2 tracked 13F filers disclose a position in UDI as of the latest SEC 13F filings, a combined $1.1M 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 | GTS SECURITIES LLC | $832K | 25K | ▲+109% Added · +13K sh | Q1 2026 | |
| 2 | Walkner Condon Financial Advisors LLC | $237K | 7K | ▼−5.6% Reduced · −399 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, 0 funds opened a new position in UDI and 1 added to an existing one, while 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $1.3B |
| ISHARES RUSSELL TOP 200 GROWIWY | 2 funds | $1.2B |
| ACTIVEPASSIVE US EQUITY ETFAPUE | 2 funds | $999.5M |
| APPLE INCAAPL | 2 funds | $960.1M |
| NVIDIA CORPNVDA | 2 funds | $700.5M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 2 funds | $638.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $598.4M |
| ISHARES RUSSELL TOP 200 VALUIWX | 2 funds | $583.4M |
| PARKER HANNIFIN CORPPH | 2 funds | $548.5M |
| ISHARES S&P 500 VALUE ETFIVE | 2 funds | $535.3M |
| MICROSOFT CORPMSFT | 2 funds | $511.7M |
| ISHARES S&P 500 GROWTH ETFIVW | 2 funds | $510.5M |
Ranked by how many of UDI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SDCImc | 96 funds | $233.4M |
| UMIcommon | 38 funds | $405.7M |
| USGGOLD STRATEGY | 10 funds | $2.4M |
| ZSCUSCF SUSTAINABLE | 3 funds | $840K |
| 90290T841SUSTAINABLE BAT | 2 funds | $1.3M |
| UDIthis pageDIVIDEND INC FD | 2 funds | $1.1M |
| 90290T874ENERGY COMMODITY | 1 funds | $712K |
| 90290T767OIL PLUS BITCOIN | 1 funds | $1K |
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 UDI
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/UDI/capital-change-brief"
Use Arkolith's capital_change_brief for UDI. 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 UDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.