Holdings Channel
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Funds Holding URTH

On this page, we present all of the funds holding URTH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding URTH, with a link to that fund's top holdings. The next columns indicate the amount of URTH stock held by each of the funds holding URTH, followed by the URTH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 172 funds holding URTH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Royal Bank of Canada. For more details on the positions held by Royal Bank of Canada (or by any of the other funds holding URTH), click the fund name in the "Holder" column of the funds-holding-URTH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Royal Bank of Canada1,661,769$221,048 12/31/2023
     URTH1,661,769$221,048 12/31/2023
Prudential PLC821,630$109,293 12/31/2023
     URTH821,630$109,293 12/31/2023
Sumitomo Mitsui DS Asset Management Company Ltd816,489$108,609 12/31/2023
     URTH816,489$108,609 12/31/2023
Goldman Sachs Group Inc.685,060$91,127 12/31/2023
     URTH685,060$91,127 12/31/2023
UBS Group AG671,450$89,316 12/31/2023
     URTH671,450$89,316 12/31/2023
Bank of America Corp DE500,155$66,531 12/31/2023
     URTH500,155$66,531 12/31/2023
CX Institutional344,102$49,864 03/31/2024
     URTH344,102$49,864 03/31/2024
Evensky & Katz LLC275,621$39,940 03/31/2024
     URTH275,621$39,940 03/31/2024
Barings LLC278,266$37,015 12/31/2023
     URTH278,266$37,015 12/31/2023
Partners Capital Investment Group LLP270,334$35,960 12/31/2023
     URTH270,334$35,960 12/31/2023
Envestnet Asset Management Inc.239,681$31,882 12/31/2023
     URTH239,681$31,882 12/31/2023
JPMorgan Chase & Co.211,989$28,199 12/31/2023
     URTH211,989$28,199 12/31/2023
Bank Julius Baer & Co. Ltd Zurich202,503$26,937 12/31/2023
     URTH202,503$26,937 12/31/2023
Morgan Stanley200,937$26,729 12/31/2023
     URTH200,937$26,729 12/31/2023
Angeles Wealth Management LLC144,737$19,253 12/31/2023
     URTH144,737$19,253 12/31/2023
Wellington Management Group LLP142,912$19,010 12/31/2023
     URTH142,912$19,010 12/31/2023
BBR Partners LLC132,976$17,688 12/31/2023
     URTH132,976$17,688 12/31/2023
Empire Life Investments Inc.106,600$14,180 12/31/2023
     URTH106,600$14,180 12/31/2023
Sierra Capital LLC $13,982 12/31/2023
     ETF182,563$12,355 12/31/2023
     URTH12,230$1,627 12/31/2023
Hsbc Holdings PLC81,600$10,854 12/31/2023
     URTH81,600$10,854 12/31/2023
Principal Financial Group Inc.81,213$10,803 12/31/2023
     URTH81,213$10,803 12/31/2023
Gerber Kawasaki Wealth & Investment Management79,461$10,570 12/31/2023
     URTH79,461$10,570 12/31/2023
Mirae Asset Global Investments Co. Ltd.74,000$9,843 12/31/2023
     URTH74,000$9,843 12/31/2023
LPL Financial LLC68,212$9,073 12/31/2023
     URTH68,212$9,073 12/31/2023
Simplicity Wealth LLC58,304$8,449 03/31/2024
     URTH58,304$8,449 03/31/2024
Raymond James Financial Services Advisors Inc.57,705$8,362 03/31/2024
