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Funds Holding UGRO

On this page, we present all of the funds holding UGRO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UGRO, with a link to that fund's top holdings. The next columns indicate the amount of UGRO stock held by each of the funds holding UGRO, followed by the UGRO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 32 funds holding UGRO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AWM Investment Company Inc.. For more details on the positions held by AWM Investment Company Inc. (or by any of the other funds holding UGRO), click the fund name in the "Holder" column of the funds-holding-UGRO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AWM Investment Company Inc.1,075,037$1,505 12/31/2023
     UGRO1,075,037$1,505 12/31/2023
Vanguard Group Inc.338,718$474 12/31/2023
     UGRO338,718$474 12/31/2023
Bard Associates Inc.316,205$443 12/31/2023
     UGRO316,205$443 12/31/2023
Flagship Harbor Advisors LLC261,049$358 03/31/2024
     UGRO261,049$358 03/31/2024
Marathon Capital Management111,085$156 12/31/2023
     UGRO111,085$156 12/31/2023
Imprint Wealth LLC96,650$135 12/31/2023
     UGRO96,650$135 12/31/2023
Geode Capital Management LLC78,291$110 12/31/2023
     UGRO78,291$110 12/31/2023
BlackRock Inc.75,927$106 12/31/2023
     UGRO75,927$106 12/31/2023
Cambria Investment Management L.P.37,730$53 12/31/2023
     UGRO37,730$53 12/31/2023
Citadel Advisors LLC28,052$39 12/31/2023
     UGRO28,052$39 12/31/2023
State Street Corp21,595$30 12/31/2023
     UGRO21,595$30 12/31/2023
Renaissance Technologies LLC21,600$30 12/31/2023
     UGRO21,600$30 12/31/2023
Northern Trust Corp13,741$19 12/31/2023
     UGRO13,741$19 12/31/2023
XTX Topco Ltd10,380$15 12/31/2023
     UGRO10,380$15 12/31/2023
Susquehanna International Group LLP10,322$14 12/31/2023
     UGRO10,322$14 12/31/2023
Tower Research Capital LLC TRC 8,980$13 12/31/2023
     UGRO8,980$13 12/31/2023
GWM Advisors LLC7,565$11 12/31/2023
     UGRO7,565$11 12/31/2023
PFS Partners LLC7,000$10 03/31/2024
     UGRO7,000$10 03/31/2024
Morgan Stanley2,600$4 12/31/2023
     UGRO2,600$4 12/31/2023
UBS Group AG3,183$4 12/31/2023
     UGRO3,183$4 12/31/2023
Steward Partners Investment Advisory LLC3,000$4 12/31/2023
     UGRO3,000$4 12/31/2023
Bank of America Corp DE1,510$2 12/31/2023
     UGRO1,510$2 12/31/2023
Advisor Group Holdings Inc.1,185$2 12/31/2023
     UGRO1,185$2 12/31/2023
Allworth Financial LP1,000$1 03/31/2024
     UGRO1,000$1 03/31/2024
US Bancorp DE700$1 12/31/2023
     UGRO700$1 12/31/2023
Group One Trading L.P.400$1 12/31/2023
     UGRO400$1 12/31/2023
Evergreen Private Wealth LLC300$0 03/31/2024
     UGRO300$0 03/31/2024
JPMorgan Chase & Co.14$0 12/31/2023
     UGRO14$0 12/31/2023
Wells Fargo & Company MN61$0 12/31/2023
     UGRO61$0 12/31/2023
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     UGRO0$0 12/31/2023
Royal Bank of Canada124$0 12/31/2023
     UGRO124$0 12/31/2023
Advisory Services Network LLC150$0 12/31/2023
     UGRO150$0 12/31/2023
Avion Wealth40$0 12/31/2023
     UGRO40$0 12/31/2023

See Summary: Institutional Holders of UGRO
See Details: Top 10 Hedge Funds Holding UGRO
Also See: UGRO Insider Buying
Also See: UGRO Holdings Changes

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