84 tracked 13F filers disclose a position in UAPR as of the latest SEC 13F filings, a combined $90.1M 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 | Tradition Wealth Management, LLC | $9.5M | 271K | ▼−1.3% Reduced · −4K sh | Q2 2026 | |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.5M | 185K | ▲+5.6% Added · +10K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 150K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 4 | CWM, LLC | $4.9M | 146K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 5 | KFG WEALTH MANAGEMENT, LLC | $4.5M | 127K | ▼−0.3% Reduced · −322 sh | Q2 2026 | |
| 6 | AssuredPartners Investment Advisors, LLC | $3.5M | 98K | ▼~0% Reduced · −34 sh | Q2 2026 | |
| 7 | Prairie Wealth Advisors, Inc. | $3.2M | 98K | ▲New +98K sh | Q4 2025 | |
| 8 | OSAIC HOLDINGS, INC. | $2.8M | 85K | ▼−42% Reduced · −61K sh | Q1 2026 | |
| 9 | CENTRAL VALLEY ADVISORS, LLC | $2.8M | 80K | ▼−0.6% Reduced · −514 sh | Q2 2026 | |
| 10 | Kellett Wealth Advisors, LLC | $2.6M | 75K | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $2.3M | 69K | ▲+11% Added · +7K sh | Q1 2026 | |
| 12 | Berger Financial Group, Inc | $2.4M | 69K | ▼−8.8% Reduced · −7K sh | Q2 2026 | |
| 13 | TRUIST FINANCIAL CORP | $1.9M | 56K | ▼−27% Reduced · −20K sh | Q1 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.9M | 56K | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 15 | Strategic Blueprint, LLC | $1.8M | 50K | ▲+1.1% Added · +523 sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 50K | ▼−18% Reduced · −11K sh | Q1 2026 | |
| 17 | Triad Wealth Partners, LLC | $1.6M | 46K | ▲+61% Added · +17K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 44K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $1.4M | 41K | ▲+176% Added · +26K sh | Q2 2026 | |
| 20 | IMG Wealth Management, Inc. | $1.4M | 40K | ▲+2.3% Added · +886 sh | Q2 2026 | |
| 21 | Arax Advisory Partners | $1.4M | 39K | ▲+100% Added · +20K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $1.3M | 37K | ▼−29% Reduced · −15K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $1.2M | 35K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 24 | Trek Financial, LLC | $1.2M | 35K | ▲+457% Added · +28K sh | Q2 2026 | |
| 25 | Advisory Services Network, LLC | $1.1M | 34K | ▲+6.2% Added · +2K sh | 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, 9 funds opened a new position in UAPR and 14 added to an existing one, while 13 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 |
|---|---|---|
| APPLE INCAAPL | 42 funds | $3.5B |
| NVIDIA CORPNVDA | 42 funds | $3.1B |
| MICROSOFT CORPMSFT | 42 funds | $1.9B |
| AMAZON.COM INCAMZN | 42 funds | $1.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $1.3B |
| HOME DEPOT INCHD | 42 funds | $305.2M |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $3.0B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 41 funds | $1.3B |
| BROADCOM INCAVGO | 41 funds | $971.6M |
| WALMART INCWMT | 41 funds | $682.4M |
| TESLA INCTSLA | 41 funds | $627.7M |
Ranked by how many of UAPR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for UAPR
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/UAPR/capital-change-brief"
Use Arkolith's capital_change_brief for UAPR. 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 UAPR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.