TOV Institutional Ownership & Shareholders
JLENS 500 JEWISH ADVY US ETF (TOV) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cambridge Associates Llc is currently the largest disclosed institutional shareholder of TOV tracked by InsiderSet, reporting ownership valued at approximately $19.74M 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 $19.92M, representing an estimated gain of +0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TOV value among the investors covered in this analysis. Major shareholders include Cambridge Associates Llc, Nepc Llc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in JLENS 500 JEWISH ADVY US ETF (TOV).
This page ranks the largest institutional TOV 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
22
Total Reported Value
$47.67M
Largest Holder
Cambridge Associates Llc
Largest Position
$19.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cambridge Associates Llc | 0.28% | 626,403 | $19,740,464 | $19,920,304 | +$179,840 | +0.91% | |
| Nepc Llc | 0.24% | 404,606 | $12,750,713 | $12,866,916 | +$116,203 | +0.91% | |
| Captrust Financial Advisors | 0.01% | 233,726 | $7,365,618 | $7,432,744 | +$67,126 | +0.91% | |
| Bank Of New York Mellon Corp | 0.00% | 103,519 | $3,262,290 | $3,292,018 | +$29,728 | +0.91% | |
| Corient Private Wealth Llc | 0.00% | 39,936 | $1,258,539 | $1,270,009 | +$11,470 | +0.91% | |
| Sand Hill Global Advisors, Llc | 0.03% | 33,779 | $1,064,508 | $1,074,209 | +$9,701 | +0.91% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.01% | 15,581 | $502,100 | $495,493 | -$6,607 | -1.32% | |
| Citadel Advisors Llc | 0.00% | 14,991 | $472,425 | $476,730 | +$4,305 | +0.91% | |
| Savant Capital, Llc | 0.00% | 14,155 | $446,080 | $450,145 | +$4,065 | +0.91% | |
| Tiller Private Wealth, Inc. | 0.09% | 9,124 | $294,022 | $290,153 | -$3,869 | -1.32% | |
| Pitcairn Wealth Advisors Llc | 0.03% | 7,293 | $229,850 | $231,925 | +$2,075 | +0.90% | |
| Osaic Holdings, Inc. | 0.00% | 2,039 | $64,255 | $64,842 | +$587 | +0.91% | |
| Morgan Stanley | 0.00% | 2,007 | $63,248 | $63,825 | +$577 | +0.91% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,913 | $60,290 | $60,836 | +$546 | +0.90% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,510 | $47,586 | $48,020 | +$434 | +0.91% | |
| Jpl Wealth Management, Llc | 0.00% | 430 | $13,551 | $13,674 | +$123 | +0.91% | |
| Nfsg Corp | 0.00% | 380 | $12,246 | $12,084 | -$162 | -1.32% | |
| Wells Fargo & Company/Mn | 0.00% | 300 | $9,454 | $9,540 | +$86 | +0.91% | |
| Soa Wealth Advisors, Llc. | 0.00% | 174 | $5,483 | $5,533 | +$50 | +0.92% | |
| Royal Bank Of Canada | 0.00% | 100 | $3,000 | $3,180 | +$180 | +6.00% | |
| Fmr Llc | 0.00% | 54 | $1,707 | $1,717 | +$10 | +0.60% | |
| Atlantic Union Bankshares Corp | 0.00% | 12 | $379 | $382 | +$3 | +0.69% |
Frequently asked questions about TOV
Who are the largest institutional holders of TOV?
The largest institutional holders of TOV reported in the latest SEC Form 13F filings include Cambridge Associates Llc, Nepc Llc, Captrust Financial Advisors, Bank Of New York Mellon Corp, and Corient Private Wealth Llc. InsiderSet ranks institutional holders by their latest reported TOV position.
What is TOV institutional ownership?
This page tracks TOV positions reported by institutional investment managers through SEC Form 13F. JLENS 500 JEWISH ADVY US ETF (TOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TOV?
InsiderSet currently tracks 22 institutional managers reporting TOV 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 TOV shareholders.
How much TOV stock do institutions own?
Institutional investment managers disclosed approximately $47.67M in TOV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TOV institutional ownership last updated?
The latest TOV 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 TOV 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 TOV position after the reporting date.
Are institutions buying or selling TOV?
Institutional buying and selling can be analyzed by comparing TOV positions across consecutive 13F reporting periods. InsiderSet's TOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TOV ownership changes.
How has TOV institutional ownership changed over time?
InsiderSet tracks TOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.