UbiquitiUI
13F holders, Q1 2026 (March 31)385holders +35
76new positions
43sold out
5famous investors
$790.46avg. 13F price*
At the end of Q1 2026, 385 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, up 35 from Q4 2025. 76 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($232.8M), Renaissance Technologies ($173.0M) and Arrowstreet Capital, Limited Partnership ($145.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.3% 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $45.6M |
| Exits | 43 | $41.6M |
All 13F filers, Q4 2025 → Q1 2026: 269,642 shares bought and 424,782 shares sold, net −155,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 294,554 | $232.8M |
| Renaissance Technologies | 0.27% | Reduce -1.8% | 218,944 | $173.0M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +0.1% | 183,564 | $145.1M |
| SW Investment Management LLC | 24.98% | Add +1.8% | 142,500 | $112.6M |
| AQR Capital Management | 0.05% | Add +32.4% | 129,203 | $98.8M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -24.3% | 118,046 | $97.7M |
| Capital World Investors | 0.01% | Add +7.5% | 107,615 | $85.0M |
| State Street Corp. | 0.00% | Add +11.7% | 85,465 | $67.5M |
| Morgan Stanley | 0.00% | Reduce -23.6% | 77,949 | $61.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.0% | 76,935 | $60.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 75,441 | $59.6M |
| Vanguard Capital Management LLC | 0.00% | — | 50,405 | $39.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.3% | 48,455 | $38.3M |
| Gotham Asset Management | 0.11% | Reduce -2.7% | 45,639 | $36.1M |
| Long Walk Management LP | 10.41% | Reduce -46.2% | 45,250 | $35.8M |
| Rhumbline Advisers | 0.03% | Add +0.3% | 43,124 | $34.1M |
| JPMorgan Chase & Co. | 0.00% | Add +73.2% | 43,073 | $31.7M |
| Northern Trust Corp. | 0.00% | Reduce -5.7% | 29,353 | $23.2M |
| Citigroup Inc. | 0.01% | Reduce -4.5% | 26,578 | $21.0M |
| First Trust Advisors LP | 0.01% | Reduce -33.8% | 25,450 | $20.1M |
| Barclays PLC | 0.01% | Add +144.5% | 24,807 | $19.6M |
| Claret Asset Management Corp | 2.34% | Reduce -2.3% | 24,591 | $19.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 23,576 | $18.6M |
| Franklin Resources Inc. | 0.00% | Add +38.2% | 22,608 | $17.9M |
| Squarepoint Ops LLC | 0.04% | Reduce -54.0% | 22,129 | $17.5M |
| Treasurer of the State of North Carolina | 0.05% | Add +10.0% | 21,661 | $17.1M |
| Navellier & Associates Inc. | 1.73% | Add +7.1% | 20,970 | $16.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 20,041 | $15.8M |
| Nuveen, LLC | 0.00% | Reduce -2.1% | 19,970 | $15.8M |
| Salem Investment Counselors Inc. | 0.44% | Reduce -4.4% | 19,146 | $15.1M |
| Capital Impact Advisors, LLC | 5.40% | Reduce -58.6% | 16,925 | $13.4M |
| Jane Street Group, LLC | 0.01% | Add +61.1% | 16,694 | $13.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 16,414 | $13.0M |
| UBS Group AG | 0.00% | Reduce -7.5% | 16,080 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 16,441 | $12.5M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -1.4% | 14,837 | $11.7M |
| Bank of America Corp. | 0.00% | Add +22.3% | 13,750 | $10.9M |
| Occudo Quantitative Strategies LP | 0.57% | Add +382.6% | 10,372 | $10.5M |
| LPL Financial LLC | 0.00% | Add +37.8% | 12,980 | $10.3M |
| Invesco Ltd. | 0.00% | Reduce -73.4% | 12,644 | $10.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +15475.0% | 12,460 | $9.8M |
| Quantinno Capital Management LP | 0.02% | Add +2.6% | 12,446 | $9.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -68.3% | 11,931 | $9.4M |
| CVFG LLC | 1.10% | New | 11,159 | $8.8M |
| Zacks Investment Management | 0.06% | Add +1.3% | 9,625 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 9,485 | $7.5M |
| FMR LLC | 0.00% | Add +0.1% | 9,418 | $7.4M |
| Bank of Montreal | 0.00% | Add +1346.6% | 9,041 | $7.1M |
| Lagoda Investment Management, L.P. | 4.36% | Reduce -24.2% | 8,955 | $7.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -12.4% | 8,502 | $6.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -8.7% | 8,198 | $6.5M |
| Pacer Advisors, Inc. | 0.02% | Add +26.6% | 7,594 | $6.0M |
| American Century Companies Inc. | 0.00% | Add +134.9% | 7,424 | $5.9M |
