United Community BanksUCB

13F holders, Q3 2025 (September 30)
303holders
34new positions
31sold out
7famous investors
$31.37avg. 13F price*

At the end of Q3 2025, 303 institutions reported holding United Community Banks (UCB) in their 13F filings, unchanged from Q2 2025. 34 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($553.5M), Vanguard Group Inc. ($451.3M) and FMR LLC ($279.2M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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

0100200300400 Q1 2024: 270Q1 2024Q2 2024: 260Q2 2024Q3 2024: 276Q3 2024Q4 2024: 273Q4 2024Q1 2025: 300Q1 2025Q2 2025: 303Q2 2025Q3 2025: 303Q3 2025Q4 2025: 336Q4 2025Q1 2026: 354Q1 2026Q2 2026: 372Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions34$36.4M
Exits31$24.4M

All 13F filers, Q2 2025 → Q3 2025: 3,436,016 shares bought and 3,954,932 shares sold, net −518,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

BlackRock, Inc. 0.01% Reduce -0.2% 17,654,821 $553.5M
Vanguard Group Inc. 0.01% Reduce -0.6% 14,394,575 $451.3M
FMR LLC 0.01% Reduce -5.8% 8,904,745 $279.2M
Dimensional Fund Advisors LP 0.04% Add +1.0% 6,337,524 $198.7M
State Street Corp. 0.01% Add +1.0% 5,987,699 $189.2M
Neuberger Berman Group LLC 0.12% Add +4.6% 5,258,350 $164.8M
Earnest Partners LLC 0.50% Reduce -5.1% 3,658,330 $114.7M
Geode Capital Management, LLC 0.01% Add +0.6% 2,895,907 $90.8M
Macquarie Group Ltd. 0.08% Reduce -8.8% 2,208,179 $69.2M
Snyder Capital Management L P 1.01% Reduce -1.6% 1,709,087 $53.6M
Invesco Ltd. 0.01% Add +4.6% 1,680,961 $52.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.9% 1,465,465 $45.9M
Northern Trust Corp. 0.01% Add +1.1% 1,317,872 $41.3M
Massachusetts Financial Services Co. 0.01% Reduce -12.9% 1,272,622 $39.9M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 1,203,445 $37.7M
Fisher Asset Management 0.01% Reduce -1.6% 1,048,174 $32.9M
Morgan Stanley 0.00% Reduce -8.1% 913,172 $28.6M
Systematic Financial Management LP 0.69% Add +0.1% 900,607 $28.2M
Citadel Advisors 0.02% Reduce -13.7% 890,870 $27.9M
Nuveen, LLC 0.01% Reduce -3.9% 888,118 $27.8M
Segall Bryant & Hamill, LLC 0.34% Reduce -0.1% 820,427 $25.7M
Goldman Sachs Group Inc. 0.00% Reduce -33.8% 809,331 $25.4M
Wellington Management Group LLP 0.00% Add +125.7% 774,660 $24.3M
Qube Research & Technologies Ltd 0.03% Add +105.9% 766,552 $24.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +2.7% 745,097 $23.4M
Bank of America Corp. 0.00% Add +7.9% 703,900 $22.1M
Principal Financial Group Inc. 0.01% Reduce -2.6% 586,632 $18.4M
Aristotle Capital Boston, LLC 0.84% Reduce -1.6% 521,654 $16.4M
MetLife Investment Management, LLC 0.08% Add +0.2% 512,708 $16.1M
Public Sector Pension Investment Board 0.05% Add +14.4% 473,855 $14.9M
JPMorgan Chase & Co. 0.00% Reduce -3.9% 447,101 $14.0M
Azora Capital LP 0.62% New 428,164 $13.4M
Sei Investments Co. 0.01% Add +3.8% 423,969 $13.3M
Schroder Investment Management Group 0.01% Reduce -4.0% 408,294 $12.8M
