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Security record · archived quarter

UGA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
19Tracked holders
-2Δ holders
183.25KShares held
$18.87MReported value
+1New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -9.5% · share flow -30.0% · net new positions -10.5%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 -2 183.25K $18.87M +1 −3
Q1 2026 21 +5 318.34K $32.90M +5
Q4 2025 16 +1 165.72K $10.23M +1
Q3 2025 2 -1 1.62K $104,341 −1
Q2 2025 1 0 4.20K $253,084
Q1 2025 1 0 589 $37,843
Q4 2024 1 0 8.82K $555,446
Q3 2024 1 0 6.43K $375,997
Q2 2024 1 13.77K $930,722
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Susquehanna International Group, Llp 58.33K +459.8% $6.01M 0.0% ▲ Add 3 SEC ↗
2 Susquehanna International Group, Llp 58.33K +459.8% $6.01M 0.0% ▲ Add 3 SEC ↗
3 Jane Street Group, Llc 27.51K -68.1% $2.83M 0.0% ▼ Trim 3 SEC ↗
4 Osaic Holdings, Inc. 19.89K -79.3% $2.05M 0.0% ▼ Trim 3 SEC ↗
5 Osaic Holdings, Inc. 19.89K -79.3% $2.05M 0.0% ▼ Trim 3 SEC ↗
6 Cetera Investment Advisers 17.89K -52.2% $1.84M 0.0% ▼ Trim 3 SEC ↗
7 Envestnet Asset Management Inc 11.79K -40.1% $1.21M 0.0% ▼ Trim 3 SEC ↗
8 Belvedere Trading LLC 10.37K +530.8% $1.07M 0.1% ▲ Add 2 SEC ↗
9 Parallax Volatility Advisers, L.P. 8.41K 0.0% $866,081 0.0% Held 3 SEC ↗
10 Commonwealth Equity Services, Llc 6.16K -13.8% $634,710 0.0% ▼ Trim 3 SEC ↗
11 Royal Bank Of Canada 5.49K +100.6% $565,000 0.0% ▲ Add 3 SEC ↗
12 Blair William & Co/Il 4.75K +137.5% $489,108 0.0% ▲ Add 2 SEC ↗
13 IMC-Chicago, LLC 3.26K New $335,888 0.0% New 1 SEC ↗
14 Simplex Trading, Llc 2.64K -66.2% $271,428 0.0% ▼ Trim 3 SEC ↗
15 LPL Financial LLC 2.43K -80.4% $250,356 0.0% ▼ Trim 2 SEC ↗
16 UBS Group AG 2.22K -0.3% $228,182 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 2.22K -0.3% $228,182 0.0% ▼ Trim 3 SEC ↗
18 Group One Trading Llc 919 +76.0% $94,629 0.0% ▲ Add 2 SEC ↗
19 Wells Fargo & Company/Mn 595 -92.8% $61,267 0.0% ▼ Trim 3 SEC ↗
20 Pnc Financial Services Group, Inc. 300 0.0% $30,891 0.0% Held 3 SEC ↗
21 Morgan Stanley 200 -89.8% $20,594 0.0% ▼ Trim 4 SEC ↗
22 Morgan Stanley 200 -89.8% $20,594 0.0% ▼ Trim 4 SEC ↗
23 JPMorgan Chase 101 0.0% $10,354 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

IMC-Chicago, LLC $335,888 0.0%

Exited

Citadel Advisors $850,902 was 0.0%
Mariner, LLC $475,157 was 0.0%
Northwestern Mutual Wealth… $10,334 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 572.73K shares, $54.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API