45 tracked 13F filers disclose a position in UGL as of the latest SEC 13F filings, a combined $46.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Quadrature Capital Ltd | $13.3M | 216K | ▲12× Added · +198K sh | Q1 2026 | |
| 2 | China Universal Asset Management Co., Ltd. | $7.3M | 166K | ▼−19% Reduced · −39K sh | Q2 2026 | |
| 3 | Jump Financial, LLC | $8.1M | 132K | ▼−19% Reduced · −31K sh | Q1 2026 | |
| 4 | IMC-Chicago, LLC | $2.3M | 37K | ▼−38% Reduced · −22K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.6M | 27K | ▲+117% Added · +14K sh | Q1 2026 | |
| 6 | Global Assets Advisory, LLC | $911K | 20K | ▲New +20K sh | Q2 2026 | |
| 7 | Advisory Alpha, LLC | $1.1M | 18K | ▼−39% Reduced · −12K sh | Q1 2026 | |
| 8 | EVOKE WEALTH, LLC | $1.1M | 17K | —Held | Q1 2026 | |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $983K | 16K | —Held | Q1 2026 | |
| 10 | EverSource Wealth Advisors, LLC | $944K | 15K | ▼−41% Reduced · −11K sh | Q1 2026 | |
| 11 | UBS Group AG | $777K | 13K | ▲103× Added · +13K sh | Q1 2026 | |
| 12 | Hamilton Wealth, LLC | $768K | 13K | —Held | Q1 2026 | |
| 13 | GROUP ONE TRADING LLC | $737K | 12K | ▼−72% Reduced · −31K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $713K | 12K | ▲New +12K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $709K | 12K | ▼−85% Reduced · −64K sh | Q1 2026 | |
| 16 | CWM, LLC | $651K | 11K | ▼−87% Reduced · −71K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $615K | 10K | ▼−60% Reduced · −15K sh | Q1 2026 | |
| 18 | MGO ONE SEVEN LLC | $439K | 10K | ▼−17% Reduced · −2K sh | Q2 2026 | |
| 19 | Genesis Financial Group, LLC | $608K | 10K | ▼−83% Reduced · −47K sh | Q1 2026 | |
| 20 | Cerity Partners LLC | $380K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | Meridian Wealth Management, LLC | $356K | 6K | ▲+15% Added · +773 sh | Q1 2026 | |
| 22 | Allen Capital Group, LLC | $246K | 6K | ▼−8.2% Reduced · −500 sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $310K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | Cassaday & Co Wealth Management LLC | $301K | 5K | —Held | Q1 2026 | |
| 25 | Creative Planning | $291K | 5K | ▲New +5K 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, 7 funds opened a new position in UGL and 3 added to an existing one, while 7 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 20 funds | $790.4M |
| TESLA INCTSLA | 20 funds | $490.2M |
| JPMORGAN CHASE & COJPM | 20 funds | $358.5M |
| CHEVRON CORPCVX | 20 funds | $269.0M |
| VISA INC-CLASS A SHARESV | 20 funds | $196.9M |
| CATERPILLAR INCCAT | 20 funds | $177.4M |
| PALANTIR TECHNOLOGIES INC-APLTR | 20 funds | $168.1M |
| GE VERNOVA INCGEV | 20 funds | $114.2M |
| APPLE INCAAPL | 19 funds | $1.6B |
| NVIDIA CORPNVDA | 19 funds | $1.1B |
| MICROSOFT CORPMSFT | 19 funds | $933.3M |
| ALPHABET INC-CL AGOOGL | 19 funds | $624.2M |
Ranked by how many of UGL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AGQULTRA SILVER NEW | 50 funds | $71.7M |
| UGLthis pagecs | 45 funds | $46.7M |
| SVXYSHT VIX ST TRM | 18 funds | $21.5M |
| VIXMVIX MDTRM FUTR N | 17 funds | $28.5M |
| EUOULTRASHRT EURO | 8 funds | $2.1M |
| YCSULTRASHORT YEN N | 5 funds | $2.2M |
| ULEPSH ULTRA EURO | 4 funds | $764K |
| YCLULTRA YEN NEW | 2 funds | $52K |
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 UGL
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/UGL/capital-change-brief"
Use Arkolith's capital_change_brief for UGL. 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 UGL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.