26 tracked 13F filers disclose a position in UDN as of the latest SEC 13F filings, a combined $28.2M 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 | HighTower Advisors, LLC | $10.6M | 591K | ▲+1.7% Added · +10K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $3.2M | 176K | ▲+10% Added · +17K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $2.7M | 151K | ▼−73% Reduced · −408K sh | Q1 2026 | |
| 4 | UBS Group AG | $2.6M | 142K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 5 | L1 Global Manager Pty Ltd | $2.0M | 110K | —Held | Q1 2026 | |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.4M | 76K | ▲+14% Added · +9K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.0M | 57K | ▲+5.5% Added · +3K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $841K | 47K | ▲+49% Added · +15K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $592K | 33K | ▲+219% Added · +23K sh | Q1 2026 | |
| 10 | SIMPLEX TRADING, LLC | $549K | 30K | ▲New +30K sh | Q1 2026 | |
| 11 | Csenge Advisory Group | $490K | 27K | ▲New +27K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $457K | 25K | —Held | Q1 2026 | |
| 13 | Lido Advisors, LLC | $393K | 22K | ▲+105% Added · +11K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $359K | 20K | ▼−70% Reduced · −46K sh | Q1 2026 | |
| 15 | Bull Harbor Capital LLC | $359K | 20K | ▲New +20K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $211K | 12K | ▲New +12K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $109K | 6K | ▼−28% Reduced · −2K sh | Q1 2026 | |
| 18 | MAI Capital Management | $98K | 5K | ▲New +5K sh | Q1 2026 | |
| 19 | BNP PARIBAS FINANCIAL MARKETS | $97K | 5K | ▲New +5K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $95K | 5K | ▼−44% Reduced · −4K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $27K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $20K | 1K | ▲New +1K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $4K | 241 | ▼−99% Reduced · −20K sh | Q1 2026 | |
| 24 | Blue Trust, Inc. | $1K | 75 | —Held | Q1 2026 | |
| 25 | CWM, LLC | $900 | 50 | —Held | 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, 4 funds opened a new position in UDN 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $4.0B |
| AMAZON.COM INCAMZN | 15 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $1.9B |
| BROADCOM INCAVGO | 15 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 15 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.4B |
| ISHARES MSCI USA QUALITY FACQUAL | 15 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 15 funds | $1.1B |
| ELI LILLY & COLLY | 15 funds | $1.1B |
| COSTCO WHOLESALE CORPCOST | 15 funds | $1.1B |
| SPDR GOLD SHARESGLD | 15 funds | $1.0B |
Ranked by how many of UDN'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/UDN/capital-change-brief"
Use Arkolith's capital_change_brief for UDN. 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 UDN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.