69 tracked 13F filers disclose a position in UAUG as of the latest SEC 13F filings, a combined $94.2M 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 | Broussard Financial Group LLC | $16.9M | 402K | ▼−2.3% Reduced · −10K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $10.8M | 275K | ▼−0.3% Reduced · −734 sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 154K | ▼−4.3% Reduced · −7K sh | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.5M | 154K | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $5.9M | 151K | ▼−4.8% Reduced · −8K sh | Q1 2026 | |
| 6 | MBL Wealth, LLC | $5.4M | 128K | ▲+0.4% Added · +461 sh | Q2 2026 | |
| 7 | KFG WEALTH MANAGEMENT, LLC | $4.1M | 98K | ▼−23% Reduced · −29K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 75K | ▲+25% Added · +15K sh | Q1 2026 | |
| 9 | Spire Wealth Management | $2.4M | 60K | ▲+0.3% Added · +197 sh | Q1 2026 | |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC | $2.5M | 59K | —Held | Q2 2026 | |
| 11 | Berger Financial Group, Inc | $2.2M | 57K | ▼−0.1% Reduced · −80 sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $2.2M | 53K | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $2.1M | 50K | ▼−6.2% Reduced · −3K sh | Q2 2026 | |
| 14 | Clearstead Advisors, LLC | $1.4M | 36K | ▲+0.3% Added · +94 sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.3M | 34K | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $1.2M | 31K | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.0M | 26K | ▼−9.0% Reduced · −3K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $968K | 25K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 19 | Strategic Blueprint, LLC | $1.0M | 24K | ▼−1.0% Reduced · −253 sh | Q2 2026 | |
| 20 | MILESTONE ASSET MANAGEMENT, LLC | $966K | 23K | ▼−5.1% Reduced · −1K sh | Q2 2026 | |
| 21 | Prime Capital Investment Advisors, LLC | $895K | 23K | ▲New +23K sh | Q1 2026 | |
| 22 | Retirement Planning Group, LLC | $813K | 21K | —Held | Q1 2026 | |
| 23 | SteelPeak Wealth, LLC | $842K | 20K | ▲New +20K sh | Q2 2026 | |
| 24 | Impact Partnership Wealth, LLC | $822K | 20K | —Held | Q2 2026 | |
| 25 | CRA Financial Services, LLC | $781K | 19K | —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 10 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 | 27 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $8.7B |
| MICROSOFT CORPMSFT | 27 funds | $5.2B |
| AMAZON.COM INCAMZN | 27 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.4B |
| BROADCOM INCAVGO | 27 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 27 funds | $2.2B |
| MCDONALD'S CORPMCD | 27 funds | $1.9B |
| VANGUARD VALUE ETFVTV | 27 funds | $1.9B |
Ranked by how many of UAUG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.