UbiquitiUI
13F holders, Q2 2026 (June 30)357holders −28
60new positions
86sold out
8famous investors
$534.59avg. 13F price*
At the end of Q2 2026, 357 institutions reported holding Ubiquiti Inc. (UI) in their 13F filings, down 28 from Q1 2026. 60 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($163.0M), Renaissance Technologies ($105.9M) and SW Investment Management LLC ($74.8M). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Ubiquiti Inc.
- CUSIP
- 90353W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $119.9M |
| Exits | 86 | $52.3M |
All 13F filers, Q1 2026 → Q2 2026: 693,360 shares bought and 517,592 shares sold, net +175,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| BlackRock, Inc. | 0.00% | Add +3.6% | 305,245 | $163.0M |
| Renaissance Technologies | 0.15% | Reduce -9.4% | 198,344 | $105.9M |
| SW Investment Management LLC | 21.26% | Reduce -1.8% | 140,000 | $74.8M |
| Capital World Investors | 0.01% | Add +5.8% | 113,839 | $60.8M |
| State Street Corp. | 0.00% | Add +18.9% | 101,663 | $54.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -50.2% | 91,450 | $48.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.9% | 74,029 | $39.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.7% | 69,500 | $37.1M |
| Morgan Stanley | 0.00% | Reduce -11.5% | 68,963 | $36.8M |
| AQR Capital Management | 0.01% | Reduce -47.8% | 67,472 | $36.0M |
| Invesco Ltd. | 0.00% | Add +423.2% | 66,159 | $35.3M |
| Millennium Management | 0.02% | New | 65,008 | $34.7M |
| Bank of New York Mellon Corp | 0.00% | Add +16.3% | 56,337 | $30.1M |
| Vanguard Capital Management LLC | 0.00% | Add +3.2% | 52,005 | $27.8M |
| Walleye Capital LLC | 0.14% | Add +1851.8% | 51,332 | $27.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 48,222 | $26.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +289.4% | 46,462 | $24.8M |
| Norges Bank | 0.00% | — | 45,444 | $24.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -63.3% | 43,271 | $23.4M |
| First Trust Advisors LP | 0.01% | Add +65.8% | 42,198 | $22.5M |
| Gotham Asset Management | 0.05% | Reduce -10.8% | 40,689 | $21.7M |
| Federated Hermes, Inc. | 0.03% | New | 39,357 | $21.0M |
| Capital Impact Advisors, LLC | 1.12% | Add +121.6% | 37,507 | $20.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +187.6% | 35,840 | $19.1M |
| Pacer Advisors, Inc. | 0.05% | Add +356.0% | 34,626 | $18.5M |
| Long Walk Management LP | 4.18% | Reduce -23.7% | 34,532 | $18.4M |
| Citigroup Inc. | 0.01% | Add +27.2% | 33,800 | $18.1M |
| Bank of America Corp. | 0.00% | Add +140.3% | 33,044 | $17.6M |
| UBS Group AG | 0.00% | Add +100.9% | 32,298 | $17.2M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 29,360 | $15.7M |
| Barclays PLC | 0.00% | Add +16.1% | 28,789 | $15.4M |
| Logan Capital Management Inc. | 0.52% | — | 26,153 | $14.0M |
| Citadel Advisors | 0.01% | Add +689.7% | 25,295 | $13.5M |
| Claret Asset Management Corp | 1.42% | Reduce -0.5% | 24,477 | $13.1M |
| Deutsche Bank AG | 0.00% | Add +385.6% | 24,029 | $12.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.8% | 24,002 | $12.8M |
| Quantinno Capital Management LP | 0.01% | Add +62.4% | 20,212 | $10.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +20.9% | 19,851 | $10.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.3% | 19,785 | $10.6M |
| Point72 Asset Management | 0.02% | New | 18,740 | $10.0M |
| Salem Investment Counselors Inc. | 0.25% | Reduce -2.7% | 18,628 | $9.9M |
| Los Angeles Capital Management LLC | 0.03% | Add +18209.4% | 17,577 | $9.4M |
| Legal & General Group Plc | 0.00% | Add +293.5% | 16,602 | $8.9M |
| Franklin Resources Inc. | 0.00% | Reduce -28.3% | 16,202 | $8.7M |
| Squarepoint Ops LLC | 0.02% | Reduce -29.4% | 15,616 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +58.2% | 15,007 | $8.0M |
| Tudor Investment Corporation | 0.03% | New | 14,509 | $7.7M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -6.5% | 13,874 | $7.4M |
