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Institutional Holdings
UROYOwnership Summary
Institutions Holding
13
Total Shares Held
1,781,466
Total Value Held
$4,555,969
Quarter
2026-06-30
Active Positions
Increased Positions
3
1,382,929 shares
Decreased Positions
2
24,377 shares
Held Positions
2
107,079 shares
New Positions
4
267,081 shares
Sold Out Positions
2
36,512 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Simcoe Capital LLC | 1,197,988 | $3,330,407 | ▲ +495,828 | 2.03% | 2026-06-30 |
| MACKENZIE FINANCIAL CORP | 139,981 | $551,525 | New position | 0.00% | 2026-06-30 |
| Capricorn Fund Managers Ltd | 100,000 | $278,000 | New position | 0.02% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 89,490 | $248,782 | Unchanged | 0.00% | 2026-06-30 |
| Jump Financial, LLC | 26,900 | $74,782 | New position | 0.00% | 2026-06-30 |
| Legato Capital Management LLC | 20,722 | $57,607 | ▼ -6,604 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 3,655 | $10,161 | ▼ -2,009,539 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 1,291 | $3,589 | ▲ +100 | 0.00% | 2026-06-30 |
| Heritage Wealth Advisors | 200 | $556 | New position | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 183,650 | $511 | ▲ +128,650 | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 17,589 | $49 | Unchanged | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| KELLEHER FINANCIAL ADVISORS | 0 | $0 | Sold out | 2026-06-30 |