UbiquitiUI
13F holders, Q2 2025 (June 30)319holders +36
61new positions
27sold out
7famous investors
$411.49avg. 13F price*
At the end of Q2 2025, 319 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, up 36 from Q1 2025. 61 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($114.7M), SW Investment Management LLC ($102.9M) and Renaissance Technologies ($93.4M). 7 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $62.9M |
| Exits | 27 | $13.3M |
All 13F filers, Q1 2025 → Q2 2025: 572,998 shares bought and 316,585 shares sold, net +256,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 278,542 | $114.7M |
| SW Investment Management LLC | 24.61% | Reduce -13.8% | 250,000 | $102.9M |
| Renaissance Technologies | 0.12% | Add +9.7% | 226,864 | $93.4M |
| AQR Capital Management | 0.07% | Reduce -9.4% | 210,177 | $86.1M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +24.0% | 111,216 | $45.8M |
| Morgan Stanley | 0.00% | Add +55.9% | 107,863 | $44.4M |
| TD Asset Management Inc | 0.04% | Reduce -7.5% | 101,388 | $41.7M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 86,279 | $35.5M |
| Pacer Advisors, Inc. | 0.08% | Reduce -30.8% | 75,438 | $31.1M |
| Geode Capital Management, LLC | 0.00% | Add +4.6% | 70,152 | $28.9M |
| Long Walk Management LP | 7.21% | New | 69,185 | $28.5M |
| State Street Corp. | 0.00% | Reduce -6.9% | 68,272 | $28.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +97.8% | 66,936 | $27.6M |
| UBS Group AG | 0.01% | Add +131.4% | 66,426 | $27.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 56,639 | $23.3M |
| Epoch Investment Partners, Inc. | 0.12% | Reduce -7.4% | 56,441 | $23.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +380.4% | 53,158 | $21.9M |
| Zacks Investment Management | 0.16% | Add +1.3% | 45,607 | $18.8M |
| Gotham Asset Management | 0.11% | Add +21.6% | 43,383 | $17.9M |
| Rhumbline Advisers | 0.02% | Add +856.8% | 42,787 | $17.6M |
| Squarepoint Ops LLC | 0.04% | Add +41.9% | 39,919 | $16.4M |
| Abacus FCF Advisors LLC | 1.92% | Add +0.6% | 33,302 | $13.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.6% | 32,447 | $13.4M |
| Nuveen, LLC | 0.00% | Reduce -11.9% | 32,259 | $13.3M |
| Northern Trust Corp. | 0.00% | Add +9.3% | 31,872 | $13.1M |
| First Trust Advisors LP | 0.01% | Reduce -11.6% | 30,836 | $12.7M |
| Jane Street Group, LLC | 0.02% | Add +117.7% | 29,974 | $12.3M |
| Man Group plc | 0.03% | Reduce -10.3% | 27,877 | $11.5M |
| Millennium Management | 0.01% | Reduce -16.4% | 27,365 | $11.3M |
| Claret Asset Management Corp | 1.38% | Reduce -10.8% | 25,812 | $10.6M |
| Logan Capital Management Inc. | 0.46% | Reduce -20.8% | 23,977 | $9.9M |
| Capital Impact Advisors, LLC | 2.86% | Add +1.6% | 23,056 | $9.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.5% | 21,840 | $9.0M |
| Barclays PLC | 0.00% | Add +212.3% | 21,515 | $8.9M |
| Capital World Investors | 0.00% | No change | 20,700 | $8.5M |
| Salem Investment Counselors Inc. | 0.27% | Reduce -0.0% | 20,473 | $8.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +142.8% | 20,234 | $8.3M |
| Lagoda Investment Management, L.P. | 4.51% | Reduce -7.0% | 19,340 | $8.0M |
| Citigroup Inc. | 0.01% | Add +3052.1% | 19,133 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +34.1% | 18,133 | $7.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +75.2% | 17,402 | $7.2M |
| Hussman Strategic Advisors, Inc. | 1.58% | Add +33.3% | 16,800 | $6.9M |
| Bank of America Corp. | 0.00% | Add +5.6% | 16,220 | $6.7M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -1.1% | 16,100 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 16,064 | $6.6M |
| Trexquant Investment LP | 0.07% | New | 15,676 | $6.5M |
| Citadel Advisors | 0.01% | New | 15,018 | $6.2M |
| Invesco Ltd. | 0.00% | Add +2.3% | 13,564 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.4% | 12,966 | $5.3M |
| Caxton Associates LLP | 0.13% | Add +98.4% | 11,800 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +130.7% | 11,317 | $4.7M |
| Engineers Gate Manager LP | 0.05% | Add +78.6% | 9,711 | $4.0M |
| Faithward Advisors, LLC | 0.59% | Add +0.9% | 9,307 | $3.8M |