| Monument Capital Management | 1.47% | Reduce -5.9% | 7,422 | $5.9M |
| Illinois Municipal Retirement Fund | 0.07% | Add +0.8% | 7,374 | $5.8M |
| Strategic Global Advisors, LLC | 0.92% | Reduce -2.4% | 7,273 | $5.7M |
| Inspire Investing, LLC | 0.32% | Add +44.4% | 6,868 | $5.4M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -2.8% | 6,741 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 6,624 | $5.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 6,100 | $4.8M |
| ExodusPoint Capital Management, LP | 0.04% | Add +96.2% | 5,551 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +40.7% | 5,363 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +8.9% | 5,236 | $4.1M |
| Motley Fool Asset Management LLC | 0.18% | Add +427.4% | 5,153 | $4.1M |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 4,948 | $3.9M |
| Creative Planning | 0.00% | Add +18.8% | 4,913 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.3% | 4,843 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +0.9% | 4,631 | $3.7M |
| Vident Advisory, LLC | 0.03% | Add +18.7% | 4,424 | $3.5M |
| Hussman Strategic Advisors, Inc. | 0.72% | Reduce -50.0% | 4,200 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 4,219 | $3.3M |
| Mariner, LLC | 0.00% | New | 4,028 | $3.2M |
| Willis Investment Counsel | 0.17% | Add +7.7% | 3,928 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +298.5% | 3,885 | $3.1M |
| Man Group plc | 0.01% | Add +28.6% | 3,863 | $3.1M |
| Convergence Financial, LLC | 0.32% | New | 3,860 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +23.0% | 3,846 | $3.0M |
| Cwm, LLC | 0.01% | Add +27.7% | 3,764 | $3.0M |
| Meeder Asset Management Inc. | 0.17% | No change | 3,710 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.2% | 3,528 | $2.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -30.5% | 3,505 | $2.8M |
| Diversify Wealth Management, LLC | 0.05% | New | 2,750 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.5% | 3,306 | $2.6M |
| Cim, LLC | 0.38% | New | 3,282 | $2.6M |
| Vestcor Inc | 0.07% | Reduce -5.4% | 3,266 | $2.6M |
| Segment Wealth Management, LLC | 0.15% | Add +64.2% | 3,257 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.2% | 3,242 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -82.2% | 3,203 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +215.4% | 3,148 | $2.5M |
| Voleon Capital Management LP | 0.05% | Add +5.5% | 3,041 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +325.8% | 2,938 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +127.1% | 4,184 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +215.2% | 2,900 | $2.3M |
| DGS Capital Management, LLC | 0.37% | Reduce -18.1% | 2,833 | $2.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +8.1% | 2,704 | $2.1M |
| Walleye Capital LLC | 0.01% | Reduce -67.3% | 2,630 | $2.1M |
| Ossiam | 0.03% | Add +79.6% | 2,488 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +9.5% | 2,488 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,432 | $1.9M |
| New York State Common Retirement Fund | 0.00% | No change | 2,335 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +42.8% | 2,334 | $1.8M |
| Acadian Asset Management LLC | 0.00% | New | 2,262 | $1.8M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -33.8% | 2,251 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | Add +0.5% | 2,165 | $1.7M |
| Intrinsic Value Partners, LLC | 1.30% | Reduce -21.6% | 2,139 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Add +9363.6% | 2,082 | $1.6M |
| Fieldview Capital Management, LLC | 0.47% | Add +397.1% | 2,033 | $1.6M |
| Militia Capital Management LLC | 0.35% | — | 2,000 | $1.6M |
| Vest Financial, LLC | 0.02% | Add +2.7% | 1,994 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +124.9% | 1,979 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | Reduce -2.9% | 1,853 | $1.6M |
| CIBC Asset Management Inc | 0.00% | No change | 1,964 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +7.2% | 1,939 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +40.1% | 1,938 | $1.5M |
| Odyssean, LLC | 0.56% | Add +45.1% | 1,933 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +166.2% | 1,911 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Reduce -15.3% | 1,885 | $1.5M |
