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 UBSI 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/UBSI"
Use Arkolith to show who owns UBSI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $835.3M | 20.2M | ▲+0.4% Added · +86K sh | Q1 2026 | |
| 2 | VANGUARD GROUP INC | $558.4M | 14.5M | ▼−1.2% Reduced · −173K sh | Q4 2025 | |
| 3 | STATE STREET CORP | $333.2M | 8.0M | ▲+0.3% Added · +25K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $301.4M | 7.3M | ▲New +7.3M sh | Q1 2026 | |
| 5 | EARNEST PARTNERS LLC | $171.3M | 4.1M | ▼−2.5% Reduced · −106K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $163.3M | 3.9M | ▲+3.7% Added · +140K sh | Q1 2026 | |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | $55.0M | 1.3M | ▼−3.5% Reduced · −48K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $37.5M | 905K | ▲New +905K sh | Q1 2026 | |
| 9 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $34.5M | 832K | ▲New +832K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $26.7M | 644K | ▲+827% Added · +575K sh | Q1 2026 | |
| 11 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.9M | 432K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 12 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $9.0M | 218K | ▼−9.6% Reduced · −23K sh | Q1 2026 | |
| 13 | FMR LLC | $8.6M | 208K | ▼−0.4% Reduced · −829 sh | Q1 2026 | |
| 14 | SEGALL BRYANT & HAMILL, LLC | $6.1M | 147K | ▼−46% Reduced · −126K sh | Q1 2026 | |
| 15 | MetLife Investment Management, LLC | $5.9M | 143K | ▼−0.3% Reduced · −415 sh | Q1 2026 | |
| 16 | OPPENHEIMER ASSET MANAGEMENT INC. | $4.7M | 114K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 17 | Holocene Advisors, LP | $4.4M | 106K | ▲+40% Added · +30K sh | Q1 2026 | |
| 18 | Rafferty Asset Management, LLC | $3.8M | 91K | ▼−11% Reduced · −12K sh | Q1 2026 | |
| 19 | EP Wealth Advisors, LLC | $3.5M | 86K | ▲+0.3% Added · +277 sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | $3.4M | 81K | ▲+11% Added · +8K sh | Q1 2026 | |
| 21 | Dana Investment Advisors, Inc. | $3.1M | 75K | ▼−0.2% Reduced · −169 sh | Q1 2026 | |
| 22 | TUDOR INVESTMENT CORP ET AL | $3.1M | 74K | ▲New +74K sh | Q1 2026 | |
| 23 | Waldron Private Wealth LLC | $3.0M | 72K | —Held | Q1 2026 | |
| 24 | Sterling Capital Management LLC | $2.7M | 65K | ▼−5.9% Reduced · −4K sh | Q1 2026 | |
| 25 | NFJ INVESTMENT GROUP, LLC | $2.6M | 64K | ▲New +64K 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 4, 2026 | WINTER P CLINTON | Director | Buy (P) | 62 | $3K |
| Feb 25, 2026 | WINTER P CLINTON | Director | Buy (P) | 710 | $30K |
| Feb 23, 2026 | Tatterson William Mark | Executive Vice President | Tax withholding (F) | 1K | $59K |
| Feb 23, 2026 | Tatterson William Mark | Executive Vice President | Grant (A) | 9K | $0 |
| Feb 23, 2026 | Gurtis Julie R | Executive Vice President | Tax withholding (F) | 898 | $40K |
| Feb 23, 2026 | Humphrey Matthew L | Executive Vice President | Tax withholding (F) | 1K | $45K |
| Feb 23, 2026 | Draber Ross M | Executive Vice President | Tax withholding (F) | 2K | $80K |
| Feb 23, 2026 | Draber Ross M | Executive Vice President | Tax withholding (F) | 532 | $24K |
| Feb 23, 2026 | Draber Ross M | Executive Vice President | Grant (A) | 4K | $0 |
| Feb 23, 2026 | Williams Darren K | Executive Vice-President | Grant (A) | 4K | $0 |
| Feb 23, 2026 | Williams Darren K | Executive Vice-President | Tax withholding (F) | 612 | $27K |
| Feb 23, 2026 | Williams Darren K | Executive Vice-President | Tax withholding (F) | 2K | $91K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 137 funds | $52.4B |
| AMAZON.COM INCAMZN | 137 funds | $40.3B |
| JPMORGAN CHASE & COJPM | 136 funds | $18.0B |
| NVIDIA CORPNVDA | 134 funds | $76.9B |
| APPLE INCAAPL | 134 funds | $64.7B |
| ALPHABET INC-CL AGOOGL | 134 funds | $34.1B |
| BROADCOM INCAVGO | 133 funds | $27.8B |
| META PLATFORMS INC-CLASS AMETA | 133 funds | $23.8B |
| ELI LILLY & COLLY | 133 funds | $13.9B |
| CHEVRON CORPCVX | 133 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 132 funds | $11.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 131 funds | $13.0B |
Ranked by how many of UBSI'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 UBSI. 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.