| Navellier & Associates Inc. | 0.56% | Reduce -37.4% | 13,120 | $7.0M |
| HRT Financial LP | 0.01% | New | 12,895 | $6.9M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -41.4% | 12,701 | $6.8M |
| Rhumbline Advisers | 0.00% | Reduce -74.5% | 10,985 | $5.9M |
| Inspire Investing, LLC | 0.24% | Add +56.4% | 10,740 | $5.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +31.0% | 10,740 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -19.9% | 10,402 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Add +565.3% | 10,245 | $5.5M |
| Hussman Strategic Advisors, Inc. | 1.16% | Add +125.0% | 9,450 | $5.0M |
| Nuveen, LLC | 0.00% | Reduce -53.4% | 9,299 | $5.0M |
| Trexquant Investment LP | 0.03% | New | 8,842 | $4.7M |
| Occudo Quantitative Strategies LP | 0.25% | Reduce -15.7% | 8,746 | $4.7M |
| Worldquant Millennium Advisors LLC | 0.02% | New | 8,635 | $4.6M |
| Jane Street Group, LLC | 0.00% | Reduce -50.4% | 8,285 | $4.4M |
| Faithward Advisors, LLC | 0.51% | New | 7,881 | $4.2M |
| CVFG LLC | 0.43% | Reduce -30.6% | 7,749 | $4.1M |
| Zacks Investment Management | 0.03% | Reduce -23.3% | 7,386 | $3.9M |
| Willis Investment Counsel | 0.18% | Add +77.9% | 6,989 | $3.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +13.6% | 6,931 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +48.0% | 6,855 | $3.7M |
| Lagoda Investment Management, L.P. | 1.95% | Reduce -25.8% | 6,646 | $3.5M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -3.4% | 6,509 | $3.5M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -12.6% | 6,446 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 6,420 | $3.4M |
| Martingale Asset Management L P | 0.08% | Add +601.7% | 6,259 | $3.3M |
| Man Group plc | 0.01% | Add +53.1% | 5,915 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +11.1% | 5,819 | $3.1M |
| Landscape Capital Management, L.L.C. | 0.20% | Add +215.1% | 5,792 | $3.1M |
| USS Investment Management Ltd | 0.01% | New | 5,134 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 5,096 | $2.7M |
| Mather Group, Llc. | 0.02% | New | 4,770 | $2.5M |
| Motley Fool Asset Management LLC | 0.10% | Reduce -8.3% | 4,724 | $2.5M |
| Vest Financial, LLC | 0.03% | Add +129.3% | 4,573 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +676.4% | 4,410 | $2.4M |
| Vident Advisory, LLC | 0.02% | Reduce -4.8% | 4,212 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -44.0% | 4,160 | $2.2M |
| FMR LLC | 0.00% | Reduce -56.0% | 4,144 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.7% | 4,122 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +39.8% | 4,054 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -25.1% | 4,016 | $2.1M |
| Creative Planning | 0.00% | Reduce -19.2% | 3,971 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -37.8% | 2,603 | $2.1M |
| Engineers Gate Manager LP | 0.03% | New | 3,757 | $2.0M |
| Meeder Asset Management Inc. | 0.10% | No change | 3,710 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 3,528 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 3,507 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.1% | 3,465 | $1.9M |
| Segment Wealth Management, LLC | 0.10% | Add +5.4% | 3,433 | $1.8M |
| Impact Partnership Wealth, LLC | 0.16% | New | 3,116 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +57.3% | 3,112 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 2,931 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -7.7% | 2,907 | $1.6M |
| Vestcor Inc | 0.04% | Reduce -11.3% | 2,896 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.6% | 2,882 | $1.5M |
| Diversify Advisory Services, LLC | 0.03% | New | 2,828 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | Add +2.8% | 2,828 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -83.3% | 2,754 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -16.1% | 2,719 | $1.5M |
