Who owns UITB (UITB)
Which tracked institutional funds hold UITB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UITB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
50 tracked funds added or opened UITB while 23 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
UITB’s largest tracked holder by dollar value, VICTORY CAPITAL MANAGEMENT INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UITB 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 134 tracked filers holding UITB, 88 increased or opened the position and 52 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 UITB 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 4
- LeClair Wealth Partners LLC$21M
- JANE STREET GROUP, LLC$8M
- OLD MISSION CAPITAL LLC$2M
- Owl Creek Wealth Partners LLC$2M
Full exits 7
- UNITED SERVICES AUTOMOBILE ASSOCIATION$115M
- Pine Valley Investments Ltd Liability Co$25M
- NICOLET ADVISORY SERVICES, LLC$18M
- Wealth Advisory Team LLC$6M
- GOLDMAN SACHS GROUP INC$2M
- COMERICA BANK$2M
Largest adds
- Calamos Advisors LLC$60M
- NICOLET BANKSHARES INC$21M
- MORGAN STANLEY$11M
- Steward Partners Investment Advisory, LLC$10M
- WELLS FARGO & COMPANY/MN$9M
- UBS Group AG$8M
Largest trims
- RAYMOND JAMES FINANCIAL INC$7M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6M
- VICTORY CAPITAL MANAGEMENT INC$5M
- LPL Financial LLC$3M
- Pinnacle Wealth Management Group, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$1M
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 | 14,850,508 | $698M | 26.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,528,670 | $260M | 9.7% | 2026-Q1 |
| MORGAN STANLEY added | 3,762,424 | $177M | 6.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,098,996 | $99M | 3.7% | 2026-Q1 |
| Bogart Wealth, LLC added | 2,060,745 | $97M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,951,454 | $92M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,396,762 | $66M | 2.4% | 2026-Q1 |
| Calamos Advisors LLC added | 1,333,192 | $63M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,283,225 | $60M | 2.2% | 2026-Q1 |
| Calamos Wealth Management LLC added | 1,273,569 | $60M | 2.2% | 2026-Q1 |
| Allen Capital Group, LLC added | 1,113,941 | $52M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,032,550 | $49M | 1.8% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 771,328 | $36M | 1.4% | 2026-Q1 |
| MBL Wealth, LLC added | 720,875 | $34M | 1.3% | 2026-Q1 |
| Allworth Financial LP added | 584,821 | $27M | 1.0% | 2026-Q1 |
| Alliance Wealth Advisors, LLC added | 579,723 | $27M | 1.0% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 485,308 | $23M | 0.8% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. trimmed | 473,674 | $22M | 0.8% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 445,796 | $21M | 0.8% | 2026-Q1 |
| Blue Water Asset Management added | 438,763 | $21M | 0.8% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 438,763 | $21M | 0.8% | 2026-Q1 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / added | 431,535 | $20M | 0.8% | 2026-Q1 |
| HORAN Wealth, LLC trimmed | 411,102 | $19M | 0.7% | 2026-Q1 |
| Sargent Investment Group, LLC added | 405,265 | $19M | 0.7% | 2026-Q1 |
| Pathway Financial Advisors LLC added | 402,069 | $19M | 0.7% | 2026-Q1 |
| SouthState Bank Corp trimmed | 373,589 | $18M | 0.7% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 361,104 | $17M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 336,477 | $16M | 0.6% | 2026-Q1 |
| UBS Group AG added | 321,001 | $15M | 0.6% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 320,164 | $15M | 0.6% | 2026-Q1 |
| KLINGENSTEIN FIELDS & CO LP added | 313,992 | $15M | 0.5% | 2026-Q1 |
| PLANNING DIRECTIONS INC added | 298,691 | $14M | 0.5% | 2026-Q1 |
| Cyr Financial Inc. added | 278,857 | $13M | 0.5% | 2026-Q1 |
| Envision Financial LLC added | 274,404 | $13M | 0.5% | 2026-Q1 |
| Oath Planning, LLC added | 272,765 | $13M | 0.5% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC trimmed | 269,451 | $13M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 226,431 | $11M | 0.4% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 220,105 | $10M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 214,913 | $10M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 207,740 | $10M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 199,512 | $9M | 0.3% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 195,919 | $9M | 0.3% | 2026-Q1 |
| Souders Financial Advisors added | 177,048 | $8M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 174,187 | $8M | 0.3% | 2026-Q1 |
| Fjell Capital, LLC added | 173,250 | $8M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 170,504 | $8M | 0.3% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 164,372 | $8M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. trimmed | 154,735 | $7M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 151,408 | $7M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 147,841 | $7M | 0.3% | 2026-Q1 |
| Smith Thornton Advisors LLC added | 143,944 | $7M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 143,168 | $7M | 0.3% | 2026-Q1 |
| Insight Wealth Partners, LLC added | 136,412 | $6M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 128,503 | $6M | 0.2% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. added | 125,232 | $6M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 123,886 | $6M | 0.2% | 2026-Q1 |
| Sloy Dahl & Holst, LLC added | 116,813 | $5M | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 114,144 | $5M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 100,191 | $5M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 94,352 | $4M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 93,354 | $4M | 0.2% | 2026-Q1 |
| &PARTNERS added | 90,337 | $4M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 83,107 | $4M | 0.1% | 2026-Q1 |
| Axis Wealth Partners, LLC added | 77,381 | $4M | 0.1% | 2026-Q1 |
| Indivisible Partners trimmed | 74,621 | $4M | 0.1% | 2026-Q1 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 73,677 | $3M | 0.1% | 2026-Q1 |
| James J. Burns & Company, LLC added | 73,490 | $3M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 65,792 | $3M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 58,345 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 58,004 | $3M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 58,002 | $3M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 55,785 | $3M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 52,849 | $2M | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 52,596 | $2M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 51,946 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 50,418 | $2M | 0.1% | 2026-Q1 |
| Chris Bulman Inc added | 47,487 | $2M | 0.1% | 2026-Q1 |
| Owl Creek Wealth Partners LLC new | 46,763 | $2M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 42,678 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 41,685 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 38,758 | $2M | 0.1% | 2026-Q1 |
| Brookstone Capital Management added | 37,884 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 37,371 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 35,700 | $2M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 32,539 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 32,324 | $2M | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 31,683 | $1M | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 31,384 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 28,982 | $1M | 0.1% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 24,055 | $1M | 0.0% | 2026-Q1 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,421,191 | $115M | 4.3% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 535,418 | $25M | 0.9% | 2025-Q4 stale |
| NICOLET ADVISORY SERVICES, LLC added | 389,946 | $18M | 0.7% | 2025-Q4 stale |
| Horan Capital Advisors, LLC. added | 339,420 | $16M | 0.6% | 2025-Q1 stale |
| Wealth Advisory Team LLC trimmed | 126,388 | $6M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 51,867 | $2M | 0.1% | 2025-Q4 stale |
| STRATEGIC PLANNING GROUP, LLC added | 36,683 | $2M | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC added | 35,638 | $2M | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 33,088 | $2M | 0.1% | 2025-Q4 stale |
| Ferguson Shapiro LLC | 22,426 | $1M | 0.0% | 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.