Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Elm3 Financial Group, LLC (−1.2%).
5 tracked 13F filers disclose a position in UPV as of the latest SEC 13F filings, a combined $2.9M 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 | Cassaday & Co Wealth Management LLC | 24K | $2.4M | —Held | Q2 2026 | |
| 2 | Jane Street Group, LLC | 3K | $249K | ▲New +3K sh | Q1 2026 | |
| 3 | Elm3 Financial Group, LLC | 2K | $236K | ▼−1.2% Reduced · −30 sh | Q2 2026 | |
| 4 | Farther Finance Advisors, LLC | 19 | $2K | —Held | Q1 2026 | |
| 5 | Morgan Stanley | 1 | $127 | —Held | 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, no active manager opened or added to a position in UPV, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 2 funds | $557.3M |
| Apple IncAAPL | 2 funds | $266.1M |
| Nvidia CorpNVDA | 2 funds | $233.2M |
| Microsoft CorpMSFT | 2 funds | $121.1M |
| Amazon.com IncAMZN | 2 funds | $111.7M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $96.0M |
| Alphabet Inc-CL AGOOGL | 2 funds | $88.6M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $73.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $70.0M |
| Alphabet Inc-CL CGOOG | 2 funds | $69.3M |
| Broadcom IncAVGO | 2 funds | $60.3M |
| Vanguard Mid-Cap ETFVO | 2 funds | $45.3M |
Ranked by how many of UPV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPV.
| Class | 13F holders | Value held |
|---|---|---|
| TQQQcs | 333 funds | $1.4B |
| UPROcs | 128 funds | $184.3M |
| UYGULTRA FNCLS NEW | 76 funds | $26.9M |
| UDOWULTRPRO DOW30 | 51 funds | $53.0M |
| URTYULTR RUSSL2000 | 33 funds | $26.4M |
| TBFUIE | 33 funds | $18.5M |
| UREULT R/EST NEW | 12 funds | $3.5M |
| EETMSCI EMRG ETF | 10 funds | $12.9M |
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 UPV
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/UPV/capital-change-brief"
Use Arkolith's capital_change_brief for UPV. 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 UPV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.