Among active 13F managers last quarter, none opened or added and 3 reduced; the largest holder to move was Toth Financial Advisory Corp (−36%).
10 tracked 13F filers disclose a position in UYM as of the latest SEC 13F filings, a combined $1.4M 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 | Susquehanna International Group, LLP | 24K | $714K | ▲New +24K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 15K | $438K | ▲+107% Added · +8K sh | Q1 2026 | |
| 3 | Allworth Financial LP | 3K | $82K | —Held | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 2K | $71K | ▼−91% Reduced · −25K sh | Q1 2026 | |
| 5 | Toth Financial Advisory Corp | 1K | $36K | ▼−36% Reduced · −681 sh | Q2 2026 | |
| 6 | Godfrey Financial Associates, Inc. | 1K | $35K | ▼−35% Reduced · −630 sh | Q2 2026 | |
| 7 | O'shaughnessy Asset Management, LLC | 270 | $8K | ▼−26% Reduced · −97 sh | Q2 2026 | |
| 8 | Beacon Capital Management, Inc. | 148 | $4K | —Held | Q2 2026 | |
| 9 | Pension & Wealth Management Advisors, Inc. | 41 | $1K | —Held | Q2 2026 | |
| 10 | Morgan Stanley | 2 | $63 | —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, no active manager opened or added to a position in UYM, 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 | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $328.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $231.9M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $150.7M |
| Vanguard Info Tech ETFVGT | 4 funds | $121.7M |
| Abbvie IncABBV | 4 funds | $102.5M |
| Vanguard Real Estate ETFVNQ | 4 funds | $88.9M |
| Intel CorpINTC | 4 funds | $87.4M |
| SS Technology Select SectorXLK | 4 funds | $64.7M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 4 funds | $34.7M |
| SS Financial Select SectorXLF | 4 funds | $30.2M |
| SS SPDR P S&P 1500 Comp ETFSPTM | 4 funds | $25.8M |
Ranked by how many of UYM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UYM.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 221 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMPSHS LC COR PLUS | 98 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 54 funds | $168.3M |
| UWMcommon | 42 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
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 UYM
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/UYM/capital-change-brief"
Use Arkolith's capital_change_brief for UYM. 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 UYM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.