Institutional Holders (2026 Q2)
91 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UUP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Shaolin Capital Management LLC | 2.31% | 1,706,000 | $48.5M |
| 2 | Potomac Fund Management Inc /Adv | 0.75% | 1,055,200 | $30.0M |
| 3 | Pettinga Financial Advisors LLC | 0.63% | 137,690 | $3.9M |
| 4 | Quantum Financial Partners LLC | 0.37% | 25,220 | $716K |
| 5 | Axim Planning & Wealth | 0.33% | 8,227 | $234K |
| 6 | Ccg Wealth Management, LLC | 0.20% | 30,395 | $864K |
| 7 | City Center Advisors, LLC | 0.17% | 7,443 | $211K |
| 8 | New York Life Investment Management LLC | 0.13% | 633,892 | $18.0M |
| 9 | IPG Investment Advisors LLC | 0.11% | 26,256 | $746K |
| 10 | Synergy Asset Management, LLC | 0.10% | 36,660 | $1.0M |
| 11 | Guardian Wealth Advisors, LLC / Nc | 0.09% | 53,582 | $1.5M |
| 12 | Cornerstone Wealth Management, LLC | 0.08% | 66,741 | $1.9M |
| 13 | Two Sigma Securities, LLC | 0.08% | 31,221 | $887K |
| 14 | Delos Wealth Advisors, LLC | 0.05% | 3,376 | $96K |
| 15 | Intrua Financial, LLC | 0.05% | 17,699 | $503K |
| 16 | Tidal Investments LLC | 0.05% | 928,060 | $26.4M |
| 17 | Harbour Investments, INC. | 0.04% | 103,204 | $2.9M |
| 18 | Mutual Advisors, LLC | 0.04% | 67,434 | $1.9M |
| 19 | Kovack Advisors, Inc. | 0.04% | 25,852 | $737K |
| 20 | Foundations Investment Advisors, LLC | 0.03% | 119,686 | $3.4M |
| 21 | 4Thought Financial Group Inc. | 0.03% | 2,224 | $63K |
| 22 | PFG Advisors | 0.03% | 18,473 | $525K |
| 23 | Luminist Capital LLC | 0.02% | 759 | $22K |
| 24 | Quest 10 Wealth Builders, Inc. | 0.02% | 1,007 | $29K |
| 25 | Exchange Traded Concepts, LLC | 0.02% | 150,535 | $4.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|