United Community BanksUCB

13F holders, Q4 2025 (December 31)
336holders +33
50new positions
27sold out
6famous investors
$31.24avg. 13F price*

At the end of Q4 2025, 336 institutions reported holding United Community Banks (UCB) in their 13F filings, up 33 from Q3 2025. 50 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($560.5M), Vanguard Group Inc. ($453.1M) and FMR LLC ($284.3M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions50$53.6M
Exits27$95.7M

All 13F filers, Q3 2025 → Q4 2025: 4,294,138 shares bought and 5,563,041 shares sold, net −1,268,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

BlackRock, Inc. 0.01% Add +1.7% 17,951,660 $560.5M
Vanguard Group Inc. 0.01% Add +0.8% 14,514,731 $453.1M
FMR LLC 0.01% Add +2.3% 9,106,685 $284.3M
Dimensional Fund Advisors LP 0.04% Add +0.0% 6,337,735 $197.9M
State Street Corp. 0.01% Reduce -0.3% 5,970,567 $187.9M
Neuberger Berman Group LLC 0.12% Reduce -5.6% 4,962,796 $154.9M
Earnest Partners LLC 0.46% Reduce -5.7% 3,449,155 $107.7M
Geode Capital Management, LLC 0.01% Add +0.1% 2,897,613 $90.5M
Nomura Asset Management International Inc. 0.09% — 1,968,116 $61.4M
Invesco Ltd. 0.01% Add +7.4% 1,805,308 $56.4M
Snyder Capital Management L P 0.95% Reduce -4.3% 1,635,152 $51.0M
Norges Bank 0.01% — 1,551,895 $48.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 1,463,561 $45.7M
Goldman Sachs Group Inc. 0.01% Add +70.6% 1,380,627 $43.1M
Northern Trust Corp. 0.00% Reduce -5.8% 1,240,957 $38.7M
Bank of New York Mellon Corp 0.01% Add +0.7% 1,212,360 $37.8M
Massachusetts Financial Services Co. 0.01% Reduce -6.1% 1,195,316 $37.3M
Morgan Stanley 0.00% Add +17.8% 1,075,551 $33.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +37.4% 1,023,369 $31.9M
Fisher Asset Management 0.01% Reduce -5.5% 990,165 $30.9M
Systematic Financial Management LP 0.66% Reduce -0.0% 900,279 $28.1M
Nuveen, LLC 0.01% Reduce -2.7% 864,379 $27.0M
Wellington Management Group LLP 0.00% Reduce -1.0% 767,162 $24.0M
Segall Bryant & Hamill, LLC 0.32% Reduce -6.7% 765,426 $23.9M
Qube Research & Technologies Ltd 0.03% Reduce -8.7% 700,000 $21.9M
Bank of America Corp. 0.00% Reduce -16.8% 585,728 $18.3M
Principal Financial Group Inc. 0.01% Reduce -1.2% 579,388 $18.1M
MetLife Investment Management, LLC 0.08% Reduce -0.8% 508,810 $15.9M
Aristotle Capital Boston, LLC 0.81% Reduce -9.5% 472,296 $14.7M
Citadel Advisors 0.01% Reduce -50.6% 440,046 $13.7M
Public Sector Pension Investment Board 0.04% Reduce -11.2% 420,995 $13.1M
Sei Investments Co. 0.01% Reduce -4.3% 405,510 $12.7M
Rhumbline Advisers 0.01% Reduce -4.8% 346,850 $10.8M
JPMorgan Chase & Co. 0.00% Reduce -25.1% 334,740 $10.5M
Schroder Investment Management Group 0.01% Reduce -20.4% 325,016 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +40.8% 326,337 $10.2M
Legal & General Group Plc 0.00% Reduce -5.0% 301,497 $9.4M
Ameriprise Financial Inc. 0.00% Reduce -8.2% 301,392 $9.4M
Algebris (uk) Ltd. 0.75% New 297,562 $9.3M
Raymond James Financial Inc. 0.00% Reduce -2.5% 296,158 $9.2M
Cresset Asset Management, LLC 0.04% New 286,832 $9.0M
Wells Fargo & Company 0.00% Add +16.7% 271,113 $8.5M
Prudential Financial Inc. 0.01% Reduce -8.1% 262,152 $8.2M
Trexquant Investment LP 0.07% Reduce -3.5% 242,720 $7.6M
Swiss National Bank 0.00% Add +1.7% 239,500 $7.5M
Barclays PLC 0.00% Add +22.7% 234,389 $7.3M
Voya Investment Management LLC 0.01% Reduce -10.1% 228,289 $7.1M
Blair William & Co. 0.02% Reduce -0.0% 217,693 $6.8M
California Public Employees Retirement System 0.00% Add +1.1% 215,358 $6.7M
ProShare Advisors LLC 0.01% Add +2.0% 214,149 $6.7M
Point72 Asset Management 0.01% Add +186.8% 205,239 $6.4M
Panagora Asset Management Inc. 0.02% New 204,835 $6.4M
Hotchkis & Wiley Capital Management LLC 0.02% No change 200,347 $6.3M
Envestnet Asset Management Inc. 0.00% Reduce -21.4% 188,175 $5.9M
AQR Capital Management 0.00% Add +15.1% 188,015 $5.9M
ExodusPoint Capital Management, LP 0.06% New 185,536 $5.8M
UBS Group AG 0.00% Add +4.9% 185,395 $5.8M
Peregrine Capital Management LLC 0.18% Reduce -4.7% 184,151 $5.7M
Capitolis Liquid Global Markets LLC 0.03% No change 179,500 $5.6M
Alliancebernstein L.P. 0.00% Add +5.0% 162,873 $5.1M
First Trust Advisors LP 0.00% Reduce -3.0% 155,339 $4.8M
Captrust Financial Advisors 0.01% Add +0.6% 152,952 $4.8M
American Century Companies Inc. 0.00% Add +48.0% 132,967 $4.2M
Verition Fund Management LLC 0.02% Reduce -38.6% 130,569 $4.1M
New York State Teachers Retirement System 0.01% Add +6.3% 117,916 $3.7M
Waverly Advisors, LLC 0.03% Reduce -1.4% 115,783 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -6.7% 115,276 $3.6M
California State Teachers Retirement System 0.00% Add +4.4% 115,085 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -4.8% 113,386 $3.5M
Citigroup Inc. 0.00% Reduce -2.2% 111,952 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -18.6% 110,595 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 108,580 $3.4M
Brandywine Global Investment Management, LLC 0.02% Reduce -3.5% 103,370 $3.2M
Bessemer Group Inc. 0.01% Add +28367.8% 103,338 $3.2M
AlphaQuest LLC 0.17% Reduce -19.0% 99,372 $3.1M
Ruffer LLP 0.14% New 97,641 $3.1M
Deutsche Bank AG 0.00% Add +4.0% 97,488 $3.0M
Rafferty Asset Management, LLC 0.01% Reduce -16.7% 97,477 $3.0M
Quantinno Capital Management LP 0.01% Reduce -5.9% 93,254 $2.9M
State of Tennessee, Department of Treasury 0.01% Add +19.4% 82,688 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -2.4% 82,382 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -0.0% 81,238 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 79,370 $2.5M
Intech Investment Management LLC 0.02% Reduce -22.9% 76,696 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +8.1% 73,488 $2.3M
Edgestream Partners, L.P. 0.06% Add +6.3% 68,287 $2.1M
State of Alaska, Department of Revenue 0.02% Add +1.9% 67,426 $2.1M
Gsa Capital Partners LLP 0.17% New 62,180 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -4.8% 62,109 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -41.9% 61,299 $1.9M
Holocene Advisors, LP 0.00% Reduce -14.1% 60,599 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 58,800 $1.8M
Wesbanco Bank Inc. 0.05% No change 58,400 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 56,876 $1.8M
SG Americas Securities, LLC 0.00% Add +163.9% 56,243 $1.8M
HighTower Advisors, LLC 0.00% Reduce -10.4% 56,188 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -0.2% 55,700 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -9.0% 54,543 $1.7M