| Plum Street Advisors, LLC | 0.51% | No change | 1,880 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 1,838 | $1.5M |
| Summitry LLC | 0.05% | New | 1,736 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +21.1% | 1,707 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 1,695 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.28% | No change | 1,300 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 1,576 | $1.2M |
| Private Advisory Group LLC | 0.09% | Add +25.7% | 1,563 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -83.6% | 1,560 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 1,558 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 1,540 | $1.2M |
| Morningstar Investment Management LLC | 0.07% | Add +113.1% | 1,483 | $1.2M |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +67.4% | 1,520 | $1.1M |
| Highland Capital Management, LLC | 0.06% | New | 1,439 | $1.1M |
| Atlas Brown,Inc. | 0.34% | No change | 1,425 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.4% | 1,357 | $1.1M |
| Employees Retirement System of Texas | 0.01% | No change | 1,356 | $1.1M |
| Inspire Advisors, LLC | 0.08% | Reduce -6.7% | 1,274 | $1.0M |
| Caprock Group, LLC | 0.02% | Add +0.2% | 1,267 | $1.0M |
| Ieq Capital, LLC | 0.00% | New | 1,265 | $1000K |
| Two Sigma Investments, LP | 0.00% | Add +3.3% | 1,265 | $1000K |
| Milestone Asset Management, LLC | 0.18% | Add +63.5% | 1,261 | $997K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 1,250 | $988K |
| North Dakota State Investment Board | 0.04% | Reduce -8.7% | 1,245 | $984K |
| Blair William & Co. | 0.00% | Add +11.9% | 1,235 | $976K |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 1,234 | $975K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.3% | 1,225 | $968K |
| Rockefeller Capital Management L.P. | 0.00% | Add +45.9% | 1,221 | $965K |
| Medallion Wealth Advisors, LLC | 0.31% | No change | 1,220 | $964K |
| SG Americas Securities, LLC | 0.00% | Reduce -31.6% | 1,206 | $953K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 1,184 | $936K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 1,182 | $934K |
| Amundi | 0.00% | Reduce -11.1% | 1,143 | $903K |
| Hanseatic Management Services Inc. | 0.85% | — | 1,128 | $891K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -6.7% | 1,066 | $842K |
| Burney Co./ | 0.03% | Reduce -27.6% | 1,060 | $838K |
| a16z Perennial Management, L.P. | 0.07% | No change | 1,058 | $836K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.7% | 1,053 | $832K |
| Focus Partners Wealth | 0.00% | Add +141.5% | 978 | $820K |
| PFG Advisors | 0.04% | Reduce -1.0% | 1,029 | $813K |
| Summit Financial, LLC | 0.01% | New | 1,017 | $804K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 1,008 | $797K |
| Hilltop Holdings Inc. | 0.07% | Reduce -2.0% | 1,007 | $796K |
| Wisconsin Capital Management LLC | 0.43% | No change | 1,000 | $790K |
| Advisors Asset Management, Inc. | 0.01% | Add +2063.0% | 995 | $786K |
| Parallel Advisors, LLC | 0.01% | Add +34.0% | 985 | $778K |
| Coldstream Capital Management Inc. | 0.01% | No change | 945 | $747K |
| Sigma Planning Corp | 0.02% | New | 930 | $735K |
| Delta Asset Management LLC | 0.07% | Add +0.1% | 904 | $714K |
| Martingale Asset Management L P | 0.02% | Add +72.5% | 892 | $705K |
| Banque Cantonale Vaudoise | 0.03% | Add +422.5% | 883 | $698K |
| Oxinas Partners, LLC | 0.32% | No change | 875 | $692K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 872 | $689K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.7% | 866 | $684K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -28.2% | 861 | $680K |
| Sei Investments Co. | 0.00% | Add +51.3% | 861 | $680K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +13.4% | 848 | $670K |
| Wedmont Private Capital | 0.02% | Add +2.7% | 726 | $654K |
| Nisa Investment Advisors, LLC | 0.00% | New | 819 | $647K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -27.3% | 800 | $632K |
| Baron Wealth Management LLC | 0.18% | Reduce -16.6% | 782 | $618K |
| Brookstone Capital Management | 0.01% | New | 782 | $618K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.6% | 769 | $608K |
