Institutional Holders (2026 Q2)
183 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UHT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Total Wealth Planning & Management, Inc. | 0.48% | 16,033 | $703K |
| 2 | WealthTrust Axiom LLC | 0.32% | 32,800 | $1.4M |
| 3 | Atom Investors LP | 0.26% | 67,302 | $3.0M |
| 4 | Independent Wealth Network Inc. | 0.18% | 16,029 | $703K |
| 5 | EntryPoint Capital, LLC | 0.16% | 5,899 | $231K |
| 6 | Altfest L J & Co Inc | 0.10% | 22,449 | $985K |
| 7 | Anchyra Partners LLC | 0.08% | 7,908 | $347K |
| 8 | Truvestments Capital LLC | 0.06% | 9,421 | $413K |
| 9 | Wilkinson Global Asset Management LLC | 0.06% | 17,000 | $746K |
| 10 | FJ Capital Management LLC | 0.05% | 9,409 | $413K |
| 11 | Martingale Asset Management L P | 0.03% | 32,619 | $1.4M |
| 12 | Quantbot Technologies LP | 0.03% | 17,917 | $786K |
| 13 | Y-Intercept (Hong Kong) Ltd | 0.02% | 28,629 | $1.3M |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | 353,543 | $15.5M |
| 15 | Catalyst Funds Management Pty Ltd | 0.02% | 7,202 | $316K |
| 16 | Meramec Financial Planners, LLC | 0.02% | 1,012 | $45K |
| 17 | Symmetry Partners, LLC | 0.01% | 5,946 | $261K |
| 18 | Algert Global LLC | 0.01% | 25,141 | $1.1M |
| 19 | Renaissance Technologies LLC | 0.01% | 196,510 | $8.6M |
| 20 | Fifth Third Wealth Advisors LLC | 0.01% | 9,265 | $406K |
| 21 | Vision Retirement, LLC | 0.01% | 1,000 | $44K |
| 22 | Hrt Financial LP | 0.01% | 132,131 | $5.8M |
| 23 | Exchange Traded Concepts, LLC | 0.01% | 52,067 | $2.3M |
| 24 | Tocqueville Asset Management L.P. | 0.01% | 17,300 | $759K |
| 25 | Panagora Asset Management Inc | 0.01% | 66,505 | $2.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|