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Security record · archived quarter

UUP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
31Tracked holders
+6Δ holders
9.53MShares held
$265.23MReported value
+9New positions
−3Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +24.0% · share flow +30.0% · net new positions +19.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 2.92M +4480.9% $81.84M 0.0% ▲ Add 3 SEC ↗
2 Tidal Investments LLC 1.58M New $43.76M 0.1% New 1 SEC ↗
3 Jane Street Group, Llc 1.29M New $35.92M 0.0% New 1 SEC ↗
4 Jane Street Group, Llc 1.29M New $35.92M 0.0% New 1 SEC ↗
5 Morgan Stanley 798.02K +31.3% $22.17M 0.0% ▲ Add 3 SEC ↗
6 Morgan Stanley 798.02K +31.3% $22.17M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 798.02K +31.3% $22.17M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 798.02K +31.3% $22.17M 0.0% ▲ Add 3 SEC ↗
9 Hrt Financial Lp 343.34K +1169.9% $9.54M 0.0% ▲ Add 2 SEC ↗
10 IMC-Chicago, LLC 314.72K +1278.7% $8.74M 0.1% ▲ Add 2 SEC ↗
11 Bnp Paribas Financial Markets 280.21K +4323.9% $7.78M 0.0% ▲ Add 2 SEC ↗
12 Bank Of America Corp /De/ 270.48K +13.6% $7.51M 0.0% ▲ Add 2 SEC ↗
13 Bank Of America Corp /De/ 270.48K +13.6% $7.51M 0.0% ▲ Add 2 SEC ↗
14 LPL Financial LLC 268.04K +161.3% $7.45M 0.0% ▲ Add 2 SEC ↗
15 Citadel Advisors 257.20K +117.9% $7.15M 0.0% ▲ Add 2 SEC ↗
16 Ameriprise Financial Inc 193.14K 0.0% $5.37M 0.0% ▼ Trim 2 SEC ↗
17 Raymond James Financial Inc 191.45K +93.6% $5.32M 0.0% ▲ Add 2 SEC ↗
18 Raymond James Financial Inc 191.45K +93.6% $5.32M 0.0% ▲ Add 2 SEC ↗
19 Cetera Investment Advisers 144.02K +34.5% $4.00M 0.0% ▲ Add 2 SEC ↗
20 Goldman Sachs Group 115.69K 0.0% $3.21M 0.0% Held 3 SEC ↗
21 Royal Bank Of Canada 76.37K -29.4% $2.12M 0.0% ▼ Trim 2 SEC ↗
22 Royal Bank Of Canada 76.37K -29.4% $2.12M 0.0% ▼ Trim 2 SEC ↗
23 Royal Bank Of Canada 76.37K -29.4% $2.12M 0.0% ▼ Trim 2 SEC ↗
24 Baird Financial Group, Inc. 73.30K +2.4% $2.04M 0.0% ▲ Add 2 SEC ↗
25 UBS Group AG 65.83K +18.7% $1.83M 0.0% ▲ Add 2 SEC ↗
26 UBS Group AG 65.83K +18.7% $1.83M 0.0% ▲ Add 2 SEC ↗
27 Us Bancorp \De\ 60.80K New $1.69M 0.0% New 1 SEC ↗
28 Osaic Holdings, Inc. 58.65K -58.1% $1.63M 0.0% ▼ Trim 2 SEC ↗
29 Osaic Holdings, Inc. 58.65K -58.1% $1.63M 0.0% ▼ Trim 2 SEC ↗
30 Envestnet Asset Management Inc 53.71K -30.6% $1.49M 0.0% ▼ Trim 2 SEC ↗
31 Wells Fargo & Company/Mn 43.25K -32.6% $1.20M 0.0% ▼ Trim 2 SEC ↗
32 Wells Fargo & Company/Mn 43.25K -32.6% $1.20M 0.0% ▼ Trim 2 SEC ↗
33 Focus Partners Wealth 39.51K -1.7% $1.10M 0.0% ▼ Trim 2 SEC ↗
34 Simplex Trading, Llc 17.08K New $474,399 0.0% New 1 SEC ↗
35 Mml Investors Services, Llc 15.19K -53.6% $421,983 0.0% ▼ Trim 2 SEC ↗
36 Bank of New York Mellon Corp 14.45K 0.0% $401,457 0.0% Held 2 SEC ↗
37 Bank of New York Mellon Corp 14.45K 0.0% $401,457 0.0% Held 2 SEC ↗
38 Wealth Enhancement Advisory… 12.90K New $359,450 0.0% New 1 SEC ↗
39 HighTower Advisors, LLC 10.61K New $294,838 0.0% New 1 SEC ↗
40 Mariner, LLC 7.57K New $210,393 0.0% New 1 SEC ↗
41 Blair William & Co/Il 7.29K New $202,656 0.0% New 1 SEC ↗
42 National Bank Of Canada /Fi/ 288 New $8,001 0.0% New 1 SEC ↗
43 Barclays Plc 2 0.0% $56 0.0% Held 2 SEC ↗
44 Barclays Plc 2 0.0% $56 0.0% Held 2 SEC ↗

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

New buyers

Tidal Investments LLC $43.76M 0.1%
Jane Street Group, Llc $35.92M 0.0%
Jane Street Group, Llc $35.92M 0.0%
Us Bancorp \De\ $1.69M 0.0%
Simplex Trading, Llc $474,399 0.0%
Wealth Enhancement Advisory… $359,450 0.0%
HighTower Advisors, LLC $294,838 0.0%
Mariner, LLC $210,393 0.0%
Blair William & Co/Il $202,656 0.0%
National Bank Of Canada /Fi/ $8,001 0.0%

Exited

Susquehanna International… $7.29M was 0.0%
Group One Trading Llc $1.61M was 0.0%
Commonwealth Equity Services… $317,614 was 0.0%

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: Q1 2026 · Methodology · Get this via the API