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-Q1 13F filings (latest filed 2026-05-18). 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
16 tracked funds added or opened UFOX while 8 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
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 2025-Q4 and 2026-Q1, across 162 tracked filers holding UFOX, 79 increased or opened the position and 58 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 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 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- EHRLICH FINANCIAL GROUP$730K
- Independent Advisor Alliance$573K
Full exits 2
- FISCHER INVESTMENT STRATEGIES, LLC$1M
- CITADEL ADVISORS LLC$520K
Largest adds
- Cambridge Investment Research Advisors, Inc.$4M
- LPL Financial LLC$2M
- ROYAL BANK OF CANADA$1M
- RAYMOND JAMES FINANCIAL INC$1M
- Cetera Investment Advisers$1M
- HighTower Advisors, LLC$979K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- PNC FINANCIAL SERVICES GROUP, INC.$4M
- COMMONWEALTH EQUITY SERVICES, LLC$807K
- Vontobel Holding Ltd.$619K
- GAMMA Investing LLC$265K
- BANK OF AMERICA CORP /DE/$263K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 284,470 | $19M | 13.2% | 2026-Q1 |
| Cetera Investment Advisers added | 142,744 | $10M | 6.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 112,544 | $8M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 103,041 | $7M | 4.8% | 2026-Q1 |
| KWMG, LLC added | 100,782 | $7M | 4.7% | 2026-Q1 |
| UBS Group AG trimmed | 88,237 | $6M | 4.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 77,811 | $5M | 3.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 72,203 | $5M | 3.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 56,359 | $4M | 2.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 48,764 | $3M | 2.3% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT Co trimmed | 39,425 | $3M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 38,937 | $3M | 1.8% | 2026-Q1 |
| Advantage Trust Co added | 37,256 | $3M | 1.7% | 2026-Q1 |
| Financial Freedom, LLC added | 37,015 | $3M | 1.7% | 2026-Q1 |
| CITIGROUP INC added | 33,966 | $2M | 1.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 32,518 | $2M | 1.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 32,396 | $2M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 28,469 | $2M | 1.3% | 2026-Q1 |
| Moran Wealth Management, LLC added | 28,219 | $2M | 1.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 26,377 | $2M | 1.2% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 26,271 | $2M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,943 | $2M | 1.1% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC trimmed | 20,895 | $1M | 1.0% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 18,216 | $1M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,741 | $1M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 17,709 | $1M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 17,155 | $1M | 0.8% | 2026-Q1 |
| Creative Planning added | 16,022 | $1M | 0.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 14,533 | $991K | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 13,463 | $918K | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 13,394 | $913K | 0.6% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 12,705 | $866K | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC | 12,500 | $852K | 0.6% | 2026-Q1 |
| OAK FAMILY ADVISORS, LLC trimmed | 11,896 | $811K | 0.6% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 11,570 | $789K | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 12,198 | $779K | 0.5% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP new | 10,704 | $730K | 0.5% | 2026-Q1 |
| SEARLE & CO. | 10,534 | $718K | 0.5% | 2026-Q1 |
| HT Partners LLC | 10,345 | $705K | 0.5% | 2026-Q1 |
| Intrua Financial, LLC | 9,710 | $662K | 0.5% | 2026-Q1 |
| Frisch Financial Group, Inc. added | 9,425 | $643K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC | 9,315 | $635K | 0.4% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 8,990 | $613K | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 8,737 | $596K | 0.4% | 2026-Q1 |
| Larson Financial Group LLC added | 8,645 | $589K | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 8,398 | $573K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,354 | $570K | 0.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 8,149 | $556K | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 7,714 | $526K | 0.4% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC trimmed | 7,629 | $520K | 0.4% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 7,531 | $513K | 0.4% | 2026-Q1 |
| FMR LLC added | 7,244 | $494K | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 7,223 | $492K | 0.3% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 7,152 | $488K | 0.3% | 2026-Q1 |
| HBK Sorce Advisory LLC new | 4,938 | $451K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 6,446 | $447K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 6,436 | $439K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,312 | $430K | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 6,232 | $425K | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 6,114 | $417K | 0.3% | 2026-Q1 |
| CWM, LLC added | 6,041 | $412K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 5,787 | $395K | 0.3% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 5,747 | $392K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,578 | $387K | 0.3% | 2026-Q1 |
| Tempo Wealth, LLC added | 5,488 | $374K | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 5,224 | $356K | 0.2% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 5,168 | $352K | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 5,112 | $349K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 5,088 | $347K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,049 | $344K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 4,973 | $339K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 4,872 | $332K | 0.2% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 4,768 | $325K | 0.2% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 4,695 | $320K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 4,672 | $319K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 4,653 | $317K | 0.2% | 2026-Q1 |
| GAMMA Investing LLC trimmed | 4,640 | $316K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 4,476 | $305K | 0.2% | 2026-Q1 |
| World Investment Advisors | 4,471 | $305K | 0.2% | 2026-Q1 |
| EAGLE WEALTH STRATEGIES LLC added | 4,355 | $297K | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. | 4,289 | $292K | 0.2% | 2026-Q1 |
| Insight Inv LLC trimmed | 4,167 | $284K | 0.2% | 2026-Q1 |
| Csenge Advisory Group | 4,094 | $279K | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 4,083 | $278K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 4,038 | $275K | 0.2% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY | 4,027 | $275K | 0.2% | 2026-Q1 |
| Palumbo Wealth Management LLC | 4,000 | $273K | 0.2% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO new | 6,368 | $4M | 2.8% | 2025-Q3 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 16,222 | $1M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 15,783 | $973K | 0.7% | 2025-Q3 stale |
| WORLD EQUITY GROUP, INC. added | 10,498 | $554K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 8,147 | $520K | 0.4% | 2025-Q4 stale |
| AllSquare Wealth Management LLC | 6,075 | $375K | 0.3% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 5,812 | $371K | 0.3% | 2025-Q4 stale |
| Milestones Private Investment Advisors LLC trimmed | 5,768 | $368K | 0.3% | 2025-Q4 stale |
| Bryn Mawr Capital Management, LLC added | 7,650 | $325K | 0.2% | 2025-Q1 stale |
| Wealthspire Advisors, LLC | 7,505 | $319K | 0.2% | 2025-Q1 stale |
| SageView Advisory Group, LLC trimmed | 4,947 | $316K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 4,814 | $307K | 0.2% | 2025-Q4 stale |
| Valley Financial Group, Inc. trimmed | 4,973 | $307K | 0.2% | 2025-Q3 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.