     URTH57,705$8,362 03/31/2024
Susquehanna International Group LLP $7,863 12/31/2023
     URTH55,111$7,331 12/31/2023
     Call4,000$532 12/31/2023
Sawtooth Solutions LLC58,656$7,802 12/31/2023
     URTH58,656$7,802 12/31/2023
Bleakley Financial Group LLC58,656$7,802 12/31/2023
     URTH58,656$7,802 12/31/2023
Centerstone Investors LLC50,843$6,763 12/31/2023
     URTH50,843$6,763 12/31/2023
Fulcrum Equity Management46,192$6,694 03/31/2024
     URTH46,192$6,694 03/31/2024
Investments & Financial Planning LLC44,569$5,929 12/31/2023
     URTH44,569$5,929 12/31/2023
Mount Capital Ltd37,451$4,982 12/31/2023
     URTH37,451$4,982 12/31/2023
Taikang Asset Management Hong Kong Co Ltd35,899$4,775 12/31/2023
     URTH35,899$4,775 12/31/2023
Schroder Investment Management Group35,668$4,745 12/31/2023
     URTH35,668$4,745 12/31/2023
Jefferies Financial Group Inc.33,495$4,456 12/31/2023
     URTH33,495$4,456 12/31/2023
ICONIQ Capital LLC33,271$4,426 12/31/2023
     URTH33,271$4,426 12/31/2023
BlackRock Inc.32,922$4,379 12/31/2023
     URTH32,922$4,379 12/31/2023
Commonwealth Equity Services LLC32,182$4,281 12/31/2023
     URTH32,182$4,281 12/31/2023
Advisor Group Holdings Inc.29,682$3,948 12/31/2023
     URTH29,682$3,948 12/31/2023
TD Waterhouse Canada Inc.28,646$3,742 12/31/2023
     URTH28,646$3,742 12/31/2023
Banque Pictet & Cie SA28,025$3,728 12/31/2023
     URTH28,025$3,728 12/31/2023
Fifth Third Securities Inc.24,892$3,607 03/31/2024
     URTH24,892$3,607 03/31/2024
BEAM Asset Management LLC26,812$3,567 12/31/2023
     URTH26,812$3,567 12/31/2023
Rothschild & Co Wealth Management UK Ltd25,495$3,391 12/31/2023
     URTH25,495$3,391 12/31/2023
OLD Mission Capital LLC23,892$3,178 12/31/2023
     URTH23,892$3,178 12/31/2023
Fullerton Fund Management Co Ltd.23,000$3,059 12/31/2023
     URTH23,000$3,059 12/31/2023
Lazard Asset Management LLC22,539$2,998 12/31/2023
     URTH22,539$2,998 12/31/2023
Raymond James & Associates19,771$2,865 03/31/2024
     URTH19,771$2,865 03/31/2024
Steward Partners Investment Advisory LLC20,322$2,703 12/31/2023
     URTH20,322$2,703 12/31/2023
Northwestern Mutual Wealth Management Co.18,990$2,526 12/31/2023
     URTH18,990$2,526 12/31/2023
The PNC Financial Services Group Inc.18,580$2,472 12/31/2023
     URTH18,580$2,472 12/31/2023
Mackenzie Financial Corp18,232$2,425 12/31/2023
     URTH18,232$2,425 12/31/2023
Cetera Advisor Networks LLC17,725$2,358 12/31/2023
     URTH17,725$2,358 12/31/2023
ICA Group Wealth Management LLC17,043$2,267 12/31/2023
     URTH17,043$2,267 12/31/2023
Cresset Asset Management LLC16,555$2,202 12/31/2023
     URTH16,555$2,202 12/31/2023
Lido Advisors LLC16,507$2,196 12/31/2023
     URTH16,507$2,196 12/31/2023
Envestnet Portfolio Solutions Inc.16,358$2,176 12/31/2023
     URTH16,358$2,176 12/31/2023
MML Investors Services LLC16,340$2,174 12/31/2023
     URTH16,340$2,174 12/31/2023
Prudential Financial Inc.15,956$2,122 12/31/2023