Cambiar Investors LLC 0.08% Reduce -17.0% 54,281 $1.7M
Mariner, LLC 0.00% Reduce -2.3% 53,226 $1.7M
Algert Global LLC 0.03% Add +16.3% 52,010 $1.6M
Janus Henderson Group PLC 0.00% No change 51,902 $1.6M
Millennium Management 0.00% Add +244.1% 51,651 $1.6M
LPL Financial LLC 0.00% Add +30.0% 50,674 $1.6M
Harbor Capital Advisors, Inc. 0.12% Add +6.2% 49,823 $1.6M
Interval Partners, LP 0.04% New 48,452 $1.5M
DMC Group, LLC 0.99% Reduce -5.5% 47,768 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 46,148 $1.4M
Man Group plc 0.00% New 41,237 $1.3M
Dark Forest Capital Management LP 0.06% New 41,208 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -27.0% 41,018 $1.3M
Victory Capital Management Inc. 0.00% Add +7.5% 40,946 $1.3M
Family Legacy, Inc. 0.38% Add +0.1% 40,543 $1.3M
New York State Common Retirement Fund 0.00% Add +2.9% 38,170 $1.2M
Horizon Investments, LLC 0.01% New 36,925 $1.2M
Pinnacle Financial Partners, Inc. 0.01% — 36,814 $1.1M
Elo Mutual Pension Insurance Co 0.02% Add +121.8% 35,986 $1.1M
Amalgamated Bank 0.01% Add +1.6% 35,326 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -12.7% 32,795 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -0.4% 34,896 $1.1M
Arizona State Retirement System 0.01% Reduce -6.1% 33,769 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -2.5% 33,665 $1.1M
Mayfair Advisory Group, LLC 0.40% No change 33,098 $1.0M
Canada Pension Plan Investment Board 0.00% New 33,100 $1.0M
Guggenheim Capital LLC 0.01% Add +22.2% 33,071 $1.0M
M&T Bank Corp 0.00% No change 33,060 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +0.1% 32,847 $1.0M
StoneX Group Inc. 0.04% Reduce -9.3% 32,518 $1.0M
Welch Group, LLC 0.04% Reduce -10.1% 31,083 $970K
Franklin Resources Inc. 0.00% Add +320.0% 30,869 $964K
Royal Bank of Canada 0.00% Add +11.8% 30,070 $940K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.7% 30,093 $940K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.0% 29,941 $935K
Acadian Asset Management LLC 0.00% Add +91.5% 29,988 $934K
Weiss Asset Management LP 0.02% New 29,286 $914K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.3% 27,836 $898K
Martingale Asset Management L P 0.02% Reduce -12.8% 28,505 $890K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 27,820 $869K
Graham Capital Management, L.P. 0.04% Add +148.6% 27,417 $856K
Comerica Bank 0.00% Reduce -20.9% 26,734 $835K
KLP Kapitalforvaltning As 0.00% Add +2.0% 26,000 $817K
First Citizens Bank & Trust Co. 0.02% Add +0.7% 26,072 $814K
Handelsbanken Fonder AB 0.00% No change 25,839 $807K
Diversified Trust Co. 0.01% New 25,442 $794K
Nisa Investment Advisors, LLC 0.00% Add +0.5% 25,176 $792K
HSBC Holdings PLC 0.00% Add +239.4% 24,662 $770K
EntryPoint Capital, LLC 0.29% No change 24,092 $752K
Assenagon Asset Management S.A. 0.00% New 23,752 $742K
Moody National Bank Trust Division 0.07% No change 23,255 $726K
GAMCO Investors 0.01% No change 23,000 $718K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 22,938 $716K
Savant Capital, LLC 0.00% Reduce -20.3% 22,109 $690K
iSAM Funds (UK) Ltd 0.23% Add +31.8% 20,572 $642K
&partners 0.00% Add +6.0% 19,976 $624K
