UNIY

WT Voya Yld Enh Usd Univ BND Cross-source read$47.01 0.09%
UnclassifiedCUSIP 97717Y469· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 added and 1 reduced; the largest holder to move was Voya Investment Management LLC (−9.4%). No recent Form 4 insider filings for UNIY.

Tracked 13F holders
8
3 in Q2 2026 filings
13F value (tracked)
$1.2B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$47.01 0.09%4Y -5.2%
$45.50$46.82$48.14$49.46$50.7720232024202520263322422222222222322
Hover for who · click for detailEnd-of-day closing prices52w $47.01 – $49.87

Who owns UNIY?

8 tracked 13F filers · ranked by shares held

8 tracked 13F filers disclose a position in UNIY as of the latest SEC 13F filings, a combined $1.2B 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.

#FundSharesPosition valueLast moveAs ofHistory
1Voya Investment Management LLC25.2M
$1.2B
−9.4%
Reduced · −2.6M sh
Q1 2026
2Goldman Sachs Group Inc14K
$677K
New
+14K sh
Q1 2026
3Citadel Advisors LLC14K
$660K
+143%
Added · +8K sh
Q2 2026
4LPL Financial LLC10K
$483K
+9.8%
Added · +893 sh
Q1 2026
5Stratos Investment Management, LLC7K
$332K
+0.1%
Added · +6 sh
Q2 2026
6JPMorgan Chase & Co6K
$273K
Held
Q1 2026
7MLG Wealth Management DBA Pine Grove Financial Group5K
$261K
−4.7%
Reduced · −267 sh
Q2 2026
8UBS Group AG1K
$68K
New
+1K 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.

Is UNIY being bought or sold by institutions?

Last quarter, 2 funds added to an existing position in UNIY, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
2
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own UNIY also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA3 funds$7.8B
Apple IncAAPL3 funds$6.1B
Amazon.com IncAMZN3 funds$4.7B
Alphabet Inc-CL AGOOGL3 funds$4.1B
Microsoft CorpMSFT3 funds$4.0B
Broadcom IncAVGO3 funds$3.8B
Eli Lilly & CoLLY3 funds$2.2B
JPMorgan Chase & CoJPM3 funds$1.8B
Meta Platforms Inc-Class AMETA3 funds$1.8B
Tesla IncTSLA3 funds$1.6B
Micron Technology IncMU3 funds$1.6B
Alphabet Inc-CL CGOOG3 funds$1.5B

Ranked by how many of UNIY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UNIY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
32
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

3 tracked filers in Q2 2026 filingsstill filing
0510Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
USFRmc562 funds$9.7B
QGRWmc148 funds$1.9B
WTAImc148 funds$217.0M
NTSXmc102 funds$744.9M
WCLDFUND86 funds$129.1M
USMFUS MULTIFACTOR ETF68 funds$203.9M
GCCmc65 funds$144.0M
GDEmc64 funds$240.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for UNIY

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Ask your agent what changed in UNIY

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UNIY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for UNIY.
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 UNIY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.