15 institutions reported holding $5.6M of U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF (WAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($2.2M), JANE STREET GROUP, LLC ($1.2M), Concurrent Investment Advisors, LLC ($595,651), COMMONWEALTH EQUITY SERVICES, LLC ($443,750), Kestra Advisory Services, LLC ($339,628). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $2.2M | 64,562 | New |
| 2 | JANE STREET GROUP, LLC | $1.2M | 35,763 | Added |
| 3 | Concurrent Investment Advisors, LLC | $595,651 | 17,275 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $443,750 | 12,870 | New |
| 5 | Kestra Advisory Services, LLC | $339,628 | 9,850 | New |
| 6 | CITADEL ADVISORS LLC | $315,320 | 9,145 | Trimmed |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $286,184 | 8,300 | New |
| 8 | Royal Bank of Canada | $46,000 | 1,337 | Hold |
| 9 | EverSource Wealth Advisors, LLC | $37,361 | 1,084 | Hold |
| 10 | Integrated Wealth Concepts LLC | $17,371 | 504 | New |
| 11 | Ritter Daniher Financial Advisory LLC / DE | $13,792 | 400 | New |
| 12 | Comprehensive Financial Planning, Inc./PA | $172 | 5 | New |
| 13 | Medallion Wealth Advisors, LLC | $172 | 5 | Hold |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30