Who owns UFO
Which tracked institutional funds hold UFO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFO 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
The tracked-fund tape on UFO is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 12 trimmed or exited — on balance accumulating.
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
UFO’s largest tracked holder by dollar value, Parkway Wealth Management Group, LLC, sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UFO 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 148 tracked filers holding UFO, 117 increased or opened the position and 34 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 UFO 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 20
- Parkway Wealth Management Group, LLC$32M
- D. E. Shaw & Co., Inc.$15M
- OLD MISSION CAPITAL LLC$6M
- Qube Research & Technologies Ltd$6M
- PRINCIPAL SECURITIES, INC.$3M
- Lane Generational LLC$2M
Full exits 8
- Fortis Group Advisors, LLC$2M
- FLOW TRADERS U.S. LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- CITADEL ADVISORS LLC$1M
- Mirae Asset Global Investments Co., Ltd.$941K
- DIVERSIFY WEALTH MANAGEMENT, LLC$880K
Largest adds
- LPL Financial LLC$8M
- Quadrature Capital Ltd$7M
- MORGAN STANLEY$6M
- GTS SECURITIES LLC$5M
- UBS Group AG$4M
- STIFEL FINANCIAL CORP$4M
Largest trims
- JANE STREET GROUP, LLC$3M
- SIMPLEX TRADING, LLC$968K
- GROUP ONE TRADING LLC$924K
- WT Wealth Management$620K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Parkway Wealth Management Group, LLC new | 635,705 | $32M | 13.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 370,176 | $19M | 8.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 299,916 | $15M | 6.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 244,373 | $12M | 5.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 229,064 | $12M | 5.0% | 2026-Q2 |
| Quadrature Capital Ltd added | 176,809 | $9M | 3.9% | 2026-Q2 |
| GTS SECURITIES LLC added | 164,668 | $8M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 161,782 | $8M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 132,203 | $7M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 129,783 | $7M | 2.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 118,678 | $6M | 2.6% | 2026-Q2 |
| Silverleafe Capital Partners, LLC added | 117,172 | $6M | 2.6% | 2026-Q2 |
| Rockport Wealth LLC added | 111,741 | $6M | 2.4% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 111,288 | $6M | 2.4% | 2026-Q2 |
| NWAM LLC trimmed | 98,553 | $5M | 2.2% | 2026-Q2 |
| UBS Group AG added | 95,514 | $5M | 2.1% | 2026-Q2 |
| NTV Asset Management LLC added | 83,483 | $4M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 78,780 | $4M | 1.7% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 78,625 | $4M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 74,510 | $4M | 1.6% | 2026-Q2 |
| Hilton Capital Management, LLC | 64,150 | $3M | 1.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 58,794 | $3M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,101 | $3M | 1.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 56,876 | $3M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 53,296 | $3M | 1.2% | 2026-Q2 |
| WT Wealth Management trimmed | 41,682 | $2M | 0.9% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 35,914 | $2M | 0.8% | 2026-Q2 |
| Lane Generational LLC new | 34,575 | $2M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 31,082 | $2M | 0.7% | 2026-Q2 |
| Optiver Holding B.V. new | 26,872 | $1M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 26,461 | $1M | 0.6% | 2026-Q2 |
| Diametric Capital, LP added | 25,000 | $1M | 0.5% | 2026-Q2 |
| Verition Fund Management LLC added | 23,592 | $1M | 0.5% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 18,920 | $959K | 0.4% | 2026-Q2 |
| Summit Financial, LLC new | 18,511 | $938K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 18,447 | $935K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 17,866 | $905K | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ new | 17,638 | $894K | 0.4% | 2026-Q2 |
| Harvest Investment Services, LLC | 17,340 | $879K | 0.4% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. new | 14,663 | $743K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 14,060 | $712K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 13,766 | $698K | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 13,333 | $676K | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 13,316 | $675K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,128 | $665K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 12,883 | $653K | 0.3% | 2026-Q2 |
| Arrowroot Family Office, LLC new | 12,676 | $642K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 11,781 | $580K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 11,637 | $590K | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 11,522 | $584K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 11,481 | $582K | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 11,370 | $576K | 0.2% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 10,871 | $551K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 9,500 | $481K | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 8,895 | $451K | 0.2% | 2026-Q2 |
| Csenge Advisory Group added | 8,504 | $431K | 0.2% | 2026-Q2 |
| Quantum Portfolio Management LLC new | 8,495 | $430K | 0.2% | 2026-Q2 |
| Asset One Wealth Management LLC added | 8,494 | $385K | 0.2% | 2026-Q2 |
| Focus Partners Wealth new | 8,210 | $416K | 0.2% | 2026-Q2 |
| Redwood Family Wealth LLC trimmed | 8,157 | $413K | 0.2% | 2026-Q2 |
| Wealth Watch Advisors, INC new | 7,845 | $398K | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC trimmed | 7,500 | $380K | 0.2% | 2026-Q2 |
| SMITH SHELLNUT WILSON LLC /ADV | 7,400 | $375K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 7,345 | $372K | 0.2% | 2026-Q2 |
| Allworth Financial LP new | 7,047 | $357K | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 6,905 | $350K | 0.2% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 6,400 | $324K | 0.1% | 2026-Q2 |
| Accel Wealth Management new | 6,397 | $324K | 0.1% | 2026-Q2 |
| Darden Wealth Group Inc new | 6,386 | $324K | 0.1% | 2026-Q2 |
| Index Technologies Group LLC new | 6,141 | $311K | 0.1% | 2026-Q2 |
| Lansing Street Advisors added | 6,096 | $309K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 5,998 | $304K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 5,779 | $293K | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 5,520 | $280K | 0.1% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC new | 5,375 | $272K | 0.1% | 2026-Q2 |
| Capital Investment Counsel, LLC new | 5,323 | $270K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 5,100 | $258K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 4,735 | $240K | 0.1% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC added | 4,700 | $238K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 4,543 | $230K | 0.1% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. new | 4,500 | $228K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 4,356 | $221K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 4,244 | $215K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 4,143 | $210K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC new | 3,997 | $203K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new | 3,741 | $190K | 0.1% | 2026-Q2 |
| VIMA LLC new | 3,691 | $187K | 0.1% | 2026-Q2 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management new | 2,485 | $126K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,300 | $117K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,266 | $115K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,073 | $105K | 0.0% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,940 | $98K | 0.0% | 2026-Q2 |
| Atlatl Advisers LLC new | 1,558 | $79K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 1,536 | $78K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,290 | $65K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. new | 1,200 | $61K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,140 | $58K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,037 | $53K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,015 | $51K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC new | 1,012 | $51K | 0.0% | 2026-Q2 |
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.