95 tracked 13F filers disclose a position in UYLD as of the latest SEC 13F filings, a combined $1.0B 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 | 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 | Requisite Capital Management, LLC | $18.9M | 371K | ▲+27% Added · +78K sh | Q2 2025 | |
| 9 | FIRST NATIONAL BANK OF OMAHA | $15.5M | 303K | ▲+5.3% Added · +15K sh | Q2 2026 | |
| 10 | Heritage Trust Co | $15.4M | 302K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $14.2M | 277K | ▲+287% Added · +206K sh | Q1 2026 | |
| 12 | IFC Advisors LLC | $13.7M | 269K | ▼−14% Reduced · −45K sh | Q2 2026 | |
| 13 | Mason & Associates Inc | $13.7M | 269K | ▲+456% Added · +220K sh | Q2 2026 | |
| 14 | Crescent Grove Advisors, LLC | $12.0M | 233K | ▼−4.3% Reduced · −10K sh | Q2 2026 | |
| 15 | MIDLAND WEALTH ADVISORS, LLC | $11.9M | 233K | ▼−6.8% Reduced · −17K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $11.5M | 226K | ▲+9.7% Added · +20K sh | Q1 2026 | |
| 17 | ISLAY CAPITAL MANAGEMENT, LLC | $11.1M | 218K | ▲+25% Added · +43K sh | Q3 2026 | |
| 18 | STEEL GROVE CAPITAL ADVISORS, LLC | $10.6M | 208K | ▼−24% Reduced · −66K sh | Q2 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.5M | 187K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $9.3M | 183K | ▲+7.8% Added · +13K sh | Q2 2026 | |
| 21 | Weaver Consulting Group | $9.0M | 177K | ▲+13% Added · +21K sh | Q2 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $8.8M | 172K | ▼−2.5% Reduced · −4K sh | Q2 2026 | |
| 23 | Sage Mountain Advisors LLC | $7.9M | 155K | ▲+23% Added · +29K sh | Q2 2026 | |
| 24 | Able Wealth Management LLC | $7.8M | 152K | ▼−4.3% Reduced · −7K sh | Q2 2026 | |
| 25 | LPL Financial LLC | $7.0M | 137K | ▲+29% Added · +31K 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, 4 funds opened a new position in UYLD and 23 added to an existing one, while 13 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 | 43 funds | $11.2B |
| APPLE INCAAPL | 43 funds | $7.5B |
| MICROSOFT CORPMSFT | 43 funds | $6.1B |
| AMAZON.COM INCAMZN | 42 funds | $4.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 41 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 41 funds | $1.8B |
| BROADCOM INCAVGO | 40 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $2.1B |
| CHEVRON CORPCVX | 40 funds | $863.9M |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $6.1B |
Ranked by how many of UYLD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CARYMF Closed and MF Open | 108 funds | $875.0M |
| UYLDthis pageOAK ULTRASHORT | 95 funds | $1.0B |
| MBSMORTGAGE BACKED | 33 funds | $117.1M |
| AOHYmc | 33 funds | $70.2M |
| TRBFTOTAL RETURN ETF | 4 funds | $25.1M |
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 UYLD
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.
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.