UbiquitiUI

13F holders, Q3 2025 (September 30)
366holders +47
91new positions
39sold out
7famous investors
$659.07avg. 13F price*

At the end of Q3 2025, 366 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, up 47 from Q2 2025. 91 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($190.1M), Renaissance Technologies ($160.0M) and SW Investment Management LLC ($115.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Ubiquiti Inc.
CUSIP
90353W103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 148Q1 2024Q2 2024: 162Q2 2024Q3 2024: 207Q3 2024Q4 2024: 259Q4 2024Q1 2025: 283Q1 2025Q2 2025: 319Q2 2025Q3 2025: 366Q3 2025Q4 2025: 350Q4 2025Q1 2026: 385Q1 2026Q2 2026: 357Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions91$65.6M
Exits39$94.6M

All 13F filers, Q2 2025 → Q3 2025: 448,860 shares bought and 762,034 shares sold, net −313,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 366 holders

BlackRock, Inc. 0.00% Add +3.3% 287,838 $190.1M
Renaissance Technologies 0.21% Add +6.8% 242,264 $160.0M
SW Investment Management LLC 24.76% Reduce -30.0% 175,000 $115.6M
Arrowstreet Capital, Limited Partnership 0.07% Add +47.4% 163,960 $108.3M
AQR Capital Management 0.06% Reduce -29.9% 147,407 $97.4M
Pacer Advisors, Inc. 0.18% Add +40.3% 105,858 $69.9M
Vanguard Group Inc. 0.00% Add +10.8% 95,561 $63.1M
Morgan Stanley 0.00% Reduce -12.2% 94,684 $62.5M
Capital World Investors 0.01% Add +315.9% 86,086 $56.9M
Long Walk Management LP 11.27% Add +22.0% 84,400 $55.8M
Geode Capital Management, LLC 0.00% Add +1.8% 71,396 $47.2M
State Street Corp. 0.00% Add +3.3% 70,548 $46.6M
Goldman Sachs Group Inc. 0.01% Reduce -18.7% 54,399 $35.9M
Gotham Asset Management 0.16% Add +25.3% 54,377 $35.9M
Bank of New York Mellon Corp 0.01% Reduce -7.4% 52,471 $34.7M
Wealth Enhancement Advisory Services, LLC 0.05% Add +1709.2% 45,284 $30.4M
Rhumbline Advisers 0.02% Reduce -0.1% 42,752 $28.2M
UBS Group AG 0.00% Reduce -49.0% 33,855 $22.4M
First Trust Advisors LP 0.02% Add +9.4% 33,729 $22.3M
Northern Trust Corp. 0.00% Add +3.9% 33,106 $21.9M
Logan Capital Management Inc. 0.81% Add +21.4% 29,114 $19.2M
Capital Impact Advisors, LLC 3.80% Add +11.5% 25,706 $17.0M
Claret Asset Management Corp 2.02% Reduce -1.1% 25,526 $16.9M
Nuveen, LLC 0.00% Reduce -25.1% 24,152 $16.0M
Squarepoint Ops LLC 0.03% Reduce -43.2% 22,687 $15.0M
Ameriprise Financial Inc. 0.00% Add +60.6% 20,826 $13.7M
Tudor Investment Corporation 0.09% Add +2268.1% 20,271 $13.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -38.2% 20,057 $13.2M
Salem Investment Counselors Inc. 0.38% Reduce -2.1% 20,046 $13.2M
JPMorgan Chase & Co. 0.00% Reduce -1.4% 15,841 $10.5M
Royal Bank of Canada 0.00% Reduce -14.6% 15,495 $10.2M
Oppenheimer & Co. Inc. 0.12% Reduce -5.2% 15,269 $10.1M
Treasurer of the State of North Carolina 0.03% Reduce -26.1% 14,946 $9.9M
Citigroup Inc. 0.01% Reduce -23.3% 14,679 $9.7M
Trexquant Investment LP 0.10% Reduce -6.5% 14,660 $9.7M
