URA — Global X Fds Institutional Holders · Q3 2026

Name: Who Owns URA? 23 Institutions Hold $36.5M (Q3 2026)
Creator: ko.io

Who owns Global X Fds (URA)? 23 institutions reported holding $36.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($18.1M), Ayalon Insurance Comp Ltd. ($5.8M), Juncture Wealth Strategies, LLC ($4.1M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$18.1M	453,502	Added
2	Ayalon Insurance Comp Ltd.	$5.8M	133,000	Added
3	JUNCTURE WEALTH STRATEGIES, LLC	$4.1M	102,918	Added
4	Farther Finance Advisors, LLC	$3.4M	85,469	Added
5	Avidian Wealth Enterprises, LLC	$1.9M	48,839	Added
6	GK Wealth Management LLC	$784,979	19,698	Trimmed
7	Cooper Financial Group	$634,481	15,922	Trimmed
8	Aletheian Wealth Advisors LLC	$423,287	10,622	New
9	Tactive Advisors, LLC	$328,643	8,247	Trimmed
10	Acropolis Investment Management, LLC	$309,356	7,763	Added
11	Apella Capital, LLC	$201,103	5,036	New
12	Versant Capital Management, Inc	$164,952	4,139	Hold
13	Planning Strategies Inc.	$137,562	3,452	Hold
14	CoreCap Advisors, LLC	$127,889	3,209	Trimmed
15	ARMSTRONG ADVISORY GROUP, INC	$59,178	1,485	Trimmed
16	CX Institutional	$24,000	600	Trimmed
17	Rosenberg Matthew Hamilton	$21,918	550	Hold
18	Grove Bank & Trust	$19,925	500	Hold
19	Pacifica Partners Inc.	$1,821	46	Hold
20	Miller Global Investments, LLC	$1,065	27	Hold
21	Bangor Savings Bank	$399	10	Added
22	Lake Hills Wealth Management, LLC	$0	0	Exited
23	TOTH FINANCIAL ADVISORY CORP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30