UbiquitiUI

13F holders, Q4 2025 (December 31)
350holders −16
38new positions
65sold out
7famous investors
$554.76avg. 13F price*

At the end of Q4 2025, 350 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, down 16 from Q3 2025. 38 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($161.3M), Renaissance Technologies ($123.3M) and Arrowstreet Capital, Limited Partnership ($101.5M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$34.8M
Exits65$77.8M

All 13F filers, Q3 2025 → Q4 2025: 487,309 shares bought and 423,432 shares sold, net +63,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

BlackRock, Inc. 0.00% Add +1.3% 291,524 $161.3M
Renaissance Technologies 0.19% Reduce -8.0% 222,864 $123.3M
Arrowstreet Capital, Limited Partnership 0.06% Add +11.9% 183,464 $101.5M
Wealth Enhancement Advisory Services, LLC 0.12% Add +244.3% 155,916 $88.8M
SW Investment Management LLC 20.61% Reduce -20.0% 140,000 $77.5M
Morgan Stanley 0.00% Add +7.8% 102,022 $56.5M
Capital World Investors 0.01% Add +16.2% 100,056 $55.4M
AQR Capital Management 0.03% Reduce -33.8% 97,559 $54.0M
Vanguard Group Inc. 0.00% Add +1.4% 96,943 $53.6M
Long Walk Management LP 10.36% Reduce -0.3% 84,150 $46.6M
State Street Corp. 0.00% Add +8.5% 76,547 $42.4M
Geode Capital Management, LLC 0.00% Add +2.4% 73,092 $40.5M
Goldman Sachs Group Inc. 0.00% Add +10.5% 60,087 $33.2M
Norges Bank 0.00% — 51,554 $28.5M
Bank of New York Mellon Corp 0.00% Reduce -7.3% 48,612 $26.9M
Squarepoint Ops LLC 0.05% Add +112.0% 48,108 $26.6M
Invesco Ltd. 0.00% Add +362.7% 47,546 $26.3M
Gotham Asset Management 0.09% Reduce -13.8% 46,896 $25.9M
Rhumbline Advisers 0.02% Add +0.6% 43,011 $23.8M
Capital Impact Advisors, LLC 1.77% Add +59.2% 40,934 $22.7M
First Trust Advisors LP 0.02% Add +14.0% 38,466 $21.3M
Qube Research & Technologies Ltd 0.03% Add +230.0% 37,630 $20.8M
Voya Investment Management LLC 0.02% Add +7616.0% 35,108 $19.4M
Northern Trust Corp. 0.00% Reduce -6.0% 31,126 $17.2M
Logan Capital Management Inc. 0.67% Reduce -0.6% 28,943 $16.0M
Citigroup Inc. 0.01% Add +89.6% 27,836 $15.4M
Claret Asset Management Corp 1.63% Reduce -1.4% 25,157 $13.9M
JPMorgan Chase & Co. 0.00% Add +57.0% 24,875 $13.8M
Ameriprise Financial Inc. 0.00% Add +0.9% 21,015 $11.6M
Nuveen, LLC 0.00% Reduce -15.5% 20,408 $11.3M
Salem Investment Counselors Inc. 0.31% Reduce -0.1% 20,021 $11.1M
Treasurer of the State of North Carolina 0.03% Add +31.7% 19,689 $10.9M
Navellier & Associates Inc. 1.21% Add +108.9% 19,576 $10.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.5% 19,548 $10.8M
Citadel Advisors 0.01% Add +45.4% 18,006 $10.0M
UBS Group AG 0.00% Reduce -48.7% 17,379 $9.6M
Franklin Resources Inc. 0.00% Add +39.3% 16,357 $9.1M
Oppenheimer & Co. Inc. 0.12% Reduce -1.5% 15,040 $8.3M
Los Angeles Capital Management LLC 0.03% Add +1066.7% 10,010 $7.7M
Quantinno Capital Management LP 0.01% Add +23.7% 12,125 $6.7M
Millennium Management 0.01% Add +861.7% 12,079 $6.7M
Lagoda Investment Management, L.P. 3.79% Reduce -13.2% 11,820 $6.5M
Bank of America Corp. 0.00% Reduce -14.3% 11,242 $6.2M
Independent Advisor Alliance 0.15% New 10,795 $6.0M
Jane Street Group, LLC 0.01% Add +69.6% 10,363 $5.7M
Barclays PLC 0.00% Reduce -8.0% 10,147 $5.6M
Aquatic Capital Management LLC 0.16% Add +25.0% 10,109 $5.6M
Royal Bank of Canada 0.00% Reduce -35.7% 9,968 $5.5M
Concurrent Investment Advisors, LLC 0.06% New 9,709 $5.4M
Zacks Investment Management 0.04% Reduce -1.2% 9,504 $5.3M
Marshall Wace, LLP 0.01% New 9,488 $5.3M
LPL Financial LLC 0.00% Reduce -3.6% 9,420 $5.2M
FMR LLC 0.00% Add +224.7% 9,412 $5.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +16.4% 8,982 $5.0M
Faithward Advisors, LLC 0.70% Reduce -2.0% 8,590 $4.8M
Lee Johnson Capital Management, LLC 1.60% Reduce -1.1% 8,451 $4.7M
Hussman Strategic Advisors, Inc. 1.12% Add +100.0% 8,400 $4.6M
Walleye Capital LLC 0.03% New 8,041 $4.4M
Monument Capital Management 1.09% Reduce -2.6% 7,889 $4.4M
Strategic Global Advisors, LLC 0.64% Add +81.2% 7,453 $4.1M
Illinois Municipal Retirement Fund 0.05% Add +7.9% 7,318 $4.0M
Royal London Asset Management Ltd. 0.01% No change 6,933 $3.8M
HRT Financial LP 0.01% Reduce -38.7% 6,713 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -94.3% 6,001 $3.3M
Raymond James Financial Inc. 0.00% Add +7.0% 5,841 $3.2M
Verition Fund Management LLC 0.02% Reduce -15.8% 5,079 $2.8M
State Board of Administration of Florida Retirement System 0.00% Reduce -5.8% 5,042 $2.8M
Deutsche Bank AG 0.00% Reduce -2.2% 4,956 $2.7M
Corient Private Wealth LP 0.00% Add +219.7% 4,808 $2.7M
Inspire Investing, LLC 0.24% New 4,758 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +10.9% 4,600 $2.5M
Assetmark, Inc. 0.01% Add +22.3% 4,591 $2.5M
Legal & General Group Plc 0.00% Reduce -12.0% 4,139 $2.3M
HSBC Holdings PLC 0.00% Add +112.5% 4,138 $2.3M
Creative Planning 0.00% Add +1.7% 4,137 $2.3M
HighTower Advisors, LLC 0.00% Add +0.1% 3,812 $2.1M
Vident Advisory, LLC 0.02% Add +27.0% 3,728 $2.1M
Meeder Asset Management Inc. 0.11% No change 3,710 $2.1M
Willis Investment Counsel 0.10% Add +39.1% 3,648 $2.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -62.6% 3,493 $1.9M
DGS Capital Management, LLC 0.33% Reduce -9.7% 3,459 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.3% 3,452 $1.9M
Vestcor Inc 0.05% Reduce -21.8% 3,451 $1.9M
Daymark Wealth Partners, LLC 0.06% No change 3,398 $1.9M
Passumpsic Savings Bank 0.99% — 3,258 $1.8M
American Century Companies Inc. 0.00% Reduce -62.8% 3,160 $1.7M
Wells Fargo & Company 0.00% Add +6.9% 3,127 $1.7M
Man Group plc 0.00% Reduce -77.8% 3,005 $1.7M
Cwm, LLC 0.00% Add +6.8% 2,947 $1.6M
Voleon Capital Management LP 0.03% Add +79.2% 2,883 $1.6M
Dark Forest Capital Management LP 0.07% New 2,877 $1.6M
ExodusPoint Capital Management, LP 0.02% Add +9.7% 2,829 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +48.6% 2,789 $1.5M
Intrinsic Value Partners, LLC 1.13% Reduce -2.0% 2,729 $1.5M
Dimensional Fund Advisors LP 0.00% Reduce -2.8% 2,501 $1.4M
New York State Common Retirement Fund 0.00% No change 2,335 $1.3M
Harvest Fund Management Co., Ltd 0.05% Reduce -29.8% 3,866 $1.3M
Diversify Advisory Services, LLC 0.04% Add +38.6% 2,323 $1.3M
Point72 Asset Management 0.00% New 2,296 $1.3M
BNP Paribas Financial Markets 0.00% Add +59.4% 2,272 $1.3M
Carnegie Investment Counsel 0.02% No change 2,225 $1.2M
Impact Partnership Wealth, LLC 0.16% New 2,206 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -0.1% 2,155 $1.2M
