Who Owns SAEF?
Schwab Ariel ESG ETF — Institutional Ownership & 13F Holdings
$29.20
+0.00 (+0.00%)
Market Cap
$24.7M
Shares Outstanding
772,207
Institutional Holders
5
Total Inst. Value
$6.9M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
1
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 261,589 |
| 2 | FLOW TRADERS U.S. LLCNew | $295K | 12,043 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $201K | 8,197 |
| 4 | ROYAL BANK OF CANADA | $12K | 505 |
| 5 | MORGAN STANLEYNew | $0 | 2 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FLOW TRADERS U.S. LLCNew | +12K | $295K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +8K | $201K |
| ROYAL BANK OF CANADA | +465 | $12K |
| MORGAN STANLEYNew | +2 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -6K | $6.4M |
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Frequently Asked Questions
How many institutional investors hold SAEF?
As of Q1 2025, 5 institutional investors report holding SAEF (Schwab Ariel ESG ETF) in their 13F filings.
Which hedge fund owns the most SAEF?
The largest institutional holder of SAEF is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $6.4M in shares.
Are institutions buying or selling SAEF?
This quarter, 3 institutions opened new positions in SAEF and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.