Lagoda Investment Management, L.P. 5.09% Reduce -29.6% 13,615 $9.0M
Man Group plc 0.02% Reduce -51.4% 13,545 $8.9M
Bank of America Corp. 0.00% Reduce -19.1% 13,126 $8.7M
Citadel Advisors 0.01% Reduce -17.6% 12,380 $8.2M
Franklin Resources Inc. 0.00% Reduce -46.2% 11,742 $7.8M
Qube Research & Technologies Ltd 0.01% Reduce -78.5% 11,403 $7.5M
Barclays PLC 0.00% Reduce -48.7% 11,030 $7.3M
HRT Financial LP 0.03% Add +370.6% 10,951 $7.2M
Invesco Ltd. 0.00% Reduce -24.2% 10,276 $6.8M
Twinbeech Capital LP 0.26% Add +65.0% 10,124 $6.7M
Quantinno Capital Management LP 0.02% Add +13.8% 9,804 $6.5M
LPL Financial LLC 0.00% Add +88.5% 9,770 $6.5M
Zacks Investment Management 0.05% Reduce -78.9% 9,621 $6.4M
Navellier & Associates Inc. 0.63% New 9,369 $6.2M
O'shaughnessy Asset Management, LLC 0.04% Reduce -46.3% 9,353 $6.2M
Faithward Advisors, LLC 0.86% Reduce -5.8% 8,763 $5.8M
Lee Johnson Capital Management, LLC 1.88% New 8,545 $5.6M
American Century Companies Inc. 0.00% Add +0.4% 8,493 $5.6M
Monument Capital Management 1.34% Reduce -3.4% 8,102 $5.4M
Aquatic Capital Management LLC 0.10% Add +304.3% 8,086 $5.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +3.0% 7,716 $5.1M
Trek Financial, LLC 0.28% Add +379.7% 7,076 $4.7M
Royal London Asset Management Ltd. 0.01% New 6,933 $4.6M
Illinois Municipal Retirement Fund 0.06% Reduce -10.2% 6,780 $4.5M
Jane Street Group, LLC 0.00% Reduce -79.6% 6,110 $4.0M
Verition Fund Management LLC 0.02% Reduce -7.9% 6,029 $4.0M
Alliancebernstein L.P. 0.00% Reduce -17.5% 5,829 $3.9M
Engineers Gate Manager LP 0.04% Reduce -42.4% 5,591 $3.7M
Raymond James Financial Inc. 0.00% Add +1.2% 5,457 $3.6M
State Board of Administration of Florida Retirement System 0.01% Add +11.8% 5,352 $3.5M
Cubist Systematic Strategies, LLC 0.05% Reduce -53.4% 5,272 $3.5M
Bellwether Advisors, LLC 0.57% New 5,192 $3.4M
Deutsche Bank AG 0.00% No change 5,068 $3.3M
Mariner, LLC 0.00% Add +8.4% 4,930 $3.3M
Legal & General Group Plc 0.00% Add +493.9% 4,704 $3.1M
Vestcor Inc 0.09% Reduce -31.7% 4,414 $2.9M
Hussman Strategic Advisors, Inc. 0.60% Reduce -75.0% 4,200 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +5.6% 4,147 $2.7M
Strategic Global Advisors, LLC 0.41% New 4,114 $2.7M
Zurich Insurance Group Ltd 0.02% New 4,100 $2.7M
Creative Planning 0.00% Reduce -6.7% 4,068 $2.7M
DGS Capital Management, LLC 0.46% Reduce -5.4% 3,831 $2.5M
HighTower Advisors, LLC 0.00% Add +0.3% 3,808 $2.5M
Assetmark, Inc. 0.01% Add +8.7% 3,754 $2.5M
Meeder Asset Management Inc. 0.14% Reduce -4.8% 3,710 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Add +37.0% 3,621 $2.4M
Harvest Fund Management Co., Ltd 0.10% Add +31.8% 5,505 $2.4M
Pinebridge Investments, L.P. 0.02% New 3,450 $2.3M
Gsa Capital Partners LLP 0.19% Add +132.8% 3,448 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.0% 3,443 $2.3M
Daymark Wealth Partners, LLC 0.08% Add +0.1% 3,398 $2.2M
Highland Capital Management, LLC 0.11% New 3,264 $2.2M
