8 tracked 13F filers disclose a position in UGE as of the latest SEC 13F filings, a combined $1.1M 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 | IMC-Chicago, LLC | 33K | $601K | ▲New +33K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 20K | $374K | ▲+5.1% Added · +990 sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 4K | $70K | ▼−90% Reduced · −35K sh | Q1 2026 | |
| 4 | Simplex Trading, LLC | 550 | $10K | ▲New +550 sh | Q1 2026 | |
| 5 | Fifth Third Bancorp | 276 | $5K | —Held | Q1 2026 | |
| 6 | Beacon Capital Management, Inc. | 239 | $4K | —Held | Q2 2026 | |
| 7 | Morgan Stanley | 2 | $39 | ▲New +2 sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 1 | $16 | —Held | 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.
| Company | Co-held by | Their position there |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 1 funds | $109.9M |
| Vanguard Info Tech ETFVGT | 1 funds | $101.6M |
| Vanguard Industrials ETFVIS | 1 funds | $101.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $95.2M |
| Vanguard Health Care ETFVHT | 1 funds | $92.8M |
| Vanguard Energy ETFVDE | 1 funds | $92.2M |
| Vanguard Materials ETFVAW | 1 funds | $90.3M |
| Vanguard Utilities ETFVPU | 1 funds | $89.5M |
| Vanguard Real Estate ETFVNQ | 1 funds | $86.4M |
| Vanguard Communication ServiVOX | 1 funds | $85.4M |
| Vanguard Consumer Staple ETFVDC | 1 funds | $83.4M |
| Vanguard Consumer Discre ETFVCR | 1 funds | $63.6M |
Ranked by how many of UGE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UGE.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 221 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMPSHS LC COR PLUS | 98 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 54 funds | $168.3M |
| UWMcommon | 42 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
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 UGE
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/UGE/capital-change-brief"
Use Arkolith's capital_change_brief for UGE. 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 UGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.