| Sei Investments Co. | 0.00% | Add +206.4% | 2,638 | $1.4M |
| Axq Capital, LP | 0.15% | New | 2,584 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +50.6% | 2,570 | $1.4M |
| Cumberland Partners Ltd | 0.08% | New | 2,420 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.5% | 2,347 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 2,335 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.3% | 2,196 | $1.2M |
| Morningstar Investment Management LLC | 0.07% | No change | 1,483 | $1.2M |
| Amundi | 0.00% | Add +88.5% | 2,155 | $1.2M |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.7% | 2,149 | $1.1M |
| Ossiam | 0.01% | Reduce -15.2% | 2,110 | $1.1M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -6.8% | 2,099 | $1.1M |
| Entropy Technologies, LP | 0.04% | New | 2,072 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +106.3% | 2,053 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +5.5% | 2,045 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | New | 1,915 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +92.5% | 1,883 | $1.0M |
| Plum Street Advisors, LLC | 0.32% | No change | 1,880 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Reduce -4.8% | 1,870 | $999K |
| Mariner, LLC | 0.00% | Reduce -53.5% | 1,871 | $998K |
| Cerity Partners LLC | 0.00% | Reduce -21.7% | 1,828 | $976K |
| Odyssean, LLC | 0.16% | Reduce -5.5% | 1,826 | $975K |
| Private Advisory Group LLC | 0.05% | Add +16.4% | 1,819 | $971K |
| Inspire Advisors, LLC | 0.07% | Add +40.0% | 1,783 | $952K |
| Intrinsic Value Partners, LLC | 0.65% | Reduce -17.2% | 1,771 | $946K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 1,735 | $927K |
| Carnegie Investment Counsel | 0.02% | Reduce -11.5% | 1,668 | $891K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -47.9% | 1,532 | $818K |
| Oak Thistle LLC | 0.08% | New | 1,506 | $804K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.5% | 1,505 | $804K |
| Summitry LLC | 0.03% | Reduce -14.2% | 1,490 | $796K |
| Vise Technologies, Inc. | 0.01% | Add +96.7% | 1,469 | $785K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 1,465 | $782K |
| KBC Group NV | 0.00% | New | 1,436 | $767K |
| Wellington Management Group LLP | 0.00% | New | 1,431 | $764K |
| Financial Perspectives, Inc | 0.18% | Add +584.0% | 1,409 | $752K |
| Caprock Group, LLC | 0.01% | Add +9.9% | 1,393 | $744K |
| Atlas Brown,Inc. | 0.20% | Reduce -2.8% | 1,385 | $740K |
| Astoria Portfolio Advisors LLC. | 0.12% | No change | 1,300 | $694K |
| Voleon Capital Management LP | 0.01% | Reduce -57.8% | 1,282 | $685K |
| Milestone Asset Management, LLC | 0.11% | Add +1.2% | 1,276 | $681K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.3% | 1,247 | $666K |
| Jump Financial, LLC | 0.01% | New | 1,230 | $657K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 1,218 | $651K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.3% | 1,209 | $646K |
| North Dakota State Investment Board | 0.02% | Reduce -9.1% | 1,132 | $605K |
| Blair William & Co. | 0.00% | Reduce -11.0% | 1,099 | $587K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1603.1% | 1,090 | $582K |
| M&T Bank Corp | 0.00% | Reduce -13.5% | 1,067 | $569K |
| Burney Co./ | 0.02% | No change | 1,060 | $566K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.5% | 1,058 | $565K |
| Tidal Investments LLC | 0.00% | New | 1,041 | $556K |
| Hilltop Holdings Inc. | 0.04% | Add +2.7% | 1,034 | $552K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -23.9% | 1,033 | $552K |
| Bank of Montreal | 0.00% | Reduce -88.6% | 1,028 | $549K |
| Parallel Advisors, LLC | 0.01% | Add +3.3% | 1,017 | $543K |
| NewEdge Wealth, LLC | 0.01% | New | 1,015 | $542K |
| Acadian Asset Management LLC | 0.00% | Reduce -55.4% | 1,008 | $536K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.2% | 1,002 | $535K |