Dakota Wealth Management 0.04% New 3,212 $2.1M
Segment Wealth Management, LLC 0.12% New 3,034 $2.0M
Vident Advisory, LLC 0.02% Add +214.9% 2,935 $1.9M
Wells Fargo & Company 0.00% Add +9.8% 2,924 $1.9M
FMR LLC 0.00% Add +0.8% 2,899 $1.9M
Intrinsic Value Partners, LLC 1.49% Reduce -10.4% 2,784 $1.8M
Cwm, LLC 0.01% Add +2.2% 2,759 $1.8M
Quantbot Technologies LP 0.05% Reduce -60.2% 2,692 $1.8M
Caxton Associates LLP 0.05% Reduce -77.7% 2,627 $1.7M
Willis Investment Counsel 0.09% Reduce -47.0% 2,622 $1.7M
ExodusPoint Capital Management, LP 0.02% New 2,579 $1.7M
Dimensional Fund Advisors LP 0.00% Add +0.8% 2,574 $1.7M
Nisa Investment Advisors, LLC 0.01% Reduce -67.0% 2,513 $1.7M
Occudo Quantitative Strategies LP 0.19% Reduce -35.5% 2,370 $1.6M
Schroder Investment Management Group 0.00% Reduce -57.8% 2,359 $1.6M
New York State Common Retirement Fund 0.00% No change 2,335 $1.5M
American National Bank & Trust 0.15% No change 2,311 $1.5M
Retireful, LLC 1.45% Reduce -8.9% 2,274 $1.5M
Carnegie Investment Counsel 0.03% Reduce -39.9% 2,225 $1.5M
Range Financial Group LLC 0.53% New 2,222 $1.5M
AE Wealth Management LLC 0.01% Reduce -48.3% 2,180 $1.4M
Quadrant Capital Group LLC 0.05% No change 2,158 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -3.1% 2,026 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +51.6% 1,983 $1.3M
Diversify Advisory Services, LLC 0.04% Add +28.4% 1,676 $1.3M
Cerity Partners LLC 0.00% Add +22.8% 1,942 $1.3M
HSBC Holdings PLC 0.00% Add +27.7% 1,947 $1.3M
CIBC Asset Management Inc 0.00% No change 1,912 $1.3M
Plum Street Advisors, LLC 0.48% New 1,880 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +77.6% 1,877 $1.2M
Alpha Cubed Investments, LLC 0.04% No change 1,797 $1.2M
Private Advisory Group LLC 0.10% Reduce -29.9% 1,772 $1.2M
Jupiter Asset Management Ltd. 0.01% New 1,706 $1.1M
Ossiam 0.01% New 1,662 $1.1M
Edgestream Partners, L.P. 0.03% Reduce -82.6% 1,613 $1.1M
Voleon Capital Management LP 0.03% New 1,609 $1.1M
US Bancorp \de 0.00% Add +1.5% 1,582 $1.0M
Corient Private Wealth LP 0.00% Reduce -13.2% 1,504 $994K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.6% 1,496 $989K
Atlas Brown,Inc. 0.28% Reduce -0.7% 1,450 $958K
SG Americas Securities, LLC 0.00% Reduce -11.3% 1,435 $948K
BNP Paribas Financial Markets 0.00% Reduce -25.1% 1,425 $941K
Mercer Global Advisors Inc. 0.00% Reduce -1.6% 1,386 $916K
GC Wealth Management RIA, LLC 0.03% Add +8.7% 1,359 $898K
Sigma Planning Corp 0.03% New 1,357 $896K
Employees Retirement System of Texas 0.01% No change 1,356 $896K
Astoria Portfolio Advisors LLC. 0.23% No change 1,300 $887K
Cetera Investment Advisers 0.00% Add +75.2% 1,326 $877K
Public Employees Retirement System of Ohio 0.00% Add +0.7% 1,316 $869K
Vest Financial, LLC 0.01% Add +48.9% 1,303 $861K
Handelsbanken Fonder AB 0.00% No change 1,300 $859K
SP Asset Management LLC 0.07% New 1,300 $859K
Point72 (DIFC) Ltd 0.06% Add +2.7% 1,296 $856K
Amundi 0.00% New 1,286 $854K
