132 tracked 13F filers disclose a position in UITB as of the latest SEC 13F filings, a combined $2.5B 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 | $698.2M | 14.9M | —Held | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $259.9M | 5.5M | ▼−1.6% Reduced · −92K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $176.9M | 3.8M | ▲+7.1% Added · +249K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $98.7M | 2.1M | ▼−2.2% Reduced · −48K sh | Q1 2026 | |
| 5 | Bogart Wealth, LLC | $96.9M | 2.1M | ▲+3.6% Added · +71K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $91.8M | 2.0M | ▲+11% Added · +196K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $65.7M | 1.4M | ▲+6.2% Added · +82K sh | Q1 2026 | |
| 8 | Calamos Wealth Management LLC | $63.2M | 1.3M | ▲+5.9% Added · +75K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $60.3M | 1.3M | ▲+7.7% Added · +92K sh | Q1 2026 | |
| 10 | Allen Capital Group, LLC | $55.6M | 1.2M | ▲+6.6% Added · +73K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $48.5M | 1.0M | ▼−11% Reduced · −131K sh | Q1 2026 | |
| 12 | Meeder Advisory Services, Inc. | $37.1M | 793K | ▲+2.8% Added · +22K sh | Q2 2026 | |
| 13 | MBL Wealth, LLC | $35.5M | 759K | ▲+5.3% Added · +38K sh | Q2 2026 | |
| 14 | NICOLET BANKSHARES INC | $31.4M | 671K | ▲+38% Added · +186K sh | Q2 2026 | |
| 15 | Pine Valley Investments Ltd Liability Co | $31.1M | 665K | ▲+15% Added · +88K sh | Q2 2026 | |
| 16 | Alliance Wealth Advisors, LLC | $27.6M | 589K | ▲+1.5% Added · +9K sh | Q2 2026 | |
| 17 | Allworth Financial LP | $27.5M | 585K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 18 | GREENUP STREET WEALTH MANAGEMENT LLC | $26.7M | 570K | ▲+28% Added · +124K sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $22.3M | 476K | ▲+122% Added · +261K sh | Q2 2026 | |
| 20 | Atlantic Edge Private Wealth Management, LLC | $21.6M | 461K | ▲+71% Added · +191K sh | Q2 2026 | |
| 21 | Blue Water Asset Management | $21.1M | 450K | ▲+2.6% Added · +12K sh | Q2 2026 | |
| 22 | HORAN Wealth, LLC | $19.6M | 417K | ▲+1.5% Added · +6K sh | Q2 2026 | |
| 23 | Sargent Investment Group, LLC | $19.0M | 406K | ▲+0.1% Added · +344 sh | Q2 2026 | |
| 24 | Pathway Financial Advisors LLC | $18.6M | 398K | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 25 | KLINGENSTEIN FIELDS & CO LP | $16.6M | 355K | ▲+13% Added · +41K 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 UITB and 34 added to an existing one, while 10 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 | 66 funds | $16.7B |
| NVIDIA CORPNVDA | 64 funds | $20.8B |
| AMAZON.COM INCAMZN | 63 funds | $10.5B |
| VANGUARD S&P 500 ETFVOO | 63 funds | $3.4B |
| MICROSOFT CORPMSFT | 62 funds | $12.2B |
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 62 funds | $3.5B |
| CATERPILLAR INCCAT | 61 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 60 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 60 funds | $8.3B |
| JOHNSON & JOHNSONJNJ | 60 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $2.9B |
Ranked by how many of UITB'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 |
|---|---|---|
| USTBSHORT TRM BD ETF | 139 funds | $1.7B |
| UITBthis pagemc | 132 funds | $2.5B |
| CDCmc | 91 funds | $481.4M |
| CFAmc | 76 funds | $306.5M |
| CFOmc | 65 funds | $258.6M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CSBVCSHS US SMCP HG | 60 funds | $84.6M |
| CDLVCSHS US LRG CAP | 59 funds | $196.8M |
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 UITB
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/UITB/capital-change-brief"
Use Arkolith's capital_change_brief for UITB. 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 UITB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.