| Edgestream Partners, L.P. | 0.11% | Reduce -38.4% | 9,258 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 8,672 | $3.6M |
| Quantinno Capital Management LP | 0.02% | Add +18.9% | 8,618 | $3.5M |
| American Century Companies Inc. | 0.00% | Add +54.6% | 8,456 | $3.5M |
| Monument Capital Management | 0.90% | Add +578.0% | 8,387 | $3.5M |
| Kingsview Wealth Management, LLC | 0.06% | New | 8,256 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +57.6% | 7,603 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | Add +310.3% | 7,549 | $3.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +5.6% | 7,489 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Add +232.3% | 7,067 | $2.9M |
| Quantbot Technologies LP | 0.07% | Add +67.3% | 6,762 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -19.9% | 6,544 | $2.7M |
| Vestcor Inc | 0.08% | Add +184.6% | 6,460 | $2.7M |
| Twinbeech Capital LP | 0.06% | Add +55.1% | 6,135 | $2.5M |
| Schroder Investment Management Group | 0.00% | Add +175.6% | 5,595 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +8.6% | 5,392 | $2.2M |
| LPL Financial LLC | 0.00% | Add +6.4% | 5,184 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +10.6% | 5,068 | $2.1M |
| Willis Investment Counsel | 0.12% | Add +90.0% | 4,945 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +19.6% | 4,785 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -10.2% | 4,549 | $1.9M |
| Jump Financial, LLC | 0.02% | New | 4,418 | $1.8M |
| Creative Planning | 0.00% | Reduce -4.3% | 4,358 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -0.7% | 4,217 | $1.7M |
| DGS Capital Management, LLC | 0.34% | Add +20.8% | 4,050 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.9% | 3,926 | $1.6M |
| Meeder Asset Management Inc. | 0.10% | Add +3.6% | 3,895 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -25.3% | 3,798 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.9% | 3,704 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Reduce -3.9% | 3,700 | $1.5M |
| Occudo Quantitative Strategies LP | 0.17% | Add +290.4% | 3,674 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +4.3% | 3,455 | $1.4M |
| Harvest Fund Management Co., Ltd | 0.07% | Add +7.9% | 4,178 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | New | 3,395 | $1.4M |
| Intrinsic Value Partners, LLC | 1.14% | Reduce -1.7% | 3,109 | $1.3M |
| Balboa Wealth Partners | 0.25% | Reduce -11.8% | 3,028 | $1.2M |
| Versor Investments LP | 0.21% | Reduce -9.4% | 2,900 | $1.2M |
| FMR LLC | 0.00% | Reduce -18.8% | 2,876 | $1.2M |
| Norges Bank | 0.00% | Add +86.2% | 2,850 | $1.2M |
| Cwm, LLC | 0.00% | Add +6.5% | 2,699 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 2,662 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 2,643 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -90.5% | 2,503 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.1% | 2,554 | $1.1M |
| Private Advisory Group LLC | 0.10% | New | 2,527 | $1.0M |
| Retireful, LLC | 0.71% | Reduce -30.6% | 2,495 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 2,335 | $961K |
| HRT Financial LP | 0.00% | Reduce -35.5% | 2,327 | $957K |
| American National Bank & Trust | 0.10% | Reduce -14.6% | 2,311 | $951K |
| Convergence Financial, LLC | 0.16% | New | 2,281 | $939K |
| MML Investors Services, LLC | 0.00% | Add +9.0% | 2,260 | $930K |
| STRS Ohio | 0.00% | Reduce -14.4% | 2,245 | $924K |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.2% | 2,158 | $888K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -77.3% | 2,151 | $886K |
| Fox Run Management, L.L.C. | 0.15% | New | 2,149 | $885K |
| Pathstone Holdings, LLC | 0.00% | Add +22.8% | 2,092 | $861K |
| Aquatic Capital Management LLC | 0.02% | Add +632.6% | 2,000 | $823K |
| Picton Mahoney Asset Management | 0.01% | New | 1,964 | $808K |
| Axq Capital, LP | 0.26% | Add +98.3% | 1,928 | $794K |
| Point72 Hong Kong Ltd | 0.05% | Add +410.7% | 1,915 | $788K |
| CIBC Asset Management Inc | 0.00% | No change | 1,912 | $787K |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.5% | 1,903 | $783K |
| Voya Investment Management LLC | 0.00% | Add +68.6% | 1,829 | $753K |
