Among active 13F managers last quarter, 3 opened and 6 added, while 4 reduced; the largest holder to move was WealthCare Asset Management, LLC (new position).
40 tracked 13F filers disclose a position in UGA as of the latest SEC 13F filings, a combined $55.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 96K | $9.9M | ▲58× Added · +94K sh | Q1 2026 | |
| 2 | Jane Street Group, LLC | 86K | $8.9M | ▲+165% Added · +54K sh | Q1 2026 | |
| 3 | WealthCare Asset Management, LLC | 45K | $4.6M | ▲New +45K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | 37K | $3.9M | ▲+1.0% Added · +374 sh | Q1 2026 | |
| 5 | Merit Financial Group, LLC | 37K | $3.8M | ▼−21% Reduced · −10K sh | Q2 2026 | |
| 6 | Exit Wealth Advisors, LLC. | 27K | $2.8M | ▲+35% Added · +7K sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 20K | $2.0M | ▲+60% Added · +7K sh | Q1 2026 | |
| 8 | Pinnacle Wealth Planning Services, Inc. | 19K | $2.0M | —Held | Q2 2026 | |
| 9 | Blue Capital, Inc. | 18K | $1.9M | ▲+65% Added · +7K sh | Q2 2026 | |
| 10 | Professional Financial Advisors, LLC | 14K | $1.4M | ▼−22% Reduced · −4K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 12K | $1.3M | ▲New +12K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | 12K | $1.2M | ▲+53% Added · +4K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 10K | $1.1M | ▼−68% Reduced · −22K sh | Q1 2026 | |
| 14 | Roman Butler Fullerton & Co | 10K | $1.1M | ▼−0.1% Reduced · −15 sh | Q2 2026 | |
| 15 | Parallax Volatility Advisers, L.P. | 8K | $866K | —Held | Q2 2026 | |
| 16 | Wells Fargo & Company | 8K | $859K | ▲13× Added · +8K sh | Q1 2026 | |
| 17 | Simplex Trading, LLC | 8K | $805K | ▲79× Added · +8K sh | Q1 2026 | |
| 18 | Commonwealth Equity Services, LLC | 7K | $739K | ▼−12% Reduced · −980 sh | Q1 2026 | |
| 19 | Calton & Associates, Inc. | 7K | $678K | ▲+204% Added · +4K sh | Q2 2026 | |
| 20 | National Wealth Management Group, LLC | 6K | $591K | ▼−15% Reduced · −1K sh | Q2 2026 | |
| 21 | EverSource Wealth Advisors, LLC | 5K | $525K | ▲+97% Added · +2K sh | Q1 2026 | |
| 22 | Pettinga Financial Advisors LLC | 5K | $495K | ▼−6.1% Reduced · −311 sh | Q2 2026 | |
| 23 | Blair William & Co | 5K | $489K | ▲+138% Added · +3K sh | Q2 2026 | |
| 24 | Mariner, LLC | 5K | $475K | ▼−18% Reduced · −1K sh | Q1 2026 | |
| 25 | Capital Wealth Alliance, LLC | 4K | $436K | —Held | 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, 3 funds opened a new position in UGA and 6 added to an existing one, while 4 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 | 14 funds | $1.2B |
| Nvidia CorpNVDA | 14 funds | $985.2M |
| Microsoft CorpMSFT | 14 funds | $569.1M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $564.8M |
| Amazon.com IncAMZN | 14 funds | $517.5M |
| Alphabet Inc-CL AGOOGL | 14 funds | $416.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $412.7M |
| Alphabet Inc-CL CGOOG | 14 funds | $325.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $211.8M |
| Eli Lilly & CoLLY | 14 funds | $200.5M |
| Walmart IncWMT | 14 funds | $194.0M |
| SS Technology Select SectorXLK | 14 funds | $187.6M |
Ranked by how many of UGA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UGA.
No filings captured for this ticker in the live stream yet.
Connected entities for UGA
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/UGA/capital-change-brief"
Use Arkolith's capital_change_brief for UGA. 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 UGA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.