12 tracked 13F filers disclose a position in UFIV as of the latest SEC 13F filings, a combined $10.4M 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 | CITADEL ADVISORS LLC | $3.2M | 65K | ▲+75% Added · +28K sh | Q1 2026 | |
| 2 | CENTRAL TRUST Co | $2.2M | 45K | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.2M | 44K | ▲+0.3% Added · +128 sh | Q1 2026 | |
| 4 | Foguth Wealth Management, LLC. | $1.9M | 40K | ▼−51% Reduced · −42K sh | Q2 2026 | |
| 5 | Spectrum Financial Alliance Ltd LLC | $382K | 8K | —Held | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $340K | 7K | ▲New +7K sh | Q1 2026 | |
| 7 | Tower Research Capital LLC (TRC) | $161K | 3K | ▼−87% Reduced · −22K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $114K | 2K | ▲+397% Added · +2K sh | Q1 2026 | |
| 9 | UBS Group AG | $3K | 63 | ▲+37% Added · +17 sh | Q1 2026 | |
| 10 | DHJJ Financial Advisors, Ltd. | $242 | 5 | —Held | Q2 2026 | |
| 11 | MORGAN STANLEY | $49 | 1 | —Held | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $49 | 1 | ▲New +1 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, 1 fund opened a new position in UFIV and 1 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 |
|---|---|---|
| APPLE INCAAPL | 7 funds | $81.1B |
| MICROSOFT CORPMSFT | 7 funds | $71.7B |
| NVIDIA CORPNVDA | 7 funds | $68.4B |
| AMAZON.COM INCAMZN | 7 funds | $48.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $39.9B |
| ALPHABET INC-CL AGOOGL | 7 funds | $31.2B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $30.8B |
| BROADCOM INCAVGO | 7 funds | $26.5B |
| TESLA INCTSLA | 7 funds | $24.2B |
| JPMORGAN CHASE & COJPM | 7 funds | $22.9B |
| ALPHABET INC-CL CGOOG | 7 funds | $20.7B |
| VISA INC-CLASS A SHARESV | 7 funds | $20.6B |
Ranked by how many of UFIV'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.
No filings captured for this ticker in the live stream yet.
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/UFIV/capital-change-brief"
Use Arkolith's capital_change_brief for UFIV. 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 UFIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.