CAP Partners, LLC 0.35% Add +0.8% 19,546 $610K
Twinbeech Capital LP 0.04% Add +44.2% 19,400 $606K
Everhart Financial Group, Inc. 0.05% Add +4.8% 18,944 $591K
Rather & Kittrell, Inc. 0.09% Add +0.1% 18,762 $586K
HB Wealth Management, LLC 0.00% Add +3.9% 18,761 $586K
Profund Advisors LLC 0.02% Add +114.7% 18,614 $581K
Keystone Financial Group, Inc. 0.30% Add +0.8% 18,322 $577K
Pictet Asset Management Holding SA 0.00% Add +9.8% 18,416 $575K
Csenge Advisory Group 0.03% Add +0.7% 18,281 $571K
Continental Advisors LLC 0.36% No change 18,000 $562K
Connable Office Inc. 0.05% Reduce -2.3% 17,975 $561K
Natixis Advisors, LLC 0.00% Reduce -12.1% 17,941 $560K
Fox Run Management, L.L.C. 0.09% New 17,935 $560K
Patriot Investment Management Group, Inc. 0.04% No change 17,858 $558K
Maryland State Retirement & Pension System 0.01% Add +2.0% 17,808 $556K
Public Employees Retirement Association of Colorado 0.00% No change 17,515 $547K
New Age Alpha Advisors, LLC 0.02% Reduce -0.5% 17,394 $543K
Amundi 0.00% Reduce -21.1% 17,167 $536K
Salzhauer Michael 0.24% No change 17,032 $532K
Regions Financial Corp. 0.00% Add +1.8% 16,458 $514K
PNC Financial Services Group, Inc. 0.00% Reduce -22.0% 15,777 $493K
Pathstone Holdings, LLC 0.00% Reduce -3.7% 15,747 $492K
Truist Financial Corp. 0.00% Reduce -1.0% 15,691 $490K
IFG Advisory, LLC 0.02% No change 15,501 $484K
Entropy Technologies, LP 0.03% New 15,497 $484K
Summit Financial, LLC 0.01% New 15,086 $476K
Inspire Investing, LLC 0.04% Add +2.9% 14,955 $467K
Balyasny Asset Management L.P. 0.00% Add +3.0% 14,797 $462K
Daytona Street Capital LLC 0.36% — 14,762 $461K
US Bancorp \de 0.00% Reduce -0.6% 14,538 $454K
Keel Point, LLC 0.03% No change 13,905 $434K
Mutual of America Capital Management LLC 0.00% Add +2.1% 13,893 $434K
Smith Thornton Advisors LLC 0.22% No change 13,652 $426K
Bailard, Inc. 0.01% New 13,600 $425K
Schonfeld Strategic Advisors LLC 0.00% New 13,335 $416K
Jackson Creek Investment Advisors LLC 0.12% New 13,076 $408K
Capstone Investment Advisors, LLC 0.00% New 13,038 $407K
Cwm, LLC 0.00% Add +8.6% 12,811 $400K
Globeflex Capital L P 0.06% New 12,808 $400K
Cetera Investment Advisers 0.00% Reduce -6.9% 12,747 $398K
Teacher Retirement System of Texas 0.00% Reduce -45.5% 12,424 $388K
Global Retirement Partners, LLC 0.01% Add +1242300.0% 12,424 $388K
Occudo Quantitative Strategies LP 0.03% New 12,213 $381K
Ieq Capital, LLC 0.00% Add +64.5% 11,982 $374K
Focus Partners Wealth 0.00% Add +32.6% 11,954 $374K
Campbell & CO Investment Adviser LLC 0.02% Reduce -79.3% 11,948 $373K
Osaic Holdings, Inc. 0.00% Add +7.5% 11,935 $373K
CIBC Asset Management Inc 0.00% Add +3.2% 11,761 $367K
MQS Management LLC 0.21% New 11,432 $357K
Lazard Asset Management LLC 0.00% Add +1.9% 10,894 $340K
Integrated Investment Consultants, LLC 0.07% Add +0.0% 10,864 $339K
DRW Securities, LLC 0.03% New 10,665 $333K
Wagner Wealth Management, LLC 0.07% Add +0.8% 10,489 $327K
RBF Capital, LLC 0.01% No change 10,000 $312K
Cerity Partners LLC 0.00% Add +3.1% 9,955 $311K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.8% 9,946 $311K
Xponance LLC 0.00% Add +0.6% 9,703 $303K
OneAscent Wealth Management LLC 0.10% No change 9,575 $299K
Bank of Montreal 0.00% Reduce -2.2% 9,414 $294K
