UbiquitiUI
13F holders, Q1 2025 (March 31)283holders +24
66new positions
38sold out
6famous investors
$309.57avg. 13F price*
At the end of Q1 2025, 283 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, up 24 from Q4 2024. 66 opened new positions and 38 sold out. The largest holders were SW Investment Management LLC ($89.9M), BlackRock, Inc. ($89.7M) and AQR Capital Management ($70.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Ubiquiti Inc.
- CUSIP
- 90353W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $84.7M |
| Exits | 38 | $25.8M |
All 13F filers, Q4 2024 → Q1 2025: 690,579 shares bought and 280,369 shares sold, net +410,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| SW Investment Management LLC | 28.12% | Add +7.4% | 290,000 | $89.9M |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 289,266 | $89.7M |
| AQR Capital Management | 0.07% | Add +133.9% | 232,015 | $70.5M |
| Renaissance Technologies | 0.10% | Add +3.4% | 206,764 | $64.1M |
| TD Asset Management Inc | 0.03% | New | 109,670 | $34.0M |
| Pacer Advisors, Inc. | 0.09% | Add +76.2% | 108,934 | $33.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -20.9% | 89,669 | $27.8M |
| Vanguard Group Inc. | 0.00% | Reduce -11.4% | 83,701 | $26.0M |
| State Street Corp. | 0.00% | Add +11.9% | 73,299 | $22.7M |
| Morgan Stanley | 0.00% | Add +5.9% | 69,189 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 67,058 | $20.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 62,639 | $19.4M |
| Epoch Investment Partners, Inc. | 0.10% | New | 60,929 | $18.9M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Add +139.7% | 45,142 | $14.0M |
| Zacks Investment Management | 0.13% | Add +3.5% | 45,013 | $14.0M |
| Nuveen, LLC | 0.00% | — | 36,637 | $11.4M |
| Gotham Asset Management | 0.09% | Add +10.4% | 35,662 | $11.1M |
| First Trust Advisors LP | 0.01% | Add +1.4% | 34,863 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 33,836 | $10.5M |
| Abacus FCF Advisors LLC | 1.61% | Add +654.4% | 33,116 | $10.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 32,957 | $10.2M |
| Millennium Management | 0.01% | Reduce -36.7% | 32,744 | $10.2M |
| Man Group plc | 0.03% | Add +36.8% | 31,078 | $9.6M |
| Logan Capital Management Inc. | 0.43% | Reduce -0.9% | 30,279 | $9.4M |
| Northern Trust Corp. | 0.00% | Add +14.5% | 29,172 | $9.0M |
| Claret Asset Management Corp | 1.78% | Reduce -2.3% | 28,931 | $9.0M |
| UBS Group AG | 0.00% | Add +133.8% | 28,702 | $8.9M |
| Squarepoint Ops LLC | 0.02% | Reduce -0.1% | 28,132 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1396.6% | 26,235 | $8.1M |
| Capital Impact Advisors, LLC | 2.70% | — | 22,691 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +56.1% | 22,178 | $6.9M |
| Lagoda Investment Management, L.P. | 4.11% | Reduce -2.7% | 20,790 | $6.4M |
| Capital World Investors | 0.00% | New | 20,700 | $6.4M |
| Salem Investment Counselors Inc. | 0.22% | Reduce -3.3% | 20,480 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.7% | 16,711 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +27.7% | 16,331 | $5.1M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -1.0% | 16,277 | $5.0M |
| Bank of America Corp. | 0.00% | Add +264.7% | 15,354 | $4.8M |
| Edgestream Partners, L.P. | 0.16% | Add +46.5% | 15,028 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +12.9% | 13,768 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 13,522 | $4.2M |
| Invesco Ltd. | 0.00% | Add +8.1% | 13,265 | $4.1M |
| Hussman Strategic Advisors, Inc. | 0.95% | New | 12,600 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 11,066 | $3.4M |
