257 tracked 13F filers disclose a position in UCON as of the latest SEC 13F filings, a combined $2.7B 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 | LPL Financial LLC | $309.0M | 12.5M | ▲+2.6% Added · +315K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $221.9M | 9.0M | ▲+7.5% Added · +622K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $150.4M | 6.1M | ▼−2.5% Reduced · −158K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $132.2M | 5.3M | ▲+10% Added · +505K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $102.1M | 4.1M | ▲+16% Added · +559K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $99.2M | 4.0M | ▲+5.3% Added · +203K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $95.0M | 3.8M | ▼−3.1% Reduced · −122K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $70.1M | 2.8M | ▲+7.3% Added · +193K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $60.8M | 2.5M | ▲+27% Added · +522K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $60.3M | 2.4M | ▲+0.7% Added · +16K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $47.2M | 1.9M | ▲+13% Added · +214K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $46.8M | 1.9M | ▼−6.8% Reduced · −139K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $40.5M | 1.6M | ▲+3.5% Added · +55K sh | Q1 2026 | |
| 14 | Trilogy Capital Inc. | $39.1M | 1.6M | ▲+6.2% Added · +92K sh | Q2 2026 | |
| 15 | Csenge Advisory Group | $38.0M | 1.5M | ▲+2.6% Added · +38K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $35.6M | 1.4M | ▲+6.6% Added · +89K sh | Q1 2026 | |
| 17 | Aptus Capital Advisors, LLC | $34.8M | 1.4M | ▲+1.2% Added · +17K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $32.1M | 1.3M | ▲+43% Added · +390K sh | Q2 2026 | |
| 19 | IFP Advisors, Inc | $28.1M | 1.1M | ▲+27% Added · +237K sh | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 1.1M | ▼−10% Reduced · −126K sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $24.8M | 1.0M | ▲+4.7% Added · +45K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $23.2M | 933K | ▲+22% Added · +166K sh | Q2 2026 | |
| 23 | Cyndeo Wealth Partners, LLC | $21.7M | 873K | ▲+3.9% Added · +33K sh | Q2 2026 | |
| 24 | Wagner Wealth Management, LLC | $21.4M | 859K | ▼−17% Reduced · −174K sh | Q2 2026 | |
| 25 | EdgeRock Capital LLC | $21.0M | 843K | ▲+6.6% Added · +52K sh | 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, 2 funds opened a new position in UCON and 24 added to an existing one, while 15 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 | 123 funds | $11.3B |
| MICROSOFT CORPMSFT | 121 funds | $5.9B |
| APPLE INCAAPL | 120 funds | $11.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 119 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 118 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 118 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 118 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $3.0B |
| AMAZON.COM INCAMZN | 117 funds | $5.9B |
| VANGUARD S&P 500 ETFVOO | 117 funds | $5.8B |
| TESLA INCTSLA | 117 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 116 funds | $3.3B |
Ranked by how many of UCON's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 496 funds | $7.5B |
| FIXDmc | 297 funds | $2.6B |
| UCONthis pagemc | 257 funds | $2.7B |
| FFEBmc | 165 funds | $357.0M |
| FAUGmc | 165 funds | $240.9M |
| FJANmc | 149 funds | $373.7M |
| EIPImc | 144 funds | $354.1M |
| FJUNmc | 140 funds | $300.1M |
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 UCON
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/UCON/capital-change-brief"
Use Arkolith's capital_change_brief for UCON. 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 UCON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.