XTX Topco Ltd 0.01% New 9,371 $293K
Wealthcare Advisory Partners LLC 0.01% Add +0.7% 9,091 $284K
Cypress Capital Group 0.03% No change 8,745 $273K
Bayforest Capital Ltd 0.20% New 8,727 $272K
Resolute Wealth Strategies, LLC 0.12% Reduce -18.4% 8,492 $265K
PharVision Advisers, LLC 0.13% New 8,399 $262K
Patten & Patten Inc. 0.02% Add +4.8% 8,266 $258K
Inceptionr LLC 0.07% Reduce -18.4% 8,245 $257K
Commonwealth Equity Services, LLC 0.00% Reduce -16.1% 8,198 $256K
Cibc World Markets Corp. 0.00% — 8,106 $253K
Ensign Peak Advisors, Inc 0.00% Reduce -70.8% 7,940 $248K
Crossmark Global Holdings, Inc. 0.00% No change 7,842 $245K
BCS Wealth Management 0.02% New 7,824 $244K
Mackenzie Financial Corp. 0.00% Reduce -71.8% 7,659 $242K
Rockefeller Capital Management L.P. 0.00% Reduce -6.1% 7,647 $239K
Ridgepath Capital Management LLC 0.11% No change 7,524 $236K
Brooklyn Investment Group 0.01% New 7,236 $230K
Smith & Howard Wealth Management, LLC 0.05% No change 7,283 $227K
Equitable Trust Co. 0.01% No change 7,255 $227K
Praxis Investment Management Inc. 0.01% No change 7,250 $226K
Sterling Capital Management LLC 0.00% Reduce -16.7% 7,065 $221K
Hanover Advisors Inc. 0.09% No change 7,059 $220K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -12.2% 6,954 $217K
RFG Advisory, LLC 0.00% No change 6,930 $216K
QRG Capital Management, Inc. 0.00% Reduce -3.8% 6,840 $214K
Mercer Global Advisors Inc. 0.00% New 6,821 $213K
STRS Ohio 0.00% No change 6,800 $212K
State of Wisconsin Investment Board 0.00% Reduce -43.3% 6,579 $205K
SCS Capital Management LLC 0.00% New 6,503 $205K
Hantz Financial Services, Inc. 0.00% Add +48.9% 5,756 $180K
GAMMA Investing LLC 0.01% Add +11.5% 5,666 $177K
Tower Research Capital LLC (TRC) 0.00% Add +6.9% 4,926 $154K
Blue Trust, Inc. 0.00% No change 4,805 $150K
Danske Bank A/S 0.00% Add +39.4% 4,600 $144K
Jones Financial Companies LLLP 0.00% Reduce -4.8% 4,382 $137K
MAI Capital Management 0.00% Add +1.6% 4,266 $133K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 4,064 $127K
MTM Investment Management, LLC 0.04% No change 4,045 $126K
Smartleaf Asset Management LLC 0.00% Add +10.6% 3,880 $123K
Quadrant Capital Group LLC 0.00% Add +3203.4% 3,898 $122K
KBC Group NV 0.00% No change 3,844 $120K
Oakworth Capital, Inc. 0.01% No change 3,699 $115K
Atlas Capital Advisors Inc. 0.01% — 400 $112K
Exchange Traded Concepts, LLC 0.00% New 3,193 $100K
Los Angeles Capital Management LLC 0.00% New 3,195 $94K
Allworth Financial LP 0.00% Add +0.7% 2,783 $87K
Aster Capital Management (DIFC) Ltd 0.04% New 2,598 $81K
Farther Finance Advisors, LLC 0.00% Add +2.2% 2,540 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,268 $71K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 2,000 $62K
EverSource Wealth Advisors, LLC 0.00% Reduce -4.5% 1,980 $62K
HHM Wealth Advisors, LLC 0.01% Reduce -57.7% 1,963 $61K
Versant Capital Management, Inc 0.01% Reduce -1.0% 1,606 $50K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,561 $49K
Public Employees Retirement System of Ohio 0.00% Add +2.5% 1,395 $44K
Kestra Advisory Services, LLC 0.00% New 1,353 $42K
First Horizon Corp. 0.00% Add +51.7% 1,315 $41K
Torren Management, LLC 0.02% — 1,241 $39K
