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ULY
Urgent.ly
Delisted
ULY was delisted on the 17th of March, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
JP Morgan Chase
New York
| $6 | -$7 | -1 | -50% |
|
| 27 |
MSWA
27
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1 | – | – | – |
|
| 28 |
BRF
28
B. Riley Financial
Los Angeles,
California
| – | -$227K | -27,814 | Closed |
|
| 29 |
CAC
29
Cowen and Company
New York
| – | -$184K | -22,563 | Closed |
|
| 30 |
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$33K | -4,041 | Closed |
|
| 31 |
31
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$18.4K | -2,250 | Closed |
|
| 32 |
BHB
32
Bank Hapoalim BM
Tel Aviv,
Israel
| – | -$1K | -1,241 | Closed |
|
| 33 |
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$3 | – | – |
|