Rhumbline Advisers 0.01% Add +0.4% 364,184 $11.4M
Ameriprise Financial Inc. 0.00% Add +3.3% 328,289 $10.3M
Legal & General Group Plc 0.00% Reduce -2.4% 317,350 $10.0M
Raymond James Financial Inc. 0.00% Reduce -7.7% 303,726 $9.5M
Prudential Financial Inc. 0.01% Add +104.0% 285,111 $8.9M
Voya Investment Management LLC 0.01% Reduce -10.8% 253,791 $8.0M
Trexquant Investment LP 0.08% Add +27.4% 251,455 $7.9M
Envestnet Asset Management Inc. 0.00% Reduce -2.7% 239,405 $7.5M
Swiss National Bank 0.00% Add +3.2% 235,600 $7.4M
Wells Fargo & Company 0.00% Add +7.7% 232,305 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -38.0% 231,797 $7.3M
Blair William & Co. 0.02% Add +0.5% 217,730 $6.8M
California Public Employees Retirement System 0.00% Add +10.7% 213,123 $6.7M
Verition Fund Management LLC 0.04% Add +51.1% 212,690 $6.7M
ProShare Advisors LLC 0.01% Reduce -10.7% 209,885 $6.6M
Hotchkis & Wiley Capital Management LLC 0.02% New 200,347 $6.3M
Peregrine Capital Management LLC 0.18% Reduce -0.3% 193,216 $6.1M
Barclays PLC 0.00% Reduce -30.8% 191,068 $6.0M
Capitolis Liquid Global Markets LLC 0.04% New 179,500 $5.6M
UBS Group AG 0.00% Add +5.0% 176,798 $5.5M
Jane Street Group, LLC 0.01% Add +132.9% 169,592 $5.3M
AQR Capital Management 0.00% Add +16.6% 163,298 $5.1M
First Trust Advisors LP 0.00% Reduce -0.3% 160,095 $5.0M
Alliancebernstein L.P. 0.00% Reduce -1.0% 155,077 $4.9M
Captrust Financial Advisors 0.01% Reduce -1.0% 152,070 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.6% 135,800 $4.3M
Cubist Systematic Strategies, LLC 0.06% Add +160.8% 124,644 $3.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -3.2% 123,540 $3.9M
AlphaQuest LLC 0.25% Add +82.4% 122,631 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -20.3% 119,154 $3.7M
Waverly Advisors, LLC 0.04% Reduce -0.8% 117,426 $3.7M
Rafferty Asset Management, LLC 0.01% Add +6.8% 117,018 $3.7M
Citigroup Inc. 0.00% Reduce -39.3% 114,443 $3.6M
New York State Teachers Retirement System 0.01% Add +7.7% 110,879 $3.5M
California State Teachers Retirement System 0.00% Add +0.0% 110,255 $3.5M
Brandywine Global Investment Management, LLC 0.02% Reduce -3.5% 107,104 $3.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 105,572 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 105,258 $3.3M
Intech Investment Management LLC 0.03% Reduce -24.5% 99,537 $3.1M
Quantinno Capital Management LP 0.01% Reduce -3.4% 99,121 $3.1M
Deutsche Bank AG 0.00% Add +12.1% 93,758 $2.9M
American Century Companies Inc. 0.00% Reduce -0.8% 89,845 $2.8M
Tudor Investment Corporation 0.02% Add +6.8% 86,887 $2.7M
Russell Investments Group, Ltd. 0.00% Reduce -0.6% 84,424 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -14.5% 81,252 $2.5M
Point72 Asset Management 0.01% Add +34.5% 71,562 $2.2M
Holocene Advisors, LP 0.01% Reduce -21.1% 70,526 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -0.9% 69,254 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +3.2% 67,979 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -8.5% 66,199 $2.1M