| Boothbay Fund Management, LLC | 0.01% | New | 984 | $525K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 983 | $525K |
| PFG Advisors | 0.03% | Reduce -4.6% | 982 | $524K |
| Virtu Financial LLC | 0.02% | New | 946 | $505K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 934 | $499K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +46.4% | 934 | $499K |
| New York Life Investment Management LLC | 0.00% | Add +39.8% | 920 | $491K |
| Aviva PLC | 0.00% | Add +21.9% | 912 | $487K |
| Delta Asset Management LLC | 0.04% | Add +0.1% | 905 | $483K |
| Machina Capital S.A.S. | 0.08% | New | 897 | $479K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -16.6% | 889 | $475K |
| Nomura Asset Management International Inc. | 0.00% | New | 886 | $473K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 856 | $457K |
| Medallion Wealth Advisors, LLC | 0.14% | Reduce -31.7% | 833 | $445K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -56.3% | 809 | $440K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.7% | 821 | $438K |
| Oxinas Partners, LLC | 0.17% | Reduce -6.9% | 815 | $435K |
| TD Asset Management Inc | 0.00% | Add +100.3% | 801 | $428K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.2% | 800 | $427K |
| Bessemer Group Inc. | 0.00% | Add +14.3% | 800 | $427K |
| Wedmont Private Capital | 0.01% | Add +6.2% | 771 | $425K |
| Monument Capital Management | 0.08% | Reduce -89.5% | 782 | $418K |
| Baron Wealth Management LLC | 0.10% | Reduce -6.1% | 734 | $392K |
| HSBC Holdings PLC | 0.00% | Add +23.0% | 728 | $389K |
| Ensign Peak Advisors, Inc | 0.00% | New | 724 | $387K |
| Xponance LLC | 0.00% | Reduce -3.5% | 716 | $382K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -54.4% | 693 | $370K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.6% | 682 | $364K |
| Burns Matteson Capital Management, LLC | 0.11% | New | 674 | $360K |
| Arax Advisory Partners | 0.00% | Add +103.1% | 650 | $347K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -1.7% | 631 | $337K |
| SP Asset Management LLC | 0.03% | No change | 627 | $335K |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 610 | $326K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -25.0% | 600 | $320K |
| HB Wealth Management, LLC | 0.00% | Reduce -13.1% | 599 | $320K |
| Knightsbridge Asset Management, LLC | 0.04% | Reduce -7.7% | 566 | $302K |
| Quent Capital, LLC | 0.02% | Add +1.3% | 565 | $302K |
| Gsa Capital Partners LLP | 0.02% | New | 563 | $301K |
| Numerai GP LLC | 0.02% | New | 549 | $293K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +35.5% | 546 | $292K |
| Savant Capital, LLC | 0.00% | New | 498 | $290K |
| Marshall Wace, LLP | 0.00% | Reduce -66.5% | 522 | $279K |
| Merit Financial Group, LLC | 0.00% | Reduce -17.9% | 515 | $275K |
| Centiva Capital, LP | 0.01% | Reduce -16.3% | 513 | $274K |
| AlphaGrep UK Ltd | 0.08% | New | 508 | $271K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -5.1% | 505 | $270K |
| Sagewood Asset Management LP | 0.06% | Reduce -1.0% | 501 | $268K |
| bLong Financial, LLC | 0.17% | No change | 500 | $267K |
| North Star Asset Management Inc. | 0.01% | No change | 500 | $267K |
| Fiduciary Trust Co | 0.00% | No change | 500 | $267K |
| SG Americas Securities, LLC | 0.00% | Reduce -58.8% | 497 | $265K |
| Wealthspire Advisors, LLC | 0.00% | No change | 490 | $262K |
| Havemeyer Place LP | 0.03% | Reduce -31.8% | 487 | $260K |
| Greenleaf Trust | 0.00% | Reduce -4.4% | 483 | $258K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +0.4% | 483 | $258K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +0.4% | 482 | $257K |
| Vanguard National Trust Co | 0.01% | No change | 473 | $253K |
| Empowered Funds, LLC | 0.00% | No change | 471 | $252K |
| Absher Wealth Management, LLC | 0.03% | No change | 467 | $249K |
| VARCOV Co. | 0.09% | New | 451 | $241K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.2% | 448 | $239K |