O'Neil Global Advisors, Inc. 0.16% New 1,286 $850K
Stock Yards Bank & Trust Co. 0.03% Reduce -10.7% 1,257 $830K
Millennium Management 0.00% Reduce -95.4% 1,256 $830K
M&T Bank Corp 0.00% Add +3.0% 1,240 $819K
Hilltop Holdings Inc. 0.04% Add +22.6% 1,228 $811K
Two Sigma Investments, LP 0.00% Add +0.2% 1,228 $811K
Medallion Wealth Advisors, LLC 0.29% No change 1,220 $806K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -7.7% 1,200 $793K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 1,184 $782K
Rockefeller Capital Management L.P. 0.00% New 1,181 $780K
Envestnet Asset Management Inc. 0.00% Reduce -86.4% 1,180 $779K
Pallas Capital Advisors LLC 0.03% No change 1,143 $755K
Milestone Asset Management, LLC 0.14% New 1,124 $743K
Blair William & Co. 0.00% Add +50.5% 1,117 $738K
Captrust Financial Advisors 0.00% Add +16.0% 1,104 $729K
Manufacturers Life Insurance Company, The 0.00% Add +0.2% 1,064 $703K
Burney Co./ 0.02% No change 1,060 $700K
a16z Perennial Management, L.P. 0.06% New 1,058 $699K
PFG Advisors 0.03% New 1,056 $698K
Versor Investments LP 0.13% Reduce -63.9% 1,046 $691K
Valeo Financial Advisors, LLC 0.02% No change 1,025 $677K
Caprock Group, LLC 0.02% — 1,256 $663K
Motley Fool Asset Management LLC 0.03% Add +1.1% 986 $651K
Axq Capital, LP 0.25% Reduce -49.0% 984 $650K
D. E. Shaw & Co. 0.00% No change 968 $639K
Baron Wealth Management LLC 0.21% Add +2.2% 947 $626K
Coldstream Capital Management Inc. 0.01% Add +64.1% 942 $622K
Delta Asset Management LLC 0.05% Reduce -1.2% 902 $596K
Burns Matteson Capital Management, LLC 0.25% New 894 $591K
Choreo, LLC 0.01% Reduce -0.5% 890 $588K
Aviva PLC 0.00% Reduce -24.0% 890 $588K
Tidal Investments LLC 0.00% New 876 $579K
Osaic Holdings, Inc. 0.00% Add +0.6% 981 $575K
Los Angeles Capital Management LLC 0.00% Reduce -7.1% 858 $567K
Panagora Asset Management Inc. 0.00% New 833 $550K
Boothbay Fund Management, LLC 0.01% New 805 $532K
Optimist Retirement Group LLC 0.24% Reduce -4.2% 801 $529K
Advisory Services Network, LLC 0.01% Reduce -44.2% 798 $527K
West Michigan Advisors, LLC 0.13% New 788 $521K
Allianz Asset Management GmbH 0.00% New 786 $519K
SMART Wealth LLC 0.20% New 784 $518K
Oxinas Partners, LLC 0.27% Reduce -31.1% 775 $512K
Arax Advisory Partners 0.01% Add +15000.0% 755 $499K
Alps Advisors Inc. 0.00% New 750 $495K
NorthCrest Asset Manangement, LLC 0.01% New 734 $493K
Counterpoint Mutual Funds LLC 0.04% New 742 $490K
Parallel Advisors, LLC 0.01% Reduce -1.1% 735 $486K
Wedmont Private Capital 0.02% Add +1.6% 708 $476K
Bessemer Group Inc. 0.00% No change 709 $468K
Denali Advisors LLC 0.05% New 700 $462K
Morningstar Investment Management LLC 0.02% New 696 $460K
Russell Investments Group, Ltd. 0.00% Reduce -67.9% 691 $456K
Sequoia Financial Advisors, LLC 0.00% Add +21.1% 682 $451K
Jefferies Financial Group Inc. 0.00% New 670 $443K
Wbi Investments, LLC 0.11% New 670 $442K
Bank of Montreal 0.00% Reduce -37.8% 669 $442K
