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-Q2 13F filings (latest filed 2026-08-17). 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
11 tracked funds added or opened UROY while 22 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
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 2026-Q1 and 2026-Q2, across 106 tracked filers holding UROY, 48 increased or opened the position and 58 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 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 4
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
- Lloyd Harbor Capital Management, LLC$2M
- TUDOR INVESTMENT CORP ET AL$849K
- BOOTHBAY FUND MANAGEMENT, LLC$707K
Full exits 4
- Banque Cantonale Vaudoise$994K
- HighTower Advisors, LLC$839K
- HRT FINANCIAL LP$681K
- Themes Management Co LLC$516K
Largest adds
- RENAISSANCE TECHNOLOGIES LLC$4M
- JANE STREET GROUP, LLC$1M
- Simcoe Capital LLC$768K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$613K
- MILLENNIUM MANAGEMENT LLC$531K
- UBS Group AG$520K
Largest trims
- ALPS ADVISORS INC$15M
- CWA Asset Management Group, LLC$15M
- BNP PARIBAS FINANCIAL MARKETS$7M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7M
- CITADEL ADVISORS LLC$4M
- CenterBook Partners LP$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 |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,081,840 | $25M | 25.7% | 2026-Q2 |
| CenterBook Partners LP trimmed | 3,489,860 | $10M | 9.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,265,230 | $9M | 9.2% | 2026-Q2 |
| Accordant Advisory Group Inc added | 2,690,476 | $7M | 7.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 2,051,805 | $6M | 5.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,713,479 | $5M | 4.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,583,759 | $4M | 4.5% | 2026-Q2 |
| SPROTT INC. trimmed | 1,582,620 | $4M | 4.5% | 2026-Q2 |
| Simcoe Capital LLC added | 1,197,988 | $3M | 3.4% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 1,139,677 | $3M | 3.2% | 2026-Q2 |
| Lloyd Harbor Capital Management, LLC new | 799,557 | $2M | 2.3% | 2026-Q2 |
| UBS Group AG added | 584,664 | $2M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 563,337 | $2M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 462,854 | $1M | 1.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 305,573 | $849K | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 285,455 | $794K | 0.8% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 254,356 | $707K | 0.7% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 246,426 | $685K | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 237,519 | $660K | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 212,503 | $591K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 208,869 | $580K | 0.6% | 2026-Q2 |
| TD Asset Management Inc added | 204,277 | $567K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 177,567 | $494K | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 165,207 | $459K | 0.5% | 2026-Q2 |
| Quantbot Technologies LP added | 151,467 | $421K | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 144,646 | $402K | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 142,958 | $397K | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 139,981 | $552K | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 116,712 | $324K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 116,277 | $323K | 0.3% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 100,000 | $278K | 0.3% | 2026-Q2 |
| Marex Group Ltd trimmed | 100,000 | $278K | 0.3% | 2026-Q2 |
| PEAK6 LLC new | 97,758 | $272K | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC | 89,490 | $249K | 0.3% | 2026-Q2 |
| BlackRock, Inc. | 81,822 | $227K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 81,700 | $227K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 78,300 | $217K | 0.2% | 2026-Q2 |
| State of Wyoming added | 77,009 | $214K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 68,790 | $191K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 62,776 | $174K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 62,050 | $174K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 60,976 | $169K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 60,021 | $167K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 58,750 | $163K | 0.2% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 58,400 | $162K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 46,402 | $129K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 46,355 | $129K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 43,070 | $120K | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC trimmed | 42,196 | $117K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 40,815 | $113K | 0.1% | 2026-Q2 |
| OXFORD ASSET MANAGEMENT LLP trimmed | 31,393 | $87K | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 30,000 | $83K | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 30,000 | $83K | 0.1% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 28,590 | $79K | 0.1% | 2026-Q2 |
| Jump Financial, LLC new | 26,900 | $75K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 26,159 | $73K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 25,310 | $70K | 0.1% | 2026-Q2 |
| Total Wealth Planning & Management, Inc. added | 25,200 | $70K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 25,183 | $70K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 23,950 | $67K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. | 22,000 | $61K | 0.1% | 2026-Q2 |
| Welch Group, LLC added | 21,310 | $59K | 0.1% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 20,722 | $58K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 20,397 | $57K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 18,063 | $50K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 16,299 | $45K | 0.0% | 2026-Q2 |
| SIH Partners, LLLP added | 16,243 | $45K | 0.0% | 2026-Q2 |
| Brookstone Capital Management new | 16,200 | $45K | 0.0% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 15,894 | $44K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 14,176 | $39K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 13,757 | $38K | 0.0% | 2026-Q2 |
| Apella Capital, LLC trimmed | 13,640 | $36K | 0.0% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 13,512 | $38K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 13,397 | $37K | 0.0% | 2026-Q2 |
| Financial Security Advisor, Inc. | 13,052 | $36K | 0.0% | 2026-Q2 |
| JT Stratford LLC | 11,650 | $32K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 10,587 | $29K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 8,865 | $25K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 8,558 | $24K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 8,550 | $24K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 8,000 | $22K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 6,134 | $17K | 0.0% | 2026-Q2 |
| City State Bank trimmed | 3,834 | $11K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 3,787 | $7K | 0.0% | 2026-Q2 |
| NATIXIS | 3,767 | $11K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 3,750 | $10K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,655 | $10K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,150 | $9K | 0.0% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd new | 2,739 | $8K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 2,700 | $7K | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC | 1,668 | $5K | 0.0% | 2026-Q2 |
| Hilltop National Bank | 1,500 | $4K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 1,291 | $4K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,188 | $3K | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC trimmed | 1,120 | $3K | 0.0% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS | 1,004 | $3K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 630 | $2K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 600 | $2K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 500 | $1K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 425 | $1K | 0.0% | 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.