Who owns ULYX
Which tracked institutional funds hold ULYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ULYX company fundamentals →
Ownership as of the 2025-Q4 13F filings (latest filed 2026-02-17). 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 ULYX is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 0 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
ULYX’s largest tracked holder by dollar value, ODDO BHF ASSET MANAGEMENT SAS, 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 ULYX 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 2025-Q3 and 2025-Q4, across 20 tracked filers holding ULYX, 7 increased or opened the position and 9 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 ULYX between the 2025-Q4 and 2026-Q1 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 1
- ODDO BHF ASSET MANAGEMENT SAS$566K
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 |
|---|---|---|---|---|
| ODDO BHF ASSET MANAGEMENT SAS new | 105,000 | $566K | 26.3% | 2026-Q1 |
| Mithaq Capital SPC | 98,734 | $532K | 24.7% | 2026-Q1 |
| FNY Investment Advisers, LLC new | 41,399 | $223K | 10.4% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 68,748 | $201K | 9.3% | 2025-Q4 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,816 | $155K | 7.2% | 2025-Q4 |
| VANGUARD GROUP INC | 19,504 | $57K | 2.6% | 2025-Q4 |
| Sanctuary Advisors, LLC new | 11,903 | $35K | 1.6% | 2025-Q4 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,221 | $33K | 1.5% | 2025-Q4 |
| UBS Group AG trimmed | 8,462 | $25K | 1.1% | 2025-Q4 |
| Tower Research Capital LLC (TRC) added | 4,483 | $13K | 0.6% | 2025-Q4 |
| FMR LLC | 3,014 | $9K | 0.4% | 2025-Q4 |
| IMA Advisory Services, Inc. | 793 | $4K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 1,000 | $3K | 0.1% | 2025-Q4 |
| Westside Investment Management, Inc. | 166 | $485 | 0.0% | 2025-Q4 |
| SBI Securities Co., Ltd. trimmed | 46 | $134 | 0.0% | 2025-Q4 |
| Clear Street Group Inc. | 41 | $120 | 0.0% | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ added | 17 | $50 | 0.0% | 2025-Q4 |
| EverSource Wealth Advisors, LLC | 10 | $29 | 0.0% | 2025-Q4 |
| CIBC Private Wealth Group LLC | 2 | $6 | 0.0% | 2025-Q4 |
| OSAIC HOLDINGS, INC. | 2 | $5 | 0.0% | 2025-Q4 |
| Sarver Vrooman Wealth Advisors trimmed | 1 | $5 | 0.0% | 2026-Q1 |
| CWM, LLC | 3 | — | 0.0% | 2025-Q4 |
| DRW Securities, LLC new | 55,821 | $180K | 8.4% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 17,381 | $56K | 2.6% | 2025-Q3 stale |
| Fosun International Ltd | 8,234 | $53K | 2.4% | 2025-Q2 stale |
| BARCLAYS PLC new | 556 | $3K | 0.1% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC new | 578 | $2K | 0.1% | 2025-Q3 stale |
| GHP Investment Advisors, Inc. new | 262 | $847 | 0.0% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. new | 161 | $520 | 0.0% | 2025-Q3 stale |
| MORGAN STANLEY trimmed | 113 | $367 | 0.0% | 2025-Q3 stale |
| CLEAR STREET LLC | 41 | $262 | 0.0% | 2025-Q2 stale |
| Game Plan Financial Advisors, LLC | 28 | $179 | 0.0% | 2025-Q2 stale |
| GROUP ONE TRADING LLC trimmed | 7 | $33 | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 1 | $5 | 0.0% | 2025-Q1 stale |
| CITIGROUP INC new | 1 | $3 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.