     URTH15,956$2,122 12/31/2023
Banco Santander S.A.15,312$2,037 12/31/2023
     URTH15,312$2,037 12/31/2023
Citadel Advisors LLC14,987$1,994 12/31/2023
     URTH14,987$1,994 12/31/2023
Naviter Wealth LLC13,545$1,963 03/31/2024
     URTH13,545$1,963 03/31/2024
Main Street Research LLC14,429$1,919 12/31/2023
     URTH14,429$1,919 12/31/2023
Cambridge Investment Research Advisors Inc.11,777$1,707 03/31/2024
     URTH11,777$1,707 03/31/2024
WBH Advisory Inc.11,422$1,655 03/31/2024
     URTH11,422$1,655 03/31/2024
Mariner LLC12,381$1,647 12/31/2023
     URTH12,381$1,647 12/31/2023
CIBC World Markets Inc.12,201$1,623 12/31/2023
     URTH12,201$1,623 12/31/2023
Renaissance Technologies LLC12,100$1,610 12/31/2023
     URTH12,100$1,610 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC11,792$1,569 12/31/2023
     URTH11,792$1,569 12/31/2023
Compagnie Lombard Odier SCmA11,045$1,469 12/31/2023
     URTH11,045$1,469 12/31/2023
Family Asset Management LLC10,748$1,430 12/31/2023
     URTH10,748$1,430 12/31/2023
Bank of Montreal Can10,598$1,416 12/31/2023
     URTH10,598$1,416 12/31/2023
Proquility Private Wealth Partners LLC9,999$1,330 12/31/2023
     URTH9,999$1,330 12/31/2023
Oppenheimer & Co. Inc.9,913$1,319 12/31/2023
     URTH9,913$1,319 12/31/2023
Retirement Planning Group8,843$1,281 03/31/2024
     URTH8,843$1,281 03/31/2024
Meitav Dash Investments Ltd.8,700$1,159 12/31/2023
     URTH8,700$1,159 12/31/2023
Litman Gregory Asset Management LLC8,574$1,141 12/31/2023
     URTH8,574$1,141 12/31/2023
D.A. Davidson & CO.8,121$1,080 12/31/2023
     URTH8,121$1,080 12/31/2023
Great Valley Advisor Group Inc.7,436$989 12/31/2023
     URTH7,436$989 12/31/2023
Letko Brosseau & Associates Inc.7,400$984 12/31/2023
     URTH7,400$984 12/31/2023
Cerity Partners LLC7,123$948 12/31/2023
     URTH7,123$948 12/31/2023
Texas Capital Bank Wealth Management Services Inc.6,382$849 12/31/2023
     URTH6,382$849 12/31/2023
Blair William & Co. IL6,230$829 12/31/2023
     URTH6,230$829 12/31/2023
HighTower Advisors LLC6,227$827 12/31/2023
     URTH6,227$827 12/31/2023
AlTi Global Inc.6,155$819 12/31/2023
     URTH6,155$819 12/31/2023
Truist Financial Corp6,016$800 12/31/2023
     URTH6,016$800 12/31/2023
Ausdal Financial Partners Inc.5,329$772 03/31/2024
     URTH5,329$772 03/31/2024
Chicago Partners Investment Group LLC5,437$762 03/31/2024
     URTH5,437$762 03/31/2024
Edmond DE Rothschild Holding S.A.5,615$747 12/31/2023
     URTH5,615$747 12/31/2023
LWM Advisory Services LLC5,582$743 12/31/2023
     URTH5,582$743 12/31/2023
Creative Planning5,100$678 12/31/2023
     URTH5,100$678 12/31/2023
Victory Capital Management Inc.4,994$664 12/31/2023
     URTH4,994$664 12/31/2023
Joel Isaacson & Co. LLC4,793$638 12/31/2023
     URTH4,793$638 12/31/2023
Waterford Advisors LLC4,641$617 12/31/2023
     URTH4,641$617 12/31/2023
Ameriprise Financial Inc.4,563$607 12/31/2023
     URTH4,563$607 12/31/2023
Arlington Financial Advisors LLC4,033$584 03/31/2024
