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Institutional Ownership · SEC Form 13F

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.

134
Institutional holders
53,364,475
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
VICTORY CAPITAL MANAGEMENT INC14,850,508$698M26.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed5,528,670$260M9.7%2026-Q1
MORGAN STANLEY added3,762,424$177M6.6%2026-Q1
LPL Financial LLC trimmed2,098,996$99M3.7%2026-Q1
Bogart Wealth, LLC added2,060,745$97M3.6%2026-Q1
WELLS FARGO & COMPANY/MN added1,951,454$92M3.4%2026-Q1
BANK OF AMERICA CORP /DE/ added1,396,762$66M2.4%2026-Q1
Calamos Advisors LLC added1,333,192$63M2.3%2026-Q1
Cetera Investment Advisers added1,283,225$60M2.2%2026-Q1
Calamos Wealth Management LLC added1,273,569$60M2.2%2026-Q1
Allen Capital Group, LLC added1,113,941$52M2.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,032,550$49M1.8%2026-Q1
Meeder Advisory Services, Inc. added771,328$36M1.4%2026-Q1
MBL Wealth, LLC added720,875$34M1.3%2026-Q1
Allworth Financial LP added584,821$27M1.0%2026-Q1
Alliance Wealth Advisors, LLC added579,723$27M1.0%2026-Q1
NICOLET BANKSHARES INC added485,308$23M0.8%2026-Q1
Newman Dignan & Sheerar, Inc. trimmed473,674$22M0.8%2026-Q1
GREENUP STREET WEALTH MANAGEMENT LLC added445,796$21M0.8%2026-Q1
Blue Water Asset Management added438,763$21M0.8%2026-Q1
LeClair Wealth Partners LLC new438,763$21M0.8%2026-Q1
NORTHEAST PLANNING ASSOCIATES, INC. / NH / added431,535$20M0.8%2026-Q1
HORAN Wealth, LLC trimmed411,102$19M0.7%2026-Q1
Sargent Investment Group, LLC added405,265$19M0.7%2026-Q1
Pathway Financial Advisors LLC added402,069$19M0.7%2026-Q1
SouthState Bank Corp trimmed373,589$18M0.7%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added361,104$17M0.6%2026-Q1
Sanctuary Advisors, LLC added336,477$16M0.6%2026-Q1
UBS Group AG added321,001$15M0.6%2026-Q1
Crusonia Wealth Advisors LLC trimmed320,164$15M0.6%2026-Q1
KLINGENSTEIN FIELDS & CO LP added313,992$15M0.5%2026-Q1
PLANNING DIRECTIONS INC added298,691$14M0.5%2026-Q1
Cyr Financial Inc. added278,857$13M0.5%2026-Q1
Envision Financial LLC added274,404$13M0.5%2026-Q1
Oath Planning, LLC added272,765$13M0.5%2026-Q1
Atlantic Edge Private Wealth Management, LLC trimmed269,451$13M0.5%2026-Q1
TRUIST FINANCIAL CORP added226,431$11M0.4%2026-Q1
IMA Advisory Services, Inc. added220,105$10M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added214,913$10M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed207,740$10M0.4%2026-Q1
Orion Porfolio Solutions, LLC trimmed199,512$9M0.3%2026-Q1
TOTH FINANCIAL ADVISORY CORP added195,919$9M0.3%2026-Q1
Souders Financial Advisors added177,048$8M0.3%2026-Q1
JPMORGAN CHASE & CO added174,187$8M0.3%2026-Q1
Fjell Capital, LLC added173,250$8M0.3%2026-Q1
JANE STREET GROUP, LLC added170,504$8M0.3%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added164,372$8M0.3%2026-Q1
Pinnacle Wealth Management Group, Inc. trimmed154,735$7M0.3%2026-Q1
ROYAL BANK OF CANADA added151,408$7M0.3%2026-Q1
Integrated Wealth Concepts LLC added147,841$7M0.3%2026-Q1
Smith Thornton Advisors LLC added143,944$7M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed143,168$7M0.3%2026-Q1
Insight Wealth Partners, LLC added136,412$6M0.2%2026-Q1
Gladstone Institutional Advisory LLC added128,503$6M0.2%2026-Q1
FSA WEALTH PARTNERS, INC. added125,232$6M0.2%2026-Q1
Aptus Capital Advisors, LLC trimmed123,886$6M0.2%2026-Q1
Sloy Dahl & Holst, LLC added116,813$5M0.2%2026-Q1
Summit Financial, LLC trimmed114,144$5M0.2%2026-Q1
Private Advisor Group, LLC added100,191$5M0.2%2026-Q1
Bank of New York Mellon Corp added94,352$4M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed93,354$4M0.2%2026-Q1
&PARTNERS added90,337$4M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added83,107$4M0.1%2026-Q1
Axis Wealth Partners, LLC added77,381$4M0.1%2026-Q1
Indivisible Partners trimmed74,621$4M0.1%2026-Q1
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added73,677$3M0.1%2026-Q1
James J. Burns & Company, LLC added73,490$3M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added65,792$3M0.1%2026-Q1
Gotham Asset Management, LLC added58,345$3M0.1%2026-Q1
CITADEL ADVISORS LLC added58,004$3M0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added58,002$3M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added55,785$3M0.1%2026-Q1
OLD MISSION CAPITAL LLC added52,849$2M0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC added52,596$2M0.1%2026-Q1
Atria Investments, Inc added51,946$2M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added50,418$2M0.1%2026-Q1
Chris Bulman Inc added47,487$2M0.1%2026-Q1
Owl Creek Wealth Partners LLC new46,763$2M0.1%2026-Q1
Valmark Advisers, Inc. added42,678$2M0.1%2026-Q1
Equitable Holdings, Inc. added41,685$2M0.1%2026-Q1
FIFTH THIRD BANCORP added38,758$2M0.1%2026-Q1
Brookstone Capital Management added37,884$2M0.1%2026-Q1
STIFEL FINANCIAL CORP added37,371$2M0.1%2026-Q1
Janney Montgomery Scott LLC added35,700$2M0.1%2026-Q1
Focus Financial Network, Inc. trimmed32,539$2M0.1%2026-Q1
NewEdge Wealth, LLC trimmed32,324$2M0.1%2026-Q1
BlackRock, Inc. added31,683$1M0.1%2026-Q1
AdvisorNet Financial, Inc trimmed31,384$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added28,982$1M0.1%2026-Q1
Optivise Advisory Services LLC trimmed24,055$1M0.0%2026-Q1
UNITED SERVICES AUTOMOBILE ASSOCIATION2,421,191$115M4.3%2025-Q4 stale
Pine Valley Investments Ltd Liability Co added535,418$25M0.9%2025-Q4 stale
NICOLET ADVISORY SERVICES, LLC added389,946$18M0.7%2025-Q4 stale
Horan Capital Advisors, LLC. added339,420$16M0.6%2025-Q1 stale
Wealth Advisory Team LLC trimmed126,388$6M0.2%2025-Q4 stale
GOLDMAN SACHS GROUP INC added51,867$2M0.1%2025-Q4 stale
STRATEGIC PLANNING GROUP, LLC added36,683$2M0.1%2025-Q2 stale
CW Advisors, LLC added35,638$2M0.1%2025-Q2 stale
COMERICA BANK added33,088$2M0.1%2025-Q4 stale
Ferguson Shapiro LLC22,426$1M0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership