48 tracked 13F filers disclose a position in UBND as of the latest SEC 13F filings, a combined $1.8B 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 | 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 | CAHABA WEALTH MANAGEMENT, INC. | $186.0M | 8.6M | ▲+4.7% Added · +382K sh | Q2 2026 | |
| 4 | Retirement Planning Group, LLC | $177.4M | 8.2M | ▲+11% Added · +806K sh | Q2 2026 | |
| 5 | Merit Financial Group, LLC | $143.7M | 6.6M | ▲+3.5% Added · +227K sh | Q2 2026 | |
| 6 | 1900 WEALTH MANAGEMENT LLC | $89.2M | 4.1M | ▼−6.3% Reduced · −276K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $44.7M | 2.1M | ▲+4.6% Added · +90K sh | Q1 2026 | |
| 8 | Goldstein Advisors, LLC | $39.6M | 1.8M | ▲+7.8% Added · +132K sh | Q2 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 10 | Madison Wealth Partners, Inc | $37.1M | 1.7M | ▲+6.5% Added · +104K sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $33.6M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 12 | Corient Private Wealth LLC | $26.3M | 1.2M | ▲+27% Added · +258K sh | Q1 2026 | |
| 13 | CORRECT CAPITAL WEALTH MANAGEMENT | $25.5M | 1.2M | ▲+0.9% Added · +10K sh | Q2 2026 | |
| 14 | Arax Advisory Partners | $11.7M | 540K | ▲New +540K sh | Q2 2026 | |
| 15 | U.S. Capital Wealth Advisors, LLC | $10.2M | 468K | ▲+77% Added · +203K sh | Q1 2026 | |
| 16 | Elk River Wealth Management LLC | $7.1M | 329K | ▼−8.9% Reduced · −32K sh | Q2 2026 | |
| 17 | Impact Investors, Inc | $6.6M | 304K | ▲+18% Added · +46K sh | Q2 2026 | |
| 18 | OneDigital Investment Advisors LLC | $3.8M | 176K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $3.3M | 152K | ▲+28% Added · +33K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $3.3M | 151K | ▲17× Added · +142K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $1.5M | 68K | ▲+44% Added · +21K sh | Q1 2026 | |
| 22 | Cornerstone Wealth Management, LLC | $1.4M | 63K | ▲New +63K sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $968K | 44K | ▲+183% Added · +29K sh | Q1 2026 | |
| 24 | Trademark Financial Management, LLC | $878K | 40K | ▲+4.6% Added · +2K sh | Q2 2026 | |
| 25 | Huntleigh Advisors, Inc. | $876K | 40K | ▼−89% Reduced · −313K sh | Q2 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 UBND and 14 added to an existing one, while 1 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 | 20 funds | $5.8B |
| NVIDIA CORPNVDA | 19 funds | $10.2B |
| APPLE INCAAPL | 19 funds | $7.6B |
| AMAZON.COM INCAMZN | 19 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 18 funds | $4.2B |
| BROADCOM INCAVGO | 18 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.7B |
| VISA INC-CLASS A SHARESV | 18 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 18 funds | $1.6B |
| CISCO SYSTEMS INCCSCO | 18 funds | $1.4B |
Ranked by how many of UBND's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VFLOmc | 288 funds | $5.5B |
| SFLOVICTORYSHARES SM | 62 funds | $436.7M |
| UBNDthis pageUIE | 48 funds | $1.8B |
| GFLWmc | 46 funds | $655.4M |
| GLOWVICTORYSHARES WE | 11 funds | $35.1M |
| IFLOSHARES INTERNATN | 10 funds | $161.7M |
| GRINSHARES INTERNATN | 9 funds | $235.9M |
| 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.
No filings captured for this ticker in the live stream yet.
Connected entities for UBND
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.
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.