48 tracked 13F filers disclose a position in UBFO as of the latest SEC 13F filings, a combined $45.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | $9.7M | 927K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 2 | Fourthstone LLC | $7.0M | 664K | ▲+4.1% Added · +26K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $6.8M | 650K | ▲+5.3% Added · +33K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 585K | →First observed position No prior filed position | Q1 2026 | |
| 5 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 160K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $1.2M | 114K | ▲+28% Added · +25K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $1.1M | 101K | ▲+14% Added · +13K sh | Q1 2026 | |
| 8 | Destination Wealth Management | $993K | 95K | —Held | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $990K | 94K | ▲+503% Added · +79K sh | Q1 2026 | |
| 10 | ALLIANCEBERNSTEIN L.P. | $931K | 92K | ▲New +92K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $920K | 88K | →First observed position No prior filed position | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $876K | 83K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $841K | 80K | →First observed position No prior filed position | Q1 2026 | |
| 14 | Empowered Funds, LLC | $776K | 74K | ▲New +74K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $679K | 65K | ▼−33% Reduced · −32K sh | Q1 2026 | |
| 16 | BARCLAYS PLC | $618K | 59K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $601K | 57K | ▲+16% Added · +8K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | $553K | 53K | ▼−0.1% Reduced · −43 sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $388K | 37K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $334K | 32K | ▼−8.6% Reduced · −3K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $326K | 31K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $259K | 25K | —Held | Q1 2026 | |
| 23 | HSBC HOLDINGS PLC | $256K | 24K | —Held | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $180K | 17K | ▼−43% Reduced · −13K sh | Q1 2026 | |
| 25 | PRELUDE CAPITAL MANAGEMENT, LLC | $163K | 16K | ▲+25% Added · +3K 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, 3 funds opened a new position in UBFO and 7 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $66.3B |
| ADOBE INCADBE | 13 funds | $2.5B |
| NVIDIA CORPNVDA | 12 funds | $96.2B |
| APPLE INCAAPL | 12 funds | $71.2B |
| BROADCOM INCAVGO | 12 funds | $37.6B |
| ALPHABET INC-CL CGOOG | 12 funds | $35.0B |
| ALPHABET INC-CL AGOOGL | 12 funds | $33.4B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $27.5B |
| ELI LILLY & COLLY | 12 funds | $19.1B |
| TESLA INCTSLA | 12 funds | $18.0B |
| VISA INC-CLASS A SHARESV | 12 funds | $14.1B |
| NETFLIX INCNFLX | 12 funds | $11.4B |
Ranked by how many of UBFO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2025 | GILL JAGROOP | Director | Buy (P) | 56K | $465K |
| May 29, 2025 | ELLITHORPE G THOMPSON | Director | Buy (P) | 2K | $19K |
| Dec 3, 2024 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Sell (S) | 5K | $47K |
| Nov 27, 2024 | ELLITHORPE G THOMPSON | Director | Buy (P) | 1K | $14K |
| Aug 2, 2024 | WOODS DENNIS R | CEO, Director | Buy (P) | 2K | $15K |
| Jul 24, 2024 | GILL JAGROOP | Director | Buy (P) | 140K | $1.1M |
| Jun 11, 2024 | GILL JAGROOP | Director | Buy (P) | 8K | $59K |
| Jun 6, 2024 | GILL JAGROOP | Director | Buy (P) | 5K | $33K |
| Jun 5, 2024 | GILL JAGROOP | Director | Buy (P) | 707 | $5K |
| Jun 4, 2024 | GILL JAGROOP | Director | Buy (P) | 839 | $6K |
| Jun 3, 2024 | GILL JAGROOP | Director | Buy (P) | 252 | $2K |
| May 30, 2024 | GILL JAGROOP | Director | Buy (P) | 1K | $10K |
Connected entities for UBFO
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/UBFO/capital-change-brief"
Use Arkolith's capital_change_brief for UBFO. 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 UBFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.