| Woodline Partners LP | 0.00% | Reduce -31.6% | 447 | $239K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.9% | 443 | $237K |
| IFP Advisors, Inc | 0.00% | Add +125.5% | 442 | $236K |
| Quantum Portfolio Management LLC | 0.08% | No change | 432 | $231K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.9% | 428 | $229K |
| Delta Global Management LP | 0.02% | New | 428 | $229K |
| Jain Global LLC | 0.00% | Reduce -42.9% | 426 | $227K |
| AIMZ Investment Advisors, LLC | 0.06% | Reduce -19.1% | 425 | $227K |
| Horizon Investments, LLC | 0.00% | Add +10425.0% | 421 | $225K |
| Ieq Capital, LLC | 0.00% | Reduce -66.8% | 420 | $224K |
| Wealthfront Advisers LLC | 0.00% | Add +37.3% | 420 | $224K |
| Empower Advisory Group, LLC | 0.00% | Add +10.7% | 413 | $221K |
| Voya Investment Management LLC | 0.00% | Add +0.5% | 413 | $221K |
| Prostatis Group LLC | 0.05% | New | 409 | $218K |
| Arkadios Wealth Advisors | 0.00% | Reduce -5.6% | 407 | $218K |
| Horst & Graben Wealth Management LLC | 0.03% | Add +0.3% | 406 | $218K |
| XTX Topco Ltd | 0.00% | Reduce -89.9% | 393 | $210K |
| Riversedge Advisors, LLC | 0.03% | Reduce -9.4% | 376 | $201K |
| Fairman Group, LLC | 0.16% | No change | 375 | $200K |
| iA Global Asset Management Inc. | 0.00% | New | 359 | $192K |
| Westside Investment Management, Inc. | 0.02% | Add +4.5% | 347 | $185K |
| National Bank of Canada | 0.00% | Reduce -9.4% | 327 | $174K |
| Signaturefd, LLC | 0.00% | Reduce -20.2% | 292 | $156K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.0% | 293 | $154K |
| American National Bank & Trust | 0.01% | Reduce -8.7% | 261 | $139K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.6% | 247 | $132K |
| Bayforest Capital Ltd | 0.12% | Add +75.4% | 242 | $129K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.9% | 236 | $126K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 234 | $125K |
| Consultiva Wealth Management, Corp. | 0.21% | No change | 172 | $92K |
| Elequin Capital, LP | 0.02% | No change | 169 | $90K |
| GAMMA Investing LLC | 0.00% | Reduce -7.2% | 168 | $90K |
| Southern Michigan Bank & Trust | 0.03% | No change | 165 | $88K |
| Forum Finance Group S.A. | 0.03% | No change | 195 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +91.4% | 155 | $83K |
| Versant Capital Management, Inc | 0.01% | Add +15.7% | 133 | $71K |
| Allworth Financial LP | 0.00% | Reduce -32.4% | 121 | $65K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -9.6% | 113 | $61K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 108 | $58K |
| Smartleaf Asset Management LLC | 0.00% | No change | 104 | $57K |
| STRS Ohio | 0.00% | Add +4.0% | 105 | $56K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +27.7% | 106 | $56K |
| Main Street Group, LTD | 0.01% | No change | 100 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -33.1% | 97 | $52K |
| Wahed Invest LLC | 0.01% | Reduce -9.4% | 96 | $51K |
| Pinnacle Holdings, LLC | 0.02% | New | 92 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.3% | 80 | $43K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 79 | $42K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 70 | $37K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -17.5% | 66 | $35K |
| Compass Financial Management LLC | 0.00% | — | 64 | $35K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -6.1% | 62 | $33K |
| California State Teachers Retirement System | 0.00% | Reduce -74.0% | 60 | $32K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 56 | $30K |
| Larson Financial Group LLC | 0.00% | Add +43.2% | 53 | $28K |
| Quarry LP | 0.00% | New | 53 | $28K |
| Fifth Third Bancorp | 0.00% | Reduce -58.4% | 52 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $27K |
| True Wealth Design, LLC | 0.01% | Reduce -11.1% | 40 | $21K |
| Essential Partners LLC | 0.01% | Reduce -91.0% | 39 | $21K |
