Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
48 tracked funds added or opened UITB while 24 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 136 tracked filers holding UITB, 82 increased or opened the position and 49 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 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 7
- Simplicity Wealth,LLC$7M
- Wealth Advisory Team LLC$6M
- ASPIRIANT, LLC$1M
- TENET WEALTH PARTNERS, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$965K
- COMPASS FINANCIAL MANAGEMENT LLC$669K
Full exits 6
- LeClair Wealth Partners LLC$21M
- Thrivent Financial for Lutherans$7M
- Cambridge Investment Research Advisors, Inc.$4M
- J. R. Prunier Capital Management LLC$3M
- OLD MISSION CAPITAL LLC$2M
- Janney Montgomery Scott LLC$2M
Largest adds
- Steward Partners Investment Advisory, LLC$12M
- Atlantic Edge Private Wealth Management, LLC$9M
- NICOLET BANKSHARES INC$9M
- BANK OF AMERICA CORP /DE/$9M
- Integrated Wealth Concepts LLC$7M
- OSAIC HOLDINGS, INC.$7M
Largest trims
- Calamos Advisors LLC$60M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$59M
- WELLS FARGO & COMPANY/MN$28M
- NORTHEAST PLANNING ASSOCIATES, INC. / NH /$9M
- JANE STREET GROUP, LLC$7M
- Newman Dignan & Sheerar, Inc.$6M
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 |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 14,850,508 | $696M | 28.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,295,086 | $201M | 8.3% | 2026-Q2 |
| MORGAN STANLEY added | 3,904,106 | $183M | 7.5% | 2026-Q2 |
| Bogart Wealth, LLC added | 2,172,807 | $102M | 4.2% | 2026-Q2 |
| LPL Financial LLC added | 2,135,811 | $100M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,584,354 | $74M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,371,114 | $64M | 2.6% | 2026-Q2 |
| Calamos Wealth Management LLC added | 1,349,050 | $63M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,207,956 | $57M | 2.3% | 2026-Q2 |
| Allen Capital Group, LLC added | 1,187,333 | $56M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,140,377 | $53M | 2.2% | 2026-Q2 |
| Meeder Advisory Services, Inc. added | 792,976 | $37M | 1.5% | 2026-Q2 |
| MBL Wealth, LLC added | 758,771 | $36M | 1.5% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 671,256 | $31M | 1.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 664,602 | $31M | 1.3% | 2026-Q2 |
| Alliance Wealth Advisors, LLC added | 588,561 | $28M | 1.1% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 570,026 | $27M | 1.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 510,934 | $24M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 476,300 | $22M | 0.9% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC added | 460,836 | $22M | 0.9% | 2026-Q2 |
| Blue Water Asset Management added | 450,385 | $21M | 0.9% | 2026-Q2 |
| HORAN Wealth, LLC added | 417,413 | $20M | 0.8% | 2026-Q2 |
| Sargent Investment Group, LLC added | 405,609 | $19M | 0.8% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 398,354 | $19M | 0.8% | 2026-Q2 |
| KLINGENSTEIN FIELDS & CO LP added | 355,284 | $17M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 353,949 | $17M | 0.7% | 2026-Q2 |
| Envision Financial LLC added | 345,285 | $16M | 0.7% | 2026-Q2 |
| SouthState Bank Corp trimmed | 341,118 | $16M | 0.7% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. trimmed | 338,592 | $16M | 0.7% | 2026-Q2 |
| Oath Planning, LLC added | 337,678 | $16M | 0.7% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 337,136 | $16M | 0.6% | 2026-Q2 |
| UBS Group AG added | 332,334 | $16M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 328,482 | $15M | 0.6% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 322,183 | $15M | 0.6% | 2026-Q2 |
| PLANNING DIRECTIONS INC added | 303,886 | $14M | 0.6% | 2026-Q2 |
| Cyr Financial Inc. added | 299,590 | $14M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 296,493 | $14M | 0.6% | 2026-Q2 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / trimmed | 261,783 | $11M | 0.5% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 227,451 | $11M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 222,648 | $10M | 0.4% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 207,262 | $10M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 193,968 | $9M | 0.4% | 2026-Q2 |
| Souders Financial Advisors added | 192,458 | $9M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 181,659 | $9M | 0.4% | 2026-Q2 |
| Fjell Capital, LLC added | 181,398 | $8M | 0.3% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 173,049 | $8M | 0.3% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 155,645 | $7M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 155,031 | $7M | 0.3% | 2026-Q2 |
| Smith Thornton Advisors LLC added | 152,724 | $7M | 0.3% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 152,068 | $7M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 146,987 | $7M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 129,831 | $6M | 0.2% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 127,612 | $6M | 0.2% | 2026-Q2 |
| Wealth Advisory Team LLC trimmed | 123,467 | $6M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 123,467 | $6M | 0.2% | 2026-Q2 |
| Sloy Dahl & Holst, LLC added | 119,637 | $6M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 117,021 | $5M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 104,882 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS added | 95,770 | $4M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 90,190 | $4M | 0.2% | 2026-Q2 |
| Axis Wealth Partners, LLC added | 86,970 | $4M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 86,454 | $4M | 0.2% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 82,891 | $4M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 81,675 | $4M | 0.2% | 2026-Q2 |
| Indivisible Partners added | 81,385 | $4M | 0.2% | 2026-Q2 |
| James J. Burns & Company, LLC added | 74,964 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 65,500 | $3M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 65,125 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 61,601 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,261 | $3M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 58,867 | $3M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 57,492 | $3M | 0.1% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 56,929 | $3M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 55,480 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 54,213 | $3M | 0.1% | 2026-Q2 |
| Chris Bulman Inc added | 52,710 | $2M | 0.1% | 2026-Q2 |
| Owl Creek Wealth Partners LLC trimmed | 41,285 | $2M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 40,723 | $2M | 0.1% | 2026-Q2 |
| Optivise Advisory Services LLC added | 37,850 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 35,855 | $2M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 32,293 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 31,899 | $1M | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 31,683 | $1M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 31,115 | $1M | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 29,776 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 28,492 | $1M | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC new | 28,000 | $1M | 0.1% | 2026-Q2 |
| TENET WEALTH PARTNERS, LLC new | 25,748 | $1M | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 23,141 | $1M | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 21,248 | $995K | 0.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 21,183 | $992K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,606 | $965K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 20,567 | $963K | 0.0% | 2026-Q2 |
| NOVEM GROUP added | 16,250 | $761K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 16,002 | $750K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 14,287 | $669K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 14,132 | $656K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC | 12,954 | $607K | 0.0% | 2026-Q2 |
| Keystone Financial Group trimmed | 12,066 | $565K | 0.0% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 11,957 | $560K | 0.0% | 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.