ETF Holders

Who owns SRHQ?

US large cap

SRH U.S. Quality GARP ETF · SRH

4 institutions reported holding SRHQ, worth $199.9M, in Form 13F filings for June 30, 2026.

13F holders
4
Institutional value
$199.9M
Change from prior quarter
+14.5%
+$25.3M, with price moves
New and sold-out firms
1 / 0
2 added, 1 trimmed

Top 4 institutional holders of SRHQ

FirmLocationValueSharesChange
SRH Advisors, LLCSalina, KS$197.6M4,309,525+1,185 shares
Goldman Sachs Group Inc.New York, NY$1.4M31,028−1,413 shares
WBI Investments, LLCRed Bank, NJ$478K10,428+11 shares
Millington Securities, LLCRed Bank, NJ$418K10,417New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SRHQ?

4 institutional managers reported holding SRHQ in Form 13F filings for June 30, 2026, worth $199.9M in total. The largest reported position was held by SRH Advisors, LLC, at $197.6M.

Did institutions buy or sell SRHQ last quarter?

Reported 13F value rose 14.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SRHQ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.