Skip to content
Disclosery

URA GLOBAL X FDS

Follow

GLOBAL X URANIUM (fund)

352 managers (353 13F filers) reported a position in URA shares at 2025-03-31, 48,743,100 shares in all. 56 filers opened a position and 71 filers sold out during the quarter.

Managers
352
13F filers
353
New
56
Added
144
Reduced
92
Sold out
71
Shares held by filers
48,743,100

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PINNACLE ASSOCIATES LTD12,580$288K<0.01%new13F-HRTimeline
Bramshill Investments, LLC12,500$286K0.03%new13F-HRTimeline
HCR Wealth Advisors12,385$284K0.04%+1,80013F-HRTimeline
E&G Advisors, LLC12,355$283K0.08%-12913F-HRTimeline
GK Wealth Management LLC12,187$279K0.35%+1,32413F-HR/ATimeline
Henrickson Nauta Wealth Advisors, Inc.12,862$278K0.11%013F-HRTimeline
LANARK FINANCIAL, INC.11,947$273K0.02%+11,93713F-HRTimeline
Perennial Investment Advisors, LLC11,896$273K0.03%+1,59213F-HRTimeline
Claris Financial LLC10,180$273K0.18%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,787$270K0.01%+47813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC11,752$269K0.05%+20713F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,654$267K0.01%-11,66513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,558$265K0.03%+6913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,500$264K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.11,437$262K0.07%-91,53913F-HRTimeline
Sowell Financial Services LLC10,961$251K0.01%-62713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,952$251K<0.01%+2,97513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,492$240K<0.01%new13F-HRTimelineGroup
Legacy Advisors, LLC10,438$239K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,132$232K0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC10,125$232K0.05%new13F-HRTimeline
Garden State Investment Advisory Servic…10,115$232K0.07%new13F-HRTimeline
SBI Securities Co., Ltd.10,075$231K0.01%-1,08113F-HRTimeline
Lane Generational LLC10,056$230K0.26%013F-HRTimeline
Mint Tower Capital Management B.V.10,000$229K0.08%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC9,878$226K0.13%013F-HRTimeline
J.Safra Asset Management Corp9,840$226K0.02%+5,95013F-HR/ATimeline
Cresset Asset Management, LLC9,782$224K<0.01%+40413F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,594$223K<0.01%+5,42413F-HRTimeline
Keudell/Morrison Wealth Management9,715$223K0.05%-40013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,603$220K<0.01%new13F-HRTimelineGroup
Northeast Financial Consultants Inc9,138$209K0.01%013F-HRTimeline
GRIES FINANCIAL LLC9,010$207K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,940$205K0.02%new13F-HRTimeline
Journey Advisory Group, LLC8,932$205K0.02%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC8,810$202K0.02%+20013F-HRTimeline
Continuum Advisory, LLC8,771$201K0.03%+7513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,912$158K<0.01%013F-HRTimelineGroup
Sava Infond d.o.o.5,800$133K0.03%-7,20013F-HRTimeline
Tidemark, LLC5,281$121K0.04%+31713F-HRTimeline
Powell Investment Advisors, LLC5,055$116K0.06%+20013F-HRTimeline
Golden State Wealth Management, LLC4,970$114K0.02%+3113F-HR/ATimeline
Ulland Investment Advisors, LLC4,475$103K0.09%-65013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,304$98.6K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc3,972$91K0.02%+10013F-HRTimeline
IFP Advisors, Inc3,740$85.7K<0.01%+37813F-HRTimeline
JTC Employer Solutions Trustee Ltd3,309$76K0.01%013F-HRTimeline
Copia Wealth Management3,234$74.1K0.07%-7613F-HRTimeline
Farther Finance Advisors, LLC2,685$62K<0.01%+92713F-HRTimeline
Capital Investment Advisory Services, L…2,617$60K0.01%-33913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,599$59.6K<0.01%+1,06813F-HRTimeline
EASTERN BANK2,396$54.9K<0.01%-35513F-HRTimeline
FMR LLCin group FMR LLC2,225$51K<0.01%-69213F-HRTimelineGroup
Goodman Advisory Group, LLC2,213$50.7K0.02%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\2,201$50.4K<0.01%+59613F-HRTimelineGroup
Fourth Dimension Wealth, LLC2,157$49.4K0.02%013F-HRTimeline
TRUST CO OF VERMONT2,000$45.8K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC2,000$45.8K0.03%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,847$42.3K0.02%013F-HRTimeline
Arax Advisory Partners1,800$41.3K<0.01%new13F-HRTimeline
MAI Capital Management1,603$36.7K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,523$35K<0.01%+16413F-HRTimelineGroup
Pacifica Partners Inc.1,330$29.9K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,295$29.7K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1,288$29.5K0.01%-3813F-HRTimeline
WFA Asset Management Corp902$26K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.1,122$25.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.25,036$25K0.01%new13F-HRTimeline
AE Wealth Management LLC1,026$23.5K<0.01%-1,20213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,000$23K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1,000$22.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC883$20.2K0.01%new13F-HRTimeline
