United Community BanksUCB
13F holders, Q1 2025 (March 31)300holders +27
50new positions
22sold out
9famous investors
$28.15avg. 13F price*
At the end of Q1 2025, 300 institutions reported holding United Community Banks (UCB) in their 13F filings, up 27 from Q4 2024. 50 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($489.5M), Vanguard Group Inc. ($403.3M) and FMR LLC ($264.6M). 9 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- United Community Banks
- CUSIP
- 90984P303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $49.3M |
| Exits | 22 | $15.2M |
All 13F filers, Q4 2024 → Q1 2025: 5,861,845 shares bought and 6,800,474 shares sold, net −938,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| BlackRock, Inc. | 0.01% | Reduce -0.9% | 17,400,415 | $489.5M |
| Vanguard Group Inc. | 0.01% | Add +2.9% | 14,336,816 | $403.3M |
| FMR LLC | 0.02% | Reduce -2.0% | 9,404,727 | $264.6M |
| State Street Corp. | 0.01% | Reduce -6.5% | 6,132,697 | $174.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.5% | 6,151,914 | $173.0M |
| Neuberger Berman Group LLC | 0.10% | Add +6.3% | 4,440,225 | $124.9M |
| Earnest Partners LLC | 0.47% | Reduce -1.7% | 3,452,736 | $97.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 2,823,024 | $79.4M |
| Macquarie Group Ltd. | 0.08% | Add +3.3% | 2,357,069 | $66.3M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -0.8% | 1,857,060 | $52.2M |
| Snyder Capital Management L P | 1.14% | Reduce -3.1% | 1,848,744 | $52.0M |
| Invesco Ltd. | 0.01% | Add +4.1% | 1,513,333 | $42.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 1,452,922 | $40.9M |
| Norges Bank | 0.01% | Add +4.1% | 1,380,585 | $38.8M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 1,375,119 | $38.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.2% | 1,254,664 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.6% | 1,236,397 | $34.8M |
| Capital Research Global Investors | 0.01% | Reduce -74.5% | 1,174,113 | $33.0M |
| Fisher Asset Management | 0.01% | Add +0.9% | 1,063,026 | $29.9M |
| Morgan Stanley | 0.00% | Reduce -10.5% | 981,665 | $27.6M |
| Systematic Financial Management LP | 0.71% | Reduce -1.0% | 890,980 | $25.1M |
| Wellington Management Group LLP | 0.00% | Add +149.3% | 886,741 | $24.9M |
| Segall Bryant & Hamill, LLC | 0.36% | Reduce -3.0% | 826,797 | $23.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +11.6% | 786,390 | $22.1M |
| Bank of America Corp. | 0.00% | Add +29.1% | 657,929 | $18.5M |
| North Reef Capital Management LP | 0.76% | New | 625,000 | $17.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 594,407 | $16.7M |
| Aristotle Capital Boston, LLC | 0.80% | Reduce -18.5% | 570,813 | $16.1M |
| MetLife Investment Management, LLC | 0.08% | Add +671.1% | 556,231 | $15.6M |
| Schroder Investment Management Group | 0.01% | Add +0.5% | 422,133 | $11.7M |
| Jane Street Group, LLC | 0.02% | Add +655.4% | 414,225 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.5% | 411,409 | $11.6M |
| Sei Investments Co. | 0.01% | Add +4.2% | 383,104 | $10.8M |
| Public Sector Pension Investment Board | 0.05% | Add +27.4% | 378,566 | $10.6M |
| Citadel Advisors | 0.01% | Add +425.6% | 376,687 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -4.7% | 348,967 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 323,316 | $9.1M |
| Nuveen, LLC | 0.00% | — | 319,166 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.5% | 318,806 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +11.9% | 300,514 | $8.5M |
| UBS Group AG | 0.00% | Add +43.4% | 284,747 | $8.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +127.6% | 274,438 | $7.7M |
| ProShare Advisors LLC | 0.02% | Add +1.7% | 267,258 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.5% | 265,480 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 259,070 | $7.3M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 231,100 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 228,734 | $6.4M |
| Blair William & Co. | 0.02% | Add +0.1% | 216,622 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +170.6% | 205,172 | $5.8M |
| Peregrine Capital Management LLC | 0.19% | Reduce -5.2% | 200,278 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 198,531 | $5.6M |
| Barclays PLC | 0.00% | Reduce -23.0% | 193,780 | $5.5M |
| Voya Investment Management LLC | 0.01% | Add +5.3% | 187,408 | $5.3M |
| ExodusPoint Capital Management, LP | 0.07% | Add +708.6% | 183,826 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -0.1% | 180,232 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -17.7% | 154,766 | $4.4M |
| Intech Investment Management LLC | 0.04% | Add +17.8% | 152,953 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +7.2% | 130,246 | $4.3M |
| Verition Fund Management LLC | 0.02% | Add +22.4% | 149,920 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +47.2% | 147,769 | $4.2M |
| Alliancebernstein L.P. | 0.00% | No change | 147,112 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.4% | 136,608 | $3.8M |
| DMC Group, LLC | 3.08% | Add +197.3% | 134,343 | $3.8M |