| Alpha Cubed Investments, LLC | 0.03% | No change | 1,797 | $740K |
| Corient Private Wealth LP | 0.00% | Add +157.7% | 1,732 | $713K |
| SG Americas Securities, LLC | 0.00% | Add +208.6% | 1,617 | $666K |
| Cerity Partners LLC | 0.00% | Reduce -5.7% | 1,581 | $651K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 1,559 | $642K |
| HSBC Holdings PLC | 0.00% | Reduce -24.8% | 1,525 | $625K |
| Advisory Services Network, LLC | 0.01% | Add +13.2% | 1,429 | $622K |
| Diversify Advisory Services, LLC | 0.02% | Add +44.2% | 1,305 | $620K |
| Gsa Capital Partners LLP | 0.04% | Reduce -48.2% | 1,481 | $610K |
| Trek Financial, LLC | 0.04% | Reduce -14.7% | 1,475 | $607K |
| Truist Financial Corp. | 0.00% | Add +16.6% | 1,472 | $606K |
| Atlas Brown,Inc. | 0.19% | No change | 1,460 | $601K |
| Astoria Portfolio Advisors LLC. | 0.16% | No change | 1,300 | $582K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 1,408 | $580K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 1,407 | $579K |
| Employees Retirement System of Texas | 0.01% | New | 1,356 | $558K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -97.0% | 1,348 | $555K |
| Sei Investments Co. | 0.00% | Reduce -39.1% | 1,348 | $555K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +72.8% | 1,317 | $543K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.9% | 1,307 | $538K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 1,308 | $538K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -18.8% | 1,300 | $535K |
| Handelsbanken Fonder AB | 0.00% | New | 1,300 | $535K |
| Point72 (DIFC) Ltd | 0.04% | Add +213.2% | 1,262 | $520K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -17.4% | 1,250 | $515K |
| Two Sigma Investments, LP | 0.00% | New | 1,225 | $504K |
| Medallion Wealth Advisors, LLC | 0.19% | Reduce -36.5% | 1,220 | $500K |
| M&T Bank Corp | 0.00% | Add +2.6% | 1,204 | $495K |
| Aviva PLC | 0.00% | Reduce -39.5% | 1,171 | $482K |
| Pallas Capital Advisors LLC | 0.02% | Add +67.3% | 1,143 | $471K |
| Oxinas Partners, LLC | 0.24% | Reduce -41.8% | 1,125 | $463K |
| Federated Hermes, Inc. | 0.00% | Reduce -16.2% | 1,091 | $449K |
| CreativeOne Wealth, LLC | 0.01% | Add +37.5% | 1,085 | $447K |
| Bank of Montreal | 0.00% | Reduce -4.5% | 1,076 | $443K |
| Balyasny Asset Management L.P. | 0.00% | Add +53.8% | 1,066 | $439K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.6% | 1,062 | $437K |
| Burney Co./ | 0.01% | No change | 1,060 | $436K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.0% | 1,057 | $435K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.5% | 1,025 | $422K |
| OmniStar Financial Group, Inc. | 0.31% | Add +7.5% | 1,018 | $419K |
| Hilltop Holdings Inc. | 0.03% | Add +41.3% | 1,002 | $412K |
| Catalyst Funds Management Pty Ltd | 0.11% | New | 1,000 | $412K |
| Woodline Partners LP | 0.00% | Reduce -18.4% | 991 | $408K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -3.0% | 975 | $401K |
| Martingale Asset Management L P | 0.01% | Reduce -22.6% | 972 | $400K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.9% | 975 | $399K |
| D. E. Shaw & Co. | 0.00% | No change | 968 | $398K |
| Captrust Financial Advisors | 0.00% | Add +16.8% | 952 | $392K |
| Vident Advisory, LLC | 0.00% | Add +42.5% | 932 | $384K |
| Baron Wealth Management LLC | 0.14% | New | 927 | $382K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -30.9% | 924 | $380K |
| Delta Asset Management LLC | 0.03% | Add +0.1% | 913 | $376K |
| EntryPoint Capital, LLC | 0.19% | Reduce -39.5% | 907 | $373K |
| Canada Pension Plan Investment Board | 0.00% | Add +28.6% | 900 | $370K |
| Choreo, LLC | 0.01% | Reduce -2.8% | 894 | $368K |
| Vest Financial, LLC | 0.01% | Add +1.9% | 875 | $360K |
| Xponance LLC | 0.00% | New | 869 | $358K |
| Tudor Investment Corporation | 0.00% | New | 856 | $352K |
| Optimist Retirement Group LLC | 0.17% | Add +7.9% | 836 | $344K |
| RHS Financial, LLC | 0.19% | New | 809 | $333K |
| Susquehanna International Group, LLP | 0.00% | New | 809 | $333K |
| Readystate Asset Management LP | 0.02% | New | 800 | $329K |
| Legal & General Group Plc | 0.00% | Add +23.2% | 792 | $326K |
