UUP Institutional Ownership & Shareholders
INVESCO DB US DOLLAR INDEX B (UUP) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $221.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Potomac Fund Management Inc is currently the largest disclosed institutional shareholder of UUP tracked by InsiderSet, reporting ownership valued at approximately $29.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.60M, representing an estimated gain of +2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed UUP value among the investors covered in this analysis. Major shareholders include Potomac Fund Management Inc, Morgan Stanley, Tidal Investments Llc, and several other long-term asset managers with concentrated positions in INVESCO DB US DOLLAR INDEX B (UUP).
This page ranks the largest institutional UUP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$221.06M
Largest Holder
Potomac Fund Management Inc
Largest Position
$29.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Potomac Fund Management Inc | 0.75% | 1,055,200 | $29,978,232 | $30,600,800 | +$622,568 | +2.08% | |
| Morgan Stanley | 0.00% | 1,050,488 | $29,844,364 | $30,464,152 | +$619,788 | +2.08% | |
| Tidal Investments Llc | 0.06% | 928,060 | $26,366,185 | $26,913,740 | +$547,555 | +2.08% | |
| New York Life Investment Management Llc | 0.13% | 633,892 | $18,008,872 | $18,382,868 | +$373,996 | +2.08% | |
| Citadel Advisors Llc | 0.01% | 416,859 | $11,842,964 | $12,088,911 | +$245,947 | +2.08% | |
| Empowered Funds, Llc | 0.06% | 368,950 | $10,481,870 | $10,699,550 | +$217,680 | +2.08% | |
| Hrt Financial Lp | 0.02% | 359,661 | $10,217,000 | $10,430,169 | +$213,169 | +2.09% | |
| Susquehanna International Group, Llp | 0.01% | 307,634 | $8,739,882 | $8,921,386 | +$181,504 | +2.08% | |
| Ameriprise Financial Inc | 0.00% | 220,075 | $6,253,792 | $6,382,175 | +$128,383 | +2.05% | |
| Cetera Investment Advisers | 0.00% | 161,168 | $4,578,786 | $4,673,872 | +$95,086 | +2.08% | |
| Exchange Traded Concepts, Llc | 0.02% | 152,490 | $4,387,137 | $4,422,210 | +$35,073 | +0.80% | |
| Pettinga Financial Advisors Llc | 0.69% | 144,940 | $4,169,924 | $4,203,260 | +$33,336 | +0.80% | |
| Intrua Financial, Llc | 0.40% | 144,818 | $4,166,414 | $4,199,722 | +$33,308 | +0.80% | |
| Jefferies Financial Group Inc. | 0.03% | 128,368 | $3,646,935 | $3,722,672 | +$75,737 | +2.08% | |
| Jpmorgan Chase & Co | 0.00% | 127,464 | $3,616,154 | $3,696,456 | +$80,302 | +2.22% | |
| Foundations Investment Advisors, Llc | 0.04% | 119,686 | $3,400,283 | $3,470,894 | +$70,611 | +2.08% | |
| Goldman Sachs Group Inc | 0.00% | 115,694 | $3,286,867 | $3,355,126 | +$68,259 | +2.08% | |
| Harbour Investments, Inc. | 0.04% | 103,204 | $2,932,026 | $2,992,916 | +$60,890 | +2.08% | |
| Ubs Group Ag | 0.00% | 91,568 | $2,601,448 | $2,655,472 | +$54,024 | +2.08% | |
| Fsa Investment Group, Llc | 0.74% | 81,202 | $2,336,182 | $2,354,858 | +$18,676 | +0.80% | |
| Royal Bank Of Canada | 0.00% | 80,162 | $2,277,000 | $2,324,698 | +$47,698 | +2.09% | |
| Bnp Paribas Financial Markets | 0.00% | 75,277 | $2,138,620 | $2,183,033 | +$44,413 | +2.08% | |
| Mutual Advisors, Llc | 0.04% | 67,434 | $1,915,800 | $1,955,586 | +$39,786 | +2.08% | |
| Cornerstone Wealth Management, Llc | 0.08% | 66,741 | $1,896,126 | $1,935,489 | +$39,363 | +2.08% | |
| Envestnet Asset Management Inc | 0.00% | 63,664 | $1,808,705 | $1,846,256 | +$37,551 | +2.08% | |
| Osaic Holdings, Inc. | 0.00% | 62,991 | $1,789,731 | $1,826,739 | +$37,008 | +2.07% | |
| Guardian Wealth Advisors, Llc / Nc | 0.09% | 53,582 | $1,522,265 | $1,553,878 | +$31,613 | +2.08% | |
