Who owns TGLR?
Wedbush Laffer Tengler New Era Value ETF · Wedbush
11 institutions reported holding TGLR, worth $6.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TGLR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Laffer Tengler Investments, Inc. | Scottsdale, AZ | $3.5M | 86,177 | New position |
| GTS Securities LLC | New York, NY | $902K | 22,260 | New position |
| Garden State Investment Advisory Services LLC | Red Bank, NJ | $811K | 20,029 | New position |
| Per Stirling Capital Management, LLC. | Austin, TX | $729K | 17,995 | New position |
| Seelaus Asset Management LLC | Chatham, NJ | $422K | 10,410 | New position |
| JPMorgan Chase & Co | New York, NY | $297K | 7,382 | New position |
| Sigma Planning Corp | Ann Arbor, MI | $234K | 5,789 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $22K | 550 | New position |
| Caldwell Trust Co | Venice, FL | $10K | 250 | New position |
| AE Wealth Management LLC | Topeka, KS | $7K | 170 | New 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 TGLR?
11 institutional managers reported holding TGLR in Form 13F filings for June 30, 2026, worth $6.9M in total. The largest reported position was held by Laffer Tengler Investments, Inc., at $3.5M.
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 TGLR 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.