9 tracked 13F filers disclose a position in UBT as of the latest SEC 13F filings, a combined $355K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Counsel, Inc | $245K | 15K | —Held | Q2 2026 | |
| 2 | ROYAL BANK OF CANADA | $75K | 5K | ▲+23% Added · +867 sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | $20K | 1K | ▲New +1K sh | Q2 2026 | |
| 4 | Arax Advisory Partners | $5K | 311 | —Held | Q2 2026 | |
| 5 | Federation des caisses Desjardins du Quebec | $4K | 250 | —Held | Q1 2026 | |
| 6 | AE Wealth Management LLC | $3K | 168 | —Held | Q1 2026 | |
| 7 | TOTH FINANCIAL ADVISORY CORP | $2K | 123 | ▲+0.8% Added · +1 sh | Q2 2026 | |
| 8 | Qube Research & Technologies Ltd | $2K | 114 | —Held | Q1 2026 | |
| 9 | MORGAN STANLEY | $33 | 2 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in UBT and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 5 funds | $4.0B |
| APPLE INCAAPL | 5 funds | $3.3B |
| AMAZON.COM INCAMZN | 5 funds | $2.5B |
| MICRON TECHNOLOGY INCMU | 5 funds | $2.4B |
| MICROSOFT CORPMSFT | 5 funds | $2.1B |
| BROADCOM INCAVGO | 5 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 5 funds | $1.5B |
| GENERAL ELECTRICGE | 5 funds | $992.9M |
| ELI LILLY & COLLY | 5 funds | $938.8M |
Ranked by how many of UBT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 220 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 202 funds | $1.6B |
| CSMPSHS LC COR PLUS | 99 funds | $258.2M |
| ROMcs | 74 funds | $89.0M |
| USDcommon | 53 funds | $167.9M |
| UWMcommon | 46 funds | $65.6M |
| DDMPSHS ULTRA DOW30 | 42 funds | $55.3M |
| MVVPSHS ULT MCAP400 | 23 funds | $13.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UBT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UBT/capital-change-brief"
Use Arkolith's capital_change_brief for UBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.