| Estate Counselors, LLC | 0.35% | Add +1.2% | 10,842 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +30.8% | 9,932 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +126.3% | 9,465 | $2.9M |
| Faithward Advisors, LLC | 0.50% | Reduce -5.9% | 9,227 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +508.0% | 8,871 | $2.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -7.5% | 8,333 | $2.6M |
| Verition Fund Management LLC | 0.01% | Add +60.5% | 8,170 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.9% | 7,541 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +54.8% | 7,249 | $2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 7,090 | $2.2M |
| Barclays PLC | 0.00% | Reduce -34.4% | 6,888 | $2.1M |
| Caxton Associates LLP | 0.06% | — | 5,947 | $1.8M |
| American Century Companies Inc. | 0.00% | Add +69.0% | 5,471 | $1.7M |
| Engineers Gate Manager LP | 0.03% | Add +34.4% | 5,437 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +10.2% | 5,081 | $1.6M |
| Mariner, LLC | 0.00% | Add +16.5% | 5,063 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +32.4% | 4,967 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -63.7% | 4,906 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 4,873 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -47.5% | 4,825 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -15.6% | 4,698 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -21.4% | 4,584 | $1.4M |
| Creative Planning | 0.00% | Add +45.4% | 4,556 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.0% | 4,472 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +19.7% | 4,248 | $1.3M |
| Maverick Capital | 0.02% | New | 4,169 | $1.3M |
| Harvest Fund Management Co., Ltd | 0.06% | Add +0.1% | 3,871 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -16.0% | 4,085 | $1.3M |
| Quantbot Technologies LP | 0.04% | Add +43.9% | 4,043 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -8.7% | 4,000 | $1.2M |
| Twinbeech Capital LP | 0.02% | New | 3,956 | $1.2M |
| Convergence Investment Partners, LLC | 0.33% | Reduce -41.3% | 3,857 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.8% | 3,815 | $1.2M |
| Meeder Asset Management Inc. | 0.08% | New | 3,760 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.6% | 3,734 | $1.2M |
| HRT Financial LP | 0.01% | Reduce -34.6% | 3,607 | $1.1M |
| Retireful, LLC | 1.05% | New | 3,594 | $1.1M |
| FMR LLC | 0.00% | Add +22.7% | 3,543 | $1.1M |
| Carnegie Investment Counsel | 0.03% | No change | 3,850 | $1.1M |
| Balboa Wealth Partners | 0.26% | New | 3,434 | $1.1M |
| DGS Capital Management, LLC | 0.27% | Add +46.1% | 3,353 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +45.2% | 3,314 | $1.0M |
| Versor Investments LP | 0.16% | Reduce -17.9% | 3,200 | $992K |
| Intrinsic Value Partners, LLC | 0.97% | Reduce -0.9% | 3,163 | $981K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -21.4% | 3,122 | $968K |
| PGGM Investments | 0.01% | No change | 3,010 | $934K |
| Gsa Capital Partners LLP | 0.08% | Add +10.2% | 2,858 | $886K |
| American National Bank & Trust | 0.09% | Reduce -30.2% | 2,707 | $840K |
| Wells Fargo & Company | 0.00% | Reduce -20.6% | 2,668 | $827K |
| STRS Ohio | 0.00% | New | 2,622 | $813K |
| Willis Investment Counsel | 0.05% | Reduce -22.6% | 2,602 | $807K |
| Dimensional Fund Advisors LP | 0.00% | Add +6.9% | 2,582 | $801K |
| Cwm, LLC | 0.00% | Add +16.6% | 2,533 | $786K |
| New York State Common Retirement Fund | 0.00% | Reduce -17.6% | 2,335 | $724K |
| Vestcor Inc | 0.02% | New | 2,270 | $704K |
| Sei Investments Co. | 0.00% | Reduce -57.7% | 2,213 | $686K |
| Quadrant Capital Group LLC | 0.03% | Add +981.2% | 2,184 | $677K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 2,127 | $660K |
