Who owns UBND (UBND)
Which tracked institutional funds hold UBND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UBND company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UBND is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UBND’s largest tracked holder by dollar value, VICTORY CAPITAL MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UBND divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 43 tracked filers holding UBND, 37 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UBND between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38M
- TRUIST FINANCIAL CORP$34M
- LPL Financial LLC$3M
- Tandem Financial, LLC$2M
- SEGALL BRYANT & HAMILL, LLC$1M
- Trademark Financial Management, LLC$841K
Full exits 1
- Integrated Investment Consultants, LLC$871K
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$52M
- Madison Wealth Partners, Inc$27M
- Retirement Planning Group, LLC$17M
- Annex Advisory Services, LLC$12M
- Merit Financial Group, LLC$11M
- Corient Private Wealth LLC$6M
Largest trims
- Elk River Wealth Management LLC$456K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC added | 22,967,672 | $500M | 28.3% | 2026-Q1 |
| Annex Advisory Services, LLC added | 17,683,091 | $385M | 21.8% | 2026-Q1 |
| CAHABA WEALTH MANAGEMENT, INC. added | 8,179,176 | $178M | 10.1% | 2026-Q1 |
| Retirement Planning Group, LLC added | 7,358,557 | $160M | 9.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 6,387,075 | $139M | 7.9% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 4,379,480 | $95M | 5.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,053,682 | $45M | 2.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,760,311 | $38M | 2.2% | 2026-Q1 |
| Goldstein Advisors, LLC added | 1,693,051 | $37M | 2.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 1,603,758 | $35M | 2.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 1,537,657 | $34M | 1.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,208,395 | $26M | 1.5% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 1,164,835 | $25M | 1.4% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 467,972 | $10M | 0.6% | 2026-Q1 |
| Elk River Wealth Management LLC trimmed | 361,138 | $8M | 0.4% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 353,636 | $8M | 0.4% | 2026-Q1 |
| Impact Investors, Inc added | 258,046 | $6M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 176,129 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 151,685 | $3M | 0.2% | 2026-Q1 |
| LPL Financial LLC new | 151,315 | $3M | 0.2% | 2026-Q1 |
| Tandem Financial, LLC new | 83,732 | $2M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 68,461 | $1M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 68,251 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 44,454 | $968K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC new | 38,635 | $841K | 0.0% | 2026-Q1 |
| LexAurum Advisors, LLC added | 26,623 | $580K | 0.0% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO added | 24,165 | $526K | 0.0% | 2026-Q1 |
| CWM, LLC | 23,779 | $518K | 0.0% | 2026-Q1 |
| OneAscent Financial Services LLC new | 22,667 | $494K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 21,236 | $463K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 16,478 | $359K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 15,297 | $333K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,079 | $307K | 0.0% | 2026-Q1 |
| Vise Technologies, Inc. | 13,004 | $286K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 9,500 | $207K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 9,469 | $206K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 8,884 | $193K | 0.0% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 5,940 | $129K | 0.0% | 2026-Q1 |
| Park Place Capital Corp added | 4,232 | $92K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,555 | $77K | 0.0% | 2026-Q1 |
| Johnson Financial Group, Inc. new | 2,501 | $54K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 1,941 | $42K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 654 | $14K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 663,800 | $15M | 0.8% | 2025-Q3 stale |
| Integrated Investment Consultants, LLC added | 39,596 | $871K | 0.0% | 2025-Q4 stale |
| COMERICA BANK added | 3,555 | $78K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 1,482 | $33K | 0.0% | 2025-Q4 stale |
| N.E.W. Advisory Services LLC new | 1,196 | $26K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP | 129 | $3K | 0.0% | 2025-Q4 stale |
| IFP Advisors, Inc new | 85 | $2K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 6 | $132 | 0.0% | 2025-Q3 stale |
| JONES FINANCIAL COMPANIES LLLP trimmed | 0 | — | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.