SageView Advisory Group, LLC 0.00% New 1,060 $33K
Covestor Ltd 0.02% Add +196.1% 992 $31K
Nomura Asset Management Co. Ltd. 0.00% No change 970 $30K
Caitong International Asset Management Co., Ltd 0.01% New 933 $29K
Salomon & Ludwin, LLC 0.00% Reduce -32.1% 795 $26K
Fifth Third Bancorp 0.00% Add +2.7% 763 $24K
Basecamp Wealth Advisors LLC 0.01% — 745 $23K
UMB Bank, n.a. 0.00% Add +76.3% 647 $20K
Eurizon Capital SGR S.p.A. 0.00% — 601 $19K
Quarry LP 0.00% Reduce -0.3% 567 $18K
Sound Income Strategies, LLC 0.00% New 521 $18K
Signaturefd, LLC 0.00% Reduce -1.9% 509 $16K
Grove Bank & Trust 0.00% Add +164.1% 478 $15K
Abound Wealth Management 0.00% No change 475 $15K
Root Financial Partners, LLC 0.00% Add +12.2% 378 $12K
Investors Research Corp 0.00% Add +1435.0% 307 $10K
WPG Advisers, LLC 0.01% No change 299 $9K
Colonial Trust Co / SC 0.00% No change 292 $9K
Kemnay Advisory Services Inc. 0.00% New 243 $8K
Beacon Financial Strategies CORP 0.00% New 233 $7K
Parkside Financial Bank & Trust 0.00% Add +158.6% 225 $7K
Pinnacle Holdings, LLC 0.00% New 220 $7K
DV Equities, LLC 0.00% — 200 $6K
Bare Financial Services, Inc 0.00% No change 195 $6K
Optiver Holding B.V. 0.00% Reduce -60.3% 184 $6K
Rothschild Investment LLC 0.00% Reduce -4.7% 181 $6K
Hilton Head Capital Partners, LLC 0.00% — 169 $5K
Brown Brothers Harriman & Co. 0.00% New 162 $5K
Huntington National Bank 0.00% Reduce -7.6% 146 $5K
Parallel Advisors, LLC 0.00% No change 135 $4K
JFS Wealth Advisors, LLC 0.00% Add +20.2% 113 $4K
IFP Advisors, Inc 0.00% Reduce -36.7% 112 $3K
Group One Trading LLC 0.00% New 100 $3K
Arax Advisory Partners 0.00% Reduce -95.9% 95 $3K
MPWM Advisory Solutions, LLC 0.00% No change 84 $3K
Farmers & Merchants Investments Inc. 0.00% No change 74 $2K
Assetmark, Inc. 0.00% Add +137.9% 69 $2K
High Note Wealth, LLC 0.00% No change 65 $2K
CX Institutional 0.00% New 64 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 64 $2K
Elyxium Wealth, LLC 0.00% New 55 $2K
Keating Financial Advisory Services, Inc. 0.00% — 50 $2K
Rialto Wealth Management, LLC 0.00% Add +10.3% 43 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $1K
True Wealth Design, LLC 0.00% Reduce -2.5% 39 $1K
Fortitude Family Office, LLC 0.00% Reduce -3.0% 32 $999
Colonial Trust Advisors 0.00% New 27 $836
Essential Partners LLC 0.00% Reduce -42.2% 26 $812
Larson Financial Group LLC 0.00% No change 25 $781
Signature Equity Partners, LLC 0.00% — 24 $749
Retirement Wealth Solutions LLC 0.00% Reduce -15.4% 22 $687
Hughes Financial Services, LLC 0.00% No change 21 $656
SBI Securities Co., Ltd. 0.00% No change 21 $656
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $625
Rossby Financial, LCC 0.00% Add +28.6% 18 $562
Harbour Investments, Inc. 0.00% No change 17 $531
Bell Investment Advisors, Inc 0.00% No change 15 $469
SJS Investment Consulting Inc. 0.00% No change 14 $438
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 12 $376
Ankerstar Wealth, LLC 0.00% — 10 $315
Private Wealth Asset Management, LLC 0.00% No change 10 $312
HFM Investment Advisors, LLC 0.00% No change 9 $281
Gilpin Wealth Management, LLC 0.00% — 7 $219
Dunhill Financial, LLC 0.00% New 3 $79
Avion Wealth 0.00% No change 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.