SNPE Institutional Ownership & Shareholders
XTRACKERS S&P 500 ESG ETF (SNPE) is currently held by 126 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $953.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SNPE tracked by InsiderSet, reporting ownership valued at approximately $269.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $268.75M, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SNPE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jpmorgan Chase & Co, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in XTRACKERS S&P 500 ESG ETF (SNPE).
This page ranks the largest institutional SNPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
126
Total Reported Value
$953.73M
Largest Holder
Morgan Stanley
Largest Position
$269.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,911,993 | $269,379,864 | $268,753,919 | -$625,945 | -0.23% | |
| Jpmorgan Chase & Co | 0.01% | 2,923,585 | $200,236,466 | $200,850,290 | +$613,824 | +0.31% | |
| Royal Bank Of Canada | 0.01% | 979,672 | $67,460,000 | $67,303,466 | -$156,534 | -0.23% | |
| Wcg Wealth Advisors Llc | 1.29% | 792,172 | $54,548,949 | $54,422,216 | -$126,733 | -0.23% | |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | 629,770 | $44,039,816 | $43,265,199 | -$774,617 | -1.76% | |
| Lpl Financial Llc | 0.01% | 527,010 | $36,289,908 | $36,205,587 | -$84,321 | -0.23% | |
| Ubs Group Ag | 0.01% | 504,618 | $34,747,995 | $34,667,257 | -$80,738 | -0.23% | |
| Ameriprise Financial Inc | 0.01% | 487,671 | $33,585,553 | $33,502,998 | -$82,555 | -0.25% | |
| Raymond James Financial Inc | 0.01% | 300,137 | $20,667,434 | $20,619,412 | -$48,022 | -0.23% | |
| Fifth Third Bancorp | 0.03% | 247,359 | $17,033,141 | $16,993,563 | -$39,578 | -0.23% | |
| Goldman Sachs Group Inc | 0.00% | 194,826 | $13,415,718 | $13,384,546 | -$31,172 | -0.23% | |
| Principal Financial Group Inc | 0.01% | 183,979 | $12,865,651 | $12,639,357 | -$226,294 | -1.76% | |
| Bank Of America Corp | 0.00% | 184,232 | $12,686,203 | $12,656,738 | -$29,465 | -0.23% | |
| Alaska Wealth Advisors, Llc | 1.15% | 153,671 | $10,581,785 | $10,557,198 | -$24,587 | -0.23% | |
| Schroder Investment Management Group | 0.01% | 134,315 | $9,199,235 | $9,227,441 | +$28,206 | +0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 129,966 | $8,949,474 | $8,928,664 | -$20,810 | -0.23% | |
| Choreo, Llc | 0.07% | 101,792 | $7,118,298 | $6,993,110 | -$125,188 | -1.76% | |
| Mai Capital Management | 0.02% | 94,441 | $6,503,206 | $6,488,097 | -$15,109 | -0.23% | |
| Osaic Holdings, Inc. | 0.00% | 60,502 | $4,166,675 | $4,156,487 | -$10,188 | -0.24% | |
| Envestnet Asset Management Inc | 0.00% | 60,320 | $4,153,642 | $4,143,984 | -$9,658 | -0.23% | |
| Bank Of New York Mellon Corp | 0.00% | 58,759 | $4,046,117 | $4,036,743 | -$9,374 | -0.23% | |
| Basso Capital Management, L.P. | 0.88% | 53,568 | $3,745,989 | $3,680,122 | -$65,867 | -1.76% | |
| Kestra Advisory Services, Llc | 0.01% | 50,998 | $3,566,319 | $3,503,563 | -$62,756 | -1.76% | |
| Genwealth Group, Inc. | 0.54% | 49,544 | $3,464,612 | $3,403,673 | -$60,939 | -1.76% | |
| Retirement Capital Strategies | 1.20% | 50,281 | $3,462,350 | $3,454,305 | -$8,045 | -0.23% | |
| Insight Wealth Partners, Llc | 1.32% | 48,122 | $3,365,174 | $3,305,981 | -$59,193 | -1.76% | |
| Sheets Smith Wealth Management | 0.32% | 43,810 | $3,063,633 | $3,009,747 | -$53,886 | -1.76% | |
| Dynamic Advisor Solutions Llc | 0.08% | 42,792 | $2,992,445 | $2,939,810 | -$52,635 | -1.76% | |