Police & Firemen's Retirement System of New Jersey 0.00% No change 655 $433K
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 640 $423K
Perbak Capital Partners LLP 0.07% New 637 $421K
Xponance LLC 0.00% Reduce -27.5% 630 $416K
Private Advisor Group, LLC 0.00% New 618 $408K
Allen Investment Management, LLC 0.00% No change 616 $407K
RHS Financial, LLC 0.21% Reduce -24.1% 614 $406K
Knightsbridge Asset Management, LLC 0.07% Reduce -0.7% 596 $394K
Cibc World Market Inc. 0.00% New 562 $371K
Sei Investments Co. 0.00% Reduce -58.6% 558 $369K
Greenleaf Trust 0.00% Add +0.9% 557 $368K
Quent Capital, LLC 0.03% No change 554 $366K
Summit Trail Advisors, LLC 0.00% Reduce -5.2% 529 $349K
Merit Financial Group, LLC 0.00% Add +1.7% 527 $348K
National Bank of Canada 0.00% Add +42.2% 526 $347K
AIMZ Investment Advisors, LLC 0.11% No change 525 $347K
Martingale Asset Management L P 0.01% Reduce -46.3% 522 $345K
Abacus Planning Group, Inc. 0.05% No change 515 $340K
Janney Montgomery Scott LLC 0.00% New 509 $336K
Acadian Asset Management LLC 0.00% Add +161.5% 510 $335K
Absher Wealth Management, LLC 0.04% No change 507 $335K
bLong Financial, LLC 0.23% No change 500 $330K
North Star Asset Management Inc. 0.01% No change 500 $330K
Fiduciary Trust Co 0.00% No change 500 $330K
FourThought Financial Partners, LLC 0.03% New 491 $324K
Wealthspire Advisors, LLC 0.00% No change 490 $324K
Moran Wealth Management, LLC 0.01% New 485 $320K
Vise Technologies, Inc. 0.01% New 481 $318K
Kestra Advisory Services, LLC 0.00% Reduce -18.5% 480 $317K
United Capital Financial Advisors, LLC 0.00% Reduce -2.6% 477 $315K
FORA Capital, LLC 0.05% New 466 $308K
SeaCrest Wealth Management, LLC 0.03% New 449 $306K
Advyzon Investment Management, LLC 0.05% New 458 $302K
Voya Investment Management LLC 0.00% Reduce -75.1% 455 $301K
Essential Partners LLC 0.09% Add +0.5% 435 $287K
Fox Run Management, L.L.C. 0.04% Reduce -79.8% 435 $287K
Quantum Portfolio Management LLC 0.08% New 432 $285K
Virtue Capital Management, LLC 0.04% New 5,759 $278K
Capstone Investment Advisors, LLC 0.00% Reduce -25.4% 420 $277K
Jones Financial Companies LLLP 0.00% Add +95.4% 424 $275K
Scotia Capital Inc. 0.00% New 414 $273K
Atwood & Palmer Inc. 0.02% Reduce -37.9% 410 $271K
Grant Private Wealth Management Inc 0.17% New 409 $270K
Bayesian Capital Management, LP 0.05% New 407 $269K
Riversedge Advisors, LLC 0.04% New 404 $267K
Horst & Graben Wealth Management LLC 0.04% New 404 $267K
Evergreen Capital Management LLC 0.01% New 401 $265K
Two Sigma Advisers, LP 0.00% New 400 $264K
Stifel Financial Corp. 0.00% New 394 $260K
IFP Advisors, Inc 0.01% Reduce -2.5% 390 $258K
TABR Capital Management, LLC 0.18% New 389 $256K
Orion Porfolio Solutions, LLC 0.00% New 383 $253K
JB Capital LLC 0.01% New 380 $251K
Signaturefd, LLC 0.00% Add +1.9% 380 $251K
Mackenzie Financial Corp. 0.00% Reduce -51.8% 380 $251K
Amalgamated Bank 0.00% Add +1.9% 380 $251K
CFC Planning Co LLC 0.21% New 377 $249K
