Who owns URNM
Which tracked institutional funds hold URNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See URNM 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.
How the tape is positioned
The tracked-fund tape on URNM is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 72 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
URNM’s largest tracked holder by dollar value, Phoenix Financial Ltd., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in URNM 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 223 tracked filers holding URNM, 117 increased or opened the position and 96 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 URNM 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 10
- Phoenix Financial Ltd.$66M
- Trek Financial, LLC$11M
- OLD MISSION CAPITAL LLC$10M
- JANE STREET GROUP, LLC$5M
- Walleye Trading LLC$4M
- ExodusPoint Capital Management, LP$1M
Full exits 18
- Clal Insurance Enterprises Holdings Ltd$40M
- Quadrature Capital Ltd$24M
- HighTower Advisors, LLC$17M
- D. E. Shaw & Co., Inc.$11M
- Brandywine Financial Group$7M
- MILLENNIUM MANAGEMENT LLC$6M
Largest adds
- Lloyd Harbor Capital Management, LLC$7M
- Cumberland Partners Ltd$5M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$3M
- OSAIC HOLDINGS, INC.$3M
- Diametric Capital, LP$948K
- Capital Wealth Alliance, LLC$705K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$17M
- ACORN FINANCIAL ADVISORY SERVICES INC /ADV$13M
- Proficio Capital Partners LLC$6M
- GROUP ONE TRADING LLC$4M
- MORGAN STANLEY$4M
- ROYAL BANK OF CANADA$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Phoenix Financial Ltd. new | 1,250,000 | $66M | 14.7% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 624,929 | $33M | 7.3% | 2026-Q2 |
| MORGAN STANLEY added | 540,514 | $28M | 6.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 485,083 | $26M | 5.7% | 2026-Q2 |
| Cumberland Partners Ltd added | 366,088 | $19M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 311,177 | $16M | 3.7% | 2026-Q2 |
| Lloyd Harbor Capital Management, LLC added | 219,471 | $12M | 2.6% | 2026-Q2 |
| Trek Financial, LLC added | 210,001 | $11M | 2.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 186,347 | $10M | 2.2% | 2026-Q2 |
| UBS Group AG added | 185,945 | $10M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 185,155 | $10M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 166,991 | $9M | 2.0% | 2026-Q2 |
| Corecam Pte. Ltd. added | 159,275 | $8M | 1.9% | 2026-Q2 |
| Fielder Capital Group LLC added | 153,448 | $8M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 152,835 | $8M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 130,082 | $7M | 1.5% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 124,454 | $7M | 1.5% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 121,604 | $6M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 114,508 | $6M | 1.3% | 2026-Q2 |
| Greenfield Seitz Capital Management, LLC trimmed | 105,880 | $6M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 100,221 | $5M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 99,595 | $5M | 1.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 90,880 | $5M | 1.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 87,517 | $5M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 84,016 | $4M | 1.0% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 81,708 | $4M | 1.0% | 2026-Q2 |
| Private Wealth Advisors, LLC added | 74,110 | $4M | 0.9% | 2026-Q2 |
| Walleye Trading LLC new | 71,481 | $4M | 0.8% | 2026-Q2 |
| Corecam AG added | 71,030 | $4M | 0.8% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 69,065 | $4M | 0.8% | 2026-Q2 |
| Vontobel Holding Ltd. added | 65,897 | $3M | 0.8% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC | 62,000 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 59,632 | $3M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 58,976 | $3M | 0.7% | 2026-Q2 |
| Stegent Equity Advisors, Inc. trimmed | 57,029 | $3M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 52,642 | $3M | 0.6% | 2026-Q2 |
| Savvy Advisors, Inc. added | 48,765 | $3M | 0.6% | 2026-Q2 |
| Turim 21 Investimentos Ltda. | 47,482 | $3M | 0.6% | 2026-Q2 |
| Capital Wealth Alliance, LLC added | 43,195 | $2M | 0.5% | 2026-Q2 |
| Tandem Financial, LLC added | 42,667 | $2M | 0.5% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 42,185 | $2M | 0.5% | 2026-Q2 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 39,686 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,684 | $2M | 0.5% | 2026-Q2 |
| Carrera Capital Advisors added | 39,189 | $2M | 0.5% | 2026-Q2 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV trimmed | 38,179 | $2M | 0.4% | 2026-Q2 |
| WIT Partners Advisory Pte. Ltd. trimmed | 37,744 | $2M | 0.4% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 37,678 | $2M | 0.4% | 2026-Q2 |
| DCF Advisers, LLC | 35,000 | $2M | 0.4% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 34,408 | $2M | 0.4% | 2026-Q2 |
| Diametric Capital, LP added | 34,055 | $2M | 0.4% | 2026-Q2 |
| IMC-Chicago, LLC added | 33,712 | $2M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 31,102 | $2M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 31,029 | $2M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 30,989 | $2M | 0.4% | 2026-Q2 |
| SPROTT INC. trimmed | 30,772 | $2M | 0.4% | 2026-Q2 |
| Tactive Advisors, LLC added | 30,456 | $2M | 0.4% | 2026-Q2 |
| Invst, LLC trimmed | 30,241 | $2M | 0.4% | 2026-Q2 |
| Freemont Management S.A. added | 30,000 | $2M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 28,834 | $2M | 0.3% | 2026-Q2 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC added | 27,940 | $1M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 27,932 | $1M | 0.3% | 2026-Q2 |
| Cheviot Value Management, LLC | 27,330 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 26,867 | $1M | 0.3% | 2026-Q2 |
| Miller Global Investments, LLC | 25,176 | $1M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 25,058 | $1M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 25,000 | $1M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 24,741 | $1M | 0.3% | 2026-Q2 |
| Almanack Investment Partners, LLC. new | 22,809 | $1M | 0.3% | 2026-Q2 |
| Pettinga Financial Advisors LLC trimmed | 22,467 | $1M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 22,080 | $1M | 0.3% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 20,995 | $1M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 18,678 | $982K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 18,541 | $975K | 0.2% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 18,018 | $917K | 0.2% | 2026-Q2 |
| J. Safra Sarasin Holding AG new | 17,924 | $943K | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 17,893 | $941K | 0.2% | 2026-Q2 |
| Oceanic Investment Management LTD added | 17,819 | $937K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 17,554 | $923K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 17,425 | $916K | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 16,490 | $867K | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 15,414 | $811K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,084 | $793K | 0.2% | 2026-Q2 |
| Deuterium Capital Management, LLC | 15,000 | $789K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 14,808 | $779K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC added | 14,732 | $775K | 0.2% | 2026-Q2 |
| Holcombe Financial, Inc. added | 13,964 | $734K | 0.2% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 13,770 | $724K | 0.2% | 2026-Q2 |
| COMMONS CAPITAL, LLC trimmed | 13,607 | $716K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 12,846 | $676K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 12,557 | $660K | 0.1% | 2026-Q2 |
| Seelaus Asset Management LLC trimmed | 11,682 | $614K | 0.1% | 2026-Q2 |
| Sunbeam Capital Management, LLC added | 11,301 | $594K | 0.1% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 11,185 | $588K | 0.1% | 2026-Q2 |
| Manchester Capital Management LLC | 10,900 | $573K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,441 | $555K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 10,347 | $544K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 10,300 | $542K | 0.1% | 2026-Q2 |
| Cruiser Capital Advisors, LLC | 10,000 | $526K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 9,908 | $521K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 9,760 | $513K | 0.1% | 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.
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.