| Optimist Retirement Group LLC | 0.27% | Reduce -4.7% | 763 | $603K |
| Aviva PLC | 0.00% | Reduce -22.3% | 748 | $591K |
| Jain Global LLC | 0.01% | New | 746 | $590K |
| Xponance LLC | 0.00% | Add +12.6% | 742 | $586K |
| Quadrature Capital Ltd | 0.01% | New | 724 | $572K |
| Havemeyer Place LP | 0.07% | Add +490.1% | 714 | $564K |
| Bessemer Group Inc. | 0.00% | Reduce -1.3% | 700 | $553K |
| HB Wealth Management, LLC | 0.00% | New | 689 | $545K |
| New York Life Investment Management LLC | 0.00% | New | 658 | $520K |
| Woodline Partners LP | 0.00% | Reduce -19.8% | 654 | $517K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -2.0% | 642 | $507K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +450.0% | 638 | $504K |
| Merit Financial Group, LLC | 0.00% | Add +20.4% | 627 | $496K |
| SP Asset Management LLC | 0.04% | No change | 627 | $496K |
| Knightsbridge Asset Management, LLC | 0.07% | Add +2.9% | 613 | $484K |
| Centiva Capital, LP | 0.02% | New | 613 | $484K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -2.3% | 598 | $473K |
| HSBC Holdings PLC | 0.00% | Reduce -85.7% | 592 | $468K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 588 | $465K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.7% | 568 | $449K |
| Brevan Howard Capital Management LP | 0.00% | New | 559 | $442K |
| Quent Capital, LLC | 0.03% | Add +1.4% | 558 | $441K |
| United Capital Financial Advisors, LLC | 0.00% | Add +33.8% | 546 | $431K |
| Summit Trail Advisors, LLC | 0.01% | Add +8.6% | 532 | $420K |
| AIMZ Investment Advisors, LLC | 0.13% | No change | 525 | $415K |
| Vise Technologies, Inc. | 0.01% | No change | 747 | $413K |
| Horst & Graben Wealth Management LLC | 0.06% | No change | 405 | $409K |
| Abacus Planning Group, Inc. | 0.05% | No change | 515 | $407K |
| Sagewood Asset Management LP | 0.13% | Reduce -0.8% | 506 | $400K |
| Greenleaf Trust | 0.00% | Reduce -2.1% | 505 | $399K |
| bLong Financial, LLC | 0.30% | No change | 500 | $395K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 500 | $395K |
| North Star Asset Management Inc. | 0.02% | No change | 500 | $395K |
| Fiduciary Trust Co | 0.00% | No change | 500 | $395K |
| City Center Advisors, LLC | 0.36% | New | 491 | $388K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.2% | 490 | $387K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 481 | $380K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 480 | $379K |
| Vanguard National Trust Co | 0.02% | — | 473 | $374K |
| Empowered Funds, LLC | 0.00% | Reduce -36.4% | 471 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | New | 470 | $371K |
| Absher Wealth Management, LLC | 0.04% | No change | 467 | $369K |
| Aquatic Capital Management LLC | 0.01% | Reduce -95.5% | 457 | $361K |
| NewEdge Advisors, LLC | 0.00% | Add +718.2% | 450 | $356K |
| Mackenzie Financial Corp. | 0.00% | Add +8.4% | 449 | $355K |
| Stirlingshire Investments, Inc. | 0.31% | Reduce -6.3% | 446 | $353K |
| Chicago Partners Investment Group LLC | 0.01% | New | 343 | $345K |
| Essential Partners LLC | 0.12% | No change | 433 | $342K |
| Quantum Portfolio Management LLC | 0.15% | No change | 432 | $341K |
| Arkadios Wealth Advisors | 0.01% | New | 431 | $341K |
| Hunting Hill Global Capital, LLC | 0.40% | Reduce -52.3% | 426 | $337K |
| Riversedge Advisors, LLC | 0.05% | Add +2.5% | 415 | $328K |
| Evergreen Capital Management LLC | 0.01% | Add +2.5% | 411 | $325K |
| Voya Investment Management LLC | 0.00% | Reduce -98.8% | 411 | $325K |
| JMN Financial LLC | 0.32% | Reduce -46.5% | 407 | $322K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -38.9% | 403 | $318K |
| TD Asset Management Inc | 0.00% | New | 400 | $316K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -9.2% | 393 | $311K |
| Fairman Group, LLC | 0.25% | No change | 375 | $296K |
| Virtue Capital Management, LLC | 0.04% | Add +3.4% | 401 | $296K |
| Empower Advisory Group, LLC | 0.00% | No change | 373 | $295K |
| Integrated Quantitative Investments LLC | 0.05% | Reduce -32.5% | 370 | $292K |
| Legato Capital Management LLC | 0.03% | Reduce -32.5% | 370 | $292K |