| American Century Companies Inc. | 0.00% | Reduce -28.6% | 131,525 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 126,923 | $3.6M |
| FJ Capital Management LLC | 0.35% | New | 120,000 | $3.4M |
| Soros Fund Management | 0.09% | New | 120,000 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.0% | 118,196 | $3.3M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.7% | 115,273 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 113,794 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 110,068 | $3.1M |
| Man Group plc | 0.01% | Add +37.5% | 105,833 | $3.0M |
| New York State Teachers Retirement System | 0.01% | No change | 102,970 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.9% | 101,973 | $2.9M |
| Quantinno Capital Management LP | 0.02% | Add +1.3% | 99,993 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.2% | 99,759 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Add +0.6% | 94,983 | $2.7M |
| Tudor Investment Corporation | 0.02% | New | 94,683 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 87,002 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -6.1% | 84,181 | $2.4M |
| Marshall Wace, LLP | 0.00% | New | 82,864 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 77,930 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 71,211 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +8.1% | 68,004 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 67,471 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.4% | 66,139 | $1.9M |
| Cambiar Investors LLC | 0.08% | Reduce -16.5% | 65,337 | $1.8M |
| Holocene Advisors, LP | 0.01% | Add +116.0% | 64,529 | $1.8M |
| Jupiter Asset Management Ltd. | 0.02% | New | 63,041 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 62,454 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.9% | 61,746 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -54.6% | 61,421 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.6% | 56,816 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -2.3% | 56,762 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.6% | 56,200 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 56,402 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 55,319 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +39.8% | 46,148 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 45,221 | $1.3M |
| Twinbeech Capital LP | 0.02% | New | 45,125 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +5.6% | 44,419 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.9% | 44,419 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.06% | Add +9761.7% | 43,490 | $1.2M |
| Amundi | 0.00% | Reduce -22.8% | 47,900 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 42,190 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.3% | 41,298 | $1.2M |
| Comerica Bank | 0.00% | Reduce -3.0% | 40,293 | $1.1M |
| Family Legacy, Inc. | 0.38% | Add +0.0% | 39,844 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.9% | 39,305 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 37,080 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.7% | 35,281 | $992K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.5% | 34,820 | $979K |
| Synovus Financial Corp. | 0.01% | Add +26.4% | 34,497 | $970K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 34,217 | $963K |
| Welch Group, LLC | 0.04% | No change | 34,558 | $961K |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 34,016 | $957K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 33,775 | $950K |
| Mayfair Advisory Group, LLC | 0.54% | No change | 33,098 | $931K |
| M&T Bank Corp | 0.00% | Reduce -70.0% | 32,928 | $926K |
| Gsa Capital Partners LLP | 0.08% | New | 32,237 | $907K |
| Stifel Financial Corp. | 0.00% | Reduce -22.3% | 31,411 | $884K |
| D. E. Shaw & Co. | 0.00% | New | 30,391 | $855K |
| Engineers Gate Manager LP | 0.01% | New | 29,557 | $831K |
| Guggenheim Capital LLC | 0.01% | Reduce -58.6% | 29,473 | $829K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.2% | 28,565 | $804K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -16.3% | 28,275 | $795K |
| Savant Capital, LLC | 0.01% | Add +6.7% | 27,936 | $786K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 32,818 | $779K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 27,503 | $774K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.6% | 27,320 | $769K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 26,542 | $747K |
| AQR Capital Management | 0.00% | Add +176.2% | 26,530 | $746K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.5% | 26,364 | $742K |
| Handelsbanken Fonder AB | 0.00% | No change | 25,839 | $727K |
| Caxton Associates LLP | 0.03% | — | 25,667 | $722K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.0% | 24,843 | $705K |
| Mendon Capital Advisors Corp. | 0.33% | New | 25,000 | $703K |
| Natixis Advisors, LLC | 0.00% | Add +55.8% | 24,010 | $675K |
| KLP Kapitalforvaltning As | 0.00% | No change | 23,700 | $672K |
| SG Americas Securities, LLC | 0.00% | New | 23,627 | $665K |
