11 tracked 13F filers disclose a position in UCIB as of the latest SEC 13F filings, a combined $19.7M 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 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 212K | ▲+26% Added · +44K sh | Q1 2026 | |
| 2 | Legacy Wealth Asset Management, LLC | $5.4M | 167K | ▼−3.5% Reduced · −6K sh | Q2 2026 | |
| 3 | RHS Financial, LLC | $4.1M | 127K | ▲+9.9% Added · +11K sh | Q2 2026 | |
| 4 | &PARTNERS | $1.5M | 47K | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 5 | Bruce G. Allen Investments, LLC | $511K | 16K | ▼−5.2% Reduced · −860 sh | Q2 2026 | |
| 6 | AlTi Global, Inc. | $385K | 12K | ▲New +12K sh | Q2 2026 | |
| 7 | Corient Private Wealth LLC | $339K | 10K | —Held | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $275K | 8K | ▼−54% Reduced · −10K sh | Q1 2026 | |
| 9 | Smartleaf Asset Management LLC | $65K | 2K | —Held | Q2 2026 | |
| 10 | MORGAN STANLEY | $22K | 661 | —Held | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $6K | 180 | —Held | 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, 1 fund opened a new position in UCIB and 1 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 |
|---|---|---|
| APPLE INCAAPL | 4 funds | $187.0M |
| ALPHABET INC-CL AGOOGL | 4 funds | $125.2M |
| NVIDIA CORPNVDA | 4 funds | $96.3M |
| MICROSOFT CORPMSFT | 4 funds | $78.3M |
| VANGUARD FTSE EMERGING MARKEVWO | 4 funds | $67.9M |
| AMAZON.COM INCAMZN | 4 funds | $59.9M |
| ISHARES CORE MSCI EAFE ETFIEFA | 4 funds | $53.8M |
| ALPHABET INC-CL CGOOG | 4 funds | $51.6M |
| VANGUARD VALUE ETFVTV | 4 funds | $38.0M |
| MICRON TECHNOLOGY INCMU | 4 funds | $32.6M |
| SCHWAB FNDMNTL US LRG CO ETFFNDX | 4 funds | $30.5M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $30.0M |
Ranked by how many of UCIB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MLPBcs | 30 funds | $188.9M |
| UCIBthis pageFUND | 11 funds | $19.7M |
| BDCZETRACS MARKETVEC | 7 funds | $990K |
| 90274D374ETRACS ALERIAN M | 5 funds | $2.3M |
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 UCIB
This ETF 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/UCIB/capital-change-brief"
Use Arkolith's capital_change_brief for UCIB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UCIB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.