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-Q2 13F filings (latest filed 2026-08-20). 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
7 tracked funds added or opened UNOV while 10 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
UNOV’s largest tracked holder by dollar value, Talon Private Wealth, LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.8pp 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 2026-Q1 and 2026-Q2, across 72 tracked filers holding UNOV, 24 increased or opened the position and 39 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 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 3
- OLD MISSION CAPITAL LLC$964K
- SteelPeak Wealth, LLC$814K
- Atria Investments, Inc$677K
Full exits 5
- Talon Private Wealth, LLC$36M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$954K
- GOLDMAN SACHS GROUP INC$867K
- Arkadios Wealth Advisors$541K
Largest adds
- LPL Financial LLC$768K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$723K
- MML INVESTORS SERVICES, LLC$343K
- IFP Advisors, Inc$324K
Largest trims
- Brookstone Capital Management$60M
- RAYMOND JAMES FINANCIAL INC$5M
- MONEY CONCEPTS CAPITAL CORP$463K
- IHT Wealth Management, LLC$458K
- CITADEL ADVISORS LLC$301K
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 |
|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 159,971 | $6M | 5.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 136,915 | $5M | 4.7% | 2026-Q2 |
| IFP Advisors, Inc added | 96,054 | $4M | 3.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 78,909 | $3M | 2.7% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 78,462 | $3M | 2.7% | 2026-Q2 |
| Kellett Wealth Advisors, LLC trimmed | 70,055 | $3M | 2.4% | 2026-Q2 |
| Spire Wealth Management trimmed | 62,970 | $3M | 2.2% | 2026-Q2 |
| RK Capital Management, LLC/FL trimmed | 62,133 | $2M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 59,594 | $2M | 2.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,538 | $2M | 2.0% | 2026-Q2 |
| 4J Wealth Management LLC trimmed | 54,614 | $2M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 45,551 | $2M | 1.6% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 42,871 | $2M | 1.5% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 42,831 | $2M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 41,027 | $2M | 1.4% | 2026-Q2 |
| Trek Financial, LLC | 39,665 | $2M | 1.4% | 2026-Q2 |
| O'Connor Financial Group LLC trimmed | 35,907 | $1M | 1.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 32,453 | $1M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,595 | $1M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 27,680 | $1M | 1.0% | 2026-Q2 |
| Creative Planning added | 25,691 | $1M | 0.9% | 2026-Q2 |
| Castle Rock Wealth Management, LLC | 24,649 | $991K | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 24,009 | $964K | 0.8% | 2026-Q2 |
| Triumph Capital Management added | 23,944 | $962K | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 23,920 | $961K | 0.8% | 2026-Q2 |
| SageView Advisory Group, LLC | 23,556 | $946K | 0.8% | 2026-Q2 |
| Berger Financial Group, Inc | 21,855 | $878K | 0.8% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC | 21,778 | $875K | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 21,754 | $874K | 0.7% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 20,273 | $814K | 0.7% | 2026-Q2 |
| Lantz Financial LLC trimmed | 17,036 | $684K | 0.6% | 2026-Q2 |
| Atria Investments, Inc new | 16,870 | $677K | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,116 | $567K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,813 | $555K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 13,759 | $553K | 0.5% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 13,518 | $543K | 0.5% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 12,728 | $511K | 0.4% | 2026-Q2 |
| CWC Advisors, LLC. added | 12,459 | $500K | 0.4% | 2026-Q2 |
| Three Seasons Wealth, LLC | 11,117 | $446K | 0.4% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 10,464 | $420K | 0.4% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 10,280 | $413K | 0.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 9,502 | $382K | 0.3% | 2026-Q2 |
| WealthShield Partners, LLC trimmed | 9,392 | $377K | 0.3% | 2026-Q2 |
| ATX Financial Planning, LLC added | 9,193 | $369K | 0.3% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC | 7,950 | $320K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 7,938 | $319K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,300 | $293K | 0.3% | 2026-Q2 |
| Lakeridge Wealth Management LLC | 6,881 | $276K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 6,200 | $249K | 0.2% | 2026-Q2 |
| Sigma Planning Corp | 5,275 | $212K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 5,267 | $212K | 0.2% | 2026-Q2 |
| FC Advisory LLC trimmed | 5,235 | $210K | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 5,136 | $206K | 0.2% | 2026-Q2 |
| WorthPointe, LLC trimmed | 5,130 | $206K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 5,042 | $202K | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 5,017 | $202K | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 5,025 | $202K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,393 | $176K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 2,700 | $108K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 2,579 | $104K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 2,523 | $101K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 2,200 | $88K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 2,066 | $83K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 2,042 | $82K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 1,942 | $78K | 0.1% | 2026-Q2 |
| Archer Investment Corp | 1,919 | $77K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,447 | $58K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,336 | $54K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,011 | $41K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 160 | $6K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 127 | $5K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 43 | $2K | 0.0% | 2026-Q2 |
| Talon Private Wealth, LLC added | 966,804 | $36M | 30.9% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 48,952 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 25,584 | $954K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 23,252 | $867K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Arkadios Wealth Advisors added | 14,524 | $541K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Chris Bulman Inc trimmed | 6,597 | $246K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Madison Wealth Partners, Inc new | 6,193 | $231K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 4,525 | $169K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 2,700 | $101K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 2,639 | $98K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 232 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MGO ONE SEVEN LLC trimmed | 60,561 | $2M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 4,117 | $157K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 700 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 388 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 21,933 | $822K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 13,311 | $498K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| VestGen Advisors, LLC | 9,524 | $357K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 2,083 | $78K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 8,573 | $309K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC trimmed | 4,667 | $168K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 1,100 | $40K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.