19 tracked 13F filers disclose a position in UEVM as of the latest SEC 13F filings, a combined $213.1M 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 | VICTORY CAPITAL MANAGEMENT INC | $187.0M | 3.3M | ▲+4.3% Added · +135K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $13.1M | 229K | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 3 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $3.0M | 55K | ▲+6.5% Added · +3K sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $1.8M | 31K | ▲+131% Added · +18K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.3M | 23K | ▲+26% Added · +5K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.3M | 22K | ▼−38% Reduced · −14K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $1.3M | 22K | ▼−78% Reduced · −80K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.2M | 22K | ▲+26% Added · +4K sh | Q1 2026 | |
| 9 | Sigma Planning Corp | $1.1M | 19K | ▲+5.4% Added · +958 sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $908K | 16K | ▲+1.6% Added · +253 sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $472K | 8K | —Held | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $393K | 7K | ▼−5.0% Reduced · −359 sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $258K | 5K | ▲New +5K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $16K | 272 | —Held | Q2 2026 | |
| 15 | Aptus Capital Advisors, LLC | $11K | 187 | —Held | Q1 2026 | |
| 16 | FMR LLC | $6K | 100 | ▲100× Added · +99 sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2K | 33 | ▲New +33 sh | Q1 2026 | |
| 18 | Bogart Wealth, LLC | $619 | 11 | —Held | Q1 2026 | |
| 19 | MORGAN STANLEY | $65 | 1 | ▼−100% Reduced · −210 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, 0 funds opened a new position in UEVM and 4 added to an existing one, while 1 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 | 7 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $744.6M |
| VICTORYSHARES CORE INTERMEDIUITB | 7 funds | $721.0M |
| VANGUARD FTSE ALL-WORLD EX-UVEU | 7 funds | $188.9M |
| NVIDIA CORPNVDA | 6 funds | $9.5B |
| APPLE INCAAPL | 6 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 6 funds | $3.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $2.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.8B |
| TESLA INCTSLA | 6 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.6B |
| ASML HOLDING NV-NY REG SHSASML | 6 funds | $1.1B |
Ranked by how many of UEVM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 122 funds | $1.5B |
| UITBmc | 119 funds | $2.4B |
| CDCmc | 84 funds | $436.8M |
| CFAmc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLVCSHS US LRG CAP | 53 funds | $185.3M |
| CSBVCSHS US SMCP HG | 53 funds | $78.4M |
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 UEVM
This stock 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/UEVM/capital-change-brief"
Use Arkolith's capital_change_brief for UEVM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UEVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.