Among active 13F managers last quarter, 1 added and 4 reduced; the largest holder to move was Aspire Growth Partners LLC (−1.1%).
30 tracked 13F filers disclose a position in UPGD as of the latest SEC 13F filings, a combined $30.5M 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 | Raymond James Financial Inc | 160K | $11.6M | ▼−3.0% Reduced · −5K sh | Q1 2026 | |
| 2 | Kingsview Wealth Management, LLC | 113K | $9.2M | ▲New +113K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 22K | $1.6M | ▲+78% Added · +9K sh | Q1 2026 | |
| 4 | Aspire Growth Partners LLC | 10K | $852K | ▼−1.1% Reduced · −117 sh | Q2 2026 | |
| 5 | Oxford Financial Group, LTD. LLC | 10K | $819K | —Held | Q2 2026 | |
| 6 | Tower Research Capital LLC (TRC) | 9K | $683K | ▼−65% Reduced · −17K sh | Q1 2026 | |
| 7 | CWM, LLC | 9K | $629K | —Held | Q1 2026 | |
| 8 | HBK Sorce Advisory LLC | 9K | $721K | ▼−0.3% Reduced · −24 sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 6K | $468K | ▼−58% Reduced · −9K sh | Q1 2026 | |
| 10 | Total Wealth Planning & Management, Inc. | 6K | $478K | —Held | Q2 2026 | |
| 11 | Beacon Pointe Advisors, LLC | 5K | $410K | ▲New +5K sh | Q2 2026 | |
| 12 | Geneos Wealth Management Inc. | 5K | $410K | ▲+100% Added · +3K sh | Q2 2026 | |
| 13 | Millstone Evans Group, LLC | 4K | $333K | ▼−0.4% Reduced · −17 sh | Q2 2026 | |
| 14 | Morgan Stanley | 4K | $287K | —Held | Q1 2026 | |
| 15 | Jane Street Group, LLC | 4K | $277K | ▲New +4K sh | Q1 2026 | |
| 16 | Yarger Wealth Strategies, LLC | 4K | $295K | —Held | Q2 2026 | |
| 17 | Glenmede Trust Co Na | 4K | $291K | —Held | Q2 2026 | |
| 18 | Quantinno Capital Management LP | 3K | $238K | —Held | Q1 2026 | |
| 19 | Formidable Asset Management, LLC | 3K | $219K | —Held | Q2 2026 | |
| 20 | Stifel Financial Corp | 3K | $215K | ▼−13% Reduced · −446 sh | Q1 2026 | |
| 21 | Northwestern Mutual Wealth Management Co | 1K | $106K | —Held | Q1 2026 | |
| 22 | FMR LLC | 1K | $104K | —Held | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 1K | $84K | ▲+64% Added · +451 sh | Q1 2026 | |
| 24 | UBS Group AG | 782 | $57K | ▲15× Added · +730 sh | Q1 2026 | |
| 25 | Trust Co Of Toledo Na | 600 | $49K | —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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 1 fund added to an existing position in UPGD, 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $4.4B |
| Broadcom IncAVGO | 11 funds | $1.1B |
| Tesla IncTSLA | 11 funds | $814.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $751.2M |
| ExxonMobil Holdings CorpXOM | 11 funds | $618.0M |
| Vanguard S&P 500 ETFVOO | 11 funds | $609.8M |
| General ElectricGE | 11 funds | $235.1M |
| McDonald's CorpMCD | 11 funds | $231.8M |
| Ge Vernova IncGEV | 11 funds | $193.1M |
| Ishares Core S&P Small-Cap EIJR | 11 funds | $42.8M |
| Apple IncAAPL | 10 funds | $4.6B |
| Microsoft CorpMSFT | 10 funds | $2.1B |
Ranked by how many of UPGD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPGD.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $54.3B |
| SPHQmc | 760 funds | $11.6B |
| PRFmc | 543 funds | $5.0B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 530 funds | $4.1B |
| RSPTcs | 459 funds | $2.1B |
| XMMOmc | 446 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
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 UPGD
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/UPGD/capital-change-brief"
Use Arkolith's capital_change_brief for UPGD. 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 UPGD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.