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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 2,156,319 | $388M | 12.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 1,598,941 | $288M | 9.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC new | 1,166,433 | $210M | 6.7% | 2026-Q1 |
| TORONTO DOMINION BANK new | 998,284 | $180M | 5.7% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 638,468 | $115M | 3.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 590,836 | $106M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 562,429 | $101M | 3.2% | 2026-Q1 |
| Banco Santander, S.A. added | 440,262 | $79M | 2.5% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd trimmed | 407,987 | $73M | 2.3% | 2026-Q1 |
| National Philanthropic Trust added | 366,263 | $66M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 365,837 | $66M | 2.1% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 350,372 | $63M | 2.0% | 2026-Q1 |
| Obermeyer Wealth Partners trimmed | 349,999 | $63M | 2.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 323,709 | $58M | 1.9% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 287,975 | $52M | 1.7% | 2026-Q1 |
| BARINGS LLC trimmed | 265,375 | $48M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 253,773 | $44M | 1.4% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 246,520 | $44M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 243,884 | $44M | 1.4% | 2026-Q1 |
| BlackRock, Inc. added | 222,134 | $40M | 1.3% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 202,500 | $36M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 186,041 | $33M | 1.1% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 183,610 | $33M | 1.1% | 2026-Q1 |
| UBS Group AG added | 181,835 | $33M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 181,803 | $33M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 180,992 | $33M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 170,384 | $31M | 1.0% | 2026-Q1 |
| Pictet North America Advisors SA added | 160,097 | $29M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 154,541 | $28M | 0.9% | 2026-Q1 |
| LTS Liquid Investments LLC trimmed | 125,840 | $23M | 0.7% | 2026-Q1 |
| PINEBRIDGE INVESTMENTS LLC added | 124,673 | $22M | 0.7% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC trimmed | 117,701 | $21M | 0.7% | 2026-Q1 |
| Evelyn Partners Investment Management (Europe) Ltd added | 104,945 | $19M | 0.6% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 103,332 | $19M | 0.6% | 2026-Q1 |
| Marex Group plc added | 89,249 | $16M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 80,446 | $14M | 0.5% | 2026-Q1 |
| Empire Life Investments Inc. trimmed | 77,143 | $14M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 68,715 | $12M | 0.4% | 2026-Q1 |
| Silphium Asset Management Ltd added | 68,200 | $12M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 67,250 | $12M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 67,228 | $12M | 0.4% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 65,205 | $12M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 60,704 | $11M | 0.3% | 2026-Q1 |
| Inherent Management Corp. | 60,650 | $11M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 60,342 | $11M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 57,700 | $10M | 0.3% | 2026-Q1 |
| Investments & Financial Planning, LLC added | 55,849 | $10M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 55,268 | $10M | 0.3% | 2026-Q1 |
| Compagnie Lombard Odier SCmA trimmed | 53,856 | $10M | 0.3% | 2026-Q1 |
| Keystone Global Partners, LLC added | 50,422 | $9M | 0.3% | 2026-Q1 |
| Fulcrum Equity Management | 46,192 | $8M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 46,075 | $8M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 42,991 | $8M | 0.2% | 2026-Q1 |
| BANQUE PICTET & CIE SA added | 34,903 | $6M | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. new | 35,701 | $6M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 32,730 | $6M | 0.2% | 2026-Q1 |
| DRW Securities, LLC added | 31,522 | $6M | 0.2% | 2026-Q1 |
| ICONIQ Capital, LLC | 29,109 | $5M | 0.2% | 2026-Q1 |
| Evelyn Partners Asset Management Ltd added | 28,829 | $5M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 27,932 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 27,288 | $5M | 0.2% | 2026-Q1 |
| LAVELLE CAPITAL LP new | 25,688 | $5M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 25,638 | $5M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,497 | $5M | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 25,430 | $5M | 0.1% | 2026-Q1 |
| PKO Investment Management Joint-Stock Co | 24,800 | $4M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 24,253 | $4M | 0.1% | 2026-Q1 |
| Mount Capital Ltd | 23,725 | $4M | 0.1% | 2026-Q1 |
| BBR PARTNERS, LLC trimmed | 21,422 | $4M | 0.1% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. trimmed | 21,030 | $4M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 20,662 | $4M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 18,935 | $3M | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 18,058 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP | 17,764 | $3M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 17,288 | $3M | 0.1% | 2026-Q1 |
| Avestar Capital, LLC | 17,137 | $3M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 16,613 | $3M | 0.1% | 2026-Q1 |
| Auxano Advisors, LLC added | 16,307 | $3M | 0.1% | 2026-Q1 |
| Main Street Research LLC trimmed | 14,742 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 14,680 | $3M | 0.1% | 2026-Q1 |
| Hyposwiss Advisors SA trimmed | 14,655 | $3M | 0.1% | 2026-Q1 |
| Sheridan Capital Management, LLC trimmed | 13,416 | $2M | 0.1% | 2026-Q1 |
| Asset Advisory Group, Inc. added | 13,380 | $2M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 13,044 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 12,896 | $2M | 0.1% | 2026-Q1 |
| Amundi added | 805,200 | $148M | 4.7% | 2025-Q3 stale |
| GAM Holding AG added | 137,304 | $25M | 0.8% | 2025-Q4 stale |
| Arizona PSPRS Trust added | 118,575 | $22M | 0.7% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS, L.P. added | 114,750 | $21M | 0.7% | 2025-Q3 stale |
| XPONANCE, INC. added | 58,494 | $10M | 0.3% | 2025-Q2 stale |
| STATE STREET CORP new | 48,460 | $9M | 0.3% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 48,035 | $9M | 0.3% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 52,690 | $8M | 0.3% | 2025-Q1 stale |
| BluePointe Capital Management, LLC added | 41,546 | $6M | 0.2% | 2025-Q1 stale |
| Centerstone Investors, LLC | 32,969 | $5M | 0.2% | 2025-Q1 stale |
| Mesirow Financial Investment Management, Inc. added | 29,276 | $4M | 0.1% | 2025-Q1 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 24,006 | $4M | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 19,239 | $3M | 0.1% | 2025-Q1 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 17,700 | $3M | 0.1% | 2025-Q1 stale |
| J. Safra Sarasin Holding AG new | 15,869 | $3M | 0.1% | 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.
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.