Who owns UUP (UUP)
Which tracked institutional funds hold UUP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UUP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
34 tracked funds added or opened UUP while 21 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
UUP’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 gap the other way — the median holder sizes UUP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UUP 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-Q4 and 2026-Q1, across 90 tracked filers holding UUP, 55 increased or opened the position and 39 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 UUP 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 19
- Tidal Investments LLC$44M
- JANE STREET GROUP, LLC$36M
- POTOMAC FUND MANAGEMENT INC /ADV$28M
- Empowered Funds, LLC$14M
- WESPAC Advisors, LLC$6M
- Sollinda Capital Management LLC$5M
Full exits 12
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- RAFFLES ASSOCIATES LP$3M
- Brookstone Capital Management$2M
- Exit Wealth Advisors, LLC.$2M
- Blue Capital, Inc.$2M
- GROUP ONE TRADING LLC$2M
Largest adds
- JPMORGAN CHASE & CO$80M
- HRT FINANCIAL LP$9M
- IMC-Chicago, LLC$8M
- BNP PARIBAS FINANCIAL MARKETS$8M
- MORGAN STANLEY$6M
- LPL Financial LLC$5M
Largest trims
- Cambridge Investment Research Advisors, Inc.$3M
- OSAIC HOLDINGS, INC.$2M
- Jefferies Financial Group Inc.$1M
- ROYAL BANK OF CANADA$804K
- ENVESTNET ASSET MANAGEMENT INC$600K
- EXCHANGE TRADED CONCEPTS, LLC$567K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 2,924,780 | $82M | 19.1% | 2026-Q1 |
| Tidal Investments LLC added | 1,575,405 | $44M | 10.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,293,080 | $36M | 8.4% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 1,007,882 | $28M | 6.5% | 2026-Q1 |
| MORGAN STANLEY added | 798,024 | $22M | 5.2% | 2026-Q1 |
| Empowered Funds, LLC added | 489,634 | $14M | 3.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 343,340 | $10M | 2.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 314,724 | $9M | 2.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 280,210 | $8M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 270,479 | $8M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 268,035 | $7M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 257,205 | $7M | 1.7% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 243,172 | $7M | 1.6% | 2026-Q1 |
| WESPAC Advisors, LLC added | 200,119 | $6M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 193,143 | $5M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 191,449 | $5M | 1.2% | 2026-Q1 |
| Western Standard LLC | 185,453 | $5M | 1.2% | 2026-Q1 |
| Sollinda Capital Management LLC new | 170,038 | $5M | 1.1% | 2026-Q1 |
| ABLE Financial Group, LLC new | 167,696 | $5M | 1.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 160,310 | $4M | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 155,695 | $4M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 144,023 | $4M | 0.9% | 2026-Q1 |
| Mutual Advisors, LLC added | 118,084 | $3M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 117,846 | $3M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 115,694 | $3M | 0.8% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 114,675 | $3M | 0.7% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 107,020 | $3M | 0.7% | 2026-Q1 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 94,850 | $3M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 76,374 | $2M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 73,295 | $2M | 0.5% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 66,257 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG added | 65,827 | $2M | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. added | 63,342 | $2M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Management, LLC new | 61,641 | $2M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ new | 60,801 | $2M | 0.4% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 60,008 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 58,649 | $2M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 53,707 | $1M | 0.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 53,704 | $1M | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 52,420 | $1M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 52,413 | $1M | 0.3% | 2026-Q1 |
| Wakefield Asset Management LLLP new | 49,206 | $1M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 43,253 | $1M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 39,507 | $1M | 0.3% | 2026-Q1 |
| CCG WEALTH MANAGEMENT, LLC new | 31,375 | $872K | 0.2% | 2026-Q1 |
| CVS HEALTH Corp new | 30,000 | $833K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 25,690 | $714K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 23,868 | $663K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 17,077 | $474K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,190 | $422K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp | 14,451 | $401K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 13,401 | $372K | 0.1% | 2026-Q1 |
| Allie Family Office LLC trimmed | 624 | $360K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,902 | $359K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 12,901 | $358K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 11,593 | $322K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 11,330 | $315K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 10,613 | $295K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 10,561 | $293K | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC trimmed | 8,939 | $248K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 269,556 | $7M | 1.7% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 242,779 | $7M | 1.6% | 2025-Q1 stale |
| Maxi Investments CY Ltd new | 159,200 | $4M | 1.0% | 2025-Q2 stale |
| RAFFLES ASSOCIATES LP added | 125,000 | $3M | 0.8% | 2025-Q4 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 85,519 | $2M | 0.6% | 2025-Q1 stale |
| Robeco Institutional Asset Management B.V. new | 32,250 | $2M | 0.5% | 2025-Q3 stale |
| Brookstone Capital Management added | 75,083 | $2M | 0.5% | 2025-Q4 stale |
| Exit Wealth Advisors, LLC. new | 73,603 | $2M | 0.5% | 2025-Q4 stale |
| Park Edge Advisors, LLC added | 64,130 | $2M | 0.4% | 2025-Q2 stale |
| Blue Capital, Inc. new | 61,998 | $2M | 0.4% | 2025-Q4 stale |
| GROUP ONE TRADING LLC added | 59,544 | $2M | 0.4% | 2025-Q4 stale |
| AGP FRANKLIN, LLC new | 57,808 | $2M | 0.4% | 2025-Q2 stale |
| Kestra Advisory Services, LLC added | 52,057 | $1M | 0.3% | 2025-Q1 stale |
| MILESTONE ASSET MANAGEMENT, LLC added | 39,970 | $1M | 0.3% | 2025-Q1 stale |
| RETIREMENT FINANCIAL SOLUTIONS, LLC trimmed | 41,400 | $1M | 0.3% | 2025-Q2 stale |
| Professional Financial Advisors, LLC new | 40,793 | $1M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 38,776 | $1M | 0.2% | 2025-Q4 stale |
| NATIXIS new | 36,754 | $989K | 0.2% | 2025-Q2 stale |
| Tactive Advisors, LLC new | 27,518 | $744K | 0.2% | 2025-Q4 stale |
| Keystone Wealth Services, LLC new | 22,963 | $621K | 0.1% | 2025-Q4 stale |
| EHRLICH FINANCIAL GROUP new | 22,511 | $608K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 20,458 | $553K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 19,601 | $539K | 0.1% | 2025-Q3 stale |
| Foundations Investment Advisors, LLC trimmed | 19,121 | $514K | 0.1% | 2025-Q2 stale |
| Hilltop Holdings Inc. added | 17,798 | $481K | 0.1% | 2025-Q4 stale |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 16,679 | $459K | 0.1% | 2025-Q3 stale |
| GeoWealth Management, LLC added | 15,598 | $445K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC trimmed | 13,778 | $379K | 0.1% | 2025-Q3 stale |
| Csenge Advisory Group new | 13,583 | $371K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 13,537 | $366K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. | 11,984 | $322K | 0.1% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,750 | $318K | 0.1% | 2025-Q4 stale |
| DRIVE WEALTH MANAGEMENT, LLC added | 10,963 | $313K | 0.1% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC new | 11,542 | $312K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 10,457 | $288K | 0.1% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 10,397 | $286K | 0.1% | 2025-Q3 stale |
| Cerity Partners LLC new | 10,105 | $278K | 0.1% | 2025-Q3 stale |
| Cabana LLC trimmed | 9,960 | $274K | 0.1% | 2025-Q3 stale |
| National Wealth Management Group, LLC trimmed | 10,103 | $273K | 0.1% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 10,092 | $273K | 0.1% | 2025-Q4 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.