Who owns UYLD (UYLD)
Which tracked institutional funds hold UYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UYLD 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
The tracked-fund tape on UYLD is one-sided between 2025-Q4 and 2026-Q1: 38 added or opened and 11 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
UYLD’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UYLD 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 98 tracked filers holding UYLD, 60 increased or opened the position and 33 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 UYLD 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 11
- TCFG Investment Advisors, LLC$5M
- HighTower Advisors, LLC$3M
- Mason & Associates Inc$2M
- JANE STREET GROUP, LLC$2M
- FLOW TRADERS U.S. LLC$1M
- Castleview Partners, LLC$947K
Largest adds
- RAYMOND JAMES FINANCIAL INC$10M
- UBS Group AG$9M
- Kestra Advisory Services, LLC$8M
- IFC Advisors LLC$5M
- Able Wealth Management LLC$3M
- MIDLAND WEALTH ADVISORS, LLC$2M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$136M
- Gradient Investments LLC$16M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Crescent Grove Advisors, LLC$5M
- Focus Partners Wealth$2M
- Greenwich Wealth Management LLC$2M
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 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,365,161 | $422M | 41.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,080,969 | $55M | 5.4% | 2026-Q1 |
| Gradient Investments LLC trimmed | 1,077,672 | $55M | 5.4% | 2026-Q1 |
| UBS Group AG added | 978,905 | $50M | 4.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 830,941 | $42M | 4.1% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 672,971 | $34M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 397,476 | $20M | 2.0% | 2026-Q1 |
| Greenwich Wealth Management LLC trimmed | 317,235 | $16M | 1.6% | 2026-Q1 |
| IFC Advisors LLC added | 313,913 | $16M | 1.6% | 2026-Q1 |
| Heritage Trust Co added | 296,790 | $15M | 1.5% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 287,576 | $15M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 277,261 | $14M | 1.4% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 273,229 | $14M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 273,164 | $14M | 1.4% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC added | 250,427 | $13M | 1.2% | 2026-Q1 |
| Crescent Grove Advisors, LLC trimmed | 243,870 | $13M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 225,937 | $12M | 1.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 184,406 | $9M | 0.9% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 175,457 | $9M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 169,902 | $9M | 0.8% | 2026-Q1 |
| Precision Wealth Strategies, LLC added | 165,111 | $8M | 0.8% | 2026-Q1 |
| Bulwark Capital Corp added | 161,225 | $8M | 0.8% | 2026-Q1 |
| Able Wealth Management LLC added | 159,097 | $8M | 0.8% | 2026-Q1 |
| Weaver Consulting Group added | 156,273 | $8M | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 145,244 | $7M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 137,291 | $7M | 0.7% | 2026-Q1 |
| Sage Mountain Advisors LLC trimmed | 126,240 | $6M | 0.6% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 103,664 | $5M | 0.5% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 103,664 | $5M | 0.5% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC added | 101,036 | $5M | 0.5% | 2026-Q1 |
| J. Team Financial, Inc. added | 95,601 | $5M | 0.5% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 95,524 | $5M | 0.5% | 2026-Q1 |
| Vise Technologies, Inc. | 85,821 | $4M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 79,112 | $4M | 0.4% | 2026-Q1 |
| XY Planning Network, Inc. added | 63,626 | $3M | 0.3% | 2026-Q1 |
| Lewis Asset Management, LLC added | 60,569 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC new | 59,149 | $3M | 0.3% | 2026-Q1 |
| Mason & Associates Inc new | 48,322 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 48,102 | $2M | 0.2% | 2026-Q1 |
| Mechanics Bank Trust Department added | 46,768 | $2M | 0.2% | 2026-Q1 |
| M Wealth Management, LLC trimmed | 46,651 | $2M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 46,404 | $2M | 0.2% | 2026-Q1 |
| Brown Financial Advisors trimmed | 43,303 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 41,889 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 40,877 | $2M | 0.2% | 2026-Q1 |
| TradeWell Securities, LLC. added | 32,542 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,215 | $2M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 30,671 | $2M | 0.2% | 2026-Q1 |
| Camarda Financial Advisors, LLC trimmed | 28,638 | $1M | 0.1% | 2026-Q1 |
| Mattson Financial Services, LLC trimmed | 25,216 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 22,946 | $1M | 0.1% | 2026-Q1 |
| Copley Financial Group, Inc. trimmed | 21,490 | $1M | 0.1% | 2026-Q1 |
| Paladin Wealth, LLC trimmed | 19,684 | $1M | 0.1% | 2026-Q1 |
| Castleview Partners, LLC new | 18,552 | $947K | 0.1% | 2026-Q1 |
| RMR Wealth Builders new | 17,790 | $912K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,790 | $806K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 15,661 | $799K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 14,781 | $754K | 0.1% | 2026-Q1 |
| Balefire, LLC new | 14,652 | $748K | 0.1% | 2026-Q1 |
| Barnes Wealth Management Group, Inc new | 14,329 | $731K | 0.1% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 13,624 | $695K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 12,639 | $645K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 12,614 | $644K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,415 | $634K | 0.1% | 2026-Q1 |
| Argent Trust Co | 11,465 | $585K | 0.1% | 2026-Q1 |
| Requisite Capital Management, LLC trimmed | 11,388 | $584K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 10,709 | $547K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 10,509 | $539K | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC new | 9,274 | $473K | 0.0% | 2026-Q1 |
| Riverwater Partners LLC | 9,244 | $472K | 0.0% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC new | 8,375 | $428K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 7,809 | $399K | 0.0% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 7,779 | $397K | 0.0% | 2026-Q1 |
| Brookwood Investment Group LLC new | 7,375 | $376K | 0.0% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 6,721 | $343K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 6,359 | $325K | 0.0% | 2026-Q1 |
| Redwood Family Wealth LLC added | 5,883 | $300K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,698 | $291K | 0.0% | 2026-Q1 |
| Wealthspire Advisors, LLC | 5,541 | $283K | 0.0% | 2026-Q1 |
| Belpointe Asset Management LLC added | 5,335 | $272K | 0.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 5,109 | $261K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 4,057 | $207K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 4,004 | $204K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,156 | $162K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 2,715 | $139K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,750 | $89K | 0.0% | 2026-Q1 |
| CW Advisors, LLC added | 439,652 | $22M | 2.2% | 2025-Q2 stale |
| COUNTRY CLUB BANK added | 229,703 | $12M | 1.1% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp added | 16,286 | $833K | 0.1% | 2025-Q3 stale |
| SENTINEL PENSION ADVISORS, LLC trimmed | 9,355 | $478K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 8,902 | $455K | 0.0% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP new | 7,778 | $397K | 0.0% | 2025-Q2 stale |
| Safe Harbor Wealth Advisors, LLC new | 6,155 | $315K | 0.0% | 2025-Q4 stale |
| Accurate Wealth Management, LLC trimmed | 5,063 | $259K | 0.0% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC new | 4,792 | $245K | 0.0% | 2025-Q3 stale |
| A4 Wealth Advisors LLC new | 4,687 | $240K | 0.0% | 2025-Q3 stale |
| PATTEN & PATTEN INC/TN trimmed | 4,034 | $206K | 0.0% | 2025-Q2 stale |
| Worth Asset Management, LLC trimmed | 4,020 | $206K | 0.0% | 2025-Q3 stale |
| Blue Trust, Inc. new | 970 | $50K | 0.0% | 2025-Q1 stale |
| BlackRock, Inc. trimmed | 896 | $46K | 0.0% | 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.