| MML Investors Services, LLC | 0.00% | Add +9.1% | 2,073 | $643K |
| Schroder Investment Management Group | 0.00% | New | 2,030 | $630K |
| HSBC Holdings PLC | 0.00% | New | 2,029 | $621K |
| Aviva PLC | 0.00% | Add +9.5% | 1,935 | $600K |
| Oxinas Partners, LLC | 0.35% | Reduce -8.3% | 1,932 | $599K |
| Medallion Wealth Advisors, LLC | 0.27% | No change | 1,920 | $597K |
| CIBC Asset Management Inc | 0.00% | Add +2.7% | 1,912 | $593K |
| Tidal Investments LLC | 0.01% | Reduce -73.6% | 1,892 | $587K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 1,855 | $575K |
| Illinois Municipal Retirement Fund | 0.01% | New | 1,840 | $571K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -25.0% | 1,797 | $557K |
| Trek Financial, LLC | 0.04% | New | 1,729 | $536K |
| Pathstone Holdings, LLC | 0.00% | Add +38.5% | 1,703 | $527K |
| Cerity Partners LLC | 0.00% | Add +22.4% | 1,676 | $520K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -5.9% | 1,600 | $496K |
| XTX Topco Ltd | 0.03% | Reduce -10.9% | 1,582 | $491K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,565 | $485K |
| US Bancorp \de | 0.00% | Add +2.4% | 1,564 | $485K |
| Norges Bank | 0.00% | Reduce -96.9% | 1,531 | $475K |
| GC Wealth Management RIA, LLC | 0.09% | Add +0.9% | 1,514 | $470K |
| EntryPoint Capital, LLC | 0.21% | Reduce -47.0% | 1,498 | $465K |
| Atlas Brown,Inc. | 0.16% | Add +7.3% | 1,460 | $453K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +9.5% | 1,407 | $436K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 1,373 | $426K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 1,350 | $419K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.8% | 1,337 | $415K |
| Federated Hermes, Inc. | 0.00% | New | 1,302 | $404K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -10.3% | 1,282 | $398K |
| Astoria Portfolio Advisors LLC. | 0.13% | No change | 1,300 | $392K |
| Advisory Services Network, LLC | 0.01% | Add +33.4% | 1,262 | $392K |
| Truist Financial Corp. | 0.00% | Add +43.9% | 1,262 | $391K |
| Martingale Asset Management L P | 0.01% | Add +11.8% | 1,255 | $389K |
| Monument Capital Management | 0.12% | Add +16.1% | 1,237 | $384K |
| Woodline Partners LP | 0.00% | Add +22.1% | 1,214 | $377K |
| Caprock Group, LLC | 0.01% | Add +10.8% | 1,202 | $373K |
| M&T Bank Corp | 0.00% | Add +7.2% | 1,174 | $364K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.4% | 1,166 | $362K |
| Bank of Montreal | 0.00% | Reduce -6.7% | 1,127 | $350K |
| Acadian Asset Management LLC | 0.00% | Reduce -30.6% | 1,129 | $349K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 1,085 | $337K |
| Jain Global LLC | 0.01% | New | 1,076 | $334K |
| Impact Partnership Wealth, LLC | 0.07% | Add +11.2% | 1,064 | $330K |
| Burney Co./ | 0.01% | No change | 1,060 | $329K |
| Entropy Technologies, LP | 0.03% | New | 1,055 | $327K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.7% | 1,025 | $318K |
| Motley Fool Asset Management LLC | 0.02% | Add +12.9% | 1,005 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 1,000 | $310K |
| Axq Capital, LP | 0.12% | Reduce -15.3% | 972 | $301K |
| D. E. Shaw & Co. | 0.00% | No change | 968 | $300K |
| OmniStar Financial Group, Inc. | 0.23% | New | 947 | $294K |
| Diversify Advisory Services, LLC | 0.02% | Add +19.2% | 905 | $294K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -24.1% | 941 | $292K |
| Choreo, LLC | 0.00% | Add +0.1% | 920 | $285K |
| Delta Asset Management LLC | 0.03% | Add +0.2% | 912 | $283K |
| Vest Financial, LLC | 0.00% | New | 859 | $266K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +225.2% | 826 | $256K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 815 | $253K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 813 | $252K |
