Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Concurrent Investment Advisors, LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$49K in open-market trades.
The legs disagree, or only one of them leans.
17 tracked 13F filers disclose a position in UONE as of the latest SEC 13F filings, a combined $557K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 26K | $154K | ▲+155% Added · +16K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 16K | $91K | ▲New +16K sh | Q1 2026 | |
| 3 | Concurrent Investment Advisors, LLC | 16K | $84K | ▲New +16K sh | Q2 2026 | |
| 4 | Zazove Associates LLC | 15K | $83K | ▼−65% Reduced · −28K sh | Q2 2026 | |
| 5 | Barclays PLC | 11K | $64K | ▼−99% Reduced · −1.2M sh | Q1 2026 | |
| 6 | UBS Group AG | 5K | $29K | ▲New +5K sh | Q1 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 3K | $18K | —Held | Q2 2026 | |
| 8 | BlackRock, Inc. | 3K | $14K | ▼−45% Reduced · −2K sh | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 2K | $12K | ▼−83% Reduced · −11K sh | Q2 2026 | |
| 10 | Citigroup Inc | 536 | $3K | ▲New +536 sh | Q1 2026 | |
| 11 | Morgan Stanley | 238 | $1K | ▲New +238 sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 91 | $1K | ▲New +91 sh | Q1 2026 | |
| 13 | FMR LLC | 90 | $486 | ▲New +90 sh | Q2 2026 | |
| 14 | JPMorgan Chase & Co | 25 | $141 | ▲New +25 sh | Q1 2026 | |
| 15 | BNP Paribas Financial Markets | 21 | $123 | ▲New +21 sh | Q1 2026 | |
| 16 | Group One Trading LLC | 13 | $70 | —Held | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 1 | $6 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in UONE, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Energy Transfer LPET | 3 funds | $8.9M |
| Vanguard Ultra Short Bond EtVUSB | 3 funds | $6.8M |
| AllianceBernstein Holding LPAB | 3 funds | $1.6M |
| Adams Natural Resources FundPEO | 3 funds | $523K |
| B2gold CorpBTG | 3 funds | $380K |
| Ishares Core S&P 500 ETFIVV | 2 funds | $706.5M |
| Vanguard S&P 500 ETFVOO | 2 funds | $640.9M |
| Apple IncAAPL | 2 funds | $585.8M |
| Nvidia CorpNVDA | 2 funds | $517.9M |
| Microsoft CorpMSFT | 2 funds | $358.0M |
| Amazon.com IncAMZN | 2 funds | $274.7M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $264.6M |
Ranked by how many of UONE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UONE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Levingston Lemuel Deon | Co-President, Audio Division | Sell (S) | 6K | $23K |
| Aug 11, 2026 | Levingston Lemuel Deon | Co-President, Audio Division | Sell (S) | 3K | $16K |
| Aug 10, 2026 | Levingston Lemuel Deon | Co-President, Audio Division | Sell (S) | 88 | $475 |
| Aug 7, 2026 | Levingston Lemuel Deon | Co-President, Audio Division | Sell (S) | 2K | $9K |
| Aug 6, 2026 | Levingston Lemuel Deon | Co-President, Audio Division | Sell (S) | 160 | $864 |
| Dec 26, 2025 | Jones Terry L | Director | Sell (S) | 1K | $1K |
| Dec 24, 2025 | Jones Terry L | Director | Sell (S) | 987 | $829 |
| Dec 23, 2025 | Jones Terry L | Director | Sell (S) | 619 | $569 |
| Dec 22, 2025 | Jones Terry L | Director | Sell (S) | 2K | $2K |
| Aug 27, 2025 | McNeill Brian W | Director | Sell (S) | 221K | $181K |
| Jan 13, 2025 | Kantor David M | CEO, Radio Division | Sell (S) | 70K | $69K |
| Dec 13, 2024 | Wishart Karen | CAO/EVP | Sell (S) | 50K | $51K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 4 | – |
Insiders Form 4 open-market | 0 | 1 | -$49K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| UONEKStock | 22 funds | $4.3M |
| UONEthis pageStock | 17 funds | $557K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for UONE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UONE/capital-change-brief"
Use Arkolith's capital_change_brief for UONE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UONE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.