     URTH4,033$584 03/31/2024
Valeo Financial Advisors LLC4,068$569 03/31/2024
     URTH4,068$569 03/31/2024
Cetera Investment Advisers4,210$560 12/31/2023
     URTH4,210$560 12/31/2023
Wade G W & Inc.4,143$551 12/31/2023
     URTH4,143$551 12/31/2023
Retirement Income Solutions Inc3,985$530 12/31/2023
     URTH3,985$530 12/31/2023
Keebeck Wealth Management LLC3,866$514 12/31/2023
     URTH3,866$514 12/31/2023
Unique Wealth Strategies LLC3,501$507 03/31/2024
     URTH3,501$507 03/31/2024
Atomi Financial Group Inc.3,688$491 12/31/2023
     URTH3,688$491 12/31/2023
Avantax Advisory Services Inc.3,640$484 12/31/2023
     URTH3,640$484 12/31/2023
Pictet & Cie Europe SA3,430$456 12/31/2023
     URTH3,430$456 12/31/2023
Cooperman Leon G3,329$443 12/31/2023
     URTH3,329$443 12/31/2023
Rain Capital Management LLC3,198$425 12/31/2023
     URTH3,198$425 12/31/2023
Allworth Financial LP2,804$406 03/31/2024
     URTH2,804$406 03/31/2024
Eagle Strategies LLC2,788$404 03/31/2024
     URTH2,788$404 03/31/2024
Lorne Steinberg Wealth Management Inc.3,019$402 12/31/2023
     URTH3,019$402 12/31/2023
Legacy Capital Group California Inc.2,960$394 12/31/2023
     URTH2,960$394 12/31/2023
Equitable Holdings Inc.2,753$366 12/31/2023
     URTH2,753$366 12/31/2023
Smartleaf Asset Management LLC2,694$359 12/31/2023
     URTH2,694$359 12/31/2023
Jaffetilchin Investment Partners LLC2,660$354 12/31/2023
     URTH2,660$354 12/31/2023
Citigroup Inc.2,636$351 12/31/2023
     URTH2,636$351 12/31/2023
Mission Wealth Management LP2,641$351 12/31/2023
     URTH2,641$351 12/31/2023
Thrivent Financial for Lutherans2,603$346 12/31/2023
     URTH2,603$346 12/31/2023
DRW Securities LLC2,545$339 12/31/2023
     URTH2,545$339 12/31/2023
Nwam LLC2,547$339 12/31/2023
     URTH2,547$339 12/31/2023
Allie Family Office LLC2,478$330 12/31/2023
     URTH2,478$330 12/31/2023
Perigon Wealth Management LLC2,454$326 12/31/2023
     URTH2,454$326 12/31/2023
Rehmann Capital Advisory Group2,449$326 12/31/2023
     URTH2,449$326 12/31/2023
Mercer Global Advisors Inc. ADV2,422$322 12/31/2023
     URTH2,422$322 12/31/2023
Beaumont Financial Advisors LLC2,410$321 12/31/2023
     URTH2,410$321 12/31/2023
J.W. Cole Advisors Inc.2,394$318 12/31/2023
     URTH2,394$318 12/31/2023
Arkadios Wealth Advisors2,272$302 12/31/2023
     URTH2,272$302 12/31/2023
Financial Engines Advisors L.L.C.2,165$288 12/31/2023
     URTH2,165$288 12/31/2023
Arbor Investment Advisors LLC1,956$283 03/31/2024
     URTH1,956$283 03/31/2024
Hoge Financial Services LLC2,047$272 12/31/2023
     URTH2,047$272 12/31/2023
Bank of New York Mellon Corp1,734$251 03/31/2024
     URTH1,734$251 03/31/2024
Focus Financial Network Inc.1,797$248 03/31/2024
     URTH1,797$248 03/31/2024
Whittier Trust Co.1,775$236 12/31/2023
     URTH1,775$236 12/31/2023
Horst & Graben Wealth Management LLC1,625$235 03/31/2024
     URTH1,625$235 03/31/2024
Millennium Management LLC1,659$221 12/31/2023
