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/UUP/capital-change-brief"
Use Arkolith's capital_change_brief for UUP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $81.8M | 2.9M | ▲46× Added · +2.9M sh | Q1 2026 | |
| 2 | Tidal Investments LLC | $43.8M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $35.9M | 1.3M | ▲Added Added · +1.3M sh | Q1 2026 | |
| 4 | POTOMAC FUND MANAGEMENT INC /ADV | $28.0M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $22.2M | 798K | ▲+31% Added · +190K sh | Q1 2026 | |
| 6 | Empowered Funds, LLC | $13.6M | 490K | ▲New +490K sh | Q1 2026 | |
| 7 | IMC-Chicago, LLC | $8.7M | 315K | ▲14× Added · +292K sh | Q1 2026 | |
| 8 | BNP PARIBAS FINANCIAL MARKETS | $7.8M | 280K | ▲44× Added · +274K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $7.5M | 270K | ▲+14% Added · +32K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $7.4M | 268K | ▲+161% Added · +165K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $7.1M | 257K | ▲+118% Added · +139K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $5.4M | 193K | ▼~0% Reduced · −27 sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $5.3M | 191K | ▲+94% Added · +93K sh | Q1 2026 | |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | $4.5M | 160K | ▼−14% Reduced · −25K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $4.3M | 156K | ▲+324% Added · +119K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $4.0M | 144K | ▲+34% Added · +37K sh | Q1 2026 | |
| 17 | Pettinga Financial Advisors LLC | $3.9M | 138K | ▲+20% Added · +23K sh | Q2 2026 | |
| 18 | Mutual Advisors, LLC | $3.3M | 118K | ▲New +118K sh | Q1 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $3.3M | 118K | ▲New +118K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.2M | 116K | —Held | Q1 2026 | |
| 21 | Jefferies Financial Group Inc. | $3.0M | 107K | ▼−31% Reduced · −48K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $2.1M | 76K | ▼−29% Reduced · −32K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $2.0M | 73K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 24 | MONEY CONCEPTS CAPITAL CORP | $1.8M | 66K | ▲New +66K sh | Q1 2026 | |
| 25 | UBS Group AG | $1.8M | 66K | ▲+19% Added · +10K 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.
| Class | 13F holders | Value held |
|---|---|---|
| UUPthis pageMF Closed and MF Open | 60 funds | $332.2M |
| UDNFund | 26 funds | $28.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 29 funds | $8.0B |
| AMAZON.COM INCAMZN | 29 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.8B |
| BROADCOM INCAVGO | 29 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 29 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 29 funds | $2.1B |
| ELI LILLY & COLLY | 29 funds | $2.0B |
| CHEVRON CORPCVX | 29 funds | $1.8B |
| MASTERCARD INC - AMA | 29 funds | $1.8B |
| HOME DEPOT INCHD | 29 funds | $1.7B |
| INTUITIVE SURGICAL INCISRG | 29 funds | $1.1B |
| GILEAD SCIENCES INCGILD | 29 funds | $993.7M |
Ranked by how many of UUP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UUP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.