Who owns URNJ
Which tracked institutional funds hold URNJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See URNJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on URNJ is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 14 trimmed or exited — on balance reducing.
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
URNJ’s largest tracked holder by dollar value, Kingsview Wealth Management, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in URNJ 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 49 tracked filers holding URNJ, 26 increased or opened the position and 19 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 URNJ 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 1
- MIRABELLA FINANCIAL SERVICES LLP$3M
Full exits 5
- Quadrature Capital Ltd$5M
- D. E. Shaw & Co., Inc.$2M
- CITADEL ADVISORS LLC$2M
- Cambridge Investment Research Advisors, Inc.$885K
- Forum Finance Group S.A.$846K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$621K
Largest trims
- MORGAN STANLEY$1M
- NATIONAL BANK OF CANADA /FI/$893K
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$826K
- Federation des caisses Desjardins du Quebec$730K
- Chicago Partners Investment Group LLC$701K
- CDC Financial, Inc.$445K
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 |
|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 159,673 | $4M | 5.8% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 135,000 | $3M | 4.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 95,874 | $2M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 72,949 | $2M | 2.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 72,761 | $2M | 2.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 63,726 | $1M | 2.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 59,048 | $1M | 2.2% | 2026-Q2 |
| WIT Partners Advisory Pte. Ltd. added | 58,150 | $1M | 2.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 56,010 | $1M | 2.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 48,000 | $1M | 1.7% | 2026-Q2 |
| Rathbones Group PLC | 35,606 | $827K | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 35,153 | $817K | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 34,437 | $800K | 1.3% | 2026-Q2 |
| Tactive Advisors, LLC added | 32,880 | $764K | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 22,219 | $521K | 0.8% | 2026-Q2 |
| CDC Financial, Inc. trimmed | 20,300 | $472K | 0.7% | 2026-Q2 |
| Corient Private Wealth LP | 19,449 | $452K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,322 | $426K | 0.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 15,958 | $371K | 0.6% | 2026-Q2 |
| Bleakley Financial Group, LLC | 15,239 | $354K | 0.6% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 15,155 | $352K | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 11,204 | $260K | 0.4% | 2026-Q2 |
| Compound Planning, Inc. | 11,118 | $258K | 0.4% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 11,275 | $257K | 0.4% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 10,104 | $235K | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC new | 9,564 | $222K | 0.3% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 9,266 | $215K | 0.3% | 2026-Q2 |
| UBS Group AG added | 8,158 | $190K | 0.3% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 7,903 | $184K | 0.3% | 2026-Q2 |
| Larson Financial Group LLC | 3,477 | $81K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 3,096 | $72K | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 2,860 | $66K | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 1,700 | $39K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,404 | $33K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,346 | $31K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 795 | $18K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 530 | $12K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 500 | $12K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC added | 287 | $7K | 0.0% | 2026-Q2 |
| Hilltop National Bank | 273 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 250 | $6K | 0.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC | 250 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 162 | $4K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 100 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 91 | $2K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 56 | $1K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 33 | $767 | 0.0% | 2026-Q2 |
| Copia Wealth Management | 24 | $558 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 3 | $70 | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd added | 158,088 | $5M | 7.3% | 2026-Q1 stale (1 quarter behind) |
| D. E. Shaw & Co., Inc. added | 82,250 | $2M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 55,816 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 30,225 | $885K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Forum Finance Group S.A. new | 37,437 | $846K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Corecam Pte. Ltd. | 8,321 | $244K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SIH Partners, LLLP new | 7,211 | $211K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 3,630 | $106K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 175 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Brandywine Financial Group new | 51 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC new | 20 | $597 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kingsview Wealth Management, LLC new | 254,131 | $6M | 10.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 215,970 | $5M | 8.6% | 2025-Q4 stale (2 quarters behind) |
| Banco BTG Pactual S.A. new | 155,800 | $4M | 6.2% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 38,545 | $971K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| CIBC WORLD MARKETS CORP new | 10,000 | $252K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 375 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cullen/Frost Bankers, Inc. new | 53 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 50 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WOLVERINE TRADING, LLC added | 127,117 | $4M | 5.8% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 34,140 | $995K | 1.6% | 2025-Q3 stale (3 quarters behind) |
| Bridgewater Associates, LP trimmed | 31,592 | $921K | 1.4% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC added | 11,238 | $328K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Brookstone Capital Management new | 10,293 | $300K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Scientech Research LLC new | 9,168 | $267K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| AdvisorNet Financial, Inc | 225 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 100 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MILLENNIUM MANAGEMENT LLC | 20,000 | $423K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Northeast Financial Consultants Inc trimmed | 19,449 | $411K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| TCFG WEALTH MANAGEMENT, LLC new | 19,200 | $406K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Sigma Planning Corp new | 14,234 | $301K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,620 | $55K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HIGHLINE WEALTH PARTNERS LLC new | 500 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 150 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 96 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Mountain Hill Investment Partners Corp. | 41 | $862 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.