Cambiar Investors LLC 0.09% Add +0.1% 65,384 $2.0M
Illinois Municipal Retirement Fund 0.03% Add +2.9% 65,243 $2.0M
Edgestream Partners, L.P. 0.06% New 64,264 $2.0M
HighTower Advisors, LLC 0.00% Reduce -0.5% 62,694 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.0% 60,809 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -0.8% 59,942 $1.9M
Wesbanco Bank Inc. 0.05% New 58,400 $1.8M
Campbell & CO Investment Adviser LLC 0.14% Add +86.8% 57,611 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.9% 56,921 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -73.5% 56,205 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 55,800 $1.7M
Mariner, LLC 0.00% Reduce -2.8% 54,479 $1.7M
Janus Henderson Group PLC 0.00% Add +9.3% 51,902 $1.6M
DMC Group, LLC 1.10% Reduce -21.9% 50,568 $1.6M
Harbor Capital Advisors, Inc. 0.11% Add +4.3% 46,934 $1.5M
Brevan Howard Capital Management LP 0.02% Add +37.8% 46,917 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 46,148 $1.4M
Algert Global LLC 0.02% Add +274.8% 44,710 $1.4M
Family Legacy, Inc. 0.39% Add +0.9% 40,518 $1.3M
LPL Financial LLC 0.00% Add +6.5% 38,986 $1.2M
Victory Capital Management Inc. 0.00% Add +16.9% 38,098 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -17.0% 37,546 $1.2M
New York State Common Retirement Fund 0.00% No change 37,080 $1.2M
StoneX Group Inc. 0.05% Reduce -6.7% 35,855 $1.1M
Arizona State Retirement System 0.01% Add +3.1% 35,953 $1.1M
Synovus Financial Corp. 0.01% Add +1.7% 35,583 $1.1M
BNP Paribas Financial Markets 0.00% Add +169.4% 35,040 $1.1M
Amalgamated Bank 0.01% Add +0.7% 34,776 $1.1M
Welch Group, LLC 0.04% No change 34,558 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +26.2% 34,517 $1.1M
Comerica Bank 0.00% Reduce -18.7% 33,803 $1.1M
FJ Capital Management LLC 0.11% Reduce -50.9% 33,214 $1.0M
Mayfair Advisory Group, LLC 0.45% No change 33,098 $1.0M
M&T Bank Corp 0.00% No change 33,060 $1.0M
CIBC Private Wealth Group LLC 0.00% No change 32,818 $1.0M
Martingale Asset Management L P 0.03% Reduce -7.1% 32,705 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 31,834 $998K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.8% 30,936 $970K
Savant Capital, LLC 0.01% Add +1.6% 27,738 $870K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.1% 27,320 $856K
Ensign Peak Advisors, Inc 0.00% Reduce -35.5% 27,190 $852K
Mackenzie Financial Corp. 0.00% Add +254.9% 27,182 $852K
Guggenheim Capital LLC 0.01% Add +3.3% 27,055 $848K
Royal Bank of Canada 0.00% Reduce -45.6% 26,906 $844K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.0% 26,189 $840K
First Citizens Bank & Trust Co. 0.02% Reduce -49.7% 25,884 $811K
Handelsbanken Fonder AB 0.00% No change 25,839 $810K
KLP Kapitalforvaltning As 0.00% No change 25,500 $805K
Nisa Investment Advisors, LLC 0.00% Add +1.3% 25,045 $791K
EntryPoint Capital, LLC 0.29% Add +25.8% 24,092 $755K
Moody National Bank Trust Division 0.06% No change 23,255 $729K
