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Institutional Ownership · SEC Form 13F

Who owns URTH (URTH)


Which tracked institutional funds hold URTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See URTH company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

261
Institutional holders
16,432,170
Shares held (tracked funds)

How the tape is positioned

52 tracked funds added or opened URTH while 56 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

URTH’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes URTH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in URTH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 261 tracked filers holding URTH, 106 increased or opened the position and 112 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in URTH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 21

  • BARROW HANLEY MEWHINNEY & STRAUSS LLC$210M
  • TORONTO DOMINION BANK$180M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$115M
  • JANE STREET GROUP, LLC$33M
  • Silphium Asset Management Ltd$12M
  • FLOW TRADERS U.S. LLC$11M

Full exits 12

  • GAM Holding AG$25M
  • Arizona PSPRS Trust$22M
  • STATE STREET CORP$9M
  • FISCHER INVESTMENT STRATEGIES, LLC$4M
  • CAUSEWAY CAPITAL MANAGEMENT LLC$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M

Largest adds

  • Federation des caisses Desjardins du Quebec$88M
  • Pictet North America Advisors SA$25M
  • Banco Santander, S.A.$22M
  • BROWN ADVISORY INC$18M
  • Marex Group plc$15M
  • ROYAL BANK OF CANADA$12M

Largest trims

  • MORGAN STANLEY$64M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58M
  • CI INVESTMENTS INC.$40M
  • ENVESTNET ASSET MANAGEMENT INC$26M
  • PRUDENTIAL PLC$23M
  • Sumitomo Mitsui DS Asset Management Company, Ltd$18M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ROYAL BANK OF CANADA added2,156,319$388M12.4%2026-Q1
Federation des caisses Desjardins du Quebec added1,598,941$288M9.2%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC new1,166,433$210M6.7%2026-Q1
TORONTO DOMINION BANK new998,284$180M5.7%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new638,468$115M3.7%2026-Q1
GOLDMAN SACHS GROUP INC added590,836$106M3.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed562,429$101M3.2%2026-Q1
Banco Santander, S.A. added440,262$79M2.5%2026-Q1
Sumitomo Mitsui DS Asset Management Company, Ltd trimmed407,987$73M2.3%2026-Q1
National Philanthropic Trust added366,263$66M2.1%2026-Q1
MORGAN STANLEY trimmed365,837$66M2.1%2026-Q1
PRUDENTIAL PLC trimmed350,372$63M2.0%2026-Q1
Obermeyer Wealth Partners trimmed349,999$63M2.0%2026-Q1
BANK OF MONTREAL /CAN/ added323,709$58M1.9%2026-Q1
Evensky & Katz LLC trimmed287,975$52M1.7%2026-Q1
BARINGS LLC trimmed265,375$48M1.5%2026-Q1
JPMORGAN CHASE & CO trimmed253,773$44M1.4%2026-Q1
Mirae Asset Global Investments Co., Ltd. added246,520$44M1.4%2026-Q1
LPL Financial LLC added243,884$44M1.4%2026-Q1
BlackRock, Inc. added222,134$40M1.3%2026-Q1
SAVA PENZISKO DRUSHTVO A.D. SKOPJE202,500$36M1.2%2026-Q1
BROWN ADVISORY INC added186,041$33M1.1%2026-Q1
CI INVESTMENTS INC. trimmed183,610$33M1.1%2026-Q1
UBS Group AG added181,835$33M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed181,803$33M1.0%2026-Q1
JANE STREET GROUP, LLC added180,992$33M1.0%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added170,384$31M1.0%2026-Q1
Pictet North America Advisors SA added160,097$29M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added154,541$28M0.9%2026-Q1
LTS Liquid Investments LLC trimmed125,840$23M0.7%2026-Q1
PINEBRIDGE INVESTMENTS LLC added124,673$22M0.7%2026-Q1
ANGELES WEALTH MANAGEMENT, LLC trimmed117,701$21M0.7%2026-Q1
Evelyn Partners Investment Management (Europe) Ltd added104,945$19M0.6%2026-Q1