Occudo Quantitative Strategies LP 0.08% Reduce -9.3% 2,149 $1.2M
Segment Wealth Management, LLC 0.06% Reduce -34.6% 1,984 $1.1M
CIBC Asset Management Inc 0.00% Add +2.7% 1,964 $1.1M
NorthCrest Asset Manangement, LLC 0.02% Add +159.9% 1,908 $1.1M
Vest Financial, LLC 0.01% Add +49.0% 1,941 $1.1M
Plum Street Advisors, LLC 0.37% No change 1,880 $1.0M
Alliancebernstein L.P. 0.00% Reduce -68.4% 1,842 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -10.7% 1,809 $1.0M
SG Americas Securities, LLC 0.00% Add +22.8% 1,762 $975K
Astoria Portfolio Advisors LLC. 0.21% No change 1,300 $944K
Edgestream Partners, L.P. 0.03% Add +4.6% 1,687 $934K
Alpha Cubed Investments, LLC 0.03% Reduce -7.6% 1,661 $919K
Commonwealth Equity Services, LLC 0.00% Reduce -16.5% 1,655 $916K
Cerity Partners LLC 0.00% Reduce -15.9% 1,634 $904K
US Bancorp \de 0.00% Add +1.5% 1,606 $889K
Handelsbanken Fonder AB 0.00% Add +18.5% 1,540 $852K
Burney Co./ 0.03% Add +38.2% 1,465 $811K
Atlas Brown,Inc. 0.23% Reduce -1.7% 1,425 $789K
Cetera Investment Advisers 0.00% Add +6.3% 1,409 $780K
Ossiam 0.02% Reduce -16.7% 1,385 $766K
Mercer Global Advisors Inc. 0.00% Reduce -0.2% 1,383 $765K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.0% 1,377 $762K
Inspire Advisors, LLC 0.07% New 1,365 $755K
North Dakota State Investment Board 0.03% — 1,363 $754K
Employees Retirement System of Texas 0.01% No change 1,356 $750K
Odyssean, LLC 0.53% — 1,332 $737K
Amundi 0.00% No change 1,286 $712K
Public Employees Retirement System of Ohio 0.00% Reduce -3.7% 1,267 $701K
Caprock Group, LLC 0.01% Add +0.7% 1,265 $700K
GC Wealth Management RIA, LLC 0.03% Reduce -8.0% 1,250 $692K
M&T Bank Corp 0.00% Add +0.4% 1,245 $690K
Private Advisory Group LLC 0.05% Reduce -29.9% 1,243 $688K
Two Sigma Investments, LP 0.00% Reduce -0.2% 1,225 $678K
Medallion Wealth Advisors, LLC 0.23% No change 1,220 $675K
Stock Yards Bank & Trust Co. 0.02% Reduce -4.6% 1,199 $663K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 1,184 $655K
Pallas Capital Advisors LLC 0.02% No change 1,143 $632K
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 1,118 $619K
Blair William & Co. 0.00% Reduce -1.2% 1,104 $611K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -8.3% 1,100 $609K
Virtu Financial LLC 0.02% New 1,079 $597K
a16z Perennial Management, L.P. 0.05% No change 1,058 $585K
Valeo Financial Advisors, LLC 0.01% Add +2.0% 1,046 $579K
PFG Advisors 0.03% Reduce -1.6% 1,039 $575K
Hilltop Holdings Inc. 0.03% Reduce -16.3% 1,028 $569K
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 1,008 $558K
Dakota Wealth Management 0.01% Reduce -68.8% 1,002 $554K
Wisconsin Capital Management LLC 0.28% New 1,000 $553K
Captrust Financial Advisors 0.00% Reduce -9.6% 998 $552K
Motley Fool Asset Management LLC 0.02% Reduce -0.9% 977 $541K
XTX Topco Ltd 0.01% New 975 $540K
Aviva PLC 0.00% Add +8.1% 962 $532K
Boothbay Fund Management, LLC 0.01% Add +18.4% 953 $527K
Coldstream Capital Management Inc. 0.01% Add +0.3% 945 $523K
Baron Wealth Management LLC 0.16% Reduce -0.9% 938 $519K
Schonfeld Strategic Advisors LLC 0.00% Reduce -74.6% 920 $509K
Eurizon Capital SGR S.p.A. 0.00% — 908 $502K
Delta Asset Management LLC 0.04% Add +0.1% 903 $500K
Choreo, LLC 0.01% Reduce -0.2% 888 $499K
Hunting Hill Global Capital, LLC 0.49% New 893 $494K
