Who owns WRTH?
Worth Charting Options Income ETF
7 institutions reported holding WRTH, worth $1.2M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of WRTH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Osaic Holdings, Inc. | Scottsdale, AZ | $365K | 14,228 | New position |
| Jane Street Group, LLC | New York, NY | $355K | 13,829 | New position |
| HighTower Advisors, LLC | Chicago, IL | $208K | 8,123 | New position |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $202K | 8,000 | New position |
| National Bank of Canada | Montreal, Quebec, Canada | $26K | 1,000 | New position |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $21K | 800 | New position |
| UBS Group AG | Zurich, Switzerland | $590 | 23 | 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.
Similar ETFs
Compare what they hold: WRTH vs ITDB, WRTH vs NVIR, WRTH vs ASD, WRTH vs THNR.
Frequently asked questions
Who owns WRTH?
7 institutional managers reported holding WRTH in Form 13F filings for June 30, 2026, worth $1.2M in total. The largest reported position was held by Osaic Holdings, Inc., at $365K.
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 WRTH 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.