     URTH1,659$221 12/31/2023
Cassaday & Co Wealth Management LLC1,628$217 12/31/2023
     URTH1,628$217 12/31/2023
BNP Paribas Arbitrage SA1,613$215 12/31/2023
     URTH1,613$215 12/31/2023
TAP Consulting LLC1,428$207 03/31/2024
     URTH1,428$207 03/31/2024
Credit Suisse AG1,528$203 12/31/2023
     URTH1,528$203 12/31/2023
Nisa Investment Advisors LLC1,500$200 12/31/2023
     URTH1,500$200 12/31/2023
Aristotle Capital Management LLC1,332$177 12/31/2023
     URTH1,332$177 12/31/2023
Migdal Insurance & Financial Holdings Ltd.1,300$173 12/31/2023
     URTH1,300$173 12/31/2023
Wells Fargo & Company MN1,090$145 12/31/2023
     URTH1,090$145 12/31/2023
Financial Advisory Service Inc.1,031$137 12/31/2023
     URTH1,031$137 12/31/2023
Geneos Wealth Management Inc.1,008$134 12/31/2023
     URTH1,008$134 12/31/2023
JTC Employer Solutions Trusteee Ltd878$127 03/31/2024
     URTH878$127 03/31/2024
EP Wealth Advisors LLC862$115 12/31/2023
     URTH862$115 12/31/2023
WealthShield Partners LLC600$80 12/31/2023
     URTH600$80 12/31/2023
FMR LLC541$72 12/31/2023
     URTH541$72 12/31/2023
SYM FINANCIAL Corp490$65 12/31/2023
     URTH490$65 12/31/2023
Washington Trust Advisors Inc.460$61 12/31/2023
     URTH460$61 12/31/2023
1832 Asset Management L.P.450$60 12/31/2023
     URTH450$60 12/31/2023
C M Bidwell & Associates Ltd.428$57 12/31/2023
     URTH428$57 12/31/2023
LFA Lugano Financial Advisors SA410$55 12/31/2023
     URTH410$55 12/31/2023
National Bank of Canada FI409$54 12/31/2023
     URTH409$54 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main410$54 12/31/2023
     URTH410$54 12/31/2023
Dunhill Financial LLC408$54 12/31/2023
     URTH408$54 12/31/2023
Private Trust Co. NA355$51 03/31/2024
     URTH355$51 03/31/2024
Comerica Bank384$51 12/31/2023
     URTH384$51 12/31/2023
Webster Bank N. A.300$43 03/31/2024
     URTH300$43 03/31/2024
Glass Jacobson Investment Advisors llc297$43 03/31/2024
     URTH297$43 03/31/2024
Huntington National Bank270$36 12/31/2023
     URTH270$36 12/31/2023
Ameliora Wealth Management Ltd.185$27 03/31/2024
     URTH185$27 03/31/2024
Parallel Advisors LLC186$25 12/31/2023
     URTH186$25 12/31/2023
Principal Securities Inc.160$21 12/31/2023
     URTH160$21 12/31/2023
Benjamin F. Edwards & Company Inc.134$18 12/31/2023
     URTH134$18 12/31/2023
Retirement Group LLC75$10 12/31/2023
     URTH75$10 12/31/2023
Financial Management Professionals Inc.49$7 03/31/2024
     URTH49$7 03/31/2024
GWM Advisors LLC36$5 12/31/2023
     URTH36$5 12/31/2023
Roble Belko & Company Inc14$2 03/31/2024
     URTH14$2 03/31/2024
Cutler Group LP $1 03/31/2024
     Call100$1 03/31/2024
     Put100$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     URTH0$0 12/31/2023
Assetmark Inc.1$0 12/31/2023
     URTH1$0 12/31/2023

See Summary: Institutional Holders of URTH
See Details: Top 10 Hedge Funds Holding URTH
Also See: URTH Holdings Changes

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