Osaic Holdings, Inc. 0.00% Reduce -10.3% 880 $487K
Lighthouse Investment Partners, LLC 0.02% New 876 $485K
Oxinas Partners, LLC 0.23% Add +12.9% 875 $484K
Rockefeller Capital Management L.P. 0.00% Reduce -29.1% 837 $463K
Woodline Partners LP 0.00% New 815 $451K
D. E. Shaw & Co. 0.00% Reduce -16.5% 808 $447K
Advisory Services Network, LLC 0.01% Add +1.0% 806 $446K
Janney Montgomery Scott LLC 0.00% Add +58.0% 804 $445K
Optimist Retirement Group LLC 0.20% No change 801 $443K
Milestone Asset Management, LLC 0.08% Reduce -31.4% 771 $427K
JMN Financial LLC 0.42% — 760 $421K
Alps Advisors Inc. 0.00% Add +1.1% 758 $419K
Sequoia Financial Advisors, LLC 0.00% Add +9.7% 748 $414K
Vise Technologies, Inc. 0.01% Add +55.3% 747 $413K
PharVision Advisers, LLC 0.21% New 745 $412K
Empowered Funds, LLC 0.01% New 741 $410K
Parallel Advisors, LLC 0.01% No change 735 $407K
Brooklyn Investment Group 0.02% New 718 $407K
Wedmont Private Capital 0.01% Reduce -0.1% 707 $398K
Bessemer Group Inc. 0.00% No change 709 $392K
Morningstar Investment Management LLC 0.02% No change 696 $385K
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 690 $382K
Stratos Wealth Partners, LTD. 0.00% Add +3.0% 659 $365K
Xponance LLC 0.00% Add +4.6% 659 $365K
Nomura Holdings Inc. 0.00% New 656 $363K
Police & Firemen's Retirement System of New Jersey 0.00% No change 655 $362K
SP Asset Management LLC 0.03% Reduce -51.8% 627 $347K
Bank of Montreal 0.00% Reduce -6.6% 625 $346K
Jefferies Financial Group Inc. 0.00% Reduce -8.7% 612 $339K
AlphaGrep UK Ltd 0.11% — 612 $339K
Knightsbridge Asset Management, LLC 0.05% No change 596 $330K
Stifel Financial Corp. 0.00% Add +48.7% 586 $324K
Fox Run Management, L.L.C. 0.05% Add +34.0% 583 $323K
Sei Investments Co. 0.00% Add +2.0% 569 $315K
Quent Capital, LLC 0.02% Reduce -0.7% 550 $305K
Integrated Quantitative Investments LLC 0.07% New 548 $303K
Legato Capital Management LLC 0.03% New 548 $303K
SeaCrest Wealth Management, LLC 0.03% Add +16.9% 525 $296K
AIMZ Investment Advisors, LLC 0.08% No change 525 $291K
Merit Financial Group, LLC 0.00% Reduce -1.1% 521 $288K
Martingale Asset Management L P 0.01% Reduce -1.0% 517 $286K
Greenleaf Trust 0.00% Reduce -7.4% 516 $286K
Abacus Planning Group, Inc. 0.04% No change 515 $285K
Kestra Advisory Services, LLC 0.00% Add +6.9% 513 $284K
Sagewood Asset Management LP 0.10% — 510 $282K
Wealthspire Advisors, LLC 0.00% Add +3.3% 506 $280K
bLong Financial, LLC 0.19% No change 500 $277K
North Star Asset Management Inc. 0.01% No change 500 $277K
Fiduciary Trust Co 0.00% No change 500 $277K
Summit Trail Advisors, LLC 0.00% Reduce -7.4% 490 $271K
Stirlingshire Investments, Inc. 0.23% — 476 $263K
Farringdon Capital, Ltd. 0.06% New 468 $259K
Absher Wealth Management, LLC 0.03% Reduce -7.9% 467 $258K
Jones Financial Companies LLLP 0.00% Add +2.6% 435 $241K
Advyzon Investment Management, LLC 0.03% Reduce -5.5% 433 $240K
Essential Partners LLC 0.07% Reduce -0.5% 433 $240K
Quantum Portfolio Management LLC 0.11% No change 432 $239K
Mackenzie Financial Corp. 0.00% Add +8.9% 414 $232K
CFC Planning Co LLC 0.18% Add +10.1% 415 $230K
Grant Private Wealth Management Inc 0.14% No change 409 $226K
Fieldview Capital Management, LLC 0.04% New 409 $226K
