182 tracked 13F filers disclose a position in UFOX as of the latest SEC 13F filings, a combined $154.2M 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 | LPL Financial LLC | $19.4M | 284K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $9.7M | 143K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.0M | 103K | ▲+13% Added · +12K sh | Q1 2026 | |
| 4 | KWMG, LLC | $9.6M | 101K | ▲+0.1% Added · +101 sh | Q2 2026 | |
| 5 | Kestra Advisory Services, LLC | $8.6M | 91K | ▼−19% Reduced · −22K sh | Q2 2026 | |
| 6 | UBS Group AG | $6.0M | 88K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 72K | ▼−20% Reduced · −18K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $3.8M | 56K | ▲+26% Added · +12K sh | Q1 2026 | |
| 9 | Rockefeller Capital Management L.P. | $3.3M | 49K | ▼~0% Reduced · −18 sh | Q1 2026 | |
| 10 | NORTHSTAR ASSET MANAGEMENT Co | $3.1M | 39K | ▼−1.1% Reduced · −450 sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $2.7M | 39K | ▲+83% Added · +18K sh | Q1 2026 | |
| 12 | Financial Freedom, LLC | $3.5M | 37K | ▲+0.5% Added · +186 sh | Q2 2026 | |
| 13 | CITIGROUP INC | $2.3M | 34K | ▲+13% Added · +4K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $2.2M | 33K | ▼−1.8% Reduced · −606 sh | Q1 2026 | |
| 15 | OneDigital Investment Advisors LLC | $2.2M | 32K | ▼−7.2% Reduced · −3K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.9M | 28K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 17 | Aptus Capital Advisors, LLC | $2.5M | 27K | ▲+0.8% Added · +199 sh | Q2 2026 | |
| 18 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.8M | 26K | —Held | Q1 2026 | |
| 19 | Moran Wealth Management, LLC | $2.4M | 25K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 24K | ▲+583% Added · +20K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | $2.2M | 23K | ▲Added Added · +23K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $1.2M | 18K | ▼−23% Reduced · −5K sh | Q1 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $1.2M | 17K | ▼−1.4% Reduced · −253 sh | Q1 2026 | |
| 24 | Creative Planning | $1.1M | 16K | ▲+1.4% Added · +227 sh | Q1 2026 | |
| 25 | FISCHER INVESTMENT STRATEGIES, LLC | $1.5M | 16K | ▼−1.1% Reduced · −179 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, 6 funds opened a new position in UFOX and 17 added to an existing one, while 17 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 | 88 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 88 funds | $3.8B |
| APPLE INCAAPL | 87 funds | $13.6B |
| NVIDIA CORPNVDA | 87 funds | $13.1B |
| AMAZON.COM INCAMZN | 86 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 86 funds | $5.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 86 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 84 funds | $4.6B |
| BROADCOM INCAVGO | 83 funds | $4.1B |
| VANGUARD S&P 500 ETFVOO | 83 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 83 funds | $3.6B |
| ISHARES CORE S&P 500 ETFIVV | 82 funds | $6.4B |
Ranked by how many of UFOX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 494 funds | $1.3B |
| UFOXthis pagemc | 182 funds | $154.2M |
| JETSmc | 159 funds | $421.3M |
| DSTLmc | 134 funds | $1.3B |
| ACIOmc | 132 funds | $2.9B |
| DRSKmc | 84 funds | $1.9B |
| OSCVcommon | 75 funds | $903.8M |
| PFLDmc | 56 funds | $228.1M |
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 UFOX
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/UFOX/capital-change-brief"
Use Arkolith's capital_change_brief for UFOX. 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 UFOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.