Signals

UGL

49 in-universe funds with a nonzero position in UGL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22681
Score / z0.000 / -0.00
Consensus11.75 over 27 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Artia Global Partners LP CIK 0001937964 0.290 47 24.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 3.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 2.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UGL). Qtrs Held counts distinct quarters this fund has actually held UGL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UGL position size. Δ columns are the percentage-point change in UGL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status