Who owns UROY
Which tracked institutional funds hold UROY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UROY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
18 tracked funds added or opened UROY while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
UROY’s largest tracked holder by dollar value, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UROY 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 2025-Q4 and 2026-Q1, across 108 tracked filers holding UROY, 65 increased or opened the position and 39 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 UROY between the 2025-Q4 and 2026-Q1 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 4
- CWA Asset Management Group, LLC$15M
- Marex Group plc$921K
- Point72 Asset Management, L.P.$798K
- CIBC WORLD MARKET INC.$537K
Full exits 2
- Massar Capital Management, LP$2M
- SG Americas Securities, LLC$635K
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$7M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5M
- CITADEL ADVISORS LLC$3M
- Quadrature Capital Ltd$2M
- ALPS ADVISORS INC$1M
- Vident Advisory, LLC$1M
Largest trims
- CenterBook Partners LP$3M
- Simcoe Capital LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$746K
- MORGAN STANLEY$584K
- UBS Group AG$335K
- BANK OF AMERICA CORP /DE/$265K
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 |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 8,905,311 | $33M | 19.3% | 2026-Q1 |
| ALPS ADVISORS INC added | 4,181,650 | $15M | 9.1% | 2026-Q1 |
| CWA Asset Management Group, LLC new | 4,032,711 | $15M | 8.7% | 2026-Q1 |
| CenterBook Partners LP trimmed | 3,535,379 | $13M | 7.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,100,291 | $11M | 6.7% | 2026-Q1 |
| Accordant Advisory Group Inc added | 2,510,188 | $9M | 5.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,013,194 | $7M | 4.4% | 2026-Q1 |
| Vident Advisory, LLC added | 1,706,141 | $6M | 3.7% | 2026-Q1 |
| SPROTT INC. trimmed | 1,618,470 | $6M | 3.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,379,711 | $5M | 3.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 835,909 | $3M | 1.8% | 2026-Q1 |
| Simcoe Capital LLC trimmed | 702,160 | $3M | 1.5% | 2026-Q1 |
| Quadrature Capital Ltd added | 584,552 | $2M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 302,734 | $1M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 287,823 | $1M | 0.6% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 273,123 | $997K | 0.6% | 2026-Q1 |
| Banque Cantonale Vaudoise added | 272,026 | $994K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 261,228 | $953K | 0.6% | 2026-Q1 |
| Marex Group plc added | 252,270 | $921K | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 229,947 | $839K | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 218,539 | $798K | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 197,414 | $721K | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 196,751 | $718K | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 186,655 | $681K | 0.4% | 2026-Q1 |
| TD Asset Management Inc added | 176,250 | $644K | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 173,456 | $633K | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 149,821 | $547K | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 146,301 | $537K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 146,282 | $534K | 0.3% | 2026-Q1 |
| Themes Management Co LLC added | 140,715 | $516K | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 139,505 | $509K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 137,928 | $503K | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 136,369 | $498K | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 134,924 | $492K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 131,438 | $480K | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 120,414 | $441K | 0.3% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC | 94,400 | $345K | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 89,490 | $327K | 0.2% | 2026-Q1 |
| BlackRock, Inc. | 81,822 | $299K | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC new | 81,253 | $297K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 71,833 | $262K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 66,311 | $242K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 64,589 | $236K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC | 66,535 | $236K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 58,750 | $214K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 57,920 | $211K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 55,000 | $201K | 0.1% | 2026-Q1 |
| Rathbones Group PLC added | 55,000 | $201K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 51,804 | $190K | 0.1% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP added | 49,070 | $179K | 0.1% | 2026-Q1 |
| State of Wyoming added | 48,265 | $176K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 43,367 | $158K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP trimmed | 35,508 | $130K | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 30,000 | $110K | 0.1% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC | 28,590 | $104K | 0.1% | 2026-Q1 |
| Legato Capital Management LLC | 27,326 | $100K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 25,310 | $92K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 23,435 | $86K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 23,200 | $85K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 22,980 | $84K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 25,076 | $83K | 0.0% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. added | 22,600 | $82K | 0.0% | 2026-Q1 |
| SMITH, MOORE & CO. | 22,000 | $80K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 19,815 | $72K | 0.0% | 2026-Q1 |
| Apella Capital, LLC new | 19,777 | $72K | 0.0% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 19,261 | $70K | 0.0% | 2026-Q1 |
| Virtu Financial LLC trimmed | 17,955 | $66K | 0.0% | 2026-Q1 |
| Worth Venture Partners, LLC new | 17,875 | $65K | 0.0% | 2026-Q1 |
| Cypress Point Wealth Management, LLC new | 17,835 | $65K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC | 17,589 | $64K | 0.0% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new | 14,998 | $55K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 14,349 | $52K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,499 | $52K | 0.0% | 2026-Q1 |
| Welch Group, LLC | 14,110 | $52K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 13,492 | $49K | 0.0% | 2026-Q1 |
| Financial Security Advisor, Inc. | 13,052 | $48K | 0.0% | 2026-Q1 |
| WINNOW WEALTH LLC new | 2,441,702 | $6M | 3.6% | 2025-Q2 stale |
| Acuitas Investments, LLC added | 1,172,719 | $5M | 3.0% | 2025-Q3 stale |
| Massar Capital Management, LP new | 473,110 | $2M | 1.0% | 2025-Q4 stale |
| Fourth Sail Capital LP | 582,712 | $1M | 0.6% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 233,242 | $1M | 0.6% | 2025-Q3 stale |
| SG Americas Securities, LLC added | 179,455 | $635K | 0.4% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. new | 110,000 | $474K | 0.3% | 2025-Q3 stale |
| Lombard Odier Asset Management (USA) Corp new | 124,818 | $442K | 0.3% | 2025-Q4 stale |
| Kassira Wealth Management LLC new | 96,649 | $416K | 0.2% | 2025-Q3 stale |
| Fore Capital, LLC new | 60,000 | $258K | 0.2% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC trimmed | 67,345 | $238K | 0.1% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC | 54,700 | $235K | 0.1% | 2025-Q3 stale |
| Patriot Financial Group Insurance Agency, LLC new | 44,900 | $159K | 0.1% | 2025-Q4 stale |
| Focus Partners Advisor Solutions, LLC | 60,000 | $150K | 0.1% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 26,744 | $115K | 0.1% | 2025-Q3 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 26,744 | $115K | 0.1% | 2025-Q3 stale |
| Sage Investment Counsel LLC trimmed | 24,900 | $107K | 0.1% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 28,189 | $100K | 0.1% | 2025-Q4 stale |
| Gotham Asset Management, LLC new | 27,961 | $99K | 0.1% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 24,000 | $85K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 14,867 | $64K | 0.0% | 2025-Q3 stale |
| MMCAP International Inc. SPC trimmed | 22,824 | $57K | 0.0% | 2025-Q2 stale |
| BRAVE ASSET MANAGEMENT INC | 16,000 | $57K | 0.0% | 2025-Q4 stale |
| Snowden Capital Advisors LLC | 30,000 | $53K | 0.0% | 2025-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.