Signals

← Signals

☆URI

1751 in-universe funds with a nonzero position in URI within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-08 8-K Item(s) 7.01, 9.01
2026-07-22 8-K Item(s) 2.02, 7.01, 9.01
2026-06-18 8-K Item(s) 1.01, 2.03, 9.01
2026-05-08 8-K Item(s) 5.07, 9.01
2026-04-22 8-K Item(s) 2.02, 7.01, 9.01
2026-02-10 8-K Item(s) 7.01, 9.01
2026-02-04 8-K Item(s) 5.02, 7.01, 9.01
2026-01-28 8-K Item(s) 2.02, 7.01, 8.01, 9.01
2025-12-01 8-K Item(s) 1.01, 2.03, 9.01
2025-11-24 8-K Item(s) 7.01, 9.01

Flow ranking

Rank#1419
Score / z0.023 / -0.00
Consensus457.59 over 872 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+6% / 3.4d

Forensics

Clean as of 2026Q1
Accrual ratio-0.033
F-score4
M-score—
Net issuance-3.7%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-08 8-K 7.01, 9.01
2026-07-22 8-K 2.02, 7.01, 9.01
2026-06-18 8-K 1.01, 2.03, 9.01
2026-05-08 8-K 5.07, 9.01
2026-04-22 8-K 2.02, 7.01, 9.01
2026-02-10 8-K 7.01, 9.01
2026-02-04 8-K 5.02, 7.01, 9.01
2026-01-28 8-K 2.02, 7.01, 8.01, 9.01
2025-12-01 8-K 1.01, 2.03, 9.01
2025-11-24 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,733.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2,157.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,985.6 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,604.0 0.2% 4 -0.1 pp -0.1 pp -0.1 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 1,271.8 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,211.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,208.6 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 914.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 677.0 0.6% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 674.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 666.8 0.7% 4 +0.0 pp -0.0 pp +0.1 pp +0.7 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 649.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆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 587.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 489.7 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 446.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 392.5 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 364.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 343.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 343.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 338.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 323.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 293.3 0.1% 4 -0.0 pp -0.5 pp -0.3 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 290.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 289.7 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆Amundi CIK 0001330387 0.000 1 279.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 273.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 263.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 258.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 231.1 0.1% 4 +0.0 pp -0.0 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 211.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 208.9 2.3% 4 -0.0 pp -0.4 pp +0.5 pp +2.3 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 194.6 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 194.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 175.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 173.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 167.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 162.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 153.3 0.5% 4 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 136.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 135.1 1.9% 4 +0.2 pp -0.0 pp +0.1 pp +1.9 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 126.2 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 121.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 121.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 117.9 0.3% 4 -0.5 pp -0.4 pp -0.7 pp +0.3 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 116.8 0.1% 4 +0.0 pp +0.0 pp -0.4 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 106.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 104.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 103.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 100.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 95.4 1.0% 4 -0.6 pp -1.1 pp -0.5 pp +1.0 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 93.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 92.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 92.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 89.1 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 85.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 83.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 82.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 81.0 2.6% 4 -0.1 pp -0.5 pp -0.0 pp +2.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 80.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 79.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 79.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 79.0 4.9% 2 +2.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 77.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 72.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 72.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 71.5 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 71.2 1.2% 4 -0.0 pp -0.1 pp +0.1 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 69.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 69.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NZS Capital, LLC CIK 0001816616 0.628 61 67.3 2.2% 4 +0.0 pp -0.5 pp -0.6 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 63.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 63.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 62.6 2.6% 4 -0.2 pp -0.6 pp -0.0 pp +2.6 pp
☆AVIVA PLC CIK 0001140022 0.925 854 62.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 61.2 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 60.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 57.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 56.1 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 55.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 54.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 53.5 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 53.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 52.7 0.7% 4 +0.0 pp -0.1 pp +0.0 pp +0.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 52.1 0.0% 4 -0.2 pp -0.3 pp -0.1 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 51.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 51.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 51.1 4.0% 4 -0.4 pp -1.2 pp -0.6 pp +4.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 51.0 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 49.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 48.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 47.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 47.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 47.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 47.1 0.9% 4 -0.1 pp -0.3 pp -0.1 pp +0.9 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 45.4 0.5% 4 -0.1 pp -0.2 pp -0.0 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 45.0 0.0% 4 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 44.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 42.7 2.4% 4 -0.3 pp -0.8 pp -0.3 pp +2.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 42.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 41.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 40.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 37.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 37.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 36.1 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 36.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 35.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 35.4 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 35.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quilter Plc CIK 0001770632 0.827 131 34.5 0.6% 4 -0.8 pp -1.1 pp -1.0 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 33.8 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 33.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 33.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 32.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 32.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 32.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 32.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 32.4 0.9% 4 -0.2 pp -0.3 pp -0.1 pp +0.9 pp
☆OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.466 365 32.4 0.4% 4 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 32.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 32.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 31.9 0.2% 3 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 30.2 0.4% 3 +0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 28.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 28.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 28.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.5 pp -0.9 pp -0.8 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -1.2 pp -1.4 pp -1.2 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ionic Capital Management LLC CIK 0001386462 0.013 103 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.6 pp +0.0 pp -0.4 pp -0.4 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 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 -0.1 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 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
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.5 pp -0.7 pp -0.6 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 URI). Qtrs Held counts distinct quarters this fund has actually held URI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its URI position size. Δ columns are the percentage-point change in URI'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