| TABR Capital Management, LLC | 0.27% | New | 366 | $289K |
| Signaturefd, LLC | 0.00% | Add +4.6% | 366 | $289K |
| Ritholtz Wealth Management | 0.01% | New | 364 | $288K |
| Private Advisor Group, LLC | 0.00% | New | 361 | $285K |
| National Bank of Canada | 0.00% | Add +3.1% | 361 | $285K |
| Grant Private Wealth Management Inc | 0.15% | Reduce -12.2% | 359 | $284K |
| Amalgamated Bank | 0.00% | Reduce -7.0% | 357 | $282K |
| Anchor Capital Advisors LLC | 0.01% | New | 356 | $281K |
| Westside Investment Management, Inc. | 0.04% | Add +225.5% | 332 | $279K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 349 | $276K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 341 | $269K |
| CreativeOne Wealth, LLC | 0.01% | New | 340 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 339 | $268K |
| Evolve Private Wealth, LLC | 0.01% | New | 334 | $264K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -38.8% | 357 | $263K |
| Lido Advisors, LLC | 0.00% | New | 331 | $262K |
| JB Capital LLC | 0.01% | Reduce -13.4% | 330 | $261K |
| Trek Financial, LLC | 0.01% | New | 330 | $261K |
| D'Orazio & Associates, Inc. | 0.03% | New | 330 | $260K |
| Moran Wealth Management, LLC | 0.01% | New | 328 | $259K |
| HBW Advisory Services LLC | 0.03% | New | 327 | $258K |
| CFC Planning Co LLC | 0.19% | Reduce -21.4% | 326 | $258K |
| one8zero8, LLC | 0.06% | New | 325 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -12.9% | 324 | $256K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 322 | $254K |
| Bannerstone Capital Management, LLC | 0.24% | New | 321 | $254K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -39.0% | 320 | $253K |
| Arax Advisory Partners | 0.01% | Add +8.8% | 320 | $253K |
| Jones Financial Companies LLLP | 0.00% | Reduce -26.0% | 322 | $251K |
| MML Investors Services, LLC | 0.00% | New | 310 | $245K |
| Great Lakes Advisors, LLC | 0.00% | New | 310 | $245K |
| Wealthfront Advisers LLC | 0.00% | New | 306 | $242K |
| Tannin Capital LLC | 0.17% | New | 305 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | New | 300 | $237K |
| Aigen Investment Management, LP | 0.06% | New | 287 | $227K |
| EP Wealth Advisors, LLC | 0.00% | New | 286 | $226K |
| American National Bank & Trust | 0.02% | Reduce -15.9% | 286 | $226K |
| Snider Financial Group | 0.07% | New | 285 | $225K |
| Brighton Jones LLC | 0.00% | New | 282 | $223K |
| Financial Guidance Group, Inc. | 0.09% | New | 274 | $217K |
| Cresset Asset Management, LLC | 0.00% | New | 273 | $216K |
| R Squared Ltd | 0.12% | New | 270 | $213K |
| nVerses Capital, LLC | 0.19% | New | 266 | $210K |
| &partners | 0.00% | New | 261 | $206K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.8% | 259 | $205K |
| Sivia Capital Partners, LLC | 0.04% | New | 256 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 234 | $185K |
| California State Teachers Retirement System | 0.00% | Reduce -11.8% | 231 | $183K |
| Atwood & Palmer Inc. | 0.01% | No change | 211 | $167K |
| Financial Perspectives, Inc | 0.05% | No change | 206 | $163K |
| IFP Advisors, Inc | 0.00% | Reduce -49.6% | 196 | $155K |
| GAMMA Investing LLC | 0.01% | Add +15.3% | 181 | $143K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.4% | 181 | $143K |
| Allworth Financial LP | 0.00% | Add +59.8% | 179 | $141K |
| Consultiva Wealth Management, Corp. | 0.39% | No change | 172 | $136K |
| Elequin Capital, LP | 0.04% | New | 169 | $134K |
| Southern Michigan Bank & Trust | 0.05% | — | 165 | $130K |
| Forum Finance Group S.A. | 0.07% | — | 195 | $130K |
| MAI Capital Management | 0.00% | Add +1530.0% | 163 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +160.0% | 156 | $123K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.8% | 145 | $115K |
| Sound Income Strategies, LLC | 0.01% | No change | 139 | $114K |
| Bayforest Capital Ltd | 0.12% | New | 138 | $109K |
| Fifth Third Bancorp | 0.00% | Add +1462.5% | 125 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +119.3% | 125 | $99K |
| Versant Capital Management, Inc | 0.01% | No change | 115 | $91K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +2.9% | 108 | $85K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 108 | $85K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.6% | 103 | $85K |
