13F institutional ownership facts

Institutions tracked

31

Reported value

$161,604,115.00

Reported shares

1,605,445

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $516,843,803 · 0.08%
  2. Morgan Stanley · $845,444,204 · 0.05%
  3. Neuberger Berman · $55,711,413 · 0.04%
  4. Cliff Asness - AQR Capital Management · $29,967,616 · 0.01%
  5. Mike Hankin - Brown Advisory INC · $6,291,197 · 0.01%
  6. Ken Griffin - Citadel Advisors · $11,923,177 · <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-SGOV

Institutional Holdings

31

Top Institutions

Top Institutions

1

UBS Group

5,134,550 shares

0.08%

% of Portfolio

2

Morgan Stanley

8,399,007 shares

0.05%

% of Portfolio

3

Neuberger Berman

553,461 shares

0.04%

% of Portfolio

4

Cliff Asness - AQR Capital Management

297,711 shares

0.01%

% of Portfolio

5

Mike Hankin - Brown Advisory INC

62,499 shares

0.01%

% of Portfolio

6

Ken Griffin - Citadel Advisors

118,450 shares

NaN%

% of Portfolio

7

Jane Street Group

48,521 shares

NaN%

% of Portfolio

8

WCM Investment Management

8,377 shares

NaN%

% of Portfolio

9

Larry Fink - BlackRock

689,937 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

64,665 shares

NaN%

% of Portfolio

11

PNC Financial Services

14,129 shares

NaN%

% of Portfolio

12

Ken Fisher - Fisher Asset Management

14,727 shares

NaN%

% of Portfolio

13

Bill Nygren - Oakmark Select Fund

3,736 shares

NaN%

% of Portfolio

14

T. Rowe Price

15,000 shares

NaN%

% of Portfolio

15

AllianceBernstein (AB)

5,298 shares

NaN%

% of Portfolio

16

Northern Trust Corp

11,075 shares

NaN%

% of Portfolio

17

Franklin Resources

758 shares

NaN%

% of Portfolio

18

Joel Greenblatt - Gotham Asset Management

1,238,350 shares

0.38%

% of Portfolio

19

Manning & Napier

201,645 shares

0.29%

% of Portfolio

20

Segall Bryant & Hamill, LLC

131,257 shares

0.21%

% of Portfolio

21

Mario Gabelli - GAMCO Investors

77,428 shares

0.08%

% of Portfolio

22

Natixis

99,500 shares

0.04%

% of Portfolio

23

Polen Capital Management

11,267 shares

0.01%

% of Portfolio

24

Paul Tudor Jones - Tudor Investment Corp

11,068 shares

NaN%

% of Portfolio

25

Rwwm

720,778 shares

5.30%

% of Portfolio

26

Christopher Bloomstran - Semper Augustus

9,916 shares

0.12%

% of Portfolio

27

First Pacific Advisors

0 shares

0.00%

% of Portfolio

28

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

29

Norbert Lou - Punch Card Management

460,000 shares

17.11%

% of Portfolio

30

Josh Tarasoff - Greenlea Lane Capital

383,000 shares

11.20%

% of Portfolio

31

Tsai Capital

5,680 shares

0.43%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

28%

LARGE

21%

MEDIUM

24%

SMALL

27%

Geographic Distribution

North America
58%
Europe
21%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

33

Sellers

16

Holders

89

New

20

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

16

Purchase Value

$24.1M

Role Distribution

CEO
23%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

88

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
83
Recent Activity
66
Concentration
69
Momentum
77
Stability
87

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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