Who owns UEVM
Which tracked institutional funds hold UEVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UEVM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 UEVM is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 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
UEVM’s largest tracked holder by dollar value, VICTORY CAPITAL MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UEVM 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 20 tracked filers holding UEVM, 8 increased or opened the position and 7 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 UEVM 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.
Largest adds
- OLD MISSION CAPITAL LLC$5M
- VICTORY CAPITAL MANAGEMENT INC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Kingsview Wealth Management, LLC$663K
Largest trims
- BANK OF AMERICA CORP /DE/$5M
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 | 3,267,652 | $189M | 86.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 136,114 | $8M | 3.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 113,602 | $7M | 3.0% | 2026-Q2 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / added | 55,137 | $3M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,758 | $2M | 1.0% | 2026-Q2 |
| LPL Financial LLC added | 22,962 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,424 | $1M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,501 | $1M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 19,714 | $1M | 0.5% | 2026-Q2 |
| Sigma Planning Corp trimmed | 18,428 | $1M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 15,884 | $921K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,251 | $478K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 6,810 | $395K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 272 | $16K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 187 | $11K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 187 | $11K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 146 | $8K | 0.0% | 2026-Q2 |
| FMR LLC | 100 | $6K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 11 | $628 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $104 | 0.0% | 2026-Q2 |
| Capital Analysts, LLC new | 1,438 | $82K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 2,000 | $111K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 48 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 7,563 | $420K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Empirical Asset Management, LLC trimmed | 6,512 | $361K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FARMERS & MERCHANTS INVESTMENTS INC new | 115 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Painted Porch Advisors LLC new | 53 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 31 | $2K | 0.0% | 2025-Q2 stale (4 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.