| Wahed Invest LLC | 0.01% | Reduce -3.6% | 106 | $84K |
| STRS Ohio | 0.00% | No change | 101 | $80K |
| Main Street Group, LTD | 0.03% | New | 100 | $79K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.0% | 104 | $77K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.0% | 96 | $76K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.1% | 83 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.4% | 81 | $64K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 80 | $63K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 79 | $62K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 70 | $55K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -4.3% | 66 | $52K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -15.8% | 64 | $51K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 56 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $41K |
| Rothschild Investment LLC | 0.00% | New | 49 | $39K |
| True Wealth Design, LLC | 0.01% | Add +18.4% | 45 | $36K |
| WealthCollab, LLC | 0.01% | No change | 38 | $30K |
| Larson Financial Group LLC | 0.00% | Add +8.8% | 37 | $29K |
| Huntington National Bank | 0.00% | No change | 35 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 34 | $27K |
| Vision Retirement, LLC | 0.01% | New | 32 | $25K |
| WPG Advisers, LLC | 0.02% | No change | 30 | $24K |
| Sterling Capital Management LLC | 0.00% | No change | 30 | $24K |
| CVA Family Office, LLC | 0.00% | Add +3.9% | 27 | $21K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -25.0% | 27 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +13.6% | 25 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -66.7% | 25 | $20K |
| Vega Investment Solutions | 0.00% | No change | 25 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 25 | $20K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +26.3% | 24 | $19K |
| SJS Investment Consulting Inc. | 0.00% | Add +27.8% | 23 | $18K |
| Torren Management, LLC | 0.01% | No change | 21 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.5% | 21 | $17K |
| Covestor Ltd | 0.01% | Reduce -46.0% | 20 | $16K |
| Sachetta, LLC | 0.01% | Add +11.1% | 20 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -57.8% | 19 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +50.0% | 15 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 13 | $10K |
| Johnson Financial Group, Inc. | 0.00% | No change | 13 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -20.0% | 12 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1100.0% | 12 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 10 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +100.0% | 8 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +133.3% | 7 | $6K |
| Kilter Group LLC | 0.00% | No change | 6 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -16.7% | 5 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -28.6% | 5 | $4K |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 4 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $3K |
| Horizon Investments, LLC | 0.00% | New | 4 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 4 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 3 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 3 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3 | $2K |
| SHP Wealth Management | 0.00% | Add +200.0% | 3 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 3 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 2 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 2 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 2 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 2 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | New | 1 | $791 |
| JPL Wealth Management, LLC | 0.00% | New | 1 | $791 |
| Signature Equity Partners, LLC | 0.00% | Reduce -83.3% | 1 | $790 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $790 |
| Creative Financial Designs Inc. | 0.00% | New | 1 | $790 |
| UMB Bank, n.a. | 0.00% | No change | 1 | $790 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $790 |
"% of holder's portfolio" is UI's weight in each manager's 13F, not the share of Ubiquiti Inc. the manager owns.