113 tracked 13F filers disclose a position in UDEC as of the latest SEC 13F filings, a combined $197.1M 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 | Talon Private Wealth, LLC | $36.0M | 927K | ▼−3.3% Reduced · −32K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 351K | ▼−1.3% Reduced · −5K sh | Q1 2026 | |
| 3 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $10.1M | 242K | ▲+7.3% Added · +16K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $8.4M | 217K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 217K | ▼−0.3% Reduced · −583 sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $7.9M | 204K | ▲+5.0% Added · +10K sh | Q1 2026 | |
| 7 | TOUNJIAN ADVISORY PARTNERS, LLC | $7.5M | 180K | ▲Added Added · +180K sh | Q2 2026 | |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $6.1M | 157K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 9 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.5M | 156K | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 10 | Sovran Advisors, LLC | $5.3M | 126K | ▼−9.6% Reduced · −13K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | $4.2M | 102K | ▼−24% Reduced · −32K sh | Q2 2026 | |
| 12 | KFG WEALTH MANAGEMENT, LLC | $4.1M | 99K | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $3.7M | 89K | ▼−2.7% Reduced · −2K sh | Q2 2026 | |
| 14 | Berger Financial Group, Inc | $3.5M | 83K | ▼−5.7% Reduced · −5K sh | Q2 2026 | |
| 15 | Trek Financial, LLC | $3.3M | 79K | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 16 | MILESTONE ASSET MANAGEMENT, LLC | $3.0M | 73K | ▼−3.8% Reduced · −3K sh | Q2 2026 | |
| 17 | MBL Wealth, LLC | $3.0M | 72K | ▲+0.5% Added · +337 sh | Q2 2026 | |
| 18 | Spire Wealth Management | $2.6M | 66K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $2.5M | 65K | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $2.3M | 58K | ▼−0.2% Reduced · −104 sh | Q1 2026 | |
| 21 | IMG Wealth Management, Inc. | $2.2M | 54K | ▲+4.4% Added · +2K sh | Q2 2026 | |
| 22 | WealthPlan Investment Management, LLC | $2.1M | 49K | ▼−5.5% Reduced · −3K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $1.8M | 48K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 24 | LPL Financial LLC | $1.8M | 46K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 45K | ▲+706% Added · +39K 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, 3 funds opened a new position in UDEC and 6 added to an existing one, while 28 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 | 62 funds | $8.1B |
| NVIDIA CORPNVDA | 61 funds | $9.8B |
| MICROSOFT CORPMSFT | 61 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 61 funds | $2.7B |
| AMAZON.COM INCAMZN | 60 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 60 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 60 funds | $2.5B |
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 59 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $1.8B |
| ELI LILLY & COLLY | 59 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $2.7B |
Ranked by how many of UDEC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 247 funds | $688.8M |
| POCTmc | 232 funds | $682.3M |
| PFEBmc | 215 funds | $584.5M |
| PAPRmc | 213 funds | $575.0M |
| PDECmc | 209 funds | $645.4M |
| PSEPmc | 203 funds | $570.3M |
| PAUGmc | 198 funds | $618.6M |
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 UDEC
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/UDEC/capital-change-brief"
Use Arkolith's capital_change_brief for UDEC. 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 UDEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.