Among active 13F managers last quarter, 5 opened and 10 added, while 15 reduced; the largest holder to move was C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (+4.5%).
96 tracked 13F filers disclose a position in UFEB as of the latest SEC 13F filings, a combined $158.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | 985K | $35.8M | ▼−2.7% Reduced · −28K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | 656K | $23.8M | ▼−2.6% Reduced · −18K sh | Q1 2026 | |
| 3 | KFG Wealth Management, LLC | 431K | $16.7M | ▲+14% Added · +53K sh | Q2 2026 | |
| 4 | Commonwealth Equity Services, LLC | 166K | $6.0M | ▲+50% Added · +55K sh | Q1 2026 | |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 165K | $6.4M | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 6 | Strategic Blueprint, LLC | 138K | $5.3M | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 7 | Truist Financial Corp | 131K | $4.7M | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 125K | $4.5M | ▲+51% Added · +42K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 106K | $3.9M | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 10 | MML Investors Services, LLC | 84K | $3.2M | ▼−21% Reduced · −23K sh | Q2 2026 | |
| 11 | Spire Wealth Management | 80K | $2.9M | ▲+136% Added · +46K sh | Q1 2026 | |
| 12 | Central Valley Advisors, LLC | 64K | $2.5M | ▼−4.0% Reduced · −3K sh | Q2 2026 | |
| 13 | Stratos Wealth Advisors, LLC | 60K | $2.3M | ▼−5.4% Reduced · −3K sh | Q2 2026 | |
| 14 | Trek Financial, LLC | 50K | $1.9M | ▼−7.6% Reduced · −4K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 49K | $1.8M | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 16 | NewCorp Financial Services, Inc. | 47K | $1.8M | ▼−0.9% Reduced · −433 sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 43K | $1.6M | ▼−35% Reduced · −22K sh | Q2 2026 | |
| 18 | Berger Financial Group, Inc | 42K | $1.6M | ▼−12% Reduced · −6K sh | Q2 2026 | |
| 19 | LPL Financial LLC | 38K | $1.4M | ▼−1.1% Reduced · −412 sh | Q1 2026 | |
| 20 | Northstar Group, Inc. | 35K | $1.4M | ▼−3.7% Reduced · −1K sh | Q2 2026 | |
| 21 | Tounjian Advisory Partners, LLC | 35K | $1.3M | ▲Added Added · +35K sh | Q2 2026 | |
| 22 | Fiduciary Financial Group, LLC | 29K | $1.1M | —Held | Q2 2026 | |
| 23 | Mutual Advisors, LLC | 27K | $976K | ▼−27% Reduced · −10K sh | Q1 2026 | |
| 24 | Lantz Financial LLC | 26K | $1.0M | ▼−0.6% Reduced · −155 sh | Q2 2026 | |
| 25 | Focus Partners Wealth | 25K | $910K | ▼−0.1% Reduced · −13 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, 5 funds opened a new position in UFEB and 10 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 50 funds | $4.9B |
| Microsoft CorpMSFT | 50 funds | $2.4B |
| Amazon.com IncAMZN | 49 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 49 funds | $1.8B |
| Nvidia CorpNVDA | 48 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 48 funds | $1.9B |
| Ishares Core S&P 500 ETFIVV | 48 funds | $1.9B |
| Invesco QQQ Trust Series 1QQQ | 48 funds | $1.6B |
| JPMorgan Chase & CoJPM | 48 funds | $1.2B |
| Vanguard Total Stock MKT ETFVTI | 48 funds | $1.2B |
| Vanguard Dividend Apprec ETFVIG | 48 funds | $372.2M |
| Alphabet Inc-CL CGOOG | 47 funds | $1.2B |
Ranked by how many of UFEB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UFEB.
No filings captured for this ticker in the live stream yet.
Connected entities for UFEB
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/UFEB/capital-change-brief"
Use Arkolith's capital_change_brief for UFEB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for UFEB. Filings are public domain, sourced to SEC EDGAR.