Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was Victory Capital Management Inc (+11%). No recent Form 4 insider filings for ULVM.
Funds lean in and no leg opposes.
13 tracked 13F filers disclose a position in ULVM as of the latest SEC 13F filings, a combined $205.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 2.1M | $196.5M | ▲+11% Added · +200K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 26K | $2.5M | ▲+5.2% Added · +1K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 23K | $2.2M | ▼−1.0% Reduced · −238 sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 20K | $1.9M | ▼−50% Reduced · −20K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 17K | $1.8M | ▲+5.0% Added · +806 sh | Q2 2026 | |
| 6 | Western Wealth Management, LLC | 4K | $441K | ▼−0.9% Reduced · −40 sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 4K | $369K | —Held | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 476 | $45K | ▲+0.4% Added · +2 sh | Q1 2026 | |
| 9 | AssetMark, Inc | 250 | $27K | —Held | Q2 2026 | |
| 10 | UBS Group AG | 146 | $14K | ▲+35% Added · +38 sh | Q1 2026 | |
| 11 | Morgan Stanley | 140 | $13K | —Held | Q1 2026 | |
| 12 | Bogart Wealth, LLC | 135 | $13K | —Held | Q1 2026 | |
| 13 | International Assets Investment Management, LLC | 75 | $8K | —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 added to an existing position in ULVM, 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 3 funds | $13.3B |
| Nvidia CorpNVDA | 3 funds | $8.2B |
| Apple IncAAPL | 3 funds | $6.9B |
| Amazon.com IncAMZN | 3 funds | $6.2B |
| Microsoft CorpMSFT | 3 funds | $5.4B |
| Alphabet Inc-CL AGOOGL | 3 funds | $3.9B |
| Eli Lilly & CoLLY | 3 funds | $2.9B |
| Broadcom IncAVGO | 3 funds | $2.7B |
| Alphabet Inc-CL CGOOG | 3 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 3 funds | $2.1B |
| Advanced Micro DevicesAMD | 3 funds | $2.0B |
| Visa Inc-Class A SharesV | 3 funds | $1.8B |
Ranked by how many of ULVM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ULVM.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 5 | 3 | – |
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 |
|---|---|---|
| USTBSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCmc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
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 ULVM
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/ULVM/capital-change-brief"
Use Arkolith's capital_change_brief for ULVM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.