| Lpl Financial Llc | 0.00% | 49,070 | $1,394,093 | $1,423,030 | +$28,937 | +2.08% | |
| Bank Of America Corp | 0.00% | 46,098 | $1,309,645 | $1,336,842 | +$27,197 | +2.08% | |
| Capstone Capital Management Ltd | 0.44% | 37,600 | $1,081,752 | $1,090,400 | +$8,648 | +0.80% | |
| Synergy Asset Management, Llc | 0.10% | 36,660 | $1,041,511 | $1,063,140 | +$21,629 | +2.08% | |
| Wells Fargo & Company/Mn | 0.00% | 34,343 | $975,684 | $995,947 | +$20,263 | +2.08% | |
| Two Sigma Securities, Llc | 0.08% | 31,221 | $886,989 | $905,409 | +$18,420 | +2.08% | |
| Ccg Wealth Management, Llc | 0.20% | 30,395 | $863,522 | $881,455 | +$17,933 | +2.08% | |
| Imc-Chicago, Llc | 0.01% | 30,366 | $862,698 | $880,614 | +$17,916 | +2.08% | |
| Mml Investors Services, Llc | 0.00% | 28,556 | $811,262 | $828,124 | +$16,862 | +2.08% | |
| Raymond James Financial Inc | 0.00% | 27,529 | $782,098 | $798,341 | +$16,243 | +2.08% | |
| Focus Partners Wealth | 0.00% | 26,171 | $743,518 | $758,959 | +$15,441 | +2.08% | |
| Kovack Advisors, Inc. | 0.04% | 25,852 | $736,523 | $749,708 | +$13,185 | +1.79% | |
| Ipg Investment Advisors Llc | 0.10% | 24,646 | $709,065 | $714,734 | +$5,669 | +0.80% | |
| &Partners | 0.00% | 11,741 | $686,091 | $340,489 | -$345,602 | -50.37% | |
| Us Bancorp \De\ | 0.00% | 23,168 | $658,202 | $671,872 | +$13,670 | +2.08% | |
| Allie Family Office Llc | 0.17% | 624 | $460,021 | $18,096 | -$441,925 | -96.07% | |
| Bank Of New York Mellon Corp | 0.00% | 13,951 | $396,359 | $404,579 | +$8,220 | +2.07% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,005 | $312,663 | $319,145 | +$6,482 | +2.07% | |
| Mariner, Llc | 0.00% | 9,380 | $266,473 | $272,020 | +$5,547 | +2.08% | |
| Flow Traders U.S. Llc | 0.01% | 8,566 | $243,000 | $248,414 | +$5,414 | +2.23% | |
| City Center Advisors, Llc | 0.19% | 8,435 | $242,675 | $244,615 | +$1,940 | +0.80% | |
| Summit Financial, Llc | 0.00% | 7,727 | $219,524 | $224,083 | +$4,559 | +2.08% | |
| Cerity Partners Llc | 0.00% | 7,232 | $205,461 | $209,728 | +$4,267 | +2.08% |
Frequently asked questions about UUP
Who are the largest institutional holders of UUP?
The largest institutional holders of UUP reported in the latest SEC Form 13F filings include Potomac Fund Management Inc, Morgan Stanley, Tidal Investments Llc, New York Life Investment Management Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported UUP position.
What is UUP institutional ownership?
This page tracks UUP positions reported by institutional investment managers through SEC Form 13F. INVESCO DB US DOLLAR INDEX B (UUP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UUP?
InsiderSet currently tracks 73 institutional managers reporting UUP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UUP shareholders.
How much UUP stock do institutions own?
Institutional investment managers disclosed approximately $221.06M in UUP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UUP institutional ownership last updated?
The latest UUP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UUP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UUP position after the reporting date.
Are institutions buying or selling UUP?
Institutional buying and selling can be analyzed by comparing UUP positions across consecutive 13F reporting periods. InsiderSet's UUP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UUP ownership changes.
How has UUP institutional ownership changed over time?
InsiderSet tracks UUP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.