Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Tower Research Capital LLC (TRC) (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
4 tracked 13F filers disclose a position in ULTI as of the latest SEC 13F filings, a combined $431K 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 | Apollon Wealth Management, LLC | 35K | $431K | ▲New +35K sh | Q1 2026 | |
| 2 | Tower Research Capital LLC (TRC) | 18 | $220 | ▲New +18 sh | Q1 2026 | |
| 3 | FMR LLC | 2 | $23 | —Held | Q2 2026 | |
| 4 | Wells Fargo & Company | 1 | $8 | ▲New +1 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, 1 fund opened a new position in ULTI, while none reduced or exited. 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 1 funds | $139.5M |
| Direx Dail Semi Bu 3X Et-UsdSOXL | 1 funds | $114.1M |
| Apple IncAAPL | 1 funds | $112.2M |
| Microsoft CorpMSFT | 1 funds | $93.6M |
| Micron Technology IncMU | 1 funds | $90.9M |
| Tesla IncTSLA | 1 funds | $69.2M |
| Nvidia CorpNVDA | 1 funds | $65.6M |
| Broadcom IncAVGO | 1 funds | $55.4M |
| Alphabet Inc-CL AGOOGL | 1 funds | $48.7M |
| Ishares Core U.S. AggregateAGG | 1 funds | $39.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $35.2M |
| Vaneck Pharmaceutical ETFPPH | 1 funds | $31.6M |
Ranked by how many of ULTI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ULTI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 11, 2019 | Alvaro Felicia | Exec. VP. CFO and Treasurer, Director | Sell (S) | 4K | $1.3M |
| Feb 11, 2019 | Scherr Scott | Chairman, President and CEO, Director | Sell (S) | 71K | $23.5M |
| Feb 11, 2019 | Scherr Marc D | Vice-Chairman & COO, Director | Sell (S) | 67K | $22.1M |
| Feb 11, 2019 | Swick Gregory | Senior VP, Enterprise Sales | Sell (S) | 3K | $987K |
| Feb 11, 2019 | Rogers Adam | Senior VP, Technology | Sell (S) | 5K | $1.8M |
| Feb 7, 2019 | Manne Robert | Senior VP, General Counsel | Sell (S) | 5K | $1.7M |
| Feb 7, 2019 | Phenicie John C | Senior VP, Workplace Sales | Sell (S) | 5K | $1.7M |
| Feb 7, 2019 | Fitzpatrick James A Jr | Director | Sell (S) | 531 | $176K |
| Nov 6, 2018 | Rogers Adam | Senior VP, Technology | Sell (S) 4 lots, same day | 7K | $1.8M |
| Nov 6, 2018 | Swick Gregory | Senior VP, Enterprise Sales | Sell (S) 4 lots, same day | 4K | $1.1M |
| Nov 2, 2018 | Fitzpatrick James A Jr | Director | Sell (S) | 494 | $132K |
| Aug 2, 2018 | Fitzpatrick James A Jr | Director | Sell (S) 2 lots, same day | 505 | $140K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 0 | – |
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.
| Class | 13F holders | Value held |
|---|---|---|
| DRNZETF | 37 funds | $19.9M |
| ATCLETF | 22 funds | $22.9M |
| TSIITSLA GROWTH & IN | 7 funds | $1.3M |
| NVIINVDA GROWTH | 6 funds | $2.2M |
| ULTIthis pageINCOMEMAX OPTION | 4 funds | $431K |
| LLIILLY GROWTH & INC | 3 funds | $1.3M |
| WMTIWMT GRWT AND INC | 3 funds | $607K |
| TLDRLADDERED T BILL | 2 funds | $957K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ULTI
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/ULTI/capital-change-brief"
Use Arkolith's capital_change_brief for ULTI. 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 ULTI. Filings are public domain, sourced to SEC EDGAR.