| WealthCollab, LLC | 0.01% | No change | 38 | $20K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +33.3% | 36 | $19K |
| Atwood & Palmer Inc. | 0.00% | Reduce -82.9% | 36 | $19K |
| Rakuten Securities, Inc. | 0.00% | Add +1066.7% | 35 | $19K |
| Huntington National Bank | 0.00% | No change | 35 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 34 | $18K |
| Vision Retirement, LLC | 0.00% | No change | 32 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -82.9% | 31 | $17K |
| Blue Trust, Inc. | 0.00% | Add +52.6% | 29 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -6.7% | 28 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -3.7% | 26 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 25 | $13K |
| Vega Investment Solutions | 0.00% | No change | 25 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 25 | $13K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.8% | 24 | $12K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -79.6% | 22 | $12K |
| Torren Management, LLC | 0.01% | No change | 21 | $11K |
| Fortitude Family Office, LLC | 0.00% | New | 21 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.5% | 21 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | Add +1800.0% | 19 | $10K |
| GW&K Investment Management, LLC | 0.00% | New | 16 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.4% | 16 | $9K |
| Sachetta, LLC | 0.00% | Reduce -25.0% | 15 | $8K |
| WPG Advisers, LLC | 0.00% | Reduce -50.0% | 15 | $8K |
| LifeSteps Financial, Inc. | 0.00% | New | 15 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | New | 14 | $7K |
| Covestor Ltd | 0.00% | Reduce -35.0% | 13 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -13.3% | 13 | $7K |
| Johnson Financial Group, Inc. | 0.00% | No change | 13 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 13 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 10 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $5K |
| Zions Bancorporation, National Association | 0.00% | New | 10 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +150.0% | 10 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 7 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +40.0% | 7 | $4K |
| Kilter Group LLC | 0.00% | No change | 6 | $3K |
| Raffa Wealth Management, LLC | 0.00% | New | 6 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.0% | 5 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $3K |
| Aventura Private Wealth, LLC | 0.00% | New | 5 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 5 | $3K |
| Cheviot Value Management, LLC | 0.00% | New | 4 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -75.0% | 3 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 3 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -75.0% | 2 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 2 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 2 | $1K |
| Private Trust Co. NA | 0.00% | New | 2 | $1K |
| Optiver Holding B.V. | 0.00% | New | 2 | $1K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -33.3% | 2 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -50.0% | 2 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 1 | $535 |
| SouthState Bank Corp | 0.00% | New | 1 | $535 |
| Investors Portfolio Services LLC | 0.00% | Reduce -50.0% | 1 | $534 |
| Stone House Investment Management, LLC | 0.00% | New | 1 | $534 |
| Glen Eagle Advisors, LLC | 0.00% | New | 1 | $534 |
| Highline Wealth Partners LLC | 0.00% | New | 1 | $534 |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $534 |
| Creative Financial Designs Inc. | 0.00% | No change | 1 | $534 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $534 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $534 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -34.0% | 583 | $311 |
"% of holder's portfolio" is UI's weight in each manager's 13F, not the share of Ubiquiti Inc. the manager owns.