Signals

← Signals

☆URA

486 in-universe funds with a nonzero position in URA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22736
Score / z0.000 / -0.00
Consensus172.98 over 326 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 243.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 122.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 104.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 101.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 87.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 75.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 58.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 58.1 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 48.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 43.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 41.5 1.2% 3 -0.0 pp +0.9 pp +1.2 pp +1.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 30.3 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆FIL Ltd CIK 0000318989 0.878 1140 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 21.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 19.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 19.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 18.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 18.4 5.3% 2 +0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 15.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 14.9 7.4% 2 +0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 13.5 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 13.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 12.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 11.7 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 9.7 1.2% 2 -0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 8.9 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 8.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 7.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 6.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 5.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 4.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.1 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Windmill Hill Asset Management Ltd CIK 0001831132 0.889 21 4.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 3.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 3.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freemont Management S.A. CIK 0001609120 0.000 11 3.3 2.6% 2 +2.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.2 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 2.6 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 2.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 2.3 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koa Wealth Management, LLC CIK 0002022118 0.435 54 2.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 2.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 2.0 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Deuterium Capital Management, LLC CIK 0001860487 0.426 24 1.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.2 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 1.1 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Oak Grove Capital LLC CIK 0001661762 0.356 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just URA). Qtrs Held counts distinct quarters this fund has actually held URA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its URA position size. Δ columns are the percentage-point change in URA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status