UBND(UBND)
UBND
Institutional Ownership
Top 58 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 22.97M | Jun 30, 26 | -- | 25.29% |
| Annex Advisory Services, LLC | 18.91M | Jun 30, 26 | +1.22M | 20.82% |
| CAHABA WEALTH MANAGEMENT, INC. | 8.56M | Jun 30, 26 | +382.42K | 9.43% |
| Retirement Planning Group | 8.16M | Jun 30, 26 | +806.01K | 8.99% |
| Merit Financial Group, LLC | 6.61M | Jun 30, 26 | +226.77K | 7.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.67M | Jun 30, 26 | +908.93K | 2.94% |
| ADVISOR GROUP HOLDINGS, INC. | 2.08M | Jun 30, 26 | +30.58K | 2.30% |
| TRUIST FINANCIAL CORP | 1.84M | Jun 30, 26 | +302.84K | 2.03% |
| Goldstein Advisors, LLC | 1.82M | Jun 30, 26 | +131.84K | 2.01% |
| Madison Wealth Partners, Inc | 1.71M | Jun 30, 26 | +103.94K | 1.88% |
| CI Private Wealth, LLC | 1.48M | Jun 30, 26 | +276.36K | 1.64% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1.18M | Jun 30, 26 | +10.40K | 1.29% |
| SRS Capital Advisors, Inc. | 540.08K | Jun 30, 26 | +540.08K | 0.59% |
| GOLDMAN SACHS GROUP INC | 428.40K | Jun 30, 26 | +428.40K | 0.47% |
| WELLS FARGO & COMPANY/MN | 411.44K | Jun 30, 26 | +401.97K | 0.45% |
| FIDUCIARY FINANCIAL ADVISORS | 376.35K | Jun 30, 26 | +376.35K | 0.41% |
| Elk River Wealth Management, LLC | 329.01K | Jun 30, 26 | -32.12K | 0.36% |
| Impact Investors, Inc | 304.14K | Jun 30, 26 | +46.09K | 0.33% |
| LPL Financial LLC | 273.05K | Jun 30, 26 | +121.73K | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 259.05K | Jun 30, 26 | +190.79K | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 225.63K | Jun 30, 26 | +204.40K | 0.25% |
| Resources Investment Advisors, LLC. | 202.73K | Jun 30, 26 | +26.60K | 0.22% |
| Tandem Financial, LLC | 106.20K | Jun 30, 26 | +22.47K | 0.12% |
| Cornerstone Wealth Management, LLC | 62.91K | Jun 30, 26 | +62.91K | 0.07% |
| FLOW TRADERS U.S. LLC | 62.67K | Jun 30, 26 | +46.20K | 0.07% |
| AMERIPRISE FINANCIAL INC | 43.74K | Jun 30, 26 | +43.74K | 0.05% |
| CITADEL ADVISORS LLC | 43.21K | Jun 30, 26 | -1.24K | 0.05% |
| JANE STREET GROUP, LLC | 42.15K | Jun 30, 26 | -109.54K | 0.05% |
| Trademark Financial Management, LLC | 40.43K | Jun 30, 26 | +1.79K | 0.04% |
| Huntleigh Advisors, Inc. | 40.30K | Jun 30, 26 | -313.33K | 0.04% |
| Integrated Investment Consultants, LLC | 39.92K | Jun 30, 26 | +329 | 0.04% |
| LANDMARK WEALTH MANAGEMENT, INC. | 32.15K | Jun 30, 26 | +32.15K | 0.04% |
| LexAurum Advisors, LLC | 31.54K | Jun 30, 26 | +4.92K | 0.03% |
| Stonebridge Financial Group, LLC / MO | 26.91K | Jun 30, 26 | +2.75K | 0.03% |
| OneAscent Financial Services LLC | 23.89K | Jun 30, 26 | +1.22K | 0.03% |
| Clarity Asset Management, Inc. | 18.67K | Jun 30, 26 | +3.38K | 0.02% |
| COMMERCE BANK | 15.35K | Jun 30, 26 | +15.35K | 0.02% |
| Vise Technologies, Inc. | 13.59K | Jun 30, 26 | +582 | 0.01% |
| Steward Partners Investment Advisory, LLC | 12.71K | Jun 30, 26 | +3.83K | 0.01% |
| REDW Wealth LLC | 10.65K | Jun 30, 26 | +10.65K | 0.01% |
| Axis Wealth Partners, LLC | 9.97K | Jun 30, 26 | +9.97K | 0.01% |
| JPMORGAN CHASE & CO | 9.33K | Jun 30, 26 | +7.39K | 0.01% |
| Park Place Capital Corp | 4.29K | Jun 30, 26 | +54 | 0.00% |
| FIFTH THIRD BANCORP | 3.58K | Jun 30, 26 | +20 | 0.00% |
| Johnson Financial Group, Inc. | 2.50K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.29K | Jun 30, 26 | +1.29K | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 696 | Jun 30, 26 | -5.24K | 0.00% |
| Ronald Blue Trust, Inc. | 607 | Jun 30, 26 | +607 | 0.00% |
| Ameritas Advisory Services, LLC | 375 | Jun 30, 26 | +375 | 0.00% |
| AE Wealth Management LLC | 119 | Jun 30, 26 | +119 | 0.00% |
| ASSETMARK, INC | 28 | Jun 30, 26 | -626 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 6 | Jun 30, 26 | +6 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -14.08K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -68.46K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -9.50K | -- |
| U.S. Capital Wealth Advisors, LLC | 467.97K | Mar 31, 26 | +203.30K | 0.52% |
| CWM, LLC | 23.78K | Mar 31, 26 | -- | 0.03% |
| COMERICA BANK | 3.56K | Dec 31, 25 | +770 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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