Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
88 tracked funds added or opened URTH while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 256 tracked filers holding URTH, 111 increased or opened the position and 115 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 2026-Q1 and 2026-Q2 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 12
- Evelyn Partners Group Ltd$35M
- P/E Global LLC$30M
- Arizona PSPRS Trust$22M
- MGO ONE SEVEN LLC$20M
- RENAISSANCE TECHNOLOGIES LLC$6M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$3M
Full exits 18
- TORONTO DOMINION BANK$180M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$115M
- Evensky & Katz LLC$52M
- Evelyn Partners Investment Management (Europe) Ltd$19M
- Silphium Asset Management Ltd$12M
- FLOW TRADERS U.S. LLC$11M
Largest adds
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$65M
- Compagnie Lombard Odier SCmA$59M
- ROYAL BANK OF CANADA$53M
- GOLDMAN SACHS GROUP INC$42M
- Sumitomo Mitsui DS Asset Management Company, Ltd$33M
- LTS Liquid Investments LLC$29M
Largest trims
- Federation des caisses Desjardins du Quebec$287M
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$31M
- PRUDENTIAL PLC$26M
- PRINCIPAL FINANCIAL GROUP INC$24M
- Mirae Asset Global Investments Co., Ltd.$21M
- RAYMOND JAMES FINANCIAL INC$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 2,179,116 | $442M | 16.4% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,357,858 | $275M | 10.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 731,580 | $148M | 5.5% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 526,498 | $107M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 522,390 | $106M | 3.9% | 2026-Q2 |
| Banco Santander, S.A. added | 516,523 | $105M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 421,737 | $85M | 3.2% | 2026-Q2 |
| National Philanthropic Trust added | 403,374 | $82M | 3.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA added | 337,316 | $68M | 2.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 329,307 | $67M | 2.5% | 2026-Q2 |
| Obermeyer Wealth Partners trimmed | 326,282 | $66M | 2.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 261,744 | $53M | 2.0% | 2026-Q2 |
| LTS Liquid Investments LLC added | 253,710 | $51M | 1.9% | 2026-Q2 |
| BARINGS LLC trimmed | 251,883 | $51M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 250,148 | $50M | 1.9% | 2026-Q2 |
| BlackRock, Inc. added | 243,136 | $49M | 1.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 233,752 | $47M | 1.8% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 206,107 | $35M | 1.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 186,550 | $38M | 1.4% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 181,912 | $37M | 1.4% | 2026-Q2 |
| Pictet North America Advisors SA added | 173,508 | $35M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 169,197 | $34M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 165,382 | $34M | 1.2% | 2026-Q2 |
| P/E Global LLC new | 146,536 | $30M | 1.1% | 2026-Q2 |
| GAM Holding AG trimmed | 134,058 | $27M | 1.0% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 121,340 | $25M | 0.9% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 115,823 | $23M | 0.9% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC trimmed | 112,562 | $23M | 0.8% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE trimmed | 110,226 | $5M | 0.2% | 2026-Q2 |
| Arizona PSPRS Trust trimmed | 109,386 | $22M | 0.8% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 106,697 | $22M | 0.8% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 100,933 | $20M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 98,728 | $20M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 97,846 | $20M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 77,004 | $16M | 0.6% | 2026-Q2 |
| Empire Life Investments Inc. trimmed | 70,643 | $14M | 0.5% | 2026-Q2 |
| Keystone Global Partners, LLC added | 70,495 | $14M | 0.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 69,147 | $14M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 68,996 | $14M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 68,704 | $14M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 64,058 | $13M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 62,450 | $13M | 0.5% | 2026-Q2 |
| Inherent Management Corp. | 60,650 | $12M | 0.5% | 2026-Q2 |
| Investments & Financial Planning, LLC added | 57,341 | $12M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 52,848 | $11M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 49,280 | $10M | 0.4% | 2026-Q2 |
| Fulcrum Equity Management | 46,192 | $9M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 42,945 | $9M | 0.3% | 2026-Q2 |
| FMR LLC added | 42,307 | $9M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 39,490 | $8M | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 36,763 | $7M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 34,945 | $7M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,922 | $7M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 33,694 | $7M | 0.3% | 2026-Q2 |
| Marex Group Ltd trimmed | 33,684 | $7M | 0.3% | 2026-Q2 |
| DRW Securities, LLC added | 33,660 | $7M | 0.3% | 2026-Q2 |
| BARCLAYS PLC | 32,730 | $7M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 31,959 | $6M | 0.2% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 31,223 | $6M | 0.2% | 2026-Q2 |
| ICONIQ Capital, LLC | 29,109 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,903 | $6M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 28,200 | $6M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 26,096 | $5M | 0.2% | 2026-Q2 |
| LAVELLE CAPITAL LP | 25,688 | $5M | 0.2% | 2026-Q2 |
| PKO Investment Management Joint-Stock Co | 24,800 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 24,461 | $5M | 0.2% | 2026-Q2 |
| Mount Capital Ltd | 23,725 | $5M | 0.2% | 2026-Q2 |
| BBR PARTNERS, LLC trimmed | 21,132 | $4M | 0.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 21,030 | $4M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 19,918 | $4M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 18,935 | $4M | 0.1% | 2026-Q2 |
| WBH ADVISORY INC added | 18,059 | $4M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP | 17,764 | $4M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 17,288 | $4M | 0.1% | 2026-Q2 |
| Avestar Capital, LLC | 17,137 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,963 | $3M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 16,497 | $3M | 0.1% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 16,000 | $3M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. added | 15,117 | $3M | 0.1% | 2026-Q2 |
| Hyposwiss Advisors SA added | 15,115 | $3M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 14,586 | $3M | 0.1% | 2026-Q2 |
| Sheridan Capital Management, LLC added | 14,469 | $3M | 0.1% | 2026-Q2 |
| Main Street Research LLC trimmed | 13,511 | $3M | 0.1% | 2026-Q2 |
| Asset Advisory Group, Inc. added | 13,435 | $3M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 12,969 | $3M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 12,805 | $3M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 11,757 | $2M | 0.1% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 11,702 | $2M | 0.1% | 2026-Q2 |
| Sierra Capital LLC added | 11,651 | $2M | 0.1% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 11,416 | $2M | 0.1% | 2026-Q2 |
| DARA CAPITAL US, INC. | 10,400 | $2M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 10,284 | $2M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 9,664 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 9,588 | $2M | 0.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 8,900 | $2M | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 8,878 | $2M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,867 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 8,679 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 8,386 | $2M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. | 8,328 | $2M | 0.1% | 2026-Q2 |
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.