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/UBND/capital-change-brief"
Use Arkolith's capital_change_brief for UBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $500.2M | 23.0M | ▲+13% Added · +2.6M sh | Q1 2026 | |
| 2 | Annex Advisory Services, LLC | $410.8M | 18.9M | ▲+6.9% Added · +1.2M sh | Q2 2026 | |
| 3 | Retirement Planning Group, LLC | $160.3M | 7.4M | ▲+13% Added · +854K sh | Q1 2026 | |
| 4 | Merit Financial Group, LLC | $139.1M | 6.4M | ▲+9.8% Added · +568K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $44.7M | 2.1M | ▲+4.6% Added · +90K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $33.6M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 8 | Corient Private Wealth LLC | $26.3M | 1.2M | ▲+27% Added · +258K sh | Q1 2026 | |
| 9 | U.S. Capital Wealth Advisors, LLC | $10.2M | 468K | ▲+77% Added · +203K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $3.8M | 176K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $3.3M | 152K | ▲+28% Added · +33K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $3.3M | 151K | ▲17× Added · +142K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.5M | 68K | ▲+44% Added · +21K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $968K | 44K | ▲+183% Added · +29K sh | Q1 2026 | |
| 15 | Integrated Investment Consultants, LLC | $862K | 40K | —Held | Q1 2026 | |
| 16 | JUNCTURE WEALTH STRATEGIES, LLC | $758K | 35K | ▲New +35K sh | Q2 2026 | |
| 17 | LexAurum Advisors, LLC | $685K | 32K | ▲+18% Added · +5K sh | Q2 2026 | |
| 18 | CWM, LLC | $518K | 24K | —Held | Q1 2026 | |
| 19 | OneAscent Financial Services LLC | $494K | 23K | ▲New +23K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $463K | 21K | ▲+9.4% Added · +2K sh | Q1 2026 | |
| 21 | Clarity Asset Management, Inc. | $406K | 19K | ▲+22% Added · +3K sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $307K | 14K | ▼−20% Reduced · −3K sh | Q1 2026 | |
| 23 | Vise Technologies, Inc. | $286K | 13K | —Held | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $207K | 10K | ▼−5.9% Reduced · −600 sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $206K | 9K | ▲New +9K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| VFLOmc | 184 funds | $4.8B |
| SFLOVICTORYSHARES SM | 50 funds | $409.4M |
| UBNDthis pageFUND | 30 funds | $1.4B |
| GFLWmc | 30 funds | $596.0M |
| GLOWVICTORYSHARES WE | 11 funds | $35.2M |
| GRINSHARES INTERNATN | 10 funds | $235.9M |
| IFLOSHARES INTERNATN | 6 funds | $135.6M |
| 92647X855ETF | 2 funds | $150.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $6.7B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $6.0B |
| APPLE INCAAPL | 12 funds | $4.9B |
| AMAZON.COM INCAMZN | 12 funds | $3.5B |
| MICROSOFT CORPMSFT | 12 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.4B |
| BROADCOM INCAVGO | 12 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 12 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.5B |
Ranked by how many of UBND's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UBND. 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.