Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Tower Research Capital LLC (TRC) (−67%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
12 tracked 13F filers disclose a position in UGRO as of the latest SEC 13F filings, a combined $221K 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 | Citadel Advisors LLC | 11K | $21K | ▲New +11K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 8K | $14K | —Held | Q2 2026 | |
| 3 | UBS Group AG | 6K | $123K | ▼−76% Reduced · −17K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 3K | $6K | —Held | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 2K | $48K | ▼−67% Reduced · −4K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 1K | $2K | ▼−19% Reduced · −240 sh | Q2 2026 | |
| 7 | Jones Financial Companies LLLP | 265 | $5K | ▲New +265 sh | Q1 2026 | |
| 8 | Triumph Capital Management | 40 | $76 | —Held | Q2 2026 | |
| 9 | Morgan Stanley | 28 | $618 | ▼−97% Reduced · −972 sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 8 | $177 | ▼−96% Reduced · −192 sh | Q1 2026 | |
| 11 | Caitong International Asset Management Co., Ltd | 3 | $6 | ▲New +3 sh | Q2 2026 | |
| 12 | Danske Bank A/s | 1 | $2 | —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, 2 funds opened a new position in UGRO, while 1 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 |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $2.6B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| Apple IncAAPL | 4 funds | $2.3B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $982.4M |
| Alphabet Inc-CL CGOOG | 4 funds | $933.0M |
| Applied Materials IncAMAT | 4 funds | $801.8M |
| Kla CorpKLAC | 4 funds | $787.9M |
| Micron Technology IncMU | 4 funds | $787.1M |
| Abbott LaboratoriesABT | 4 funds | $785.7M |
| Mastercard Inc - AMA | 4 funds | $769.9M |
Ranked by how many of UGRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UGRO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 13, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 19K | $22K |
| Dec 12, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 7K | $9K |
| Dec 11, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 17K | $21K |
| Dec 10, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 34K | $41K |
| Dec 9, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 21K | $26K |
| Dec 6, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 25K | $31K |
| Dec 5, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 10K | $13K |
| Nov 27, 2024 | AWM Investment Company, Inc. | 10% Owner | Buy (S) | 3 | $4 |
| Nov 26, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 52K | $73K |
| Nov 19, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 75 | $115 |
| Nov 14, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 23K | $36K |
| Nov 13, 2024 | AWM Investment Company, Inc. | 10% Owner | Sell (S) | 8K | $12K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for UGRO
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/UGRO/capital-change-brief"
Use Arkolith's capital_change_brief for UGRO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for UGRO. Filings are public domain, sourced to SEC EDGAR.