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Institutions Holding URI (117 holders)

117 institutions currently hold URI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Cardinal Capital Management, Inc.$56.2M1.36%
AEGON ASSET MANAGEMENT UK PLC$45.5M0.49%
Assenagon Asset Management S.A.$45.5M0.06%
Gradient Investments LLC$44.8M0.62%
Czech National Bank$20.2M0.11%
Handelsbanken Fonder AB$19.9M0.06%
EASTERN BANK$19.4M0.30%
WEDGE CAPITAL MANAGEMENT L L P/NC$14.9M0.25%
Eastover Investment Advisors LLC$14.6M5.75%
BEACON INVESTMENT ADVISORY SERVICES, INC.$14.6M0.54%
Douglas Lane & Associates, LLC$13.8M0.19%
EAGLE ROCK INVESTMENT COMPANY, LLC$13.2M1.63%
SAPIENT CAPITAL LLC$11.7M0.15%
PensionDanmark Pensionsforsikringsaktieselskab$11.3M0.09%
FULTON BANK, N.A.$10.0M0.31%
Gilman Hill Asset Management, LLC$6.0M0.83%
BRANDYWINE OAK PRIVATE WEALTH LLC$4.8M0.36%
HCR Wealth Advisors$4.4M0.39%
QRG CAPITAL MANAGEMENT, INC.$4.3M0.04%
SWP Investment Management LLC$4.2M2.93%
Chesley Taft & Associates LLC$4.2M0.16%
CONGRESS ASSET MANAGEMENT CO$3.9M0.02%
BTC Capital Management, Inc.$3.8M0.23%
Bank of New Hampshire$3.6M0.75%
E. Ohman J:or Asset Management AB$3.4M0.08%
HARBOR INVESTMENT ADVISORY, LLC$3.2M0.22%
PFG Advisors$3.0M0.15%
OLD NATIONAL BANCORP /IN/$2.4M0.05%
SteelPeak Wealth, LLC$2.3M0.06%
Arista Wealth Management, LLC$2.2M0.24%
GAMMA Investing LLC$2.2M0.08%
Hudson Value Partners, LLC$2.2M0.55%
Redhawk Wealth Advisors, Inc.$2.2M0.21%
Wealthcare Advisory Partners LLC$2.1M0.04%
Aaron Wealth Advisors LLC$1.8M0.09%
Acropolis Investment Management, LLC$1.7M0.08%
RFG Advisory, LLC$1.7M0.03%
FIRST CITIZENS BANK & TRUST CO$1.6M0.02%
SeaCrest Wealth Management, LLC$1.5M0.16%
BDF-GESTION$1.3M0.17%
Paladin Wealth, LLC$1.1M0.66%
Wealth Science Advisors LLC$1.1M0.47%
Congress Park Capital LLC$946.0K0.26%
Magnus Financial Group LLC$886.1K0.06%
Everhart Financial Group, Inc.$811.1K0.05%
Finivi Inc.$799.5K0.41%
FSM Wealth Advisors, LLC$797.6K0.08%
Berman McAleer LLC$776.0K0.09%
BOS Asset Management, LLC$773.8K0.18%
Cooper Financial Group$771.3K0.06%
LVZ, Inc.$688.4K0.07%
Central Pacific Bank - Trust Division$646.9K0.07%
Falcon Wealth Planning$625.9K0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$622.8K0.01%
Westmount Partners, LLC$597.2K0.13%
Elmwood Wealth Management, Inc.$505.3K0.13%
Relyea Zuckerberg Hanson LLC$504.1K0.04%
Quantum Financial Advisors, LLC$492.8K0.05%
CX Institutional$489.0K0.01%
Capital Advisors, Ltd. LLC$470.0K0.05%
Avior Wealth Management, LLC$460.0K0.01%
Kraft, Davis & Associates, LLC$455.3K0.10%
CWA Asset Management Group, LLC$439.6K0.01%
Bell Bank$421.4K0.02%
Five Oceans Advisors$419.2K0.13%
180 WEALTH ADVISORS, LLC$415.2K0.04%
Marion Wealth Management$414.8K0.08%
Regent Peak Wealth Advisors LLC$403.3K0.07%
Mechanics Bank Trust Department$390.8K0.05%
Apella Capital, LLC$382.6K0.01%
SAX WEALTH ADVISORS, LLC$364.0K0.01%
ADAMSBROWN WEALTH CONSULTANTS LLC$349.8K0.07%
Vilga Financial Planning LLC$344.4K0.26%
55 North Private Wealth, LLC$339.9K0.07%
Mayflower Financial Advisors, LLC$330.8K0.03%
NEVILLE RODIE & SHAW INC$329.0K0.02%
Tactive Advisors, LLC$326.3K0.08%
MOODY NATIONAL BANK TRUST DIVISION$321.7K0.03%
Fragasso Financial Advisors Inc$318.2K0.02%
DIVERSIFIED MANAGEMENT INC$293.8K0.06%
Plancorp, LLC$290.9K0.01%
Windsor Capital Management, LLC$288.9K0.08%
Bond & Devick Financial Network, Inc.$283.2K0.07%
IAMS WEALTH MANAGEMENT, LLC$269.6K0.08%
Park Capital Management, LLC / WI$245.5K0.14%
Crews Bank & Trust$244.7K0.03%
Belleair Asset Management, LLC$231.1K0.19%
Meadowbrook Wealth Management, LLC$230.1K0.25%
Sunflower Bank, N.A.$214.1K0.05%
Retirement Wealth Solutions LLC$138.2K0.08%
JFS WEALTH ADVISORS, LLC$126.9K0.01%
Bangor Savings Bank$97.4K0.01%
LRI Investments, LLC$91.8K0.01%
Arlington Trust Co LLC$90.6K0.01%
Hilltop National Bank$88.4K0.02%
General Partner, Inc.$87.2K0.05%
CoreCap Advisors, LLC$86.1K0.00%
Grove Bank & Trust$72.5K0.01%
HHM Wealth Advisors, LLC$64.6K0.01%
Ares Financial Consulting, LLC$59.0K0.04%
TRUST CO OF TOLEDO NA /OH/$55.5K0.00%
Davis Capital Management$54.4K0.03%
Torren Management, LLC$41.0K0.02%
Dogwood Wealth Management LLC$27.2K0.01%
Nvest Wealth Strategies, Inc.$22.7K0.01%
HIGHLINE WEALTH PARTNERS LLC$18.1K0.00%
DiNuzzo Private Wealth, Inc.$15.9K0.00%
Global X Japan Co., Ltd.$13.6K0.00%
Financial Management Professionals, Inc.$11.3K0.00%
Beaird Harris Wealth Management, LLC$10.2K0.00%
Abound Wealth Management$9.8K0.00%
Byrne Asset Management LLC$4.5K0.00%
Allied Private Wealth LLC$3.2K0.00%
Marquette Asset Management, LLC$2.3K0.00%
ELEVATION WEALTH PARTNERS, LLC$2.3K0.00%
West Branch Capital LLC$1.1K0.00%
Three Bearings Fiduciary Advisors, Inc.$1.1K0.00%
Institutions Holding URI (117 holders) | AlphaSMO