66 tracked 13F filers disclose a position in UYG as of the latest SEC 13F filings, a combined $23.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cassaday & Co Wealth Management LLC | $2.9M | 40K | ▲+14% Added · +5K sh | Q1 2026 | |
| 2 | TOTH FINANCIAL ADVISORY CORP | $2.4M | 28K | —Held | Q2 2026 | |
| 3 | Focus Partners Wealth | $1.8M | 24K | ▲+1.1% Added · +271 sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $1.4M | 19K | ▲Added Added · +19K sh | Q1 2026 | |
| 5 | Pinnacle Financial Partners, Inc. | $1.1M | 15K | —Held | Q1 2026 | |
| 6 | Quantinno Capital Management LP | $934K | 13K | ▲+307% Added · +10K sh | Q1 2026 | |
| 7 | Waverly Advisors, LLC | $752K | 10K | —Held | Q1 2026 | |
| 8 | Chicago Partners Investment Group LLC | $875K | 9K | ▲+0.1% Added · +12 sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $645K | 9K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 10 | Capital Investment Counsel, Inc | $646K | 8K | ▼−8.5% Reduced · −700 sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $537K | 7K | —Held | Q1 2026 | |
| 12 | CIBC Bancorp USA Inc. | $500K | 7K | ▲New +7K sh | Q1 2026 | |
| 13 | BLAIR WILLIAM & CO/IL | $449K | 6K | ▼−0.4% Reduced · −25 sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $427K | 6K | —Held | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $463K | 5K | —Held | Q2 2026 | |
| 16 | Cerity Partners LLC | $367K | 5K | —Held | Q1 2026 | |
| 17 | DIMENSION CAPITAL MANAGEMENT LLC | $367K | 5K | —Held | Q1 2026 | |
| 18 | Bryn Mawr Trust Advisors, LLC | $419K | 5K | ▼−1.0% Reduced · −48 sh | Q2 2026 | |
| 19 | Creative Planning | $336K | 5K | ▲+11% Added · +451 sh | Q1 2026 | |
| 20 | KENNEDY INVESTMENT GROUP, INC. | $351K | 4K | —Held | Q2 2026 | |
| 21 | Wealthspire Advisors, LLC | $294K | 4K | ▲+0.3% Added · +13 sh | Q1 2026 | |
| 22 | Texas Capital Bank Wealth Management Services Inc | $281K | 4K | —Held | Q1 2026 | |
| 23 | Savant Capital, LLC | $278K | 4K | ▲+0.3% Added · +11 sh | Q1 2026 | |
| 24 | Summit Trail Advisors, LLC | $266K | 4K | ▼−50% Reduced · −4K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $263K | 4K | —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, 5 funds opened a new position in UYG and 7 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $13.9B |
| APPLE INCAAPL | 30 funds | $12.0B |
| MICROSOFT CORPMSFT | 30 funds | $8.1B |
| AMAZON.COM INCAMZN | 30 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 30 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $4.3B |
| BROADCOM INCAVGO | 29 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $2.9B |
| TESLA INCTSLA | 29 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 29 funds | $1.9B |
Ranked by how many of UYG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TQQQcs | 267 funds | $1.2B |
| UPROcs | 108 funds | $141.1M |
| UYGthis pageULTRA FNCLS NEW | 66 funds | $23.6M |
| UDOWULTRPRO DOW30 | 50 funds | $44.9M |
| TBFUIE | 32 funds | $15.4M |
| URTYULTR RUSSL2000 | 26 funds | $19.2M |
| UREULT R/EST NEW | 12 funds | $3.4M |
| EFOULTR MSCI ETF | 11 funds | $8.3M |
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.