Among active 13F managers last quarter, 13 opened and 14 added, while 4 reduced; the largest holder to move was Berger Financial Group, Inc (+5.5%).
66 tracked 13F filers disclose a position in UJUN as of the latest SEC 13F filings, a combined $71.4M 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 | Berger Financial Group, Inc | 185K | $7.1M | ▲+5.5% Added · +10K sh | Q2 2026 | |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 162K | $6.2M | ▲+4.8% Added · +7K sh | Q2 2026 | |
| 3 | Trek Financial, LLC | 151K | $5.8M | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 4 | KFG Wealth Management, LLC | 141K | $5.5M | ▲+78% Added · +62K sh | Q2 2026 | |
| 5 | MML Investors Services, LLC | 104K | $4.0M | ▲11× Added · +94K sh | Q2 2026 | |
| 6 | Central Valley Advisors, LLC | 66K | $2.5M | ▲+21% Added · +12K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 61K | $2.3M | ▲New +61K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 60K | $2.3M | ▲+7.6% Added · +4K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 51K | $1.9M | —Held | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 42K | $1.6M | ▼−7.3% Reduced · −3K sh | Q1 2026 | |
| 11 | Castle Rock Wealth Management, LLC | 40K | $1.5M | —Held | Q2 2026 | |
| 12 | Spire Wealth Management | 40K | $1.5M | ▼−24% Reduced · −13K sh | Q1 2026 | |
| 13 | AssuredPartners Investment Advisors, LLC | 39K | $1.5M | ▲+55% Added · +14K sh | Q2 2026 | |
| 14 | PFG Advisors | 38K | $1.5M | ▲New +38K sh | Q2 2026 | |
| 15 | Strategic Blueprint, LLC | 33K | $1.3M | ▲+238% Added · +23K sh | Q2 2026 | |
| 16 | LPL Financial LLC | 32K | $1.2M | —Held | Q1 2026 | |
| 17 | IMG Wealth Management, Inc. | 32K | $1.2M | ▲+12% Added · +3K sh | Q2 2026 | |
| 18 | O'Connor Financial Group LLC | 31K | $1.2M | ▲+242% Added · +22K sh | Q2 2026 | |
| 19 | Beacon Pointe Advisors, LLC | 30K | $1.2M | ▲+20% Added · +5K sh | Q2 2026 | |
| 20 | BXM Wealth LLC | 29K | $1.1M | ▲New +29K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 29K | $1.1M | ▲+12% Added · +3K sh | Q1 2026 | |
| 22 | Nations Financial Group Inc, /Ia | 29K | $1.1M | ▲New +29K sh | Q2 2026 | |
| 23 | Lido Advisors, LLC | 26K | $1.0M | ▲New +26K sh | Q2 2026 | |
| 24 | SageView Advisory Group, LLC | 24K | $943K | ▲+97% Added · +12K sh | Q2 2026 | |
| 25 | Foundations Investment Advisors, LLC | 23K | $856K | ▲+1.4% Added · +320 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, 13 funds opened a new position in UJUN and 14 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 39 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 39 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $3.6B |
| APPLE INCAAPL | 38 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 38 funds | $1.3B |
| TESLA INCTSLA | 38 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 38 funds | $962.8M |
| ELI LILLY & COLLY | 38 funds | $501.3M |
| AMAZON.COM INCAMZN | 37 funds | $2.3B |
| MICROSOFT CORPMSFT | 37 funds | $1.7B |
| BROADCOM INCAVGO | 37 funds | $1.4B |
Ranked by how many of UJUN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for UJUN
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/UJUN/capital-change-brief"
Use Arkolith's capital_change_brief for UJUN. 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 UJUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.