13F institutional ownership facts

Institutions tracked

25

Reported value

$12,610,271.00

Reported shares

85,147

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $1,533,511,409 · 0.09%
  2. UBS Group · $551,285,367 · 0.08%
  3. PNC Financial Services · $135,230,807 · 0.08%
  4. BNP Paribas · $74,243,270 · 0.04%
  5. Cliff Asness - AQR Capital Management · $65,140,998 · 0.03%
  6. David Solomon - Goldman Sachs · $275,561,376 · 0.03%

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-VYM

Institutional Holdings

25

Top Institutions

Top Institutions

1

Morgan Stanley

10,354,566 shares

0.09%

% of Portfolio

2

UBS Group

3,722,386 shares

0.08%

% of Portfolio

3

PNC Financial Services

913,105 shares

0.08%

% of Portfolio

4

BNP Paribas

501,305 shares

0.04%

% of Portfolio

5

Cliff Asness - AQR Capital Management

439,845 shares

0.03%

% of Portfolio

6

David Solomon - Goldman Sachs

1,860,644 shares

0.03%

% of Portfolio

7

Renaissance Technologies

81,500 shares

0.02%

% of Portfolio

8

Mike Hankin - Brown Advisory INC

97,193 shares

0.02%

% of Portfolio

9

Wellington Management

149,535 shares

NaN%

% of Portfolio

10

Northern Trust Corp

166,426 shares

NaN%

% of Portfolio

11

Ken Griffin - Citadel Advisors

21,897 shares

NaN%

% of Portfolio

12

Neuberger Berman

20,444 shares

NaN%

% of Portfolio

13

Janus Henderson Group

15,066 shares

NaN%

% of Portfolio

14

Franklin Resources

15,300 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

105,602 shares

NaN%

% of Portfolio

16

Ken Fisher - Fisher Asset Management

2,546 shares

NaN%

% of Portfolio

17

Charles Schwab

0 shares

0.00%

% of Portfolio

18

Manning & Napier

43,558 shares

0.09%

% of Portfolio

19

Joel Greenblatt - Gotham Asset Management

54,486 shares

0.02%

% of Portfolio

20

Jefferies Group

2,707 shares

NaN%

% of Portfolio

21

John P. Calamos, Sr. - Calamos Advisors LLC

2,843 shares

NaN%

% of Portfolio

22

David Katz - Matrix Asset Advisors

104,118 shares

1.41%

% of Portfolio

23

Private Capital Management

7,026 shares

0.10%

% of Portfolio

24

Arnold Van Den Berg - Century Management

3,647 shares

0.12%

% of Portfolio

25

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

25%

LARGE

35%

MEDIUM

15%

SMALL

25%

Geographic Distribution

North America
55%
Europe
25%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

50

Sellers

30

Holders

80

New

13

Exited

9

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

13

Insider Sellers

30

Purchase Value

$11.9M

Role Distribution

CEO
20%
CFO
15%
Director
30%
VP
12%
Other
5%
Unlock Pro to view full data

RatingPRO

80

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
90
Recent Activity
70
Concentration
80
Momentum
85
Stability
64

Recent Actions

New

5

Increased

15

Decreased

8

Exited

4

Total

40

Unlock Pro to view full data