Who owns Wedbush Laffer Tengler New Era Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of TGLR from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 160,653 shares of Wedbush Laffer Tengler New Era Value ETF worth $6.5M — about 29.9% of shares outstanding; the largest disclosed holder is LAFFER TENGLER INVESTMENTS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$6.5M
value, 2026 filers
29.9%
of shares outstanding (160,653 sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TGLR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LAFFER TENGLER INVESTMENTS, INC.NEW | 86,177 | $3.5M | 0.4% | 16.1% | new |
| 2 | GTS SECURITIES LLCNEW | 22,260 | $901,641 | 0.0% | 4.1% | new |
| 3 | Garden State Investment Advisory Services LLCNEW | 20,029 | $811,290 | 0.1% | 3.7% | new |
| 4 | Per Stirling Capital Management, LLC.NEW | 17,995 | $728,891 | 0.1% | 3.4% | new |
| 5 | JPMORGAN CHASE & CONEW | 7,382 | $297,499 | 0.0% | 1.4% | new |
| 6 | Sigma Planning CorpNEW | 5,789 | $234,485 | 0.0% | 1.1% | new |
| 7 | NewEdge Advisors, LLCNEW | 550 | $22,278 | 0.0% | 0.1% | new |
| 8 | Caldwell Trust CoNEW | 250 | $10,126 | 0.0% | 0% | new |
| 9 | AE Wealth Management LLCNEW | 170 | $6,886 | 0.0% | 0% | new |
| 10 | MERCER GLOBAL ADVISORS INC /ADVNEW | 50 | $2,025 | 0.0% | 0% | new |
| 11 | WELLS FARGO & COMPANY/MNNEW | 1 | $60 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.