Signals

← Signals

☆URA

718 in-universe funds with a nonzero position in URA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23066
Score / z0.000 / -0.02
Consensus185.69 over 378 funds
Momentumnot computed

Price & positioning

224 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 329.2 0.0% 6 -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 181.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 130.9 0.1% 5 -0.1 pp -0.3 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 100.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 98.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 79.5 2.3% 6 -0.5 pp +1.6 pp +1.1 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 40.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 27.8 1.1% 5 -0.2 pp -0.1 pp -1.6 pp -1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.8 0.0% 1 +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 21.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 19.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 19.8 1.5% 5 -0.3 pp -1.0 pp -1.3 pp -1.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 19.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 16.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.3 6.5% 5 -0.0 pp +0.6 pp -1.0 pp -0.5 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 13.2 2.7% 5 -1.0 pp -1.8 pp -2.6 pp -2.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 13.1 0.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
☆Melqart Asset Management (UK) Ltd CIK 0001712901 0.170 40 12.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 12.7 0.6% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 12.6 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 12.1 0.4% 2 -0.3 pp +0.4 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 11.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 10.9 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 10.4 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 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 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 8.5 2.0% 5 -0.6 pp +0.1 pp -0.2 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 8.1 1.2% 5 -0.4 pp -0.1 pp -1.0 pp -0.8 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 7.0 0.8% 5 -0.1 pp -0.1 pp -0.4 pp -1.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 6.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 6 -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 6.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.0 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 6.0 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.9 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 5.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.8 0.2% 1 +0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.8 1.1% 5 +0.3 pp +0.5 pp +1.0 pp +1.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.4 1.2% 5 -0.5 pp -0.3 pp -1.0 pp -0.9 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.4 0.0% 3 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.2 0.8% 5 -0.2 pp -0.1 pp -0.1 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 4.2 0.5% 5 -0.2 pp -0.0 pp -0.0 pp +0.3 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Windmill Hill Asset Management Ltd CIK 0001831132 0.889 21 3.7 0.8% 5 -0.5 pp -0.0 pp -0.3 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 3.6 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.6 0.3% 5 +0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.5 0.7% 4 -0.2 pp +0.1 pp -0.1 pp +0.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 5 -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 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.1 0.3% 5 -0.2 pp -0.3 pp -0.7 pp -1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 3.0 1.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 2.8 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.7 0.0% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 2.6 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.6 0.7% 4 -0.4 pp -0.1 pp -0.2 pp +0.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bridgelight Financial Advisors, Inc. CIK 2145102 0.228 49 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.2 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.9 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 1.8 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.090 26 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 1.8 0.9% 4 -0.2 pp +0.0 pp -0.1 pp +0.9 pp
☆Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.7 1.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.7 0.4% 5 -0.3 pp -0.2 pp -0.5 pp -0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 1.6 0.3% 4 -0.0 pp -0.1 pp -0.4 pp +0.3 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 1.6 0.7% 5 -0.1 pp -0.0 pp -0.3 pp -0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.462 61 1.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 1.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.3 0.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp +0.0 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
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.4 pp -1.2 pp -1.1 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Freemont Management S.A. CIK 0001609120 0.000 11 0.0 0.0% 0 -0.6 pp -0.6 pp -2.6 pp -0.4 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -2.2 pp -1.8 pp -1.8 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.4 pp -1.1 pp -2.3 pp -2.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.4 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 -1.2 pp -1.2 pp -1.3 pp -1.2 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
☆Navigoe, LLC CIK 0002056100 0.632 1224 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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