Gerber Kawasaki Wealth & Investment Management added103,332$19M0.6%2026-Q1
Marex Group plc added89,249$16M0.5%2026-Q1
Cetera Investment Advisers trimmed80,446$14M0.5%2026-Q1
Empire Life Investments Inc. trimmed77,143$14M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added68,715$12M0.4%2026-Q1
Silphium Asset Management Ltd added68,200$12M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC added67,250$12M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed67,228$12M0.4%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed65,205$12M0.4%2026-Q1
FLOW TRADERS U.S. LLC trimmed60,704$11M0.3%2026-Q1
Inherent Management Corp.60,650$11M0.3%2026-Q1
MACKENZIE FINANCIAL CORP added60,342$11M0.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added57,700$10M0.3%2026-Q1
Investments & Financial Planning, LLC added55,849$10M0.3%2026-Q1
Bleakley Financial Group, LLC added55,268$10M0.3%2026-Q1
Compagnie Lombard Odier SCmA trimmed53,856$10M0.3%2026-Q1
Keystone Global Partners, LLC added50,422$9M0.3%2026-Q1
Fulcrum Equity Management46,192$8M0.3%2026-Q1
Lido Advisors, LLC trimmed46,075$8M0.3%2026-Q1
HSBC HOLDINGS PLC added42,991$8M0.2%2026-Q1
BANQUE PICTET & CIE SA added34,903$6M0.2%2026-Q1
B. Riley Wealth Advisors, Inc. new35,701$6M0.2%2026-Q1
BARCLAYS PLC added32,730$6M0.2%2026-Q1
DRW Securities, LLC added31,522$6M0.2%2026-Q1
ICONIQ Capital, LLC29,109$5M0.2%2026-Q1
Evelyn Partners Asset Management Ltd added28,829$5M0.2%2026-Q1
TD Waterhouse Canada Inc. trimmed27,932$5M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed27,288$5M0.2%2026-Q1
LAVELLE CAPITAL LP new25,688$5M0.1%2026-Q1
HRT FINANCIAL LP added25,638$5M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed25,497$5M0.1%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed25,430$5M0.1%2026-Q1
PKO Investment Management Joint-Stock Co24,800$4M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed24,253$4M0.1%2026-Q1
Mount Capital Ltd23,725$4M0.1%2026-Q1
BBR PARTNERS, LLC trimmed21,422$4M0.1%2026-Q1
BEAM WEALTH ADVISORS, INC. trimmed21,030$4M0.1%2026-Q1
Sequoia Financial Advisors, LLC trimmed20,662$4M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.18,935$3M0.1%2026-Q1
WBH ADVISORY INC trimmed18,058$3M0.1%2026-Q1
FIRST TRUST ADVISORS LP17,764$3M0.1%2026-Q1
Cresset Asset Management, LLC trimmed17,288$3M0.1%2026-Q1
Avestar Capital, LLC17,137$3M0.1%2026-Q1
Fifth Third Securities, Inc. added16,613$3M0.1%2026-Q1
Auxano Advisors, LLC added16,307$3M0.1%2026-Q1
Main Street Research LLC trimmed14,742$3M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed14,680$3M0.1%2026-Q1
Hyposwiss Advisors SA trimmed14,655$3M0.1%2026-Q1
Sheridan Capital Management, LLC trimmed13,416$2M0.1%2026-Q1
Asset Advisory Group, Inc. added13,380$2M0.1%2026-Q1
1832 Asset Management L.P. trimmed13,044$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed12,896$2M0.1%2026-Q1
Amundi added805,200$148M4.7%2025-Q3 stale
GAM Holding AG added137,304$25M0.8%2025-Q4 stale
Arizona PSPRS Trust added118,575$22M0.7%2025-Q4 stale
PINEBRIDGE INVESTMENTS, L.P. added114,750$21M0.7%2025-Q3 stale
XPONANCE, INC. added58,494$10M0.3%2025-Q2 stale
STATE STREET CORP new48,460$9M0.3%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC trimmed48,035$9M0.3%2025-Q3 stale
OLD MISSION CAPITAL LLC added52,690$8M0.3%2025-Q1 stale
BluePointe Capital Management, LLC added41,546$6M0.2%2025-Q1 stale
Centerstone Investors, LLC32,969$5M0.2%2025-Q1 stale
Mesirow Financial Investment Management, Inc. added29,276$4M0.1%2025-Q1 stale
FISCHER INVESTMENT STRATEGIES, LLC trimmed24,006$4M0.1%2025-Q4 stale
Quadrature Capital Ltd new19,239$3M0.1%2025-Q1 stale
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added17,700$3M0.1%2025-Q1 stale
J. Safra Sarasin Holding AG new15,869$3M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership