Who owns UFOX
Which tracked institutional funds hold UFOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 UFOX is one-sided between 2026-Q1 and 2026-Q2: 41 added or opened and 9 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
UFOX’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UFOX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UFOX 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 189 tracked filers holding UFOX, 95 increased or opened the position and 73 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 UFOX 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 4
- Arax Advisory Partners$2M
- CITADEL ADVISORS LLC$1M
- Lido Advisors, LLC$950K
- Vise Technologies, Inc.$619K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$5M
- HighTower Advisors, LLC$4M
- WEDBUSH SECURITIES INC$1M
- Janney Montgomery Scott LLC$1M
- U.S. Capital Wealth Advisors, LLC$866K
- EHRLICH FINANCIAL GROUP$730K
Largest adds
- LPL Financial LLC$8M
- STIFEL FINANCIAL CORP$4M
- UBS Group AG$4M
- Cetera Investment Advisers$4M
- KWMG, LLC$3M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- ROYAL BANK OF CANADA$437K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 288,358 | $27M | 14.8% | 2026-Q2 |
| Cetera Investment Advisers added | 145,261 | $14M | 7.5% | 2026-Q2 |
| UBS Group AG added | 107,220 | $10M | 5.5% | 2026-Q2 |
| KWMG, LLC added | 100,883 | $10M | 5.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 90,863 | $9M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 89,835 | $9M | 4.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 70,071 | $7M | 3.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 56,613 | $5M | 2.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 48,745 | $5M | 2.5% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT Co trimmed | 38,975 | $3M | 1.7% | 2026-Q2 |
| Advantage Trust Co | 37,256 | $4M | 1.9% | 2026-Q2 |
| Financial Freedom, LLC added | 37,201 | $4M | 1.9% | 2026-Q2 |
| CITIGROUP INC added | 36,581 | $3M | 1.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 33,073 | $3M | 1.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 32,920 | $3M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 32,543 | $3M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 31,390 | $3M | 1.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 26,576 | $3M | 1.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 26,271 | $2M | 1.3% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 25,098 | $2M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 23,335 | $2M | 1.2% | 2026-Q2 |
| Arax Advisory Partners added | 22,925 | $2M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,061 | $2M | 1.0% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC trimmed | 18,215 | $2M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,459 | $2M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 17,145 | $2M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 17,112 | $2M | 0.9% | 2026-Q2 |
| Creative Planning trimmed | 15,888 | $2M | 0.8% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 15,688 | $1M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 15,547 | $1M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC added | 15,308 | $1M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,456 | $1M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,539 | $1M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC | 12,500 | $1M | 0.6% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 11,579 | $1M | 0.6% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC trimmed | 11,519 | $1M | 0.6% | 2026-Q2 |
| HT Partners LLC | 10,345 | $983K | 0.5% | 2026-Q2 |
| Lido Advisors, LLC new | 9,999 | $950K | 0.5% | 2026-Q2 |
| Mariner, LLC added | 9,438 | $897K | 0.5% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 9,370 | $890K | 0.5% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 8,997 | $855K | 0.5% | 2026-Q2 |
| Larson Financial Group LLC added | 8,967 | $852K | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 8,665 | $823K | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 8,149 | $774K | 0.4% | 2026-Q2 |
| FMR LLC added | 8,146 | $774K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,058 | $766K | 0.4% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC | 7,629 | $725K | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 7,420 | $705K | 0.4% | 2026-Q2 |
| Frisch Financial Group, Inc. trimmed | 7,357 | $699K | 0.4% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 7,161 | $628K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 7,098 | $675K | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 6,547 | $622K | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,512 | $619K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 6,362 | $606K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5,953 | $566K | 0.3% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 5,658 | $538K | 0.3% | 2026-Q2 |
| Tempo Wealth, LLC added | 5,495 | $522K | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 5,227 | $497K | 0.3% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 5,170 | $491K | 0.3% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 5,138 | $434K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 5,062 | $481K | 0.3% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 4,988 | $474K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 4,948 | $470K | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 4,754 | $452K | 0.2% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 4,639 | $441K | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 4,560 | $384K | 0.2% | 2026-Q2 |
| Cerity Partners LLC new | 4,511 | $429K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 4,480 | $426K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 4,476 | $425K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,443 | $422K | 0.2% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 4,433 | $421K | 0.2% | 2026-Q2 |
| SUCCESSION FINANCIAL, INC. new | 4,421 | $420K | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. | 4,289 | $408K | 0.2% | 2026-Q2 |
| Insight Inv LLC | 4,167 | $396K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,141 | $394K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,105 | $377K | 0.2% | 2026-Q2 |
| Csenge Advisory Group | 4,094 | $389K | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 4,089 | $389K | 0.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 4,024 | $382K | 0.2% | 2026-Q2 |
| Palumbo Wealth Management LLC | 4,000 | $380K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 4,000 | $380K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 3,990 | $379K | 0.2% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 3,889 | $370K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 3,881 | $369K | 0.2% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP | 3,875 | $368K | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 3,800 | $361K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 3,793 | $360K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 3,768 | $358K | 0.2% | 2026-Q2 |
| Resolute Wealth Strategies, LLC trimmed | 3,638 | $346K | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 3,596 | $342K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 3,576 | $340K | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC added | 3,516 | $334K | 0.2% | 2026-Q2 |
| Kirkwood Financial Services new | 3,498 | $332K | 0.2% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC | 3,473 | $330K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 3,381 | $321K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 3,372 | $320K | 0.2% | 2026-Q2 |
| COFG Advisors, LLC added | 3,330 | $317K | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 3,142 | $299K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC | 3,115 | $296K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,042 | $289K | 0.2% | 2026-Q2 |
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.