| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Annex Advisory Services, LLC | $385.1M | 17.68M | Added | Q1 2026 |
| 2 | Retirement Planning Group, LLC | $160.3M | 7.36M | Added | Q1 2026 |
| 3 | U.S. Capital Wealth Advisors, LLC | $10.2M | 468.0K | Added | Q1 2026 |
| 4 | SEGALL BRYANT & HAMILL, LLC | $1.5M | 68.5K | New | Q1 2026 |
| 5 | CITADEL ADVISORS LLC | $968K | 44.5K | Added | Q1 2026 |
| 6 | CWM, LLC | $518K | 23.8K | Held | Q1 2026 |
| 7 | OneAscent Financial Services LLC | $494K | 22.7K | New | Q1 2026 |
| 8 | Vise Technologies, Inc. | $286K | 13.0K | Held | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $207K | 9.5K | Reduced | Q1 2026 |
| 10 | Steward Partners Investment Advisory, LLC | $193K | 8.9K | Reduced | Q1 2026 |
| 11 | ASSETMARK, INC | $14K | 654 | Reduced | Q1 2026 |
| 12 | Merit Financial Group, LLC | $2K | 113 | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 11 funds | $6.7B |
| ISHARES TRIVV | 11 funds | $5.2B |
| APPLE INCAAPL | 11 funds | $4.9B |
| AMAZON COM INCAMZN | 11 funds | $3.5B |
| MICROSOFT CORPMSFT | 11 funds | $3.4B |
| ALPHABET INCGOOGL | 11 funds | $2.8B |
| META PLATFORMS INCMETA | 11 funds | $2.4B |
| BROADCOM INCAVGO | 11 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 11 funds | $1.9B |
| TAIWAN SEMICONDUCTOR MANUFACTSM | 11 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.7B |
| ALPHABET INCGOOG | 11 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.