| Moody National Bank Trust Division | 0.07% | No change | 23,255 | $654K |
| GAMCO Investors | 0.01% | No change | 23,000 | $647K |
| HSBC Holdings PLC | 0.00% | Add +56.0% | 21,706 | $606K |
| iSAM Funds (UK) Ltd | 0.30% | New | 21,263 | $598K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 21,238 | $597K |
| Renaissance Technologies | 0.00% | New | 21,109 | $594K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 20,921 | $589K |
| Centiva Capital, LP | 0.03% | New | 20,771 | $584K |
| Henshaw Capital LLC | 0.02% | Add +26.5% | 20,101 | $565K |
| Bank of Montreal | 0.00% | Add +27.5% | 20,050 | $564K |
| Teacher Retirement System of Texas | 0.00% | New | 19,148 | $539K |
| CAP Partners, LLC | 0.39% | Add +0.8% | 19,058 | $536K |
| Rather & Kittrell, Inc. | 0.11% | No change | 18,744 | $527K |
| Pictet Asset Management Holding SA | 0.00% | Add +26.0% | 18,360 | $516K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.0% | 18,030 | $507K |
| Keystone Financial Group, Inc. | 0.35% | Add +1.4% | 18,043 | $502K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 17,858 | $502K |
| Aster Capital Management (DIFC) Ltd | 0.09% | New | 15,406 | $497K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,515 | $493K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.8% | 17,382 | $489K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 17,361 | $489K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -0.6% | 17,225 | $485K |
| EntryPoint Capital, LLC | 0.22% | New | 17,075 | $480K |
| Salzhauer Michael | 0.31% | No change | 17,032 | $479K |
| &partners | 0.01% | Add +3.3% | 17,080 | $475K |
| Smith Thornton Advisors LLC | 0.30% | No change | 16,857 | $474K |
| Connable Office Inc. | 0.05% | No change | 16,651 | $468K |
| Everhart Financial Group, Inc. | 0.06% | Add +18.7% | 16,626 | $468K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.7% | 16,363 | $460K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 16,204 | $456K |
| Integrated Investment Consultants, LLC | 0.09% | Add +4.5% | 16,122 | $454K |
| Csenge Advisory Group | 0.03% | Add +1.6% | 18,019 | $447K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.8% | 15,762 | $443K |
| US Bancorp \de | 0.00% | Reduce -2.2% | 15,487 | $436K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 14,299 | $402K |
| IFG Advisory, LLC | 0.02% | Reduce -15.2% | 13,725 | $386K |
| Keel Point, LLC | 0.03% | Reduce -15.7% | 13,668 | $384K |
| Curi Capital, LLC | 0.01% | New | 12,500 | $352K |
| State of Wisconsin Investment Board | 0.00% | Add +11.6% | 12,381 | $348K |
| O'Dell Group, LLC | 0.09% | No change | 12,280 | $345K |
| Inspire Investing, LLC | 0.04% | Reduce -1.2% | 12,247 | $345K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 12,101 | $340K |
| Millennium Management | 0.00% | Reduce -97.6% | 11,512 | $324K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 11,396 | $321K |
| Occudo Quantitative Strategies LP | 0.04% | New | 10,500 | $292K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.8% | 10,234 | $288K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.7% | 10,227 | $288K |
| RBF Capital, LLC | 0.02% | No change | 10,000 | $281K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 9,629 | $271K |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 9,495 | $267K |
| Profund Advisors LLC | 0.01% | Reduce -45.7% | 9,472 | $266K |
| XTX Topco Ltd | 0.01% | New | 9,196 | $259K |
| Xponance LLC | 0.00% | Add +5.8% | 9,094 | $256K |
| Olympiad Research LP | 0.29% | New | 8,888 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.1% | 8,886 | $250K |
| Cypress Capital Group | 0.03% | No change | 8,745 | $246K |
| Osaic Holdings, Inc. | 0.00% | Add +379.4% | 8,726 | $245K |
| Focus Partners Wealth | 0.00% | Reduce -9.7% | 8,624 | $243K |
| Vestcor Inc | 0.01% | New | 8,470 | $238K |
| QRG Capital Management, Inc. | 0.00% | Add +16.5% | 8,047 | $226K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.0% | 7,951 | $224K |
| Patten & Patten Inc. | 0.01% | No change | 7,891 | $222K |
| Cerity Partners LLC | 0.00% | Reduce -6.7% | 7,828 | $220K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 7,778 | $219K |
| MQS Management LLC | 0.13% | New | 7,783 | $219K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 7,711 | $217K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,670 | $216K |
| Mackenzie Financial Corp. | 0.00% | No change | 7,659 | $215K |
| Ridgepath Capital Management LLC | 0.10% | Add +0.6% | 7,412 | $209K |
| Sciencast Management LP | 0.05% | New | 7,399 | $208K |
| Equitable Trust Co. | 0.01% | No change | 7,255 | $204K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,250 | $204K |
| United Services Automobile Association | 0.01% | New | 7,338 | $204K |
| Prelude Capital Management, LLC | 0.02% | New | 7,110 | $200K |
| KBC Group NV | 0.00% | Add +2.0% | 6,361 | $179K |
| STRS Ohio | 0.00% | No change | 6,300 | $177K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,544 | $156K |
| MAI Capital Management | 0.00% | No change | 5,295 | $149K |
| Blue Trust, Inc. | 0.00% | No change | 4,805 | $135K |