| Mackenzie Financial Corp. | 0.00% | New | 789 | $325K |
| Cetera Investment Advisers | 0.00% | New | 757 | $312K |
| Entropy Technologies, LP | 0.02% | Reduce -28.4% | 755 | $311K |
| Parallel Advisors, LLC | 0.01% | Add +2.2% | 743 | $306K |
| Blair William & Co. | 0.00% | No change | 742 | $305K |
| Krane Funds Advisors LLC | 0.01% | New | 728 | $300K |
| Bessemer Group Inc. | 0.00% | Add +7777.8% | 709 | $292K |
| Wedmont Private Capital | 0.01% | Add +4.7% | 697 | $281K |
| Atwood & Palmer Inc. | 0.02% | No change | 660 | $271K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -58.1% | 655 | $270K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 632 | $260K |
| Allen Investment Management, LLC | 0.00% | New | 616 | $254K |
| Knightsbridge Asset Management, LLC | 0.06% | New | 600 | $247K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 600 | $247K |
| Kestra Advisory Services, LLC | 0.00% | New | 589 | $242K |
| AlphaQuest LLC | 0.02% | Add +101.0% | 579 | $238K |
| Coldstream Capital Management Inc. | 0.00% | Add +889.7% | 574 | $236K |
| Atria Investments, Inc | 0.00% | New | 569 | $234K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 563 | $232K |
| Capstone Investment Advisors, LLC | 0.00% | New | 563 | $232K |
| Summit Trail Advisors, LLC | 0.00% | New | 558 | $230K |
| Quent Capital, LLC | 0.02% | Add +3.2% | 554 | $228K |
| Greenleaf Trust | 0.00% | New | 552 | $227K |
| LifeWealth Investments, LLC | 0.08% | New | 543 | $224K |
| One Wealth Advisors, LLC | 0.03% | New | 531 | $219K |
| Janus Henderson Group PLC | 0.00% | New | 528 | $217K |
| AIMZ Investment Advisors, LLC | 0.07% | New | 525 | $216K |
| Merit Financial Group, LLC | 0.00% | New | 518 | $213K |
| Abacus Planning Group, Inc. | 0.03% | New | 515 | $212K |
| Accurate Wealth Management, LLC | 0.03% | New | 529 | $211K |
| Absher Wealth Management, LLC | 0.03% | New | 507 | $209K |
| bLong Financial, LLC | 0.16% | New | 500 | $206K |
| North Star Asset Management Inc. | 0.01% | New | 500 | $206K |
| Fiduciary Trust Co | 0.00% | New | 500 | $206K |
| IFP Advisors, Inc | 0.01% | Reduce -24.5% | 400 | $205K |
| United Capital Financial Advisors, LLC | 0.00% | New | 490 | $202K |
| Wealthspire Advisors, LLC | 0.00% | New | 490 | $202K |
| Raleigh Capital Management Inc. | 0.08% | Add +24.9% | 451 | $186K |
| Essential Partners LLC | 0.07% | — | 433 | $178K |
| Fairman Group, LLC | 0.13% | No change | 375 | $154K |
| Amalgamated Bank | 0.00% | Add +42.4% | 373 | $154K |
| Signaturefd, LLC | 0.00% | Add +21.1% | 373 | $154K |
| National Bank of Canada | 0.00% | Add +8.5% | 370 | $152K |
| Principal Securities, Inc. | 0.00% | Add +32.8% | 304 | $125K |
| California State Teachers Retirement System | 0.00% | Reduce -13.6% | 266 | $109K |
| MetLife Investment Management, LLC | 0.00% | Add +68.0% | 262 | $108K |
| Bayforest Capital Ltd | 0.04% | Reduce -62.7% | 242 | $100K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 239 | $98K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.8% | 240 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 217 | $87K |
| Financial Perspectives, Inc | 0.03% | Add +21.9% | 206 | $85K |
| Acadian Asset Management LLC | 0.00% | Reduce -82.7% | 195 | $80K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -37.2% | 186 | $77K |
| Brooklyn Investment Group | 0.01% | Add +98.9% | 185 | $76K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 172 | $71K |
| SBI Securities Co., Ltd. | 0.00% | Add +200.0% | 165 | $68K |
| GAMMA Investing LLC | 0.00% | Add +20.4% | 159 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.8% | 150 | $62K |
| Sound Income Strategies, LLC | 0.00% | No change | 139 | $57K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 132 | $54K |
| GeoWealth Management, LLC | 0.00% | Add +20.8% | 128 | $53K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.2% | 128 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.3% | 113 | $47K |
| Allworth Financial LP | 0.00% | Add +20.0% | 108 | $44K |
| Versant Capital Management, Inc | 0.01% | Reduce -2.7% | 108 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.5% | 108 | $44K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 103 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 103 | $42K |
