Among active 13F managers last quarter, 11 opened and 8 added, while 3 reduced; the largest holder to move was Integrated Advisors Network LLC (new position).
76 tracked 13F filers disclose a position in UYG as of the latest SEC 13F filings, a combined $26.9M 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 | 40K | $3.4M | ▲+0.8% Added · +300 sh | Q2 2026 | |
| 2 | Toth Financial Advisory Corp | 28K | $2.4M | —Held | Q2 2026 | |
| 3 | Focus Partners Wealth | 24K | $1.8M | ▲+1.1% Added · +271 sh | Q1 2026 | |
| 4 | Pinnacle Financial Partners, Inc. | 15K | $1.3M | —Held | Q2 2026 | |
| 5 | Quantinno Capital Management LP | 13K | $934K | ▲+307% Added · +10K sh | Q1 2026 | |
| 6 | Integrated Advisors Network LLC | 12K | $1.0M | ▲New +12K sh | Q2 2026 | |
| 7 | Waverly Advisors, LLC | 10K | $877K | —Held | Q2 2026 | |
| 8 | Chicago Partners Investment Group LLC | 9K | $875K | ▲+0.1% Added · +12 sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 9K | $645K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 10 | Savant Capital, LLC | 8K | $614K | ▲+103% Added · +4K sh | Q2 2026 | |
| 11 | Capital Investment Counsel, Inc | 8K | $646K | ▼−8.5% Reduced · −700 sh | Q2 2026 | |
| 12 | Truist Financial Corp | 7K | $537K | —Held | Q1 2026 | |
| 13 | Summit Financial, LLC | 7K | $602K | ▲New +7K sh | Q2 2026 | |
| 14 | CIBC Bancorp USA Inc. | 7K | $500K | ▲New +7K sh | Q1 2026 | |
| 15 | Blair William & Co | 6K | $523K | —Held | Q2 2026 | |
| 16 | Bank Of America Corp | 6K | $427K | —Held | Q1 2026 | |
| 17 | Coastal Bridge Advisors, LLC | 5K | $469K | —Held | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 5K | $463K | —Held | Q2 2026 | |
| 19 | Dimension Capital Management LLC | 5K | $428K | —Held | Q2 2026 | |
| 20 | Cerity Partners LLC | 5K | $367K | —Held | Q1 2026 | |
| 21 | Bryn Mawr Trust Advisors, LLC | 5K | $419K | ▼−1.0% Reduced · −48 sh | Q2 2026 | |
| 22 | Creative Planning | 5K | $336K | ▲+11% Added · +451 sh | Q1 2026 | |
| 23 | Arax Advisory Partners | 4K | $358K | ▲+100% Added · +2K sh | Q2 2026 | |
| 24 | Kennedy Investment Group, Inc. | 4K | $351K | —Held | Q2 2026 | |
| 25 | Wealthspire Advisors, LLC | 4K | $294K | ▲+0.3% Added · +13 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.
Last quarter, 11 funds opened a new position in UYG and 8 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 37 funds | $13.2B |
| Nvidia CorpNVDA | 37 funds | $12.6B |
| Microsoft CorpMSFT | 37 funds | $8.1B |
| Amazon.com IncAMZN | 37 funds | $5.9B |
| Alphabet Inc-CL CGOOG | 37 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 37 funds | $3.6B |
| Vanguard S&P 500 ETFVOO | 37 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 36 funds | $5.6B |
| Broadcom IncAVGO | 36 funds | $4.3B |
| Tesla IncTSLA | 36 funds | $2.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 36 funds | $2.1B |
| Visa Inc-Class A SharesV | 36 funds | $2.0B |
Ranked by how many of UYG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UYG.
| Class | 13F holders | Value held |
|---|---|---|
| TQQQcs | 335 funds | $1.4B |
| UPROcs | 129 funds | $240.1M |
| UYGthis pageULTRA 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 | 11 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 UYG
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/UYG/capital-change-brief"
Use Arkolith's capital_change_brief for UYG. 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 UYG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.