Berg - Century Management

1,899 shares

0.01%

% of Portfolio

26

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

29%

MEDIUM

21%

SMALL

23%

Geographic Distribution

North America
57%
Europe
24%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

42

Sellers

24

Holders

66

New

11

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

24

Purchase Value

$17.7M

Role Distribution

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

67

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
84
Concentration
76
Momentum
83
Stability
78

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

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