UBFO(UBFO)
UBFO
Institutional Ownership
Top 89 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC | 1.20M | Mar 31, 26 | -14.98K | 6.84% |
| DIMENSIONAL FUND ADVISORS LP | 926.63K | Mar 31, 26 | +6.34K | 5.26% |
| Fourthstone LLC | 664.34K | Mar 31, 26 | +26.43K | 3.77% |
| BlackRock, Inc. | 649.84K | Mar 31, 26 | +33.04K | 3.69% |
| BANC FUNDS CO LLC | 532.32K | Mar 31, 26 | -4.00K | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 302.78K | Mar 31, 26 | -23.44K | 1.72% |
| GLAZER CAPITAL, LLC | 252.43K | Mar 31, 26 | +137.96K | 1.43% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 159.77K | Mar 31, 26 | +2.58K | 0.91% |
| STATE STREET CORP | 143.02K | Mar 31, 26 | +9.53K | 0.81% |
| RENAISSANCE TECHNOLOGIES LLC | 113.95K | Mar 31, 26 | +24.90K | 0.65% |
| NORTHERN TRUST CORP | 101.36K | Mar 31, 26 | +12.56K | 0.58% |
| Destination Wealth Management | 94.51K | Mar 31, 26 | -- | 0.54% |
| MILLENNIUM MANAGEMENT LLC | 94.19K | Mar 31, 26 | +78.56K | 0.54% |
| ALLIANCEBERNSTEIN L.P. | 92.48K | Mar 31, 26 | +92.48K | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 87.52K | Mar 31, 26 | +87.52K | 0.50% |
| AMERICAN CENTURY COMPANIES INC | 83.36K | Mar 31, 26 | -1.31K | 0.47% |
| Empowered Funds, LLC | 73.87K | Mar 31, 26 | +2.58K | 0.42% |
| GOLDMAN SACHS GROUP INC | 64.61K | Mar 31, 26 | -31.57K | 0.37% |
| Yakira Capital Management, Inc. | 60.41K | Mar 31, 26 | -1.27K | 0.34% |
| BARCLAYS PLC | 58.82K | Mar 31, 26 | -8.43K | 0.33% |
| MORGAN STANLEY | 57.15K | Mar 31, 26 | +7.99K | 0.32% |
| Cerity Partners LLC | 52.65K | Mar 31, 26 | -43 | 0.30% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38.82K | Mar 31, 26 | +461 | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36.88K | Mar 31, 26 | -3.57K | 0.21% |
| Planning Center, Inc. | 36.02K | Mar 31, 26 | -- | 0.20% |
| ROYAL BANK OF CANADA | 31.85K | Mar 31, 26 | -2.99K | 0.18% |
| Bank of New York Mellon Corp | 31.02K | Mar 31, 26 | -2.35K | 0.18% |
| Nuveen, LLC | 24.69K | Mar 31, 26 | -- | 0.14% |
| HSBC HOLDINGS PLC | 24.44K | Mar 31, 26 | -- | 0.14% |
| OXFORD ASSET MANAGEMENT LLP | 23.13K | Mar 31, 26 | +23.13K | 0.13% |
| Miracle Mile Advisors, LLC | 23.00K | Mar 31, 26 | -- | 0.13% |
| Mraz, Amerine & Associates, Inc. | 18.25K | Mar 31, 26 | -- | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 15.54K | Mar 31, 26 | +3.11K | 0.09% |
| CSS LLC/IL | 13.68K | Mar 31, 26 | +13.68K | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.54K | Mar 31, 26 | -187 | 0.07% |
| Saratoga Research & Investment Management | 11.00K | Mar 31, 26 | -- | 0.06% |
| RHUMBLINE ADVISERS | 10.29K | Mar 31, 26 | -173 | 0.06% |
| CALDWELL SUTTER CAPITAL, INC. | 10.06K | Mar 31, 26 | -- | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 9.10K | Mar 31, 26 | -- | 0.05% |
| PenderFund Capital Management Ltd. | 8.30K | Mar 31, 26 | +8.30K | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.57K | Mar 31, 26 | +170 | 0.04% |
| DEUTSCHE BANK AG\ | 6.04K | Mar 31, 26 | +6.04K | 0.03% |
| JPMORGAN CHASE & CO | 5.72K | Mar 31, 26 | -1.26K | 0.03% |
| Vanguard Global Advisers, LLC | 5.45K | Mar 31, 26 | +5.45K | 0.03% |
| WELLS FARGO & COMPANY/MN | 5.23K | Mar 31, 26 | -37.29K | 0.03% |
| UBS Group AG | 4.97K | Mar 31, 26 | +324 | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 3.33K | Mar 31, 26 | -- | 0.02% |
| Tower Research Capital LLC (TRC) | 2.44K | Mar 31, 26 | +1.41K | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 2.33K | Mar 31, 26 | -2.67K | 0.01% |
| Ameritas Investment Partners, Inc. | 1.41K | Mar 31, 26 | -- | 0.01% |
| Legal & General Group Plc | 1.25K | Mar 31, 26 | -- | 0.01% |
| ASSETMARK, INC | 827 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 710 | Mar 31, 26 | -1.03K | 0.00% |
| EverSource Wealth Advisors, LLC | 704 | Mar 31, 26 | +692 | 0.00% |
| CITIGROUP INC | 643 | Mar 31, 26 | +329 | 0.00% |
| CWM, LLC | 388 | Mar 31, 26 | +22 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 184 | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 184 | Mar 31, 26 | +110 | 0.00% |
| GAMMA Investing LLC | 153 | Mar 31, 26 | +70 | 0.00% |
| FMR LLC | 148 | Mar 31, 26 | +11 | 0.00% |
| Rialto Wealth Management, LLC | 50 | Mar 31, 26 | +50 | 0.00% |
| Allworth Financial LP | 15 | Mar 31, 26 | +7 | 0.00% |
| True Wealth Design, LLC | 9 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 6 | Mar 31, 26 | +6 | 0.00% |
| MAI Capital Management | 5 | Mar 31, 26 | +1 | 0.00% |
| IFP Advisors, Inc | 3 | Mar 31, 26 | -4 | 0.00% |
| SBI Securities Co., Ltd. | 1 | Mar 31, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1 | Mar 31, 26 | -- | 0.00% |
| Sterling Capital Management LLC | -- | Mar 31, 26 | -798 | -- |
| Invesco Ltd. | -- | Mar 31, 26 | -10.42K | -- |
| AMALGAMATED BANK | -- | Mar 31, 26 | -435 | -- |
| Private Wealth Advisors, LLC | -- | Mar 31, 26 | -12.74K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -15.00K | -- |
| LSV ASSET MANAGEMENT | -- | Mar 31, 26 | -1.50K | -- |
| VANGUARD GROUP INC | 756.25K | Dec 31, 25 | +3.02K | 4.30% |
| BANK OF AMERICA CORP /DE/ | 30.26K | Dec 31, 25 | +1.55K | 0.17% |
| SageView Advisory Group, LLC | 3.32K | Dec 31, 25 | +3.32K | 0.02% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 845 | Dec 31, 25 | -20 | 0.00% |
| Sunbelt Securities, Inc. | 1 | Dec 31, 25 | +1 | 0.00% |
| 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. | 1 | Dec 31, 16 | -- | 0.00% |
| UBS AG | 6.89K | Sep 30, 14 | +1.28K | 0.04% |