United Community BanksUCB
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $53.6M |
| Exits | 27 | $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.