Who owns UFEB
Which tracked institutional funds hold UFEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFEB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
18 tracked funds added or opened UFEB while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
UFEB’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UFEB 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 95 tracked filers holding UFEB, 49 increased or opened the position and 37 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 UFEB 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 6
- Talon Private Wealth, LLC$36M
- NewCorp Financial Services, Inc.$2M
- Northstar Group, Inc.$1M
- Lantz Financial LLC$966K
- Creative Planning$895K
- Arkadios Wealth Advisors$525K
Full exits 2
- GTS SECURITIES LLC$812K
- SageView Advisory Group, LLC$786K
Largest adds
- Brookstone Capital Management$61M
- Strategic Blueprint, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Spire Wealth Management$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Kestra Advisory Services, LLC$1M
Largest trims
- IFP Advisors, Inc$4M
- HighTower Advisors, LLC$966K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$861K
- Integrity Advisory Solutions, LLC$778K
- OSAIC HOLDINGS, INC.$731K
- Archer Investment Corp$674K
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 |
|---|---|---|---|---|
| Brookstone Capital Management added | 1,708,127 | $62M | 25.6% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 985,140 | $36M | 14.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 655,927 | $24M | 9.8% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 378,791 | $14M | 5.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 166,122 | $6M | 2.5% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 157,913 | $6M | 2.4% | 2026-Q1 |
| Strategic Blueprint, LLC added | 134,217 | $5M | 2.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 130,626 | $5M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 125,036 | $5M | 1.9% | 2026-Q1 |
| World Investment Advisors | 108,822 | $4M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 106,369 | $4M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 106,197 | $4M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 95,551 | $3M | 1.4% | 2026-Q1 |
| Spire Wealth Management added | 80,088 | $3M | 1.2% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 66,922 | $2M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 64,946 | $2M | 1.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 62,922 | $2M | 0.9% | 2026-Q1 |
| Trek Financial, LLC added | 54,016 | $2M | 0.8% | 2026-Q1 |
| IHT Wealth Management, LLC added | 49,317 | $2M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 49,152 | $2M | 0.7% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 47,570 | $2M | 0.7% | 2026-Q1 |
| NewCorp Financial Services, Inc. new | 46,987 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 38,194 | $1M | 0.6% | 2026-Q1 |
| Northstar Group, Inc. new | 36,360 | $1M | 0.5% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 29,243 | $1M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 26,646 | $986K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 26,875 | $976K | 0.4% | 2026-Q1 |
| Lantz Financial LLC new | 26,609 | $966K | 0.4% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC trimmed | 26,069 | $946K | 0.4% | 2026-Q1 |
| Integrity Advisory Solutions, LLC trimmed | 25,359 | $921K | 0.4% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 25,210 | $915K | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 25,056 | $910K | 0.4% | 2026-Q1 |
| Creative Planning added | 24,657 | $895K | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 23,929 | $869K | 0.4% | 2026-Q1 |
| AdvisorNet Financial, Inc | 20,570 | $747K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 20,250 | $738K | 0.3% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 18,696 | $704K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 19,107 | $694K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 18,548 | $673K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 18,261 | $663K | 0.3% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 15,404 | $559K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,472 | $525K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 14,258 | $518K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,919 | $505K | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 11,574 | $423K | 0.2% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 11,547 | $421K | 0.2% | 2026-Q1 |
| Sonoma Allocations LLC added | 11,010 | $401K | 0.2% | 2026-Q1 |
| Riverpoint Wealth Management Holdings, LLC trimmed | 10,976 | $398K | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 10,497 | $381K | 0.2% | 2026-Q1 |
| PFG Advisors added | 9,304 | $338K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 9,038 | $328K | 0.1% | 2026-Q1 |
| Truvestments Capital LLC new | 8,899 | $323K | 0.1% | 2026-Q1 |
| Chris Bulman Inc added | 8,847 | $321K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 8,750 | $320K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC added | 8,259 | $300K | 0.1% | 2026-Q1 |
| Maia Wealth LLC | 8,255 | $300K | 0.1% | 2026-Q1 |
| Garden State Investment Advisory Services LLC | 7,850 | $285K | 0.1% | 2026-Q1 |
| Vantage Point Financial LLC | 7,601 | $276K | 0.1% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC added | 7,156 | $260K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC | 6,973 | $253K | 0.1% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC | 6,962 | $253K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC | 6,770 | $246K | 0.1% | 2026-Q1 |
| OxenFree Capital LLC trimmed | 6,200 | $233K | 0.1% | 2026-Q1 |
| CGN Advisors LLC added | 6,410 | $233K | 0.1% | 2026-Q1 |
| Beckerman Institutional, LLC | 6,186 | $225K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 5,649 | $214K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 5,863 | $213K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,811 | $211K | 0.1% | 2026-Q1 |
| Ballast Rock Private Wealth LLC new | 5,778 | $210K | 0.1% | 2026-Q1 |
| Archer Investment Corp trimmed | 5,722 | $208K | 0.1% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 5,653 | $205K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 5,401 | $196K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 4,800 | $174K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 4,800 | $174K | 0.1% | 2026-Q1 |
| Physician Wealth Advisors, Inc. trimmed | 4,425 | $161K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 4,298 | $156K | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 3,097 | $112K | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 110,097 | $4M | 1.6% | 2025-Q2 stale |
| PKS Advisory Services, LLC added | 86,503 | $3M | 1.2% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 73,290 | $2M | 1.0% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 51,907 | $2M | 0.8% | 2025-Q3 stale |
| Sigma Planning Corp added | 38,325 | $1M | 0.5% | 2025-Q1 stale |
| Bullseye Investment Management, LLC | 35,520 | $1M | 0.5% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 22,070 | $812K | 0.3% | 2025-Q4 stale |
| SageView Advisory Group, LLC | 21,363 | $786K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 20,782 | $743K | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 14,752 | $528K | 0.2% | 2025-Q3 stale |
| Fermata Advisors, LLC | 10,819 | $350K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,817 | $324K | 0.1% | 2025-Q4 stale |
| O'Connor Financial Group LLC | 8,126 | $291K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 8,071 | $289K | 0.1% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC trimmed | 7,368 | $271K | 0.1% | 2025-Q4 stale |
| ALTERNA WEALTH MANAGEMENT, INC | 7,750 | $266K | 0.1% | 2025-Q2 stale |
| Sovran Advisors, LLC | 7,414 | $255K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 7,120 | $231K | 0.1% | 2025-Q1 stale |
| SMI Advisory Services, LLC | 5,827 | $216K | 0.1% | 2025-Q4 stale |
| Kovack Advisors, Inc. new | 5,626 | $207K | 0.1% | 2025-Q4 stale |
| Continuum Advisory, LLC trimmed | 5,499 | $178K | 0.1% | 2025-Q1 stale |
| Wood Tarver Financial Group, LLC trimmed | 4,275 | $146K | 0.1% | 2025-Q2 stale |
| Atlantic Private Wealth, LLC | 3,390 | $116K | 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.