ETF SER Solutions (UFOX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of UFOX (all 13F filers)
- LPL Financial288 KWealth adviser+3,888
- Cetera Investment Advisers145 KWealth adviser+2,517
- UBS Group107 KBank or trading desk+19 K
- Kwmg101 KType not verified+101
- Kestra Advisory Services91 KWealth adviser−22 K
- Raymond James Financial90 KWealth adviser−13 K
- Commonwealth Equity Services70 KWealth adviser−2,132
- Stifel Financial57 KWealth adviser+43 K
- HighTower Advisors51 KWealth adviser−5,116
- Rockefeller Capital Management49 KWealth adviser−19
- Shares
- 288 K
- Change
- +3,888
See more
- Type
- Wealth adviser
- Value
- $27.4M
- Shares
- 145 K
- Change
- +2,517
See more
- Type
- Wealth adviser
- Value
- $13.8M
- Shares
- 107 K
- Change
- +19 K
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- Type
- Bank or trading desk
- Value
- $10.2M
- Shares
- 101 K
- Change
- +101
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- Type
- Type not verified
- Value
- $9.6M
- Shares
- 91 K
- Change
- −22 K
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- Type
- Wealth adviser
- Value
- $8.6M
- Shares
- 90 K
- Change
- −13 K
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- Type
- Wealth adviser
- Value
- $8.5M
- Shares
- 70 K
- Change
- −2,132
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- Type
- Wealth adviser
- Value
- $6.7M
- Shares
- 57 K
- Change
- +43 K
See more
- Type
- Wealth adviser
- Value
- $5.4M
- Shares
- 51 K
- Change
- −5,116
See more
- Type
- Wealth adviser
- Value
- $4.9M
- Shares
- 49 K
- Change
- −19
See more
- Type
- Wealth adviser
- Value
- $4.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