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Institutional Ownership · SEC Form 13F

Who owns UNOV


Which tracked institutional funds hold UNOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UNOV 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.

69
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened UNOV while 10 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

UNOV’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in UNOV 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 69 tracked filers holding UNOV, 23 increased or opened the position and 33 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 UNOV 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 5

  • Talon Private Wealth, LLC$36M
  • Creative Planning$954K
  • GOLDMAN SACHS GROUP INC$867K
  • CITADEL ADVISORS LLC$856K
  • MONEY CONCEPTS CAPITAL CORP$845K

Full exits 3

  • MGO ONE SEVEN LLC$2M
  • SageView Advisory Group, LLC$896K
  • OLD MISSION CAPITAL LLC$785K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$5M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$644K

Largest trims

  • 4J Wealth Management LLC$3M
  • IHT Wealth Management, LLC$908K
  • Brookstone Capital Management$899K
  • Cetera Investment Advisers$732K
  • MML INVESTORS SERVICES, LLC$605K
  • Kellett Wealth Advisors, LLC$441K

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
Brookstone Capital Management added1,707,236$64M35.8%2026-Q1
Talon Private Wealth, LLC added966,804$36M20.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added154,169$6M3.2%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added152,967$6M3.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed142,887$5M3.0%2026-Q1
IFP Advisors, Inc trimmed94,801$4M2.0%2026-Q1
CENTRAL VALLEY ADVISORS, LLC trimmed80,984$3M1.7%2026-Q1
Kellett Wealth Advisors, LLC trimmed70,769$3M1.5%2026-Q1
Kestra Advisory Services, LLC added68,182$3M1.4%2026-Q1
RK Capital Management, LLC/FL66,637$2M1.4%2026-Q1
Spire Wealth Management trimmed63,716$2M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed60,945$2M1.3%2026-Q1
4J Wealth Management LLC trimmed56,848$2M1.2%2026-Q1
HighTower Advisors, LLC48,952$2M1.0%2026-Q1
IHT Wealth Management, LLC trimmed47,250$2M1.0%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed44,361$2M0.9%2026-Q1
AE Wealth Management LLC trimmed44,055$2M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added42,629$2M0.9%2026-Q1
Trek Financial, LLC trimmed39,665$1M0.8%2026-Q1
O'Connor Financial Group LLC35,972$1M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added32,077$1M0.7%2026-Q1
Creative Planning new25,607$954K0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added25,584$954K0.5%2026-Q1
Castle Rock Wealth Management, LLC24,649$922K0.5%2026-Q1
Cetera Investment Advisers trimmed24,072$897K0.5%2026-Q1
LPL Financial LLC trimmed23,594$879K0.5%2026-Q1
GOLDMAN SACHS GROUP INC added23,252$867K0.5%2026-Q1
CITADEL ADVISORS LLC added22,966$856K0.5%2026-Q1
MONEY CONCEPTS CAPITAL CORP added22,668$845K0.5%2026-Q1
Foundations Investment Advisors, LLC added22,388$834K0.5%2026-Q1
Triumph Capital Management added22,181$827K0.5%2026-Q1
Berger Financial Group, Inc trimmed21,855$815K0.5%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC21,778$812K0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed20,620$769K0.4%2026-Q1
Lantz Financial LLC17,087$637K0.4%2026-Q1
Arkadios Wealth Advisors added14,524$541K0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed14,341$534K0.3%2026-Q1
Arete Wealth Advisors, LLC trimmed14,120$526K0.3%2026-Q1
Buska Wealth Management, LLC trimmed13,663$509K0.3%2026-Q1
IMG Wealth Management, Inc.12,822$478K0.3%2026-Q1
CWC Advisors, LLC. added12,446$464K0.3%2026-Q1
WealthShield Partners, LLC trimmed11,257$420K0.2%2026-Q1
Three Seasons Wealth, LLC11,117$414K0.2%2026-Q1
Cornerstone Wealth Group, LLC trimmed10,280$399K0.2%2026-Q1
Advisory Services Network, LLC8,178$305K0.2%2026-Q1
FINANCIAL MANAGEMENT NETWORK INC trimmed7,950$303K0.2%2026-Q1
ATX Financial Planning, LLC trimmed8,113$302K0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC7,300$272K0.2%2026-Q1
Lakeridge Wealth Management LLC6,881$256K0.1%2026-Q1
FC Advisory LLC added6,845$255K0.1%2026-Q1
Chris Bulman Inc trimmed6,597$246K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS new6,200$231K0.1%2026-Q1
Madison Wealth Partners, Inc new6,193$231K0.1%2026-Q1
DHJJ Financial Advisors, Ltd.5,532$206K0.1%2026-Q1
CENTAURUS FINANCIAL, INC.4,525$169K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added4,393$164K0.1%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added2,700$101K0.1%2026-Q1
Aptus Capital Advisors, LLC2,700$101K0.1%2026-Q1
Capital Analysts, LLC2,639$98K0.1%2026-Q1
AdvisorNet Financial, Inc trimmed2,579$96K0.1%2026-Q1
Noble Wealth Management PBC2,200$82K0.0%2026-Q1
CoreCap Advisors, LLC2,042$76K0.0%2026-Q1
Archer Investment Corp1,919$72K0.0%2026-Q1
BARCLAYS PLC added1,464$55K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.1,336$50K0.0%2026-Q1
MORGAN STANLEY980$37K0.0%2026-Q1
UBS Group AG trimmed232$9K0.0%2026-Q1
Keating Financial Advisory Services, Inc.160$6K0.0%2026-Q1
ASSETMARK, INC new43$2K0.0%2026-Q1
MGO ONE SEVEN LLC trimmed60,561$2M1.3%2025-Q4 stale
SageView Advisory Group, LLC trimmed23,556$896K0.5%2025-Q4 stale
GTS SECURITIES LLC added21,933$822K0.5%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed20,633$785K0.4%2025-Q4 stale
Bison Wealth, LLC14,701$531K0.3%2025-Q2 stale
HRT FINANCIAL LP trimmed13,311$498K0.3%2025-Q3 stale
VestGen Advisors, LLC9,524$357K0.2%2025-Q3 stale
JANE STREET GROUP, LLC trimmed8,573$309K0.2%2025-Q2 stale
WorthPointe, LLC trimmed6,591$251K0.1%2025-Q4 stale
CRA Financial Services, LLC5,875$220K0.1%2025-Q3 stale
Sigma Planning Corp new5,275$201K0.1%2025-Q4 stale
Wood Tarver Financial Group, LLC trimmed4,667$168K0.1%2025-Q2 stale
JPMORGAN CHASE & CO trimmed4,117$157K0.1%2025-Q4 stale
ROTHSCHILD INVESTMENT LLC3,000$102K0.1%2025-Q1 stale
Continuum Advisory, LLC added2,536$86K0.0%2025-Q1 stale
ROYAL BANK OF CANADA trimmed2,083$78K0.0%2025-Q3 stale
AMERIFLEX GROUP, INC. new1,870$63K0.0%2025-Q1 stale
Ameritas Advisory Services, LLC1,100$40K0.0%2025-Q2 stale
OPTIMA CAPITAL LLC new700$27K0.0%2025-Q4 stale
Arax Advisory Partners440$16K0.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/ new388$15K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

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