Fairman Group, LLC 0.20% No change 375 $248K
Empower Advisory Group, LLC 0.00% New 373 $246K
Conway Capital Management, Inc. 0.10% New 365 $241K
Smartleaf Asset Management LLC 0.01% Add +1093.3% 358 $236K
Anchor Capital Advisors LLC 0.01% New 356 $235K
D'Orazio & Associates, Inc. 0.03% New 353 $234K
Turtle Creek Wealth Advisors, LLC 0.02% New 349 $231K
NFSG Corp 0.03% New 344 $227K
HBW Advisory Services LLC 0.02% New 326 $215K
one8zero8, LLC 0.05% New 325 $215K
Frank, Rimerman Advisors LLC 0.01% New 316 $209K
Great Lakes Advisors, LLC 0.00% New 306 $202K
MetLife Investment Management, LLC 0.00% Add +3.0% 270 $178K
California State Teachers Retirement System 0.00% Add +0.4% 267 $176K
AlphaQuest LLC 0.01% Reduce -54.8% 262 $173K
PNC Financial Services Group, Inc. 0.00% Add +7.1% 256 $169K
Tower Research Capital LLC (TRC) 0.00% Add +66.0% 249 $164K
Bayforest Capital Ltd 0.08% Add +2.5% 248 $164K
Wilmington Savings Fund Society, FSB 0.00% New 245 $162K
Aster Capital Management (DIFC) Ltd 0.08% Add +134.9% 242 $160K
Financial Perspectives, Inc 0.04% No change 206 $136K
Canada Pension Plan Investment Board 0.00% Reduce -77.8% 200 $132K
Consultiva Wealth Management, Corp. 0.32% No change 172 $114K
GAMMA Investing LLC 0.01% Reduce -0.6% 158 $104K
Sound Income Strategies, LLC 0.01% No change 139 $97K
EverSource Wealth Advisors, LLC 0.00% Add +31.5% 142 $94K
Point72 Hong Kong Ltd 0.00% Reduce -93.3% 128 $84K
Federation des caisses Desjardins du Quebec 0.00% New 116 $77K
Wahed Invest LLC 0.01% New 115 $76K
Versant Capital Management, Inc 0.01% Add +6.5% 115 $76K
Allworth Financial LP 0.00% Add +1.9% 110 $73K
Westside Investment Management, Inc. 0.01% Add +100.0% 102 $69K
STRS Ohio 0.00% Reduce -95.5% 101 $67K
Main Street Group, LTD 0.02% No change 100 $66K
Golden State Wealth Management, LLC 0.01% No change 80 $53K
Private Trust Co. NA 0.00% No change 80 $53K
Capital Advisors, Ltd. LLC 0.01% No change 79 $52K
Exchange Traded Concepts, LLC 0.00% Add +31.0% 76 $50K
Private Wealth Management Group, LLC 0.01% No change 75 $50K
Greykasell Wealth Strategies, Inc. 0.02% No change 70 $46K
Farther Finance Advisors, LLC 0.00% Reduce -35.0% 67 $44K
TD Waterhouse Canada Inc. 0.00% No change 63 $42K
Clearstead Advisors, LLC 0.00% No change 63 $42K
Steward Partners Investment Advisory, LLC 0.00% Reduce -19.7% 61 $40K
New England Capital Financial Advisors LLC 0.02% No change 56 $37K
Cullen/Frost Bankers, Inc. 0.00% Reduce -45.7% 51 $34K
Quarry LP 0.01% New 51 $34K
Cherry Tree Wealth Management, LLC 0.01% New 50 $33K
NewEdge Advisors, LLC 0.00% No change 50 $33K
Advisors Asset Management, Inc. 0.00% No change 46 $30K
WealthCollab, LLC 0.01% Add +2.7% 38 $25K
True Wealth Design, LLC 0.01% No change 38 $25K
Covestor Ltd 0.01% No change 37 $25K
Comerica Bank 0.00% Add +8.8% 37 $25K
Principal Securities, Inc. 0.00% Reduce -88.2% 36 $24K
Huntington National Bank 0.00% Reduce -56.8% 35 $23K
