UBFO(UBFO)
UBFO
Institutional Ownership
Top 87 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| STATE STREET CORP | -- | Jun 30, 26 | -143.02K | -- |
| FMR LLC | -- | Jun 30, 26 | -148 | -- |
| Saratoga Research & Investment Management | -- | Jun 30, 26 | -11.00K | -- |
| Bridgewealth Advisory Group, LLC | -- | Jun 30, 26 | -1.20M | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -15.54K | -- |
| MORGAN STANLEY | -- | Jun 30, 26 | -57.15K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -16 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | -- | Jun 30, 26 | -748 | -- |
| IFP Advisors, Inc | -- | Jun 30, 26 | -3 | -- |
| Nuveen, LLC | -- | Jun 30, 26 | -24.69K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | -- | Jun 30, 26 | -6.57K | -- |
| Planning Center, Inc. | -- | Jun 30, 26 | -36.02K | -- |
| SBI Securities Co., Ltd. | -- | Jun 30, 26 | -1 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -643 | -- |
| True Wealth Design, LLC | -- | Jun 30, 26 | -9 | -- |
| GLAZER CAPITAL, LLC | -- | Jun 30, 26 | -252.43K | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -24.44K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -710 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -184 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -5.23K | -- |
| Destination Wealth Management | -- | Jun 30, 26 | -94.51K | -- |
| VANGUARD FIDUCIARY TRUST CO | -- | Jun 30, 26 | -87.52K | -- |
| Ameritas Investment Partners, Inc. | -- | Jun 30, 26 | -1.41K | -- |
| Fourthstone LLC | -- | Jun 30, 26 | -664.34K | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -31.02K | -- |
| Rialto Wealth Management, LLC | -- | Jun 30, 26 | -50 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -15 | -- |
| Cerity Partners LLC | -- | Jun 30, 26 | -52.65K | -- |
| ROTHSCHILD INVESTMENT LLC | -- | Jun 30, 26 | -1 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -2.44K | -- |
| PenderFund Capital Management Ltd. | -- | Jun 30, 26 | -8.30K | -- |
| Basecamp Wealth Advisors LLC | -- | Jun 30, 26 | -4 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -64.61K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -6 | -- |
| CSS LLC/IL | -- | Jun 30, 26 | -13.68K | -- |
| Mraz, Amerine & Associates, Inc. | -- | Jun 30, 26 | -18.25K | -- |
| Transmarket Holdings LP | -- | Jun 30, 26 | -23.42K | -- |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -- | Jun 30, 26 | -79.98K | -- |
| AMERICAN CENTURY COMPANIES INC | -- | Jun 30, 26 | -83.36K | -- |
| DEUTSCHE BANK AG\ | -- | Jun 30, 26 | -6.04K | -- |
| OXFORD ASSET MANAGEMENT LLP | -- | Jun 30, 26 | -23.13K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -184 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -2.33K | -- |
| CALDWELL SUTTER CAPITAL, INC. | -- | Jun 30, 26 | -10.06K | -- |
| ALLIANCEBERNSTEIN L.P. | -- | Jun 30, 26 | -92.48K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -5 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -649.84K | -- |
| UBS Group AG | -- | Jun 30, 26 | -4.97K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -38.82K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | -- | Jun 30, 26 | -36.88K | -- |
| Vanguard Global Advisers, LLC | -- | Jun 30, 26 | -5.45K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -31.85K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Jun 30, 26 | -17.12K | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -159.77K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -302.78K | -- |
| Essential Partners LLC | -- | Jun 30, 26 | -91 | -- |
| Legal & General Group Plc | -- | Jun 30, 26 | -1.25K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -113.95K | -- |
| Police & Firemen's Retirement System of New Jersey | -- | Jun 30, 26 | -3.33K | -- |
| DIMENSIONAL FUND ADVISORS LP | -- | Jun 30, 26 | -926.63K | -- |
| BANC FUNDS CO LLC | -- | Jun 30, 26 | -532.32K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -58.82K | -- |
| GAMMA Investing LLC | -- | Jun 30, 26 | -153 | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -827 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -94.19K | -- |
| Yakira Capital Management, Inc. | -- | Jun 30, 26 | -60.41K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -11.54K | -- |
| Miracle Mile Advisors, LLC | -- | Jun 30, 26 | -23.00K | -- |
| VANGUARD CAPITAL MANAGEMENT LLC | -- | Jun 30, 26 | -584.70K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -101.36K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -73.87K | -- |
| RHUMBLINE ADVISERS | -- | Jun 30, 26 | -10.29K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | -- | Jun 30, 26 | -9.10K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -5.72K | -- |
| CWM, LLC | 388 | Mar 31, 26 | +22 | 0.00% |
| Sunbelt Securities, Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| VANGUARD GROUP INC | 756.25K | Dec 31, 25 | +3.02K | 4.30% |
| BlackRock Inc. | 117.80K | Jun 30, 24 | +757 | 0.67% |
| EA Series Trust | 33.77K | Jun 30, 23 | +33.77K | 0.19% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 31.09K | Mar 31, 19 | -- | 0.18% |
| TEACHERS ADVISORS, LLC | 23.02K | Mar 31, 19 | -- | 0.13% |
| BlackRock Fund Advisors | 55.08K | Dec 31, 16 | +2.13K | 0.31% |
| Stanford Investment Group, Inc. | 12.36K | Dec 31, 16 | +243 | 0.07% |
| BLACKROCK ADVISORS LLC | 4.17K | Dec 31, 16 | +81 | 0.02% |
| BlackRock Investment Management, LLC | 2.12K | Dec 31, 16 | +41 | 0.01% |
| BlackRock Institutional Trust Company, N.A. | -- | Dec 31, 16 | -1 | -- |
| UBS AG | 6.89K | Sep 30, 14 | +1.28K | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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