United Capital Financial Advisors, LLC 0.00% Reduce -14.5% 408 $226K
Focus Partners Wealth 0.00% New 405 $224K
Riversedge Advisors, LLC 0.04% Add +0.3% 405 $224K
Horst & Graben Wealth Management LLC 0.03% Add +0.3% 405 $224K
Allianz Asset Management GmbH 0.00% Reduce -48.6% 404 $224K
Evergreen Capital Management LLC 0.01% No change 401 $222K
Two Sigma Advisers, LP 0.00% No change 400 $221K
Virtue Capital Management, LLC 0.03% Reduce -93.3% 388 $220K
IFP Advisors, Inc 0.00% Reduce -0.3% 389 $215K
Scotia Capital Inc. 0.00% Reduce -6.3% 388 $215K
Amalgamated Bank 0.00% Add +1.1% 384 $212K
JB Capital LLC 0.01% Add +0.3% 381 $211K
Fairman Group, LLC 0.17% No change 375 $208K
Empower Advisory Group, LLC 0.00% No change 373 $206K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.9% 372 $206K
Aster Capital Management (DIFC) Ltd 0.09% Add +52.1% 368 $204K
FourThought Financial Partners, LLC 0.02% Reduce -25.9% 364 $201K
Signaturefd, LLC 0.00% Reduce -7.9% 350 $194K
National Bank of Canada 0.00% Reduce -33.5% 350 $194K
American National Bank & Trust 0.02% Reduce -85.3% 340 $188K
Arax Advisory Partners 0.00% Reduce -61.1% 294 $163K
MetLife Investment Management, LLC 0.00% Add +0.7% 272 $151K
California State Teachers Retirement System 0.00% Reduce -1.9% 262 $145K
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 255 $141K
Atwood & Palmer Inc. 0.01% Reduce -48.5% 211 $117K
Financial Perspectives, Inc 0.03% No change 206 $114K
Private Trust Co. NA 0.01% Add +150.0% 200 $111K
Farther Finance Advisors, LLC 0.00% Add +177.6% 186 $103K
Consultiva Wealth Management, Corp. 0.27% No change 172 $95K
AlphaQuest LLC 0.01% Reduce -35.1% 170 $94K
Banque Cantonale Vaudoise 0.00% New 169 $94K
SBI Securities Co., Ltd. 0.00% Add +429.0% 164 $91K
GAMMA Investing LLC 0.00% Reduce -0.6% 157 $87K
Sound Income Strategies, LLC 0.00% No change 139 $77K
Havemeyer Place LP 0.01% — 121 $67K
EverSource Wealth Advisors, LLC 0.00% Reduce -15.5% 120 $66K
Flagship Harbor Advisors, LLC 0.00% New 118 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 116 $64K
Versant Capital Management, Inc 0.01% No change 115 $64K
Smartleaf Asset Management LLC 0.00% Reduce -68.4% 113 $63K
Allworth Financial LP 0.00% Add +1.8% 112 $62K
Wahed Invest LLC 0.01% Reduce -4.3% 110 $61K
Wealth Enhancement Trust Services, Inc. 0.01% — 105 $58K
Westside Investment Management, Inc. 0.01% No change 102 $58K
STRS Ohio 0.00% No change 101 $56K
Steward Partners Investment Advisory, LLC 0.00% Add +36.1% 83 $46K
Greenline Wealth Management LLC 0.05% — 80 $45K
Canada Pension Plan Investment Board 0.00% Reduce -60.0% 80 $44K
Capital Advisors, Ltd. LLC 0.01% No change 79 $44K
CANADA LIFE ASSURANCE Co 0.00% Add +216.0% 79 $44K
Exchange Traded Concepts, LLC 0.00% No change 76 $42K
Cherry Tree Wealth Management, LLC 0.01% Add +50.0% 75 $42K
CIBC Private Wealth Group LLC 0.00% Add +238.1% 71 $39K
Greykasell Wealth Strategies, Inc. 0.02% No change 70 $39K
Private Wealth Management Group, LLC 0.01% Reduce -8.0% 69 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.9% 60 $33K
Cullen/Frost Bankers, Inc. 0.00% Add +11.8% 57 $32K
New England Capital Financial Advisors LLC 0.01% No change 56 $31K
NewEdge Advisors, LLC 0.00% Add +10.0% 55 $30K
