The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UBFO owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UBFO"
Use Arkolith to show who owns UBFO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bridgewealth Advisory Group, LLC | $12.6M | 1.2M | ▼−1.2% Reduced · −15K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $9.7M | 927K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 3 | VANGUARD GROUP INC | $7.6M | 756K | ▲+0.4% Added · +3K sh | Q4 2025 | |
| 4 | BlackRock, Inc. | $6.8M | 650K | ▲+5.3% Added · +33K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 585K | ▲New +585K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 303K | ▼−7.2% Reduced · −23K sh | Q1 2026 | |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 160K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $1.5M | 143K | ▲+7.1% Added · +10K sh | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $1.2M | 114K | ▲+28% Added · +25K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $1.1M | 101K | ▲+14% Added · +13K sh | Q1 2026 | |
| 11 | Destination Wealth Management | $993K | 95K | —Held | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $990K | 94K | ▲+503% Added · +79K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $931K | 92K | ▲New +92K sh | Q1 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $920K | 88K | ▲New +88K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $876K | 83K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $841K | 80K | ▲New +80K sh | Q1 2026 | |
| 17 | Empowered Funds, LLC | $776K | 74K | ▲New +74K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $679K | 65K | ▼−33% Reduced · −32K sh | Q1 2026 | |
| 19 | BARCLAYS PLC | $618K | 59K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $601K | 57K | ▲+16% Added · +8K sh | Q1 2026 | |
| 21 | Cerity Partners LLC | $553K | 53K | ▼−0.1% Reduced · −43 sh | Q1 2026 | |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $408K | 39K | ▲+1.2% Added · +461 sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $388K | 37K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $334K | 32K | ▼−8.6% Reduced · −3K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $326K | 31K | ▼−7.0% Reduced · −2K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 24, 2026 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Tax withholding (F) | 3K | $0 |
| Mar 24, 2026 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Option exercise (M) | 7K | $0 |
| Jan 27, 2026 | WOODS DENNIS R | CEO, Director | Grant (A) | 10K | $0 |
| Jan 27, 2026 | Kinross David A | SVP & CHIEF FINANCIAL OFFICER | Grant (A) | 3K | $0 |
| Jan 27, 2026 | WILLIAMS KEVIN J | SVP/Chief Banking Officer | Grant (A) | 3K | $0 |
| Jan 27, 2026 | Yarbenet William M. | SVP & CCO | Grant (A) | 3K | $0 |
| Jan 27, 2026 | Saunders Porsche A | Insider | Grant (A) | 3K | $0 |
| Dec 31, 2025 | Kinross David A | SVP & CHIEF FINANCIAL OFFICER | Option exercise (M) | 3K | $0 |
| Dec 1, 2025 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Tax withholding (F) | 493 | $0 |
| Dec 1, 2025 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Option exercise (M) | 2K | $0 |
| Dec 1, 2025 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Tax withholding (F) | 513 | $0 |
| Dec 1, 2025 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 16 funds | $4.8B |
| MICROSOFT CORPMSFT | 16 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.5B |
| AMAZON.COM INCAMZN | 16 funds | $2.3B |
| BROADCOM INCAVGO | 16 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $1.5B |
| TESLA INCTSLA | 16 funds | $983.0M |
| JOHNSON & JOHNSONJNJ | 16 funds | $840.4M |
| PROCTER & GAMBLE CO/THEPG | 16 funds | $635.9M |
| VERIZON COMMUNICATIONS INCVZ | 16 funds | $562.2M |
| CHEVRON CORPCVX | 16 funds | $527.4M |
| NETFLIX INCNFLX | 16 funds | $456.7M |
Ranked by how many of UBFO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UBFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.