Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
26 tracked funds added or opened UYLD while 25 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
UYLD’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.8pp 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 2026-Q1 and 2026-Q2, across 94 tracked filers holding UYLD, 53 increased or opened the position and 47 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 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.
Full exits 7
- Greenwich Wealth Management LLC$16M
- Janney Montgomery Scott LLC$14M
- TCFG WEALTH MANAGEMENT, LLC$5M
- HighTower Advisors, LLC$3M
- JANE STREET GROUP, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$71M
- Mason & Associates Inc$11M
- LPL Financial LLC$10M
- RAYMOND JAMES FINANCIAL INC$7M
- Wealthcare Advisory Partners LLC$5M
- Vise Technologies, Inc.$5M
Largest trims
- Richard P Slaughter Associates Inc$14M
- UBS Group AG$4M
- STEEL GROVE CAPITAL ADVISORS, LLC$3M
- Gradient Investments LLC$3M
- Precision Wealth Strategies, LLC$2M
- IFC Advisors 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 added | 9,761,860 | $493M | 44.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,066,769 | $54M | 4.9% | 2026-Q2 |
| Gradient Investments LLC trimmed | 1,016,347 | $52M | 4.7% | 2026-Q2 |
| UBS Group AG trimmed | 902,418 | $46M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 821,558 | $42M | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 488,724 | $25M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 412,734 | $21M | 1.9% | 2026-Q2 |
| Richard P Slaughter Associates Inc trimmed | 408,015 | $21M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 327,883 | $17M | 1.5% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 302,768 | $16M | 1.4% | 2026-Q2 |
| Heritage Trust Co added | 302,409 | $15M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 296,788 | $15M | 1.4% | 2026-Q2 |
| IFC Advisors LLC trimmed | 268,980 | $14M | 1.2% | 2026-Q2 |
| Mason & Associates Inc added | 268,513 | $14M | 1.2% | 2026-Q2 |
| Crescent Grove Advisors, LLC trimmed | 233,432 | $12M | 1.1% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 233,265 | $12M | 1.1% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 218,490 | $11M | 1.0% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 207,597 | $11M | 1.0% | 2026-Q2 |
| Vise Technologies, Inc. added | 188,678 | $10M | 0.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 186,586 | $10M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 183,223 | $9M | 0.8% | 2026-Q2 |
| Weaver Consulting Group added | 176,852 | $9M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 172,333 | $9M | 0.8% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 155,404 | $8M | 0.7% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 152,189 | $8M | 0.7% | 2026-Q2 |
| Bulwark Capital Corp trimmed | 127,917 | $7M | 0.6% | 2026-Q2 |
| Precision Wealth Strategies, LLC trimmed | 119,480 | $6M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 117,766 | $6M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 108,896 | $6M | 0.5% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 108,477 | $6M | 0.5% | 2026-Q2 |
| J. Team Financial, Inc. added | 102,729 | $5M | 0.5% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 102,687 | $5M | 0.5% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 89,596 | $5M | 0.4% | 2026-Q2 |
| XY Planning Network, Inc. added | 68,260 | $3M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 65,707 | $3M | 0.3% | 2026-Q2 |
| Lewis Asset Management, LLC added | 61,885 | $3M | 0.3% | 2026-Q2 |
| Mechanics Bank Trust Department added | 51,359 | $3M | 0.2% | 2026-Q2 |
| Castleview Partners, LLC added | 45,487 | $2M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 45,370 | $2M | 0.2% | 2026-Q2 |
| Brown Financial Advisors trimmed | 43,230 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 39,634 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 35,757 | $2M | 0.2% | 2026-Q2 |
| TradeWell Securities, LLC. added | 35,708 | $2M | 0.2% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 30,657 | $2M | 0.1% | 2026-Q2 |
| M Wealth Management, LLC trimmed | 30,401 | $2M | 0.1% | 2026-Q2 |
| Balefire, LLC added | 21,765 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,320 | $1M | 0.1% | 2026-Q2 |
| Paladin Wealth, LLC trimmed | 19,453 | $992K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,964 | $916K | 0.1% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 16,785 | $856K | 0.1% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 16,479 | $842K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,912 | $812K | 0.1% | 2026-Q2 |
| Copley Financial Group, Inc. trimmed | 13,858 | $707K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,691 | $698K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 12,938 | $660K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,313 | $628K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 12,299 | $627K | 0.1% | 2026-Q2 |
| RMR Wealth Builders trimmed | 12,093 | $619K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 12,066 | $615K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 11,694 | $596K | 0.1% | 2026-Q2 |
| Requisite Capital Management, LLC | 11,388 | $583K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 10,711 | $546K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 10,426 | $534K | 0.0% | 2026-Q2 |
| Brookwood Investment Group LLC added | 10,130 | $517K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 9,900 | $505K | 0.0% | 2026-Q2 |
| Argent Trust Co trimmed | 9,708 | $495K | 0.0% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 9,670 | $493K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC added | 9,470 | $483K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 9,161 | $467K | 0.0% | 2026-Q2 |
| Redwood Family Wealth LLC added | 8,834 | $451K | 0.0% | 2026-Q2 |
| Riverwater Partners LLC trimmed | 8,699 | $444K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 7,657 | $392K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,155 | $314K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,698 | $291K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC | 5,541 | $283K | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC new | 4,964 | $253K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,892 | $250K | 0.0% | 2026-Q2 |
| Worth Asset Management, LLC added | 4,843 | $247K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 4,400 | $224K | 0.0% | 2026-Q2 |
| TECTONIC ADVISORS LLC new | 4,105 | $209K | 0.0% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 3,989 | $203K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,276 | $167K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 2,897 | $148K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2,715 | $138K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,441 | $125K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 2,115 | $108K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 1,814 | $93K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 544 | $28K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 365 | $19K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 104 | $5K | 0.0% | 2026-Q2 |
| Family Capital Trust Co | 80 | $4K | 0.0% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC | 38 | $2K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 10 | $510 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 7 | $358 | 0.0% | 2026-Q2 |
| Greenwich Wealth Management LLC trimmed | 317,235 | $16M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 273,164 | $14M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 59,149 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| COUNTRY CLUB BANK added | 229,703 | $12M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 439,652 | $22M | 2.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: TCFG WEALTH MANAGEMENT, LLC (last filed 2026-Q1, 103,664 shares) reconciles to its 1 current affiliate (102,687 shares) — 0.942% apart.
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.