Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 24 added or opened and 8 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 2026-Q1 and 2026-Q2, across 52 tracked filers holding UBND, 43 increased or opened the position and 13 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 2026-Q1 and 2026-Q2 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
- Arax Advisory Partners$12M
- GOLDMAN SACHS GROUP INC$9M
- FIDUCIARY FINANCIAL ADVISORS$8M
- Cornerstone Wealth Management, LLC$1M
- AMERIPRISE FINANCIAL INC$950K
- JUNCTURE WEALTH STRATEGIES, LLC$758K
Full exits 3
- U.S. Capital Wealth Advisors, LLC$10M
- SEGALL BRYANT & HAMILL, LLC$1M
- CWM, LLC$518K
Largest adds
- Annex Advisory Services, LLC$26M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- Retirement Planning Group, LLC$17M
- WELLS FARGO & COMPANY/MN$9M
- CAHABA WEALTH MANAGEMENT, INC.$8M
- Corient Private Wealth LP$7M
Largest trims
- Huntleigh Advisors, Inc.$7M
- 1900 WEALTH MANAGEMENT LLC$6M
- JANE STREET GROUP, LLC$2M
- VICTORY CAPITAL MANAGEMENT INC$1M
- Elk River Wealth Management LLC$718K
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 | 22,967,672 | $499M | 26.5% | 2026-Q2 |
| Annex Advisory Services, LLC added | 18,906,834 | $411M | 21.8% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. added | 8,561,595 | $186M | 9.9% | 2026-Q2 |
| Retirement Planning Group, LLC added | 8,164,569 | $177M | 9.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 6,613,845 | $144M | 7.6% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 4,103,679 | $89M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,669,245 | $58M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,084,261 | $45M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,840,500 | $40M | 2.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 1,824,886 | $40M | 2.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 1,707,703 | $37M | 2.0% | 2026-Q2 |
| Corient Private Wealth LP added | 1,518,327 | $33M | 1.7% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 1,175,240 | $26M | 1.4% | 2026-Q2 |
| Arax Advisory Partners new | 540,076 | $12M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 428,401 | $9M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 411,443 | $9M | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 376,350 | $8M | 0.4% | 2026-Q2 |
| Elk River Wealth Management LLC trimmed | 329,014 | $7M | 0.4% | 2026-Q2 |
| Impact Investors, Inc added | 304,138 | $7M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 273,047 | $6M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 259,045 | $6M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 225,634 | $5M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 202,726 | $4M | 0.2% | 2026-Q2 |
| Tandem Financial, LLC added | 106,198 | $2M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 62,911 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 43,745 | $950K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 43,210 | $939K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 42,148 | $916K | 0.0% | 2026-Q2 |
| Trademark Financial Management, LLC added | 40,429 | $878K | 0.0% | 2026-Q2 |
| Huntleigh Advisors, Inc. trimmed | 40,302 | $876K | 0.0% | 2026-Q2 |
| Integrated Investment Consultants, LLC added | 39,925 | $867K | 0.0% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC new | 34,906 | $758K | 0.0% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. new | 32,152 | $699K | 0.0% | 2026-Q2 |
| LexAurum Advisors, LLC added | 31,540 | $685K | 0.0% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 26,912 | $585K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC added | 23,886 | $519K | 0.0% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 18,674 | $406K | 0.0% | 2026-Q2 |
| COMMERCE BANK new | 15,346 | $333K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. added | 13,586 | $295K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,711 | $276K | 0.0% | 2026-Q2 |
| REDW Wealth LLC new | 10,651 | $231K | 0.0% | 2026-Q2 |
| Axis Wealth Partners, LLC new | 9,968 | $217K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,334 | $204K | 0.0% | 2026-Q2 |
| Park Place Capital Corp added | 4,286 | $93K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,575 | $78K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. | 2,501 | $54K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 1,292 | $28K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA trimmed | 696 | $15K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 607 | $13K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 375 | $8K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 119 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 28 | $608 | 0.0% | 2026-Q2 |
| U.S. Capital Wealth Advisors, LLC added | 467,972 | $10M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SEGALL BRYANT & HAMILL, LLC new | 68,461 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 23,779 | $518K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 16,478 | $359K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,079 | $307K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC trimmed | 9,500 | $207K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK added | 3,555 | $78K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC new | 1,482 | $33K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| N.E.W. Advisory Services LLC new | 1,196 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 129 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP trimmed | 0 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 6 | $132 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.