Among active 13F managers last quarter, 4 opened and 2 added, while 18 reduced; the largest holder to move was Broussard Financial Group LLC (−2.3%).
82 tracked 13F filers disclose a position in UAUG as of the latest SEC 13F filings, a combined $101.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Broussard Financial Group LLC | 402K | $16.9M | ▼−2.3% Reduced · −10K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 275K | $10.8M | ▼−0.3% Reduced · −734 sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 154K | $6.1M | ▼−4.3% Reduced · −7K sh | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 154K | $6.5M | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 151K | $5.9M | ▼−4.8% Reduced · −8K sh | Q1 2026 | |
| 6 | MBL Wealth, LLC | 128K | $5.4M | ▲+0.4% Added · +461 sh | Q2 2026 | |
| 7 | KFG Wealth Management, LLC | 98K | $4.1M | ▼−23% Reduced · −29K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 75K | $2.9M | ▲+25% Added · +15K sh | Q1 2026 | |
| 9 | Archer Investment Corp | 66K | $2.8M | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 10 | Spire Wealth Management | 60K | $2.4M | ▲+0.3% Added · +197 sh | Q1 2026 | |
| 11 | Fiduciary Financial Group, LLC | 59K | $2.5M | —Held | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | 53K | $2.2M | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 13 | Central Valley Advisors, LLC | 50K | $2.1M | ▼−6.2% Reduced · −3K sh | Q2 2026 | |
| 14 | Berger Financial Group, Inc | 44K | $1.8M | ▼−23% Reduced · −13K sh | Q2 2026 | |
| 15 | Clearstead Advisors, LLC | 35K | $1.5M | ▼−0.4% Reduced · −144 sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 34K | $1.3M | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 17 | LPL Financial LLC | 31K | $1.2M | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 18 | MML Investors Services, LLC | 28K | $1.2M | ▲+15% Added · +4K sh | Q2 2026 | |
| 19 | Foundations Investment Advisors, LLC | 25K | $1.1M | ▼−2.6% Reduced · −675 sh | Q2 2026 | |
| 20 | Strategic Blueprint, LLC | 24K | $1.0M | ▼−1.0% Reduced · −253 sh | Q2 2026 | |
| 21 | Milestone Asset Management, LLC | 23K | $966K | ▼−5.1% Reduced · −1K sh | Q2 2026 | |
| 22 | Retirement Planning Group, LLC | 21K | $870K | —Held | Q2 2026 | |
| 23 | SteelPeak Wealth, LLC | 20K | $842K | ▲New +20K sh | Q2 2026 | |
| 24 | Impact Partnership Wealth, LLC | 20K | $822K | —Held | Q2 2026 | |
| 25 | CRA Financial Services, LLC | 19K | $781K | —Held | Q2 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, 4 funds opened a new position in UAUG and 2 added to an existing one, while 18 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 41 funds | $16.5B |
| Nvidia CorpNVDA | 41 funds | $4.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $1.9B |
| Tesla IncTSLA | 41 funds | $975.0M |
| Apple IncAAPL | 40 funds | $5.1B |
| Amazon.com IncAMZN | 40 funds | $3.9B |
| Vanguard S&P 500 ETFVOO | 40 funds | $3.2B |
| Microsoft CorpMSFT | 40 funds | $3.0B |
| Alphabet Inc-CL AGOOGL | 40 funds | $2.1B |
| Broadcom IncAVGO | 40 funds | $1.9B |
| Eli Lilly & CoLLY | 40 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 40 funds | $1.7B |
Ranked by how many of UAUG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UAUG.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 245 funds | $686.5M |
| POCTmc | 233 funds | $682.6M |
| PFEBmc | 215 funds | $585.3M |
| PAPRmc | 215 funds | $580.4M |
| PDECmc | 205 funds | $639.1M |
| PSEPmc | 203 funds | $571.0M |
| PMARmc | 201 funds | $470.6M |
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 UAUG
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/UAUG/capital-change-brief"
Use Arkolith's capital_change_brief for UAUG. 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 UAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.