GAMCO Investors 0.01% No change 23,000 $721K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 22,938 $719K
Teacher Retirement System of Texas 0.00% Reduce -6.8% 22,818 $715K
Amundi 0.00% Add +10.7% 21,769 $693K
SG Americas Securities, LLC 0.00% Add +8.4% 21,311 $668K
Natixis Advisors, LLC 0.00% Reduce -15.6% 20,416 $640K
PNC Financial Services Group, Inc. 0.00% Add +30.9% 20,219 $634K
CAP Partners, LLC 0.34% Add +0.8% 19,393 $608K
&partners 0.00% Add +0.4% 18,840 $591K
Rather & Kittrell, Inc. 0.10% Add +0.0% 18,752 $588K
Connable Office Inc. 0.05% No change 18,399 $577K
Keystone Financial Group, Inc. 0.32% No change 18,179 $574K
Csenge Advisory Group 0.03% Add +0.7% 18,147 $569K
Everhart Financial Group, Inc. 0.06% Add +15.0% 18,067 $566K
HB Wealth Management, LLC 0.00% Add +6.4% 18,053 $566K
Continental Advisors LLC 0.38% No change 18,000 $564K
Patriot Investment Management Group, Inc. 0.04% No change 17,858 $560K
Public Employees Retirement Association of Colorado 0.00% No change 17,515 $549K
New Age Alpha Advisors, LLC 0.02% Reduce -1.8% 17,489 $548K
Maryland State Retirement & Pension System 0.01% Reduce -51.1% 17,463 $547K
Pictet Asset Management Holding SA 0.00% Reduce -15.3% 16,778 $526K
Pathstone Holdings, LLC 0.00% Add +7.6% 16,351 $513K
Elo Mutual Pension Insurance Co 0.01% Reduce -34.6% 16,221 $509K
Regions Financial Corp. 0.00% Add +0.8% 16,160 $507K
Truist Financial Corp. 0.00% Reduce -0.8% 15,846 $497K
Acadian Asset Management LLC 0.00% New 15,664 $490K
iSAM Funds (UK) Ltd 0.10% Reduce -12.3% 15,615 $490K
IFG Advisory, LLC 0.02% Add +4.3% 15,501 $486K
Millennium Management 0.00% Reduce -81.4% 15,010 $471K
Henshaw Capital LLC 0.02% Reduce -26.9% 14,687 $460K
US Bancorp \de 0.00% Reduce -4.5% 14,630 $459K
Inspire Investing, LLC 0.04% Add +11.5% 14,528 $455K
Squarepoint Ops LLC 0.00% Reduce -70.8% 14,378 $451K
Balyasny Asset Management L.P. 0.00% Add +4.0% 14,365 $450K
Keel Point, LLC 0.03% Reduce -0.1% 13,905 $436K
Cetera Investment Advisers 0.00% Add +26.7% 13,695 $429K
Smith Thornton Advisors LLC 0.22% Reduce -19.0% 13,652 $428K
Mutual of America Capital Management LLC 0.00% Reduce -12.8% 13,607 $427K
Twinbeech Capital LP 0.02% New 13,455 $422K
CIBC Bancorp USA Inc. 0.00% — 13,061 $409K
Point72 Asia (Singapore) Pte. Ltd. 0.06% Add +523.0% 11,899 $373K
Cwm, LLC 0.00% Add +16.8% 11,793 $370K
State of Wisconsin Investment Board 0.00% Add +3.5% 11,605 $364K
CIBC Asset Management Inc 0.00% No change 11,396 $357K
Osaic Holdings, Inc. 0.00% Reduce -0.2% 11,106 $350K
Graham Capital Management, L.P. 0.02% Reduce -75.1% 11,029 $346K
Integrated Investment Consultants, LLC 0.06% No change 10,861 $340K
Lazard Asset Management LLC 0.00% Reduce -2.3% 10,687 $335K
Resolute Wealth Strategies, LLC 0.15% Add +0.8% 10,408 $326K
Wagner Wealth Management, LLC 0.08% Add +0.8% 10,407 $326K
Ameritas Investment Partners, Inc. 0.01% Reduce -15.4% 10,236 $321K
Inceptionr LLC 0.08% New 10,103 $317K
RBF Capital, LLC 0.01% No change 10,000 $314K
