Who owns URA
Which tracked institutional funds hold URA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See URA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened URA while 114 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
URA’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes URA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in URA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 501 tracked filers holding URA, 285 increased or opened the position and 227 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in URA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- NewEdge Advisors, LLC$14M
- Nearwater Capital Markets, Ltd$13M
- Lloyd Harbor Capital Management, LLC$11M
- Evelyn Partners Group Ltd$9M
- Measured Wealth Private Client Group, LLC$6M
- Trilogy Capital Inc.$5M
Full exits 37
- Clal Insurance Enterprises Holdings Ltd$61M
- Parkway Wealth Management Group, LLC$17M
- HighTower Advisors, LLC$10M
- Cambridge Investment Research Advisors, Inc.$10M
- Evelyn Partners Asset Management Ltd$9M
- Quadrature Capital Ltd$7M
Largest adds
- MORGAN STANLEY$26M
- BANK OF AMERICA CORP /DE/$18M
- UBS Group AG$12M
- NATIONAL BANK OF CANADA /FI/$10M
- Belvedere Trading LLC$8M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8M
Largest trims
- Phoenix Financial Ltd.$94M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$37M
- JANE STREET GROUP, LLC$34M
- CITADEL ADVISORS LLC$16M
- SIMPLEX TRADING, LLC$10M
- LPL Financial LLC$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 7,533,412 | $329M | 14.5% | 2026-Q2 |
| MORGAN STANLEY added | 4,151,983 | $181M | 8.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,193,964 | $140M | 6.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,996,211 | $131M | 5.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,297,331 | $100M | 4.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,244,151 | $99M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 1,973,007 | $86M | 3.8% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 1,820,258 | $80M | 3.5% | 2026-Q2 |
| UBS Group AG added | 1,257,753 | $55M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 918,674 | $40M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 849,140 | $37M | 1.6% | 2026-Q2 |
| GenTrust, LLC added | 636,858 | $28M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 522,862 | $23M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 484,009 | $21M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 459,726 | $20M | 0.9% | 2026-Q2 |
| Bridgewater Associates, LP added | 455,817 | $20M | 0.9% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 452,018 | $20M | 0.9% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 446,800 | $20M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 436,004 | $19M | 0.8% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 407,410 | $18M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 393,120 | $17M | 0.8% | 2026-Q2 |
| CITIGROUP INC trimmed | 392,271 | $17M | 0.8% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 379,820 | $16M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 318,494 | $14M | 0.6% | 2026-Q2 |
| Avid Wealth Partners LLC added | 305,083 | $13M | 0.6% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 301,997 | $13M | 0.6% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 300,907 | $13M | 0.6% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 300,000 | $13M | 0.6% | 2026-Q2 |
| Melqart Asset Management (UK) Ltd added | 294,245 | $13M | 0.6% | 2026-Q2 |
| SPINNAKER TRUST added | 290,864 | $13M | 0.6% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 287,766 | $13M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 283,303 | $12M | 0.5% | 2026-Q2 |
| Global X Japan Co., Ltd. trimmed | 277,158 | $12M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 267,882 | $12M | 0.5% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 262,762 | $11M | 0.5% | 2026-Q2 |
| Lloyd Harbor Capital Management, LLC added | 260,000 | $11M | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 250,834 | $11M | 0.5% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 249,392 | $11M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 243,625 | $11M | 0.5% | 2026-Q2 |
| Mason & Associates Inc trimmed | 237,713 | $10M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 229,907 | $10M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 226,355 | $10M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 225,674 | $10M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 225,920 | $10M | 0.4% | 2026-Q2 |
| Belvedere Trading LLC added | 221,436 | $10M | 0.4% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 212,506 | $9M | 0.4% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT added | 193,935 | $8M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 189,469 | $8M | 0.4% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC | 185,100 | $8M | 0.4% | 2026-Q2 |
| Parkside Investments, LLC added | 159,807 | $7M | 0.3% | 2026-Q2 |
| Madrona Financial Services, LLC added | 155,430 | $7M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 155,075 | $7M | 0.3% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co added | 145,243 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 139,375 | $6M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 137,015 | $6M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 136,746 | $6M | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 136,392 | $6M | 0.3% | 2026-Q2 |
| Walleye Trading LLC added | 135,129 | $6M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 134,751 | $6M | 0.3% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC new | 131,220 | $6M | 0.3% | 2026-Q2 |
| EFG International AG added | 129,705 | $6M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 126,387 | $6M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 123,226 | $5M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 118,320 | $5M | 0.2% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 113,655 | $5M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 110,012 | $5M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 109,649 | $5M | 0.2% | 2026-Q2 |
| Quadrant Private Wealth Management, LLC added | 109,361 | $5M | 0.2% | 2026-Q2 |
| J. Safra Sarasin Holding AG added | 94,709 | $4M | 0.2% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC added | 101,249 | $4M | 0.2% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 100,000 | $4M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 99,820 | $4M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC added | 107,596 | $4M | 0.2% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. added | 96,498 | $4M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 96,465 | $4M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 95,901 | $4M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,365,829 | $65M | 2.9% | 2025-Q3 stale |
| Clal Insurance Enterprises Holdings Ltd | 1,264,000 | $61M | 2.7% | 2026-Q1 stale |
| BLUEFIN CAPITAL MANAGEMENT, LLC new | 435,000 | $19M | 0.8% | 2025-Q4 stale |
| Parkway Wealth Management Group, LLC trimmed | 335,423 | $17M | 0.8% | 2026-Q1 stale |
| Bensler, LLC trimmed | 382,028 | $16M | 0.7% | 2025-Q4 stale |
| Stonebridge Financial Group, LLC added | 363,920 | $14M | 0.6% | 2025-Q2 stale |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 244,620 | $12M | 0.5% | 2025-Q3 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 500,947 | $11M | 0.5% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 480,967 | $11M | 0.5% | 2025-Q1 stale |
| HighTower Advisors, LLC added | 206,276 | $10M | 0.4% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 200,513 | $10M | 0.4% | 2026-Q1 stale |
| Evelyn Partners Asset Management Ltd added | 181,592 | $9M | 0.4% | 2026-Q1 stale |
| Quadrature Capital Ltd added | 141,786 | $7M | 0.3% | 2026-Q1 stale |
| SG Americas Securities, LLC added | 138,804 | $7M | 0.3% | 2026-Q1 stale |
| VMS Asset Management Limited new | 154,687 | $7M | 0.3% | 2025-Q4 stale |
| Banco BTG Pactual S.A. added | 144,066 | $6M | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 115,422 | $6M | 0.2% | 2026-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 138,000 | $5M | 0.2% | 2025-Q2 stale |
| Kapitalo Investimentos Ltda added | 106,292 | $5M | 0.2% | 2025-Q3 stale |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 115,000 | $5M | 0.2% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 98,934 | $5M | 0.2% | 2026-Q1 stale |
| Alphadyne Asset Management LP trimmed | 100,000 | $5M | 0.2% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 85,832 | $4M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 85,779 | $4M | 0.2% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.