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Institutional Ownership · SEC Form 13F

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 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

501
Institutional holders
52M
Shares held (tracked funds)

How tracked funds are positioned

270 tracked funds added shares of URA or opened a position while 182 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 58 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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 497 tracked filers holding URA, 270 increased or opened the position and 182 reduced or closed it, by share count adjusted for splits; 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 58 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 72

  • NewEdge Advisors, LLC$14M
  • Nearwater Capital Markets, Ltd$13M
  • Lloyd Harbor Capital Management, LLC$11M
  • Measured Wealth Private Client Group, LLC$6M
  • Trilogy Capital Inc.$5M
  • Bayshore Capital Advisors, LLC$4M

Full exits 64

  • Parkway Wealth Management Group, LLC$17M
  • Quadrature Capital Ltd$7M
  • BALYASNY ASSET MANAGEMENT L.P.$5M
  • D. E. Shaw & Co., Inc.$4M
  • Proficio Capital Partners LLC$4M
  • Ariose Capital Management Ltd$4M

Largest adds

  • BANK OF AMERICA CORP /DE/$48M
  • MORGAN STANLEY$42M
  • UBS Group AG$16M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10M
  • NATIONAL BANK OF CANADA /FI/$10M
  • JPMORGAN CHASE & CO$10M

Largest trims

  • Phoenix Financial Ltd.$85M
  • JANE STREET GROUP, LLC$31M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$21M
  • CITADEL ADVISORS LLC$14M
  • SIMPLEX TRADING, LLC$8M
  • BANK OF NOVA SCOTIA$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added7,533,412$329M16.2%2026-Q2
MORGAN STANLEY added4,151,983$181M8.9%2026-Q2
JPMORGAN CHASE & CO added3,193,964$140M6.9%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed2,996,211$131M6.4%2026-Q2
WELLS FARGO & COMPANY/MN added2,297,331$100M4.9%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,244,151$99M4.9%2026-Q2
LPL Financial LLC added1,973,007$86M4.2%2026-Q2
GROUP ONE TRADING LLC added1,820,258$80M3.9%2026-Q2
UBS Group AG added1,257,753$55M2.7%2026-Q2
ROYAL BANK OF CANADA trimmed918,674$40M2.0%2026-Q2
AMERIPRISE FINANCIAL INC added849,140$37M1.8%2026-Q2
GenTrust, LLC added636,858$28M1.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added522,862$23M1.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed484,009$21M1.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added459,726$20M1.0%2026-Q2
Bridgewater Associates, LP added455,817$20M1.0%2026-Q2
Heartwood Wealth Advisors LLC added452,018$20M1.0%2026-Q2
BW Gestao de Investimentos Ltda. added446,800$20M1.0%2026-Q2
Cetera Investment Advisers added436,004$19M0.9%2026-Q2
Mirae Asset Global Investments Co., Ltd. added407,410$18M0.9%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed393,120$17M0.8%2026-Q2
CITIGROUP INC trimmed392,271$17M0.8%2026-Q2
TD Waterhouse Canada Inc. added379,820$16M0.8%2026-Q2
NewEdge Advisors, LLC new318,494$14M0.7%2026-Q2
Avid Wealth Partners LLC added305,083$13M0.7%2026-Q2
FORTEM FINANCIAL GROUP, LLC added301,997$13M0.7%2026-Q2
Cyndeo Wealth Partners, LLC added300,907$13M0.6%2026-Q2
Nearwater Capital Markets, Ltd new300,000$13M0.6%2026-Q2
Melqart Asset Management (UK) Ltd added294,245$13M0.6%2026-Q2
SPINNAKER TRUST added290,864$13M0.6%2026-Q2
SIMPLEX TRADING, LLC trimmed287,766$13M0.6%2026-Q2
Foundations Investment Advisors, LLC added283,303$12M0.6%2026-Q2
Global X Japan Co., Ltd. trimmed277,158$12M0.6%2026-Q2
STIFEL FINANCIAL CORP added267,882$12M0.6%2026-Q2
Rafferty Asset Management, LLC added262,762$11M0.6%2026-Q2