Commonwealth Equity Services, LLC 0.00% Add +0.3% 9,765 $306K
Salzhauer Michael 0.16% No change 17,032 $304K
Cerity Partners LLC 0.00% Add +1.6% 9,657 $303K
Xponance LLC 0.00% Add +2.8% 9,648 $302K
Bank of Montreal 0.00% Reduce -51.8% 9,627 $302K
OneAscent Wealth Management LLC 0.10% Reduce -11.3% 9,575 $300K
Wealthcare Advisory Partners LLC 0.01% Add +0.7% 9,026 $283K
Focus Partners Wealth 0.00% Reduce -5.5% 9,014 $283K
Cypress Capital Group 0.03% No change 8,745 $274K
Profund Advisors LLC 0.01% Reduce -4.0% 8,670 $272K
Sterling Capital Management LLC 0.00% Add +160.7% 8,484 $266K
Rockefeller Capital Management L.P. 0.00% New 8,144 $255K
Vanguard Personalized Indexing Management, LLC 0.00% New 7,922 $248K
Patten & Patten Inc. 0.01% No change 7,891 $247K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.4% 7,842 $246K
Engineers Gate Manager LP 0.00% New 7,770 $244K
Ridgepath Capital Management LLC 0.10% Add +0.6% 7,524 $236K
Magnetar Financial LLC 0.00% New 7,459 $234K
Franklin Resources Inc. 0.00% New 7,350 $230K
Ieq Capital, LLC 0.00% Reduce -61.5% 7,284 $228K
Smith & Howard Wealth Management, LLC 0.05% New 7,283 $228K
Equitable Trust Co. 0.01% No change 7,255 $227K
Praxis Investment Management Inc. 0.01% No change 7,250 $227K
HSBC Holdings PLC 0.00% Reduce -72.5% 7,266 $225K
QRG Capital Management, Inc. 0.00% Reduce -6.8% 7,107 $223K
Hanover Advisors Inc. 0.09% No change 7,059 $221K
O'shaughnessy Asset Management, LLC 0.00% New 7,049 $221K
RFG Advisory, LLC 0.00% No change 6,930 $217K
Summit Wealth Group LLC / Co. 0.02% New 668 $216K
STRS Ohio 0.00% No change 6,800 $213K
GTS Securities LLC 0.01% New 6,740 $211K
Thoroughbred Financial Services, LLC 0.01% New 6,703 $210K
J.W. Cole Advisors, Inc. 0.00% New 6,559 $206K
GAMMA Investing LLC 0.01% Add +14.8% 5,080 $159K
Blue Trust, Inc. 0.00% No change 4,805 $151K
Jones Financial Companies LLLP 0.00% Add +77.3% 4,605 $147K
HHM Wealth Advisors, LLC 0.02% No change 4,636 $145K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.6% 4,609 $144K
MAI Capital Management 0.00% Reduce -18.1% 4,201 $132K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 4,064 $127K
MTM Investment Management, LLC 0.04% No change 4,045 $127K
Hantz Financial Services, Inc. 0.00% Add +268.8% 3,865 $121K
KBC Group NV 0.00% No change 3,844 $121K
Oakworth Capital, Inc. 0.01% No change 3,699 $116K
Smartleaf Asset Management LLC 0.01% Add +96.1% 3,508 $110K
Danske Bank A/S 0.00% No change 3,300 $103K
Allworth Financial LP 0.00% Add +0.9% 2,763 $87K
Farther Finance Advisors, LLC 0.00% Add +2.0% 2,485 $78K
Arax Advisory Partners 0.00% New 2,313 $73K
EverSource Wealth Advisors, LLC 0.00% Add +6.3% 2,073 $65K
Versant Capital Management, Inc 0.01% No change 1,622 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.5% 1,561 $49K
Point72 (DIFC) Ltd 0.00% Reduce -64.5% 1,511 $47K
Public Employees Retirement System of Ohio 0.00% Add +2.2% 1,361 $43K
Salomon & Ludwin, LLC 0.00% New 1,171 $37K
Nomura Asset Management Co. Ltd. 0.00% No change 970 $30K