| Main Street Group, LTD | 0.01% | New | 100 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1075.0% | 94 | $39K |
| Huntington National Bank | 0.00% | Reduce -10.0% | 81 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 79 | $33K |
| Golden State Wealth Management, LLC | 0.00% | No change | 80 | $33K |
| Private Trust Co. NA | 0.00% | No change | 80 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 76 | $31K |
| First Horizon Advisors, Inc. | 0.00% | No change | 75 | $31K |
| Private Wealth Management Group, LLC | 0.01% | No change | 75 | $31K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 70 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +142.3% | 63 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 63 | $26K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 58 | $24K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 56 | $23K |
| Westside Investment Management, Inc. | 0.00% | New | 51 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 50 | $21K |
| Advisors Asset Management, Inc. | 0.00% | Add +70.4% | 46 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 41 | $17K |
| Park Square Financial Group, LLC | 0.01% | No change | 38 | $16K |
| True Wealth Design, LLC | 0.01% | Add +18.8% | 38 | $16K |
| WealthCollab, LLC | 0.01% | Reduce -15.9% | 37 | $15K |
| Covestor Ltd | 0.01% | No change | 37 | $15K |
| Comerica Bank | 0.00% | No change | 34 | $14K |
| CVA Family Office, LLC | 0.00% | Add +3.0% | 34 | $14K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -11.1% | 32 | $13K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +416.7% | 31 | $13K |
| MAI Capital Management | 0.00% | Add +650.0% | 30 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -65.9% | 30 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 27 | $11K |
| Vega Investment Solutions | 0.00% | No change | 25 | $10K |
| Sierra Ocean, LLC | 0.01% | Add +0.0% | 24 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 24 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 23 | $9K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -72.7% | 21 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 21 | $9K |
| Aviso Financial Inc. | 0.00% | No change | 20 | $8K |
| Sachetta, LLC | 0.00% | No change | 18 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 17 | $7K |
| Hemington Wealth Management | 0.00% | No change | 18 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 16 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 15 | $6K |
| Transce3nd, LLC | 0.00% | No change | 14 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 13 | $5K |
| CI Investments Inc. | 0.00% | No change | 12 | $5K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -52.0% | 12 | $5K |
| Total Investment Management Inc. | 0.00% | New | 11 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -26.7% | 11 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -16.7% | 10 | $4K |
| Larson Financial Group LLC | 0.00% | Add +80.0% | 9 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $3K |
| Kilter Group LLC | 0.00% | New | 6 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -95.6% | 6 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -28.6% | 5 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 5 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.0% | 4 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -20.0% | 4 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $1K |
| Activest Wealth Management | 0.00% | Add +0.0% | 3 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3 | $1K |
| TD Private Client Wealth LLC | 0.00% | Reduce -50.0% | 2 | $823 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $823 |
| Abound Wealth Management | 0.00% | No change | 1 | $412 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $412 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $412 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $412 |
"% of holder's portfolio" is UI's weight in each manager's 13F, not the share of Ubiquiti Inc. the manager owns.