| GAMMA Investing LLC | 0.01% | Add +17.9% | 4,694 | $132K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -10.2% | 4,636 | $130K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 4,064 | $114K |
| State of Wyoming | 0.01% | Add +9.4% | 4,010 | $113K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -81.2% | 3,749 | $105K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 3,667 | $103K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +91.0% | 3,516 | $99K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.9% | 3,198 | $89K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 400 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.0% | 2,481 | $69K |
| Geneos Wealth Management Inc. | 0.00% | Add +108.5% | 2,381 | $67K |
| Cwm, LLC | 0.00% | Add +20.4% | 2,203 | $62K |
| Jones Financial Companies LLLP | 0.00% | Add +100.6% | 2,102 | $58K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.4% | 2,064 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,582 | $45K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.9% | 1,364 | $38K |
| Quadrant Capital Group LLC | 0.00% | Reduce -2.5% | 1,354 | $38K |
| Versant Capital Management, Inc | 0.01% | Add +16.4% | 1,316 | $37K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,226 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 970 | $27K |
| Quarry LP | 0.01% | New | 927 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.4% | 845 | $24K |
| Bessemer Group Inc. | 0.00% | Add +47.9% | 658 | $19K |
| Fifth Third Bancorp | 0.00% | Add +10.0% | 672 | $19K |
| Riverview Trust Co | 0.02% | No change | 648 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 600 | $17K |
| UMB Bank, n.a. | 0.00% | Add +66.5% | 551 | $16K |
| Signaturefd, LLC | 0.00% | No change | 509 | $14K |
| Brooklyn Investment Group | 0.00% | New | 476 | $13K |
| Abound Wealth Management | 0.00% | Add +1087.5% | 475 | $13K |
| Arax Advisory Partners | 0.00% | New | 324 | $9K |
| Covestor Ltd | 0.01% | Reduce -29.6% | 337 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +72.2% | 334 | $9K |
| Optiver Holding B.V. | 0.00% | New | 319 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 299 | $8K |
| Rothschild Investment LLC | 0.00% | Add +24.3% | 230 | $6K |
| Huntington National Bank | 0.00% | Reduce -53.6% | 174 | $5K |
| WPG Advisers, LLC | 0.00% | Add +393.9% | 163 | $5K |
| Private Trust Co. NA | 0.00% | No change | 140 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 128 | $4K |
| SVB Wealth LLC | 0.00% | New | 122 | $3K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 94 | $3K |
| Hemington Wealth Management | 0.00% | Add +9.0% | 133 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 90 | $3K |
| Danske Bank A/S | 0.00% | No change | 100 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +60.7% | 98 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 95 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 84 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +60.8% | 82 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 80 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.6% | 74 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 72 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -8.4% | 65 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 61 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +450.0% | 55 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 45 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 42 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +61.0% | 66 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $1K |
| Larson Financial Group LLC | 0.00% | New | 32 | $900 |
| Mather Group, Llc. | 0.00% | No change | 31 | $872 |
| SJS Investment Consulting Inc. | 0.00% | No change | 23 | $647 |
| SBI Securities Co., Ltd. | 0.00% | No change | 21 | $591 |
| Investors Research Corp | 0.00% | No change | 20 | $563 |
| Allworth Financial LP | 0.00% | No change | 20 | $547 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.9% | 18 | $507 |
| Arlington Trust Co LLC | 0.00% | No change | 18 | $506 |
| Harbour Investments, Inc. | 0.00% | No change | 17 | $478 |
| NewSquare Capital LLC | 0.00% | New | 16 | $450 |
| Global Financial Private Client, LLC | 0.00% | Add +114.3% | 15 | $422 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -53.1% | 15 | $422 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -33.3% | 10 | $282 |
| Private Wealth Asset Management, LLC | 0.00% | — | 10 | $281 |
| Assetmark, Inc. | 0.00% | No change | 9 | $253 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +150.0% | 5 | $141 |
| SouthState Bank Corp | 0.00% | New | 5 | $141 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 5 | $141 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $85 |
| True Wealth Design, LLC | 0.00% | New | 1 | $29 |
| AlphaQuest LLC | 0.00% | Reduce -99.4% | 1 | $28 |
| Avion Wealth | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is UCB's weight in each manager's 13F, not the share of United Community Banks the manager owns.