NANR Institutional Ownership & Shareholders

SPDR S&P NORTH AMERICAN NATU (NANR) is currently held by 128 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $561.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of NANR tracked by InsiderSet, reporting ownership valued at approximately $318.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $366.65M, representing an estimated gain of +15.01% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed NANR value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Capital Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR S&P NORTH AMERICAN NATU (NANR).

This page ranks the largest institutional NANR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

128

Total Reported Value

$561.93M

Largest Holder

Financial Engines Advisors L.L.C.

Largest Position

$318.81M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

113

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Financial Engines Advisors L.L.C.0.57%4,222,651$318,810,157$366,652,786+$47,842,629+15.01%
Capital Wealth Management, Llc7.01%367,207$30,760,961$31,884,584+$1,123,623+3.65%
Lpl Financial Llc0.01%319,736$24,140,032$27,762,677+$3,622,645+15.01%
Cornerstone Planning Group Llc2.16%200,269$17,405,398$17,389,357-$16,041-0.09%
Morgan Stanley0.00%217,495$16,420,873$18,885,091+$2,464,218+15.01%
Baird Financial Group, Inc.0.02%206,778$15,611,739$17,954,534+$2,342,795+15.01%
Xml Financial, Llc0.81%135,082$11,315,818$11,729,170+$413,352+3.65%
Bank Of America Corp0.00%125,831$9,500,214$10,925,906+$1,425,692+15.01%
Schmidt P J Investment Management Inc1.25%98,216$8,227,593$8,528,095+$300,502+3.65%
Cfs Investment Advisory Services, Llc0.53%94,701$8,148,074$8,222,888+$74,814+0.92%
Cwm, Llc0.02%76,316$6,410,546$6,626,518+$215,972+3.37%
Fiduciary Alliance Llc0.47%74,002$6,199,124$6,425,594+$226,470+3.65%
Goldman Sachs Group Inc0.00%75,075$5,668,163$6,518,762+$850,599+15.01%
Mariner, Llc0.01%74,553$5,628,748$6,473,437+$844,689+15.01%
Steward Partners Investment Advisory, Llc0.03%66,819$5,044,839$5,801,894+$757,055+15.01%
Hollow Brook Wealth Management Llc0.78%53,642$4,493,590$4,657,735+$164,145+3.65%
Rothschild Wealth Llc0.35%57,720$4,357,867$5,011,828+$653,961+15.01%
Private Advisory Group Llc0.21%50,415$3,806,301$4,377,534+$571,233+15.01%
Certified Advisory Corp0.27%39,440$3,303,909$3,424,575+$120,666+3.65%
Brio Consultants, Llc0.36%40,406$3,050,662$3,508,453+$457,791+15.01%
Stifel Financial Corp0.00%38,740$2,924,907$3,363,794+$438,887+15.01%
Cetera Investment Advisers0.00%37,773$2,851,864$3,279,830+$427,966+15.01%
Coppell Advisory Solutions Llc0.21%658$2,582,729$57,134-$2,525,595-97.79%
International Assets Investment Management, Llc0.14%27,612$2,327,073$2,397,550+$70,477+3.03%
D.A. Davidson & Co.0.01%24,592$2,060,072$2,135,323+$75,251+3.65%
U.S. Capital Wealth Advisors, Llc0.05%24,213$2,033,892$2,102,415+$68,523+3.37%
Savvy Advisors, Inc.0.04%26,809$2,024,055$2,327,825+$303,770+15.01%
Two Sigma Investments, Lp0.00%26,800$2,023,400$2,327,044+$303,644+15.01%
Raymond James Financial Inc0.00%26,607$2,008,835$2,310,286+$301,451+15.01%
Mml Investors Services, Llc0.00%26,426$1,995,132$2,294,570+$299,438+15.01%
Plan Group Financial, Llc0.39%22,353$1,969,762$1,940,911-$28,851-1.46%
Stratos Wealth Partners, Ltd.0.02%20,717$1,564,140$1,798,857+$234,717+15.01%
Financial Freedom, Llc0.71%20,479$1,546,171$1,778,192+$232,021+15.01%
Norris Financial Group, Llc0.57%19,032$1,436,890$1,652,549+$215,659+15.01%
Armstrong Advisory Group, Inc0.08%15,995$1,339,907$1,388,846+$48,939+3.65%
Aaron Wealth Advisors Llc0.06%15,484$1,297,095$1,344,476+$47,381+3.65%
Deutsche Bank Ag\0.00%16,298$1,230,500$1,415,155+$184,655+15.01%
Virtue Capital Management, Llc0.15%14,176$1,187,524$1,230,902+$43,378+3.65%
Focus Financial Network, Inc.0.04%13,870$1,161,888$1,204,332+$42,444+3.65%
Klcm Advisors, Inc.0.08%13,634$1,029,367$1,183,840+$154,473+15.01%
Stratos Investment Management, Llc0.04%13,195$996,287$1,145,722+$149,435+15.00%
Osaic Holdings, Inc.0.00%12,704$959,287$1,103,088+$143,801+14.99%
Per Stirling Capital Management, Llc.0.09%12,413$937,149$1,077,821+$140,672+15.01%
Jones Financial Companies Lllp0.00%12,193$927,989$1,058,718+$130,729+14.09%
Independent Financial Group, Llc0.01%9,810$821,784$851,802+$30,018+3.65%
Founders Financial Securities Llc0.03%8,170$684,401$709,401+$25,000+3.65%
Horizon Investments, Llc0.01%8,859$668,854$769,227+$100,373+15.01%
Ubs Group Ag0.00%7,939$599,395$689,343+$89,948+15.01%
Royal Bank Of Canada0.00%7,047$532,000$611,891+$79,891+15.02%
Rfg Advisory, Llc0.01%6,362$480,299$552,412+$72,113+15.01%
Showing 50 of 128

Frequently asked questions about NANR

  • Who are the largest institutional holders of NANR?

    The largest institutional holders of NANR reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Capital Wealth Management, Llc, Lpl Financial Llc, Cornerstone Planning Group Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported NANR position.

  • What is NANR institutional ownership?

    This page tracks NANR positions reported by institutional investment managers through SEC Form 13F. SPDR S&P NORTH AMERICAN NATU (NANR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own NANR?

    InsiderSet currently tracks 128 institutional managers reporting NANR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NANR shareholders.

  • How much NANR stock do institutions own?

    Institutional investment managers disclosed approximately $561.93M in NANR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was NANR institutional ownership last updated?

    The latest NANR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional NANR holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NANR position after the reporting date.

  • Are institutions buying or selling NANR?

    Institutional buying and selling can be analyzed by comparing NANR positions across consecutive 13F reporting periods. InsiderSet's NANR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NANR ownership changes.

  • How has NANR institutional ownership changed over time?

    InsiderSet tracks NANR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.