First Horizon Corp. 0.00% — 867 $27K
Fifth Third Bancorp 0.00% Add +10.6% 743 $23K
Quarry LP 0.00% Reduce -52.9% 569 $18K
Signaturefd, LLC 0.00% Add +2.0% 519 $16K
Abound Wealth Management 0.00% No change 475 $15K
Optiver Holding B.V. 0.00% Add +70.6% 464 $15K
UMB Bank, n.a. 0.00% Add +32.5% 367 $12K
Wealthspire Advisors, LLC 0.00% New 357 $11K
Covestor Ltd 0.01% Reduce -60.3% 335 $11K
Bessemer Group Inc. 0.00% Add +11.3% 363 $11K
Root Financial Partners, LLC 0.00% New 337 $11K
Advisory Services Network, LLC 0.00% New 300 $9K
WPG Advisers, LLC 0.01% No change 299 $9K
Colonial Trust Co / SC 0.00% Reduce -51.3% 292 $9K
Bare Financial Services, Inc 0.00% No change 195 $6K
Rothschild Investment LLC 0.00% Reduce -24.0% 190 $6K
Grove Bank & Trust 0.00% New 181 $6K
IFP Advisors, Inc 0.00% Add +0.0% 177 $6K
Hemington Wealth Management 0.00% Add +17.6% 180 $5K
Huntington National Bank 0.00% No change 158 $5K
Parallel Advisors, LLC 0.00% No change 135 $4K
Quadrant Capital Group LLC 0.00% New 118 $4K
JFS Wealth Advisors, LLC 0.00% No change 94 $3K
Principal Securities, Inc. 0.00% Reduce -1.1% 88 $3K
Parkside Financial Bank & Trust 0.00% Reduce -7.5% 87 $3K
MPWM Advisory Solutions, LLC 0.00% No change 84 $3K
Farmers & Merchants Investments Inc. 0.00% No change 74 $2K
S&T Bank 0.00% No change 65 $2K
High Note Wealth, LLC 0.00% No change 65 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 64 $2K
Evergreen Private Wealth LLC 0.00% Reduce -51.2% 62 $2K
Clearstead Trust, LLC 0.00% No change 60 $2K
Essential Partners LLC 0.00% New 45 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $1K
True Wealth Design, LLC 0.00% No change 40 $1K
Rialto Wealth Management, LLC 0.00% Add +8.3% 39 $1K
Fortitude Family Office, LLC 0.00% No change 33 $1K
Mather Group, Llc. 0.00% New 31 $972
Assetmark, Inc. 0.00% Reduce -12.1% 29 $909
Retirement Wealth Solutions LLC 0.00% New 26 $816
JPL Wealth Management, LLC 0.00% New 25 $784
Larson Financial Group LLC 0.00% Reduce -46.8% 25 $784
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $668
SBI Securities Co., Ltd. 0.00% No change 21 $658
Hughes Financial Services, LLC 0.00% No change 21 $632
Investors Research Corp 0.00% No change 20 $627
Rise Advisors, LLC 0.00% No change 18 $564
Harbour Investments, Inc. 0.00% No change 17 $533
Bell Investment Advisors, Inc 0.00% No change 15 $471
SJS Investment Consulting Inc. 0.00% No change 14 $439
Rossby Financial, LCC 0.00% New 14 $433
Private Wealth Asset Management, LLC 0.00% No change 10 $314
Bay Harbor Wealth Management, LLC 0.00% Add +125.0% 9 $283
HFM Investment Advisors, LLC 0.00% No change 9 $282
Turning Point Benefit Group, Inc. 0.00% New 8 $247
Clearstead Advisors, LLC 0.00% Reduce -99.9% 5 $157
Global Retirement Partners, LLC 0.00% No change 1 $31
Avion Wealth 0.00% No change 20 $0
Cloud Capital Management, LLC 0.00% New 25 $0

"% of holder's portfolio" is UCB's weight in each manager's 13F, not the share of United Community Banks the manager owns.