Institutional Holders (2026 Q2)
52 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in URNJ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | One Plus One Wealth Management, LLC | 1.60% | 159,673 | $3.7M |
| 2 | WIT Partners Advisory Pte. Ltd. | 0.63% | 58,150 | $1.4M |
| 3 | Mirabella Financial Services LLP | 0.30% | 135,000 | $3.1M |
| 4 | CDC Financial, Inc. | 0.20% | 20,300 | $472K |
| 5 | Tactive Advisors, LLC | 0.19% | 32,880 | $764K |
| 6 | Pekin Hardy Strauss, Inc. | 0.03% | 15,155 | $352K |
| 7 | Asset One Wealth Management LLC | 0.03% | 11,275 | $257K |
| 8 | Compass Financial Management LLC | 0.03% | 9,266 | $215K |
| 9 | Allied Private Wealth LLC | 0.02% | 1,700 | $39K |
| 10 | Chicago Partners Investment Group LLC | 0.02% | 48,000 | $1.1M |
| 11 | Compound Planning, Inc. | 0.01% | 11,118 | $258K |
| 12 | J.W. Cole Advisors, INC. | 0.01% | 15,958 | $371K |
| 13 | Gts Securities LLC | 0.01% | 11,204 | $260K |
| 14 | Bleakley Financial Group, LLC | 0.00% | 15,239 | $354K |
| 15 | Mutual Advisors, LLC | 0.00% | 9,564 | $222K |
| 16 | Federation des caisses Desjardins du Quebec | 0.00% | 56,010 | $1.3M |
| 17 | Rathbones Group PLC | 0.00% | 35,606 | $827K |
| 18 | Larson Financial Group LLC | 0.00% | 3,477 | $81K |
| 19 | Hrt Financial LP | 0.00% | 45,114 | $1.0M |
| 20 | Cetera Investment Advisers | 0.00% | 72,949 | $1.7M |
| 21 | Hilltop National Bank | 0.00% | 273 | $6K |
| 22 | Golden State Wealth Management, LLC | 0.00% | 500 | $12K |
| 23 | National Bank of Canada /Fi/ | 0.00% | 59,048 | $1.4M |
| 24 | Financial Consulate, Inc | 0.00% | 250 | $6K |
| 25 | Corient Private Wealth LP | 0.00% | 19,449 | $452K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|