Quarry LP 0.00% Reduce -2.0% 50 $28K
TD Waterhouse Canada Inc. 0.00% Reduce -20.6% 50 $28K
Advisors Asset Management, Inc. 0.00% No change 46 $25K
Blue Trust, Inc. 0.00% Add +87.5% 45 $25K
WealthCollab, LLC 0.01% No change 38 $21K
True Wealth Design, LLC 0.01% No change 38 $21K
Covestor Ltd 0.01% No change 37 $21K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +9.1% 36 $20K
Huntington National Bank 0.00% No change 35 $19K
Larson Financial Group LLC 0.00% Add +41.7% 34 $19K
Brown Brothers Harriman & Co. 0.00% Add +112.5% 34 $19K
WPG Advisers, LLC 0.01% Add +50.0% 30 $17K
Sterling Capital Management LLC 0.00% Add +400.0% 30 $17K
Comerica Bank 0.00% Reduce -21.6% 29 $16K
CVA Family Office, LLC 0.00% Reduce -23.5% 26 $14K
Vega Investment Solutions 0.00% — 25 $14K
Atlas Capital Advisors Inc. 0.00% — 25 $14K
DT Investment Partners, LLC 0.00% No change 24 $13K
Sunbelt Securities, Inc. 0.00% Add +120.0% 22 $12K
Harbour Investments, Inc. 0.00% Add +633.3% 22 $12K
Penserra Capital Management LLC 0.00% Reduce -4.3% 22 $12K
Torren Management, LLC 0.01% — 21 $12K
Optima Capital LLC 0.00% New 20 $11K
Aviso Financial Inc. 0.00% No change 20 $11K
Basecamp Wealth Advisors LLC 0.00% — 19 $11K
Global Retirement Partners, LLC 0.00% Add +46.1% 19 $11K
Sachetta, LLC 0.01% No change 18 $10K
SJS Investment Consulting Inc. 0.00% New 18 $10K
Salomon & Ludwin, LLC 0.00% No change 16 $9K
Parkside Financial Bank & Trust 0.00% Add +7.1% 15 $8K
Darwin Wealth Management, LLC 0.00% New 15 $8K
Tucker Asset Management LLC 0.00% New 15 $8K
Johnson Financial Group, Inc. 0.00% No change 13 $7K
Elyxium Wealth, LLC 0.00% New 11 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 10 $6K
Financial Management Professionals, Inc. 0.00% No change 10 $6K
MAI Capital Management 0.00% Add +150.0% 10 $5K
Fifth Third Bancorp 0.00% New 8 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.4% 7 $4K
Altshuler Shaham Ltd 0.00% Reduce -12.5% 7 $4K
Signature Equity Partners, LLC 0.00% — 6 $3K
Kilter Group LLC 0.00% No change 6 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% New 6 $3K
Bell Investment Advisors, Inc 0.00% No change 5 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -42.9% 4 $2K
TFC Financial Management, Inc. 0.00% No change 4 $2K
SageView Advisory Group, LLC 0.00% New 4 $2K
Clearstead Advisors, LLC 0.00% Reduce -93.7% 4 $2K
Aspect Partners, LLC 0.00% No change 4 $2K
CoreCap Advisors, LLC 0.00% Reduce -82.6% 4 $2K
Winthrop Capital Management, LLC 0.00% New 3 $2K
Hantz Financial Services, Inc. 0.00% No change 4 $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% No change 3 $2K
Evelyn Partners Investment Management LLP 0.00% No change 3 $2K
Lloyd Advisory Services, LLC. 0.00% New 2 $1K
Bruce G. Allen Investments, LLC 0.00% No change 2 $1K
Clearstead Trust, LLC 0.00% No change 2 $1K
Investors Portfolio Services LLC 0.00% — 2 $1K
MV Capital Management, Inc. 0.00% No change 1 $554
Abound Wealth Management 0.00% No change 1 $554
Keating Financial Advisory Services, Inc. 0.00% — 1 $553
UMB Bank, n.a. 0.00% New 1 $553
AdvisorNet Financial, Inc 0.00% No change 1 $553
TD Private Client Wealth LLC 0.00% New 1 $553
SHP Wealth Management 0.00% — 1 $553

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