Signals

← Signals

☆URA

659 in-universe funds with a nonzero position in URA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#21359
Score / z0.000 / -0.02
Consensus207.46 over 399 funds
Momentumnot computed

Price & positioning

227 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 311.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 168.3 0.2% 4 -0.2 pp +0.1 pp +0.2 pp +0.2 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 155.0 0.0% 6 +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 104.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 98.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 93.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 91.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 84.8 2.8% 5 +2.1 pp +1.6 pp +1.5 pp +2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 38.6 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 30.3 1.3% 4 +0.1 pp -1.3 pp -1.0 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.2 0.0% 4 +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 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 21.2 1.8% 4 -0.6 pp -1.0 pp -0.7 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 17.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 16.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 14.6 3.7% 4 -0.8 pp -1.6 pp -1.0 pp +3.7 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 14.0 0.7% 4 -0.2 pp -0.3 pp -0.2 pp +0.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 13.8 0.8% 4 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.7 6.5% 4 +0.6 pp -0.9 pp -0.5 pp +6.5 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 13.6 0.7% 1 +0.7 pp +0.3 pp +0.4 pp +0.7 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 12.1 0.6% 4 +0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Melqart Asset Management (UK) Ltd CIK 0001712901 0.170 40 11.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 11.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.1 0.0% 4 +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 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.6 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 9.3 2.6% 4 +0.7 pp +0.4 pp +0.7 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 9.0 1.6% 4 +0.3 pp -0.6 pp -0.3 pp +1.6 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 8.8 2.2% 3 +0.4 pp +0.3 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 7.6 0.9% 4 +0.1 pp -0.3 pp -1.0 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 6.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EFG International AG CIK 0002109868 0.615 1088 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 5.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.2 0.8% 4 +0.2 pp +0.7 pp +0.8 pp +0.8 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.0 0.6% 4 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.9 1.6% 4 +0.1 pp -0.5 pp -0.4 pp +1.6 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.6 0.9% 4 +0.1 pp +0.1 pp +0.8 pp +0.9 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 4.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.1 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
☆Windmill Hill Asset Management Ltd CIK 0001831132 0.889 21 4.1 1.3% 4 +0.4 pp +0.2 pp +0.4 pp +1.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.1 0.5% 4 -0.1 pp -0.5 pp -0.8 pp +0.5 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.5 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 3.4 1.7% 4 +0.1 pp +0.0 pp +0.2 pp +1.7 pp
☆Freemont Management S.A. CIK 0001609120 0.000 11 3.4 0.6% 4 +0.0 pp -2.0 pp +0.2 pp +0.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 3.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.3 1.1% 3 +0.3 pp +0.2 pp +1.1 pp +1.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 3.2 1.2% 4 -0.1 pp -0.2 pp -0.0 pp +1.2 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 3.2 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 3.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 2.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.2 0.6% 4 +0.1 pp -0.2 pp +0.0 pp +0.6 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.9 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 1.9 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 1.7 0.8% 4 +0.1 pp -0.2 pp -0.5 pp +0.8 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.7 0.9% 4 -0.0 pp -0.3 pp -0.0 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 1.5 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.4 1.4% 4 +0.2 pp -0.9 pp -0.6 pp +1.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Deuterium Capital Management, LLC CIK 0001860487 0.426 24 1.3 1.5% 4 -0.2 pp -0.3 pp -0.4 pp +1.5 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 1.3 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.3 0.1% 4 -0.0 pp -0.3 pp -0.2 pp +0.1 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.3 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.2 0.7% 4 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
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☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 -0.4 pp +0.0 pp -0.9 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.0 0.0% 0 +0.0 pp -0.0 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.3 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 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
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 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
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -1.7 pp -1.4 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -1.0 pp -1.2 pp +0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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