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/UYLD/capital-change-brief"
Use Arkolith's capital_change_brief for UYLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.8M | 9.8M | ▲+17% Added · +1.4M sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $55.2M | 1.1M | ▼−4.0% Reduced · −46K sh | Q1 2026 | |
| 3 | Gradient Investments LLC | $51.8M | 1.0M | ▼−5.7% Reduced · −61K sh | Q2 2026 | |
| 4 | UBS Group AG | $50.0M | 979K | ▲+22% Added · +175K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $42.4M | 831K | ▲+3.3% Added · +27K sh | Q1 2026 | |
| 6 | Richard P Slaughter Associates Inc | $20.8M | 408K | ▼−39% Reduced · −265K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $20.3M | 397K | ▼−9.2% Reduced · −40K sh | Q1 2026 | |
| 8 | FIRST NATIONAL BANK OF OMAHA | $14.7M | 288K | ▲+11% Added · +30K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $14.2M | 277K | ▲+287% Added · +206K sh | Q1 2026 | |
| 10 | MIDLAND WEALTH ADVISORS, LLC | $12.8M | 250K | ▲+23% Added · +48K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $11.5M | 226K | ▲+9.7% Added · +20K sh | Q1 2026 | |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.4M | 184K | ▲+5.6% Added · +10K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $8.8M | 172K | ▼−2.5% Reduced · −4K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $8.7M | 170K | ▲+834% Added · +152K sh | Q1 2026 | |
| 15 | Weaver Consulting Group | $8.0M | 156K | ▲+40% Added · +44K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $7.0M | 137K | ▲+29% Added · +31K sh | Q1 2026 | |
| 17 | Bulwark Capital Corp | $6.5M | 128K | ▼−21% Reduced · −33K sh | Q2 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $5.6M | 109K | ▲21× Added · +104K sh | Q2 2026 | |
| 19 | NorthCrest Asset Manangement, LLC | $5.5M | 108K | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 20 | PARSONS CAPITAL MANAGEMENT INC/RI | $4.9M | 96K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 21 | Vise Technologies, Inc. | $4.4M | 86K | —Held | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $4.0M | 79K | ▲+22% Added · +14K sh | Q1 2026 | |
| 23 | XY Planning Network, Inc. | $3.5M | 68K | ▲+7.3% Added · +5K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $3.0M | 59K | ▲New +59K sh | Q1 2026 | |
| 25 | Mechanics Bank Trust Department | $2.6M | 51K | ▲+9.8% Added · +5K sh | Q2 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $13.3B |
| NVIDIA CORPNVDA | 30 funds | $12.4B |
| APPLE INCAAPL | 30 funds | $11.5B |
| MICROSOFT CORPMSFT | 30 funds | $9.2B |
| AMAZON.COM INCAMZN | 30 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 30 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.0B |
| BROADCOM INCAVGO | 30 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 30 funds | $3.7B |
Ranked by how many of UYLD'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 UYLD. 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.