CVA Family Office, LLC 0.00% No change 34 $22K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.5% 33 $22K
SBI Securities Co., Ltd. 0.00% Reduce -81.2% 31 $20K
Itau Unibanco Holding S.A. 0.00% Reduce -9.4% 29 $19K
Point72 Europe (London) LLP 0.00% New 25 $17K
CANADA LIFE ASSURANCE Co 0.00% Add +19.1% 25 $16K
DT Investment Partners, LLC 0.00% No change 24 $16K
Larson Financial Group LLC 0.00% Add +166.7% 24 $16K
Blue Trust, Inc. 0.00% New 24 $16K
CoreCap Advisors, LLC 0.00% Reduce -82.0% 23 $15K
Penserra Capital Management LLC 0.00% No change 23 $15K
CIBC Private Wealth Group LLC 0.00% Reduce -81.4% 21 $14K
WPG Advisers, LLC 0.01% Reduce -4.8% 20 $13K
Aviso Financial Inc. 0.00% No change 20 $13K
Sachetta, LLC 0.00% No change 18 $12K
Halbert Hargrove Global Advisors, LLC 0.00% New 18 $12K
Hemington Wealth Management 0.00% No change 18 $11K
Salomon & Ludwin, LLC 0.00% New 16 $11K
Brown Brothers Harriman & Co. 0.00% No change 16 $11K
Parkside Financial Bank & Trust 0.00% Add +7.7% 14 $9K
Johnson Financial Group, Inc. 0.00% New 13 $9K
Global Retirement Partners, LLC 0.00% Reduce -13.3% 13 $9K
Creekmur Asset Management LLC 0.00% New 12 $8K
CI Investments Inc. 0.00% No change 12 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -59.3% 11 $7K
MassMutual Private Wealth & Trust, FSB 0.00% No change 11 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 10 $7K
Financial Management Professionals, Inc. 0.00% No change 10 $7K
Sunbelt Securities, Inc. 0.00% Add +25.0% 10 $7K
Pineridge Advisors LLC 0.00% Reduce -52.9% 8 $5K
Altshuler Shaham Ltd 0.00% Reduce -20.0% 8 $5K
Transamerica Financial Advisors, LLC 0.00% New 7 $4K
Kilter Group LLC 0.00% No change 6 $4K
Caitong International Asset Management Co., Ltd 0.00% New 6 $4K
Tortoise Investment Management, LLC 0.00% Add +20.0% 6 $4K
Sterling Capital Management LLC 0.00% No change 6 $4K
Geneos Wealth Management Inc. 0.00% New 5 $3K
Bell Investment Advisors, Inc 0.00% No change 5 $3K
Hantz Financial Services, Inc. 0.00% No change 4 $3K
TFC Financial Management, Inc. 0.00% No change 4 $3K
MAI Capital Management 0.00% Reduce -86.7% 4 $3K
Aspect Partners, LLC 0.00% New 4 $3K
Raleigh Capital Management Inc. 0.00% Reduce -99.3% 3 $2K
Activest Wealth Management 0.00% No change 3 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 3 $2K
JFS Wealth Advisors, LLC 0.00% No change 3 $2K
Bogart Wealth, LLC 0.00% Add +50.0% 3 $2K
Evelyn Partners Investment Management LLP 0.00% No change 3 $2K
Harbour Investments, Inc. 0.00% Reduce -92.7% 3 $2K
Clearstead Trust, LLC 0.00% New 2 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -50.0% 2 $1K
Abound Wealth Management 0.00% No change 1 $661
Elevation Wealth Partners, LLC 0.00% New 1 $661
MV Capital Management, Inc. 0.00% No change 1 $661
AdvisorNet Financial, Inc 0.00% No change 1 $661
Mather Group, Llc. 0.00% New 1 $661

"% of holder's portfolio" is UI's weight in each manager's 13F, not the share of Ubiquiti Inc. the manager owns.