UBCP

Institutional Ownership

Top 48 Institutional Holders
HolderSharesDateChange% Held
VANGUARD CAPITAL MANAGEMENT LLC112.92KJun 30, 26+22.02K1.95%
Commonwealth Financial Services, LLC89.16KJun 30, 26+1.80K1.54%
GEODE CAPITAL MANAGEMENT, LLC54.76KJun 30, 26+5.09K0.95%
Stratos Wealth Partners, LTD.48.77KJun 30, 26+48.77K0.84%
DIMENSIONAL FUND ADVISORS LP45.51KJun 30, 26+3530.79%
BAHL & GAYNOR INC40.05KJun 30, 26--0.69%
Vawter Financial, Ltd.36.39KJun 30, 26+630.63%
Appalachian Capital Management Ltd33.39KJun 30, 26+150.58%
WESBANCO BANK INC31.36KJun 30, 26--0.54%
BlackRock, Inc.29.19KJun 30, 26+4.69K0.50%
Founders Financial Alliance, LLC28.98KJun 30, 26+10.50%
VANGUARD FIDUCIARY TRUST CO28.97KJun 30, 26-3.13K0.50%
Koss-Olinger Consulting, LLC23.62KJun 30, 26+2850.41%
SUSQUEHANNA INTERNATIONAL GROUP, LLP18.06KJun 30, 26+1.70K0.31%
RAFFLES ASSOCIATES LP17.70KJun 30, 26--0.31%
LPL Financial LLC14.76KJun 30, 26+170.26%
NORTHERN TRUST CORP10.45KJun 30, 26-12.46K0.18%
MORGAN STANLEY9.03KJun 30, 26--0.16%
Institute for Wealth Management, LLC.8.47KJun 30, 26+8.47K0.15%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA6.92KJun 30, 26--0.12%
ADVISOR GROUP HOLDINGS, INC.3.17KJun 30, 26+5950.05%
Russell Investments Group, Ltd.2.20KJun 30, 26-3510.04%
Vanguard Global Advisers, LLC1.88KJun 30, 26--0.03%
MERCER GLOBAL ADVISORS INC /ADV500Jun 30, 26+5000.01%
UBS Group AG430Jun 30, 26+50.01%
JONES FINANCIAL COMPANIES LLLP400Jun 30, 26+4000.01%
FMR LLC220Jun 30, 26--0.00%
SBI Securities Co., Ltd.199Jun 30, 26+1880.00%
Integrated Wealth Concepts LLC92Jun 30, 26+920.00%
BARCLAYS PLC14Jun 30, 26+140.00%
Tower Research Capital LLC (TRC)--Jun 30, 26-197--
CITADEL ADVISORS LLC--Jun 30, 26-10.68K--
CITIGROUP INC--Jun 30, 26-1--
Advisory Services Network, LLC--Jun 30, 26-173--
Virginia Estate & Retirement Planning Advisors Inc.--Jun 30, 26-56--
WELLS FARGO & COMPANY/MN--Jun 30, 26-1--
CWM, LLC200Mar 31, 26--0.00%
VANGUARD GROUP INC98.19KDec 31, 25+2.84K1.70%
Vantage Financial Partners, LLC44.27KDec 31, 25--0.77%
Tallon Kerry Patrick44.10KDec 31, 24+44.10K0.76%
BlackRock Inc.39.77KJun 30, 24+17.56K0.69%
SECURITY NATIONAL TRUST CO789Sep 30, 21--0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.69.92KDec 31, 19+3.50K1.21%
Advisor Group, Inc.1.21KDec 31, 19--0.02%
BLACKROCK ADVISORS LLC3.12KDec 31, 16--0.05%
BlackRock Fund Advisors1.61KDec 31, 16+5400.03%
BlackRock Investment Management, LLC833Dec 31, 16--0.01%
UBS AG1.44KSep 30, 14-460.02%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.