| Warner Group Llc | 0.69% | 40,650 | $2,799,160 | $2,792,655 | -$6,505 | -0.23% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 40,499 | $2,788,790 | $2,782,281 | -$6,509 | -0.23% | |
| Allworth Financial Lp | 0.01% | 34,540 | $2,378,422 | $2,372,898 | -$5,524 | -0.23% | |
| Investment Counsel Co Of Nevada | 4.33% | 33,636 | $2,316,182 | $2,310,793 | -$5,389 | -0.23% | |
| Avior Wealth Management, Llc | 0.06% | 31,705 | $2,217,105 | $2,178,134 | -$38,972 | -1.76% | |
| Fsa Wealth Partners, Inc. | 0.55% | 29,181 | $2,040,627 | $2,004,735 | -$35,892 | -1.76% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | 28,189 | $1,971,257 | $1,936,584 | -$34,673 | -1.76% | |
| Cetera Investment Advisers | 0.00% | 25,649 | $1,766,135 | $1,762,086 | -$4,049 | -0.23% | |
| Pine Valley Investments Ltd Liability Co | 0.08% | 25,633 | $1,765,123 | $1,760,987 | -$4,136 | -0.23% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 28,284 | $1,684,312 | $1,943,111 | +$258,799 | +15.37% | |
| Savvy Advisors, Inc. | 0.04% | 23,935 | $1,648,164 | $1,644,335 | -$3,830 | -0.23% | |
| Northrock Partners, Llc | 0.02% | 23,183 | $1,596,381 | $1,592,672 | -$3,709 | -0.23% | |
| Citadel Advisors Llc | 0.00% | 22,906 | $1,577,307 | $1,573,642 | -$3,665 | -0.23% | |
| Gateway Wealth Partners, Llc | 0.08% | 20,503 | $1,411,862 | $1,408,556 | -$3,306 | -0.23% | |
| One Capital Management, Llc | 0.04% | 22,078 | $1,314,773 | $1,516,759 | +$201,986 | +15.36% | |
| Sonoma Allocations Llc | 0.38% | 17,761 | $1,220,609 | $1,220,181 | -$428 | -0.04% | |
| Heirloom Wealth Management | 0.16% | 17,118 | $1,197,062 | $1,176,007 | -$21,055 | -1.76% | |
| Prudential Plc | 0.01% | 16,389 | $1,128,547 | $1,125,924 | -$2,623 | -0.23% | |
| Balance Wealth, Llc | 0.26% | 15,543 | $1,086,948 | $1,067,804 | -$19,144 | -1.76% | |
| Sage Advisory Services, Ltd.Co. | 0.57% | 15,244 | $1,066,000 | $1,047,263 | -$18,737 | -1.76% | |
| Mason & Associates Inc | 0.17% | 14,927 | $1,027,873 | $1,025,485 | -$2,388 | -0.23% | |
| Weinberger Asset Management, Inc | 0.29% | 13,126 | $917,901 | $901,756 | -$16,145 | -1.76% |
Frequently asked questions about SNPE
Who are the largest institutional holders of SNPE?
The largest institutional holders of SNPE reported in the latest SEC Form 13F filings include Morgan Stanley, Jpmorgan Chase & Co, Royal Bank Of Canada, Wcg Wealth Advisors Llc, and Mirae Asset Global Investments Co., Ltd.. InsiderSet ranks institutional holders by their latest reported SNPE position.
What is SNPE institutional ownership?
This page tracks SNPE positions reported by institutional investment managers through SEC Form 13F. XTRACKERS S&P 500 ESG ETF (SNPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SNPE?
InsiderSet currently tracks 126 institutional managers reporting SNPE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SNPE shareholders.
How much SNPE stock do institutions own?
Institutional investment managers disclosed approximately $953.73M in SNPE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SNPE institutional ownership last updated?
The latest SNPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SNPE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SNPE position after the reporting date.
Are institutions buying or selling SNPE?
Institutional buying and selling can be analyzed by comparing SNPE positions across consecutive 13F reporting periods. InsiderSet's SNPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SNPE ownership changes.
How has SNPE institutional ownership changed over time?
InsiderSet tracks SNPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.