Security record · archived quarter
UUP
name pending profile ingest
31Tracked holders
+6Δ holders
9.53MShares held
$265.23MReported value
+9New positions
−3Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 4.36M | $123.82M | +3 | −6 |
| Q1 2026 | 31 | +6 | 9.53M | $265.23M | +9 | −3 |
| Q4 2025 | 25 | +1 | 2.65M | $71.53M | +1 | n/a |
| Q3 2025 | 3 | -1 | 1.57M | $43.27M | n/a | −1 |
| Q2 2025 | 1 | 0 | 97.42K | $2.62M | n/a | n/a |
| Q1 2025 | 1 | 0 | 277.73K | $7.93M | n/a | n/a |
| Q4 2024 | 1 | 0 | 20.52K | $603,581 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.46K | $97,559 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.16K | $237,846 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 4 | Morgan Stanley ✦ | 798.02K | +31.3% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Hrt Financial Lp | 343.34K | +1169.9% | $9.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | IMC-Chicago, LLC | 314.72K | +1278.7% | $8.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 280.21K | +4323.9% | $7.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 270.48K | +13.6% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 268.04K | +161.3% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 257.20K | +117.9% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 193.14K | 0.0% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 191.45K | +93.6% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 144.02K | +34.5% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 115.69K | 0.0% | $3.21M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 76.37K | -29.4% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Baird Financial Group, Inc. | 73.30K | +2.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 65.83K | +18.7% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Us Bancorp \De\ | 60.80K | New | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 58.65K | -58.1% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 53.71K | -30.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 43.25K | -32.6% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 39.51K | -1.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Simplex Trading, Llc | 17.08K | New | $474,399 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 15.19K | -53.6% | $421,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 14.45K | 0.0% | $401,457 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 12.90K | New | $359,450 | 0.0% | New | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 10.61K | New | $294,838 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 7.57K | New | $210,393 | 0.0% | New | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 7.29K | New | $202,656 | 0.0% | New | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 288 | New | $8,001 | 0.0% | New | 1 | SEC ↗ |
| 31 | Barclays Plc | 2 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ ×2 |
“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% |
| 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 ·
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