Who owns SPXU
Which tracked institutional funds hold SPXU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPXU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened SPXU while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPXU’s largest tracked holder by dollar value, CITADEL ADVISORS LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPXU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 41 tracked filers holding SPXU, 24 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPXU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- RENAISSANCE TECHNOLOGIES LLC$6M
- GOLDMAN SACHS GROUP INC$3M
- Steward Partners Investment Advisory, LLC$2M
- EverSource Wealth Advisors, LLC$556K
Full exits 5
- CITADEL ADVISORS LLC$18M
- Revere Asset Management, Inc$10M
- HRT FINANCIAL LP$7M
- MOULTON WEALTH MANAGEMENT, INC$3M
- Cadent Capital Advisors, LLC$501K
Largest adds
- Jump Financial, LLC$4M
- DRW Securities, LLC$2M
- Optiver Holding B.V.$361K
Largest trims
- IMC-Chicago, LLC$10M
- JANE STREET GROUP, LLC$5M
- Tower Research Capital LLC (TRC)$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Belvedere Trading LLC$1M
- GROUP ONE TRADING LLC$300K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| IMC-Chicago, LLC trimmed | 210,294 | $8M | 5.4% | 2026-Q2 |
| Jump Financial, LLC added | 185,277 | $7M | 4.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 172,025 | $6M | 4.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 128,108 | $5M | 3.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 91,332 | $3M | 2.3% | 2026-Q2 |
| DRW Securities, LLC added | 69,743 | $3M | 1.8% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 65,669 | $2M | 1.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 52,263 | $2M | 1.3% | 2026-Q2 |
| UBS Group AG added | 43,238 | $2M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,516 | $983K | 0.7% | 2026-Q2 |
| XTX Topco Ltd added | 26,162 | $970K | 0.7% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 14,999 | $556K | 0.4% | 2026-Q2 |
| StoneX Group Inc. added | 14,126 | $525K | 0.4% | 2026-Q2 |
| Optiver Holding B.V. added | 13,559 | $503K | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 13,000 | $482K | 0.3% | 2026-Q2 |
| RICHARDS, MERRILL & PETERSON, INC. added | 13,000 | $482K | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 12,500 | $463K | 0.3% | 2026-Q2 |
| Beacon Capital Management, Inc. | 11,250 | $417K | 0.3% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 11,000 | $408K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,995 | $341K | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. new | 8,706 | $323K | 0.2% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 7,439 | $276K | 0.2% | 2026-Q2 |
| RAMSEY QUANTITATIVE SYSTEMS new | 7,300 | $271K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 6,951 | $258K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 6,582 | $244K | 0.2% | 2026-Q2 |
| Brookstone Capital Management new | 6,125 | $227K | 0.2% | 2026-Q2 |
| EFG International AG trimmed | 3,285 | $122K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 1,739 | $64K | 0.0% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1,250 | $46K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. trimmed | 996 | $37K | 0.0% | 2026-Q2 |
| CITIGROUP INC | 665 | $25K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 400 | $15K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 218 | $8K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 189 | $7K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 154 | $6K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 93 | $3K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 73 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 13 | $497 | 0.0% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL | 5 | $185 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 1 | $37 | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC | 0 | $2 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 311,375 | $18M | 12.2% | 2026-Q1 stale (1 quarter behind) |
| Revere Asset Management, Inc new | 173,278 | $10M | 6.8% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 115,916 | $7M | 4.5% | 2026-Q1 stale (1 quarter behind) |
| MOULTON WEALTH MANAGEMENT, INC new | 46,895 | $3M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Cadent Capital Advisors, LLC trimmed | 8,835 | $501K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 7,421 | $421K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC trimmed | 5,300 | $301K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth new | 4,697 | $267K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SG Americas Securities, LLC new | 2,732 | $155K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 221 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NewEdge Advisors, LLC new | 5,805 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BFSG, LLC | 10 | $568 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID | 7 | $398 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MCF Advisors LLC new | 1 | $57 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Quadrature Capital Ltd trimmed | 115,583 | $6M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| Gainplan LLC trimmed | 50,000 | $2M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 36,455 | $2M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC trimmed | 32,236 | $2M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Capstone Capital Management Ltd new | 9,990 | $497K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC trimmed | 7,885 | $392K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| PUREfi Wealth, LLC trimmed | 4,750 | $236K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 3,275 | $163K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Trust Co new | 500 | $25K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CHILTON CAPITAL MANAGEMENT LLC new | 250 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Fiduciary, LLC trimmed | 194 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC trimmed | 111 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HM PAYSON & CO new | 1 | $50 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sollinda Capital Management LLC added | 679,271 | $9M | 6.3% | 2025-Q3 stale (3 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC added | 578,358 | $8M | 5.4% | 2025-Q3 stale (3 quarters behind) |
| Ridgepath Capital Management LLC added | 578,358 | $8M | 5.4% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC added | 78,108 | $1M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Soltis Investment Advisors LLC new | 24,000 | $324K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Edgestream Partners, L.P. added | 17,934 | $242K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Corient Private Wealth LLC new | 16,000 | $216K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Corient IA LLC new | 16,000 | $216K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Fortitude Advisory Group L.L.C. new | 11,622 | $157K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC new | 643 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. added | 567 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ORG Partners LLC trimmed | 300 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 166 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AMERICAN NATIONAL BANK & TRUST | 48 | $648 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP | 1 | $14 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Activest Wealth Management | 0 | $2 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 1,019,705 | $17M | 11.8% | 2025-Q2 stale (4 quarters behind) |
| CLOUGH CAPITAL PARTNERS L P new | 119,700 | $2M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| GW HENSSLER & ASSOCIATES LTD | 48,185 | $810K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| BEACON FINANCIAL GROUP new | 22,080 | $371K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Larson Financial Group LLC trimmed | 9,001 | $151K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Knuff & Co LLC new | 4,000 | $67K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ATTICUS WEALTH MANAGEMENT, LLC new | 800 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Qube Research & Technologies Ltd new | 625 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| MACQUARIE GROUP LTD | 100 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CoreCap Advisors, LLC | 43 | $722 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC | 30 | $504 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.