| Prelude Capital Management, LLC | 0.03% | New | 806 | $250K |
| Marex Group Ltd | 0.00% | New | 792 | $246K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.9% | 789 | $245K |
| Optimist Retirement Group LLC | 0.12% | Add +24.8% | 775 | $240K |
| Olympiad Research LP | 0.28% | New | 765 | $237K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 762 | $236K |
| Blair William & Co. | 0.00% | No change | 742 | $230K |
| Parallel Advisors, LLC | 0.01% | Add +6.0% | 727 | $225K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -13.9% | 722 | $224K |
| Hilltop Holdings Inc. | 0.01% | New | 709 | $220K |
| Canada Pension Plan Investment Board | 0.00% | New | 700 | $217K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -43.4% | 693 | $215K |
| Pallas Capital Advisors LLC | 0.01% | New | 683 | $212K |
| Corient Private Wealth LP | 0.00% | New | 672 | $208K |
| Wedmont Private Capital | 0.01% | New | 666 | $205K |
| Atwood & Palmer Inc. | 0.01% | New | 660 | $205K |
| Vident Advisory, LLC | 0.00% | New | 654 | $203K |
| Bayforest Capital Ltd | 0.09% | New | 649 | $201K |
| Legal & General Group Plc | 0.00% | Add +24.4% | 643 | $199K |
| Citigroup Inc. | 0.00% | Add +33.1% | 607 | $188K |
| Quent Capital, LLC | 0.02% | Add +1.3% | 537 | $167K |
| IFP Advisors, Inc | 0.01% | Add +3212.5% | 530 | $164K |
| SG Americas Securities, LLC | 0.00% | New | 524 | $163K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -9.0% | 403 | $125K |
| Fairman Group, LLC | 0.11% | No change | 375 | $124K |
| Point72 Hong Kong Ltd | 0.01% | Reduce -82.9% | 375 | $116K |
| Lindbrook Capital, LLC | 0.01% | Add +74.0% | 374 | $116K |
| Twin Tree Management, LP | 0.00% | New | 374 | $116K |
| Raleigh Capital Management Inc. | 0.05% | Add +26.2% | 361 | $112K |
| National Bank of Canada | 0.00% | Reduce -2.6% | 341 | $106K |
| Signaturefd, LLC | 0.00% | Reduce -27.2% | 308 | $96K |
| California State Teachers Retirement System | 0.00% | No change | 308 | $96K |
| New Age Alpha Advisors, LLC | 0.00% | New | 296 | $92K |
| AlphaQuest LLC | 0.01% | Add +14300.0% | 288 | $89K |
| Aquatic Capital Management LLC | 0.00% | Reduce -40.4% | 273 | $85K |
| Amalgamated Bank | 0.00% | Add +1.6% | 262 | $81K |
| CoreCap Advisors, LLC | 0.00% | Add +119.7% | 257 | $80K |
| Principal Securities, Inc. | 0.00% | No change | 229 | $76K |
| Lazard Asset Management LLC | 0.00% | Add +10.8% | 247 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 242 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +0.5% | 191 | $59K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.0% | 176 | $55K |
| Consultiva Wealth Management, Corp. | 0.18% | No change | 172 | $53K |
| Financial Perspectives, Inc | 0.02% | No change | 169 | $52K |
| MetLife Investment Management, LLC | 0.00% | No change | 156 | $48K |
| Sound Income Strategies, LLC | 0.00% | No change | 139 | $43K |
| Sterling Capital Management LLC | 0.00% | Reduce -19.6% | 135 | $42K |
| GAMMA Investing LLC | 0.00% | Add +20.0% | 132 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | Add +297.1% | 135 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +60.5% | 122 | $38K |
| Versant Capital Management, Inc | 0.01% | Add +484.2% | 111 | $34K |
| GeoWealth Management, LLC | 0.00% | Add +45.2% | 106 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.8% | 104 | $32K |
| Brooklyn Investment Group | 0.01% | Add +78.8% | 93 | $29K |
| Allworth Financial LP | 0.00% | Add +11.1% | 90 | $28K |
| Huntington National Bank | 0.00% | Reduce -4.3% | 90 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +15.8% | 88 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 79 | $25K |
