Security record · archived quarter
UUP
name pending profile ingest
25Tracked holders
+1Δ holders
2.65MShares held
$71.53MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow -20.1% ·
net new positions +4.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -2 | 4.39M | $124.61M | +3 | −5 |
| Q1 2026 | 31 | +6 | 9.53M | $265.23M | +9 | −3 |
| Q4 2025 | 25 | +1 | 2.65M | $71.53M | +1 | — |
| Q3 2025 | 3 | -1 | 1.57M | $43.27M | — | −1 |
| Q2 2025 | 1 | 0 | 97.42K | $2.62M | — | — |
| Q1 2025 | 1 | 0 | 277.73K | $7.93M | — | — |
| Q4 2024 | 1 | 0 | 20.52K | $603,581 | — | — |
| Q3 2024 | 1 | 0 | 3.46K | $97,559 | — | — |
| Q2 2024 | 1 | — | 8.16K | $237,846 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 269.56K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 269.56K | — | $7.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 238.11K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 238.11K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 238.11K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 193.17K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 140.06K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 140.06K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 118.06K | New | $3.19M | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 115.69K | 0.0% | $3.13M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 108.20K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 108.20K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 108.20K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 107.11K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 102.57K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 98.90K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 98.90K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 77.38K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 71.61K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 64.18K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 64.18K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 63.85K | -71.3% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Group One Trading Llc | 59.54K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 55.45K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 55.45K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 40.20K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 32.73K | — | $884,697 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 27.04K | — | $730,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 22.83K | — | $617,014 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 14.45K | — | $390,614 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 14.45K | — | $390,614 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 11.75K | — | $317,614 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 6.33K | — | $171,208 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Barclays Plc | 2 | — | $54 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 2 | — | $54 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.19M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 10.64M shares, $284.56M 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: Q4 2025 ·
Methodology ·
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