| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $62.7M | 1.33M | Added | Q1 2026 |
| 2 | Calamos Wealth Management LLC | $59.9M | 1.27M | Added | Q1 2026 |
| 3 | Meeder Advisory Services, Inc. | $36.3M | 771.3K | Added | Q1 2026 |
| 4 | SouthState Bank Corp | $17.6M | 373.6K | Reduced | Q1 2026 |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $16.8M | 355.7K | New | Q4 2025 |
| 6 | Sanctuary Advisors, LLC | $15.8M | 336.5K | Added | Q1 2026 |
| 7 | KLINGENSTEIN FIELDS & CO LP | $14.8M | 314.0K | Added | Q1 2026 |
| 8 | Steward Partners Investment Advisory, LLC | $10.1M | 214.9K | Added | Q1 2026 |
| 9 | Orion Porfolio Solutions, LLC | $8.7M | 185.7K | Reduced | Q1 2026 |
| 10 | Integrated Wealth Concepts LLC | $7.0M | 147.8K | Added | Q1 2026 |
| 11 | Gladstone Institutional Advisory LLC | $6.0M | 128.5K | Added | Q1 2026 |
| 12 | Aptus Capital Advisors, LLC | $5.8M | 123.9K | Reduced | Q1 2026 |
| 13 | Summit Financial, LLC | $5.4M | 114.1K | Reduced | Q1 2026 |
| 14 | Private Advisor Group, LLC | $4.7M | 100.2K | Added | Q1 2026 |
| 15 | &PARTNERS | $4.2M | 90.3K | Added | Q1 2026 |
| 16 | Gotham Asset Management, LLC | $2.7M | 58.3K | Added | Q1 2026 |
| 17 | CITADEL ADVISORS LLC | $2.7M | 58.0K | Added | Q1 2026 |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $2.7M | 58.0K | Added | Q1 2026 |
| 19 | Patriot Financial Group Insurance Agency, LLC | $2.5M | 52.6K | Added | Q1 2026 |
| 20 | Atria Investments, Inc | $2.4M | 51.9K | Added | Q1 2026 |
| 21 | Valmark Advisers, Inc. | $2.0M | 42.7K | Added | Q1 2026 |
| 22 | Equitable Holdings, Inc. | $2.0M | 41.7K | Added | Q1 2026 |
| 23 | NICOLET BANKSHARES INC | $2.0M | 41.7K | Added | Q1 2026 |
| 24 | NewEdge Wealth, LLC | $1.5M | 32.3K | Reduced | Q1 2026 |
| 25 | AdvisorNet Financial, Inc | $1.5M | 31.4K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 49 funds | $17.7B |
| ISHARES TRUSTIVV | 49 funds | $15.3B |
| TATE STR SPDR S&P 500 ETF TSPY | 49 funds | $13.4B |
| MICROSOFT CORP COMMSFT | 49 funds | $12.5B |
| BROADCOM INC COMAVGO | 49 funds | $6.7B |
| META PLATFORMS, INC. CLASS AMETA | 49 funds | $6.4B |
| JPMORGAN CHASE & CO. COMJPM | 49 funds | $5.9B |
| LPHABET INCGOOG | 49 funds | $5.1B |
| VANGUARD TAX-MANAGED FDSVEA | 49 funds | $3.8B |
| TESLA MOTORS INCTSLA | 49 funds | $3.4B |
| LILLY ELI & COLLY | 49 funds | $3.4B |
| JOHNSON & JOHNSON COMJNJ | 49 funds | $3.3B |
Ranked by how many of UITB'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 UITB. 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.