Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (URA)

498 + Investors. Track Smart Money conviction in URA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — URA

Based on 471 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added URA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
471 hedge funds hold URA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

273 buying204 selling
Last quarter: 273 funds bought or added vs 204 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new URA position: 62 → 104 → 105 → 113. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 471 current holders: 171 (36%) held >2 years, 140 held 1–2 years, and 160 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +14%, value -54%

Value
-54%
Shares
+14%
Last quarter: funds added +14% more shares while total portfolio value only changed -54%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

76 → 62 → 104 → 105 → 113 new funds/Q
New funds entering each quarter: 62 → 104 → 105 → 113. A growing number of institutions are discovering URA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 17% 1-2yr ■ 41% new
Of 498 current holders: 208 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
19 of 471 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: URA

How many hedge funds hold URA — quarterly history vs. share price
Quarterly hedge fund ownership of URA vs. share price

Market Analysis: URA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: URA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 11 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: URA
2026 Q1 Stats Unlock in 20 days 498 + Investors

Track Smart Money conviction in URA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 498 461 8.03%
13F Shares 66M 58M 14.16%
Total Value $2.77B $6.05B -54.3%
New Positions 117 108 +9
Increased Positions 189 199 -10
Closed Positions 77 49 +28
Reduced Positions 164 131 +33
Total Calls 19 21 -9.52%
Total Puts 17 18 -5.56%
PUT/CALL Ratio 0.89 0.86 Neutral

Statistics: URA

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

498 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in URA. Verified SEC 13F-HR filings.

Top 25 institutional holders of URA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLUEFIN CAPITAL MANAGEMENT, LLC 4.60% 435,000 $18.6M
2 Savior LLC 3.83% 22,194 $1.1M
3 FORTEM FINANCIAL GROUP, LLC 3.66% 301,066 $14.6M
4 Walser Wealth Management Company, A Ltd Liability Co 2.51% 115,234 $5.6M
5 Ariose Capital Management Ltd 2.50% 76,900 $3.7M
6 Harbour Wealth Management Group, Inc. 2.18% 59,694 $2.9M
7 Parkway Wealth Management Group, LLC 2.16% 335,423 $17.1M
8 Heartwood Wealth Advisors LLC 1.85% 438,061 $21.2M
9 DELTEC ASSET MANAGEMENT LLC 1.64% 185,100 $9.0M
10 JUNCTURE WEALTH STRATEGIES, LLC 1.62% 100,233 $4.9M
11 Koa Wealth Management, LLC 1.40% 39,867 $1.9M
12 Madrona Financial Services, LLC 1.37% 128,909 $6.2M
13 GenTrust, LLC 1.30% 625,201 $30.3M
14 McHugh Group, LLC 1.12% 39,239 $1.9M
15 Eaton Financial Holdings Company, LLC 1.08% 67,815 $3.3M
16 URS Advisory LLC 1.04% 29,259 $1.4M
17 Parkside Investments, LLC 0.92% 156,312 $7.6M
18 Trinity Legacy Partners, LLC 0.89% 77,767 $4.1M
19 PEAK FINANCIAL ADVISORS LLC 0.76% 35,603 $1.7M
20 SPINNAKER TRUST 0.76% 284,627 $13.8M
21 Cyndeo Wealth Partners, LLC 0.74% 289,364 $14.0M
22 Apex Wealth Management, LLC 0.71% 21,223 $1.0M
23 Global X Japan Co., Ltd. 0.70% 281,839 $13.6M
24 SMART Wealth LLC 0.63% 44,584 $2.2M
25 Lewis Asset Management, LLC 0.57% 28,786 $1.4M
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

Frequently Asked Questions — GLOBAL X FDS (URA)

What does the Smart Money Trend signal show for URA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added URA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for URA?

Slight buying edge — 57% buying: Last quarter: 273 funds bought or added vs 204 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for URA holders?

Strong quality — 31% AUM from major funds: 19 of 471 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held URA?

Mixed — 36% long-term, 34% new: Of the 471 current holders: 171 (36%) held >2 years, 140 held 1–2 years, and 160 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.