| Golden State Wealth Management, LLC | 0.00% | New | 80 | $25K |
| Private Trust Co. NA | 0.00% | No change | 80 | $25K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +42.6% | 77 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 76 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.0% | 75 | $23K |
| Private Wealth Management Group, LLC | 0.01% | No change | 75 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 70 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.0% | 63 | $20K |
| Coldstream Capital Management Inc. | 0.00% | New | 58 | $18K |
| Exchange Traded Concepts, LLC | 0.00% | New | 58 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 56 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Add +103.7% | 55 | $17K |
| NewEdge Advisors, LLC | 0.00% | New | 50 | $16K |
| Amundi | 0.00% | No change | 53 | $15K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.0% | 48 | $15K |
| WealthCollab, LLC | 0.01% | Add +300.0% | 44 | $14K |
| SVB Wealth LLC | 0.00% | New | 42 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.7% | 41 | $13K |
| Covestor Ltd | 0.01% | Reduce -32.7% | 37 | $12K |
| Park Square Financial Group, LLC | 0.01% | No change | 38 | $12K |
| Itau Unibanco Holding S.A. | 0.00% | New | 36 | $11K |
| Comerica Bank | 0.00% | Reduce -2.9% | 34 | $11K |
| CVA Family Office, LLC | 0.00% | New | 33 | $10K |
| True Wealth Design, LLC | 0.00% | Reduce -17.9% | 32 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +42.1% | 27 | $8K |
| Advisors Asset Management, Inc. | 0.00% | New | 27 | $8K |
| Vega Investment Solutions | 0.00% | No change | 25 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 26 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | Add +108.3% | 25 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 24 | $7K |
| WPG Advisers, LLC | 0.01% | New | 21 | $7K |
| Blue Trust, Inc. | 0.00% | Add +233.3% | 20 | $6K |
| Aviso Financial Inc. | 0.00% | Reduce -20.0% | 20 | $6K |
| Sachetta, LLC | 0.00% | No change | 18 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +70.0% | 17 | $5K |
| Hemington Wealth Management | 0.00% | No change | 18 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +150.0% | 15 | $5K |
| Transce3nd, LLC | 0.00% | Add +27.3% | 14 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 13 | $4K |
| CI Investments Inc. | 0.00% | New | 12 | $4K |
| Altshuler Shaham Ltd | 0.00% | No change | 12 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $3K |
| Bessemer Group Inc. | 0.00% | New | 9 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 8 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $2K |
| SouthState Bank Corp | 0.00% | New | 7 | $2K |
| Arax Advisory Partners | 0.00% | New | 7 | $2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 6 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $2K |
| Larson Financial Group LLC | 0.00% | New | 5 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 5 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $1K |
| MAI Capital Management | 0.00% | No change | 4 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 4 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -57.1% | 3 | $930 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $621 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -87.5% | 2 | $621 |
| WealthTrak Capital Management LLC | 0.00% | New | 1 | $311 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $311 |
| Abound Wealth Management | 0.00% | No change | 1 | $311 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $311 |
| Whipplewood Advisors, LLC | 0.00% | Add +66500.0% | 666 | $310 |
"% of holder's portfolio" is UI's weight in each manager's 13F, not the share of Ubiquiti Inc. the manager owns.