Who owns WAR?
U.S. Global Technology and Aerospace & Defense ETF · U.S. Global Investors
13 institutions reported holding WAR, worth $5.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mainstay Capital Management LLC | Grand Blanc, MI | $2.2M | 64,562 | New position |
| Jane Street Group, LLC | New York, NY | $1.2M | 35,763 | +7,921 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $596K | 17,275 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $444K | 12,870 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $340K | 9,850 | New position |
| Citadel Advisors LLC | Miami, FL | $315K | 9,145 | −35,467 shares |
| Nations Financial Group Inc., /IA/ | Cedar Rapids, IA | $286K | 8,300 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $46K | 1,337 | No change |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $37K | 1,084 | No change |
| Integrated Wealth Concepts LLC | Waltham, MA | $17K | 504 | 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 WAR?
13 institutional managers reported holding WAR in Form 13F filings for June 30, 2026, worth $5.6M in total. The largest reported position was held by Mainstay Capital Management LLC, at $2.2M.
Did institutions buy or sell WAR last quarter?
Reported 13F value rose 206.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 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 WAR 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.