Creekmur Asset Management LLC865$19.8K<0.01%+1513F-HRTimeline
Sandy Spring Bank865$19.8K<0.01%+413F-HRTimeline
Centerpoint Advisors, LLC850$19K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV829$19K0.01%+2113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…820$18.8K0.01%+2013F-HRTimeline
Rosenberg Matthew Hamilton811$18.6K<0.01%013F-HRTimeline
DAGCO, INC.802$18.4K0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.813$18K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC768$17.6K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC750$17.2K<0.01%-80013F-HRTimeline
ORG Partners LLC715$16.5K<0.01%+53013F-HRTimeline
HOEY INVESTMENTS, INC688$15.8K<0.01%013F-HRTimeline
NorthRock Partners, LLC683$15.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC678$15.6K<0.01%-7213F-HRTimeline
Aspect Partners, LLC650$14.9K0.01%013F-HRTimeline
CENTRAL TRUST Co629$14.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC541$12.4K<0.01%-94413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST522$12K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC489$11.2K0.01%+1313F-HRTimeline
First Horizon Advisors, Inc.485$11.1K<0.01%+1213F-HRTimeline
LFA - Lugano Financial Advisors SA435$9.97K0.01%013F-HRTimeline
Sunbelt Securities, Inc.434$9.96K<0.01%+613F-HRTimeline
Compass Financial Services Inc431$9.89K0.01%+1013F-HRTimeline
Painted Porch Advisors LLC426$9.76K<0.01%+8413F-HRTimeline
AdvisorNet Financial, Inc424$9.71K<0.01%+32313F-HRTimeline
Compagnie Lombard Odier SCmA400$9.17K<0.01%new13F-HRTimeline
NFSG Corp400$9.17K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC378$8.66K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC371$8.5K<0.01%-36013F-HRTimelineGroup
Summer Road LLC306$8.38K0.01%+6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC365$8.37K<0.01%new13F-HRTimeline
Allworth Financial LP333$8.18K<0.01%-1,00913F-HRTimeline
Innovative Advisory Group, LLC345$7.91K0.01%+20013F-HRTimeline
Pineridge Advisors LLC345$7.9K<0.01%+913F-HRTimeline
Blue Trust, Inc.300$6.88K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC282$6.46K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …279$6.39K<0.01%-11,95013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC253$6K<0.01%-44213F-HRTimelineGroup
Sage Mountain Advisors LLC261$5.98K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management250$5.73K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.250$5.73K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA244$5.59K<0.01%-53013F-HRTimelineGroup
Prudent Man Investment Management, Inc.200$5.36K<0.01%013F-HRTimeline
Key Financial Inc226$5.18K<0.01%013F-HRTimeline
Rossby Financial, LCC200$4.89K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC200$4.58K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$4.58K<0.01%+10013F-HRTimelineGroup
Center for Financial Planning, Inc.200$4.58K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC200$4.58K<0.01%new13F-HRTimeline
LRI Investments, LLC200$4.58K<0.01%013F-HRTimeline
HOWE & RUSLING INC192$4.4K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC175$4.01K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC140$3.21K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC140$3.21K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC134$3.08K<0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.141$2.86K<0.01%-2,31213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC124$2.84K<0.01%-12513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp110$2.52K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.100$2.29K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC100$2.29K<0.01%013F-HRTimeline
Stephens Consulting, LLC100$2.29K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC100$2.29K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC84$1.93K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…75$1.72K<0.01%013F-HRTimelineGroup
St. Johns Investment Management Company…70$1.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA62$1.42K<0.01%-1,21813F-HRTimeline
Anchor Investment Management, LLC50$1.15K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP50$1.15K<0.01%013F-HRTimeline
Red Tortoise LLC38$871<0.01%-6,02213F-HRTimeline
Gould Capital, LLC35$802<0.01%013F-HRTimeline
Lindbrook Capital, LLC25$573<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$569<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.21$471<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC21$470<0.01%+113F-HRTimeline
Mountain Hill Investment Partners Corp.16$376<0.01%013F-HRTimeline
Park Square Financial Group, LLC14$321<0.01%-2513F-HRTimeline
Larson Financial Group LLC9$206<0.01%new13F-HRTimeline
Crewe Advisors LLC2$54<0.01%-8513F-HRTimeline
Clark Wealth Partners1$23<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.