Lloyd Harbor Capital Management, LLC new260,000$11M0.6%2026-Q2
NATIONAL BANK OF CANADA /FI/ added250,834$11M0.5%2026-Q2
GW HENSSLER & ASSOCIATES LTD added249,392$11M0.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added243,625$11M0.5%2026-Q2
Mason & Associates Inc trimmed237,713$10M0.5%2026-Q2
BANK OF MONTREAL /CAN/ added229,907$10M0.5%2026-Q2
OSAIC HOLDINGS, INC. added226,355$10M0.5%2026-Q2
JONES FINANCIAL COMPANIES LLLP added225,920$10M0.5%2026-Q2
CITADEL ADVISORS LLC trimmed225,674$10M0.5%2026-Q2
Belvedere Trading LLC added221,436$10M0.5%2026-Q2
Evelyn Partners Group Ltd212,506$9M0.5%2026-Q2
AVALON CAPITAL MANAGEMENT added193,935$8M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added189,469$8M0.4%2026-Q2
DELTEC ASSET MANAGEMENT LLC185,100$8M0.4%2026-Q2
Parkside Investments, LLC added159,807$7M0.3%2026-Q2
Madrona Financial Services, LLC added155,430$7M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added155,075$7M0.3%2026-Q2
Walser Wealth Management Company, A Ltd Liability Co added145,243$6M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added139,375$6M0.3%2026-Q2
IMC-Chicago, LLC added137,015$6M0.3%2026-Q2
D.A. DAVIDSON & CO. added136,746$6M0.3%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed136,392$6M0.3%2026-Q2
Walleye Trading LLC added135,129$6M0.3%2026-Q2
BARCLAYS PLC trimmed134,751$6M0.3%2026-Q2
Measured Wealth Private Client Group, LLC new131,220$6M0.3%2026-Q2
EFG International AG added129,705$6M0.3%2026-Q2
Modern Wealth Management, LLC added126,387$6M0.3%2026-Q2
Wealthfront Advisers LLC added123,226$5M0.3%2026-Q2
Baird Financial Group, Inc. trimmed118,320$5M0.3%2026-Q2
Parallax Volatility Advisers, L.P. added113,655$5M0.2%2026-Q2
Trilogy Capital Inc. new110,012$5M0.2%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added109,649$5M0.2%2026-Q2
Quadrant Private Wealth Management, LLC added109,361$5M0.2%2026-Q2
Ethos Financial Group, LLC added107,596$4M0.2%2026-Q2
JUNCTURE WEALTH STRATEGIES, LLC added101,249$4M0.2%2026-Q2
Phoenix Financial Ltd. trimmed100,000$4M0.2%2026-Q2
&PARTNERS trimmed99,820$4M0.2%2026-Q2
Riggs Asset Managment Co. Inc. added96,498$4M0.2%2026-Q2
JANE STREET GROUP, LLC trimmed96,465$4M0.2%2026-Q2
Brookwood Investment Group LLC trimmed95,901$4M0.2%2026-Q2
J. Safra Sarasin Holding AG added94,709$4M0.2%2026-Q2
Bayshore Capital Advisors, LLC new93,000$4M0.2%2026-Q2
Asset One Wealth Management LLC trimmed90,764$4M0.2%2026-Q2
Trinity Legacy Partners, LLC added88,517$3M0.2%2026-Q2
Windmill Hill Asset Management Ltd84,163$4M0.2%2026-Q2
MAI Capital Management added83,735$4M0.2%2026-Q2
FWL INVESTMENT MANAGEMENT, LLC added83,522$4M0.2%2026-Q2
Trivium Point Advisory, LLC added82,387$4M0.2%2026-Q2
CIBC WORLD MARKET INC. trimmed78,955$3M0.2%2026-Q2
Private Advisor Group, LLC added78,614$3M0.2%2026-Q2
Federation des caisses Desjardins du Quebec added76,977$3M0.2%2026-Q2
Pine Valley Investments Ltd Liability Co added76,241$3M0.2%2026-Q2
Kestra Advisory Services, LLC added74,404$3M0.2%2026-Q2
Farther Finance Advisors, LLC added72,971$3M0.2%2026-Q2
Sowell Financial Services LLC added72,174$3M0.2%2026-Q2
Eagle Strategies LLC trimmed71,439$3M0.2%2026-Q2
Corient Private Wealth LP trimmed70,079$3M0.2%2026-Q2
Freemont Management S.A.70,000$3M0.2%2026-Q2
Kingsview Wealth Management, LLC trimmed69,663$3M0.1%2026-Q2
Summit Place Financial Advisors, LLC trimmed69,138$3M0.1%2026-Q2
Summit Financial, LLC added64,393$3M0.1%2026-Q2
Cypress Capital Group added63,815$3M0.1%2026-Q2
Heck Capital Advisors, LLC added63,067$3M0.1%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. added61,262$3M0.1%2026-Q2
Coppell Advisory Solutions LLC2,464$3M0.2%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership