Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Atria Investments, Inc (new position).
11 tracked 13F filers disclose a position in UPW as of the latest SEC 13F filings, a combined $7.7M 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 | Envestnet Asset Management Inc | 239K | $5.9M | ▲12× Added · +218K sh | Q1 2026 | |
| 2 | IMC-Chicago, LLC | 34K | $834K | ▲+13% Added · +4K sh | Q1 2026 | |
| 3 | Susquehanna International Group, LLP | 13K | $315K | ▲New +13K sh | Q1 2026 | |
| 4 | Atria Investments, Inc | 12K | $280K | ▲New +12K sh | Q2 2026 | |
| 5 | StoneX Group Inc. | 10K | $242K | ▲New +10K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 3K | $68K | ▼−90% Reduced · −25K sh | Q1 2026 | |
| 7 | Fifth Third Bancorp | 280 | $7K | —Held | Q1 2026 | |
| 8 | Beacon Capital Management, Inc. | 208 | $5K | —Held | Q2 2026 | |
| 9 | Toth Financial Advisory Corp | 181 | $4K | ▲+0.6% Added · +1 sh | Q2 2026 | |
| 10 | Morgan Stanley | 1 | $31 | ▼−50% Reduced · −1 sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 1 | $15 | —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, 2 funds opened a new position in UPW and 1 added to an existing one, 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $262.3M |
| Apple IncAAPL | 4 funds | $187.4M |
| SPDR Gold SharesGLD | 4 funds | $129.6M |
| Vanguard Info Tech ETFVGT | 4 funds | $128.6M |
| Broadcom IncAVGO | 4 funds | $115.6M |
| Vanguard Real Estate ETFVNQ | 4 funds | $91.1M |
| Victoryshares Free Cash FlowVFLO | 4 funds | $80.7M |
| SS Technology Select SectorXLK | 4 funds | $75.7M |
| Vanguard Financials ETFVFH | 4 funds | $66.0M |
| Abbvie IncABBV | 4 funds | $62.1M |
| Invesco S&P 500 Equal WeightRSP | 4 funds | $52.3M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 4 funds | $45.4M |
Ranked by how many of UPW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPW.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 221 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 202 funds | $1.6B |
| CSMPSHS LC COR PLUS | 98 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 54 funds | $168.3M |
| UWMcommon | 42 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
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 UPW
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/UPW/capital-change-brief"
Use Arkolith's capital_change_brief for UPW. 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 UPW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.