UITB Institutional Ownership
Who owns UITB and what the big funds did with it last quarter, from every SEC 13F filing. 143 funds reported holding UITB at Jun 30, 2026.
- ▲83 buying vs 41 selling
- ▼Shares held by funds -2.6%
- ▲Funds holding +7
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 143 | 136 | +5.1% |
| In funds' top 10 | 22 | 21 | +4.8% |
| 13F shares | 52.6M | 54M | −2.6% |
| Held by funds | – | – | – |
| New positions | 9 | 7 | +28.6% |
| Increased | 74 | 80 | −7.5% |
| Reduced | 35 | 33 | +6.1% |
| Sold out | 6 | 13 | −53.8% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UITB
All superinvestors →
Who owns UITB
share of fund held shares- Index and passive funds8.2%
- Active managers and hedge funds68.8%
- Banks and brokers22.8%
- Pensions, insurers and other0.1%
The top 10 holders own 64.7% of all UITB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
107 funds changed their position- LPL Financial LLCTrimmed−292K sh
- Allen Capital Group, LLCTrimmed−252K sh
- Texas Capital Bank Wealth Management Services IncNew+217K sh
- Creative Financial Designs Inc /advTrimmed−177K sh
- Bogart Wealth, LLCAdded+166K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | – | 14.9M | $696M | 0 |
| 2 | Charles Schwab Investment Management Inc | – | 4.3M | $201M | −1.2M |
| 3 | Morgan Stanley | – | 3.9M | $183M | +142K |
| 4 | Bogart Wealth, LLC | – | 2.2M | $102M | +112K |
| 5 | LPL Financial LLC | – | 2.1M | $100M | +37K |
| 6 | Bank of America Corp /de/ | – | 1.6M | $74.2M | +188K |
| 7 | Wells Fargo & Company/mn | – | 1.4M | $64.2M | −580K |
| 8 | Calamos Wealth Management LLC | – | 1.3M | $63.2M | +75K |
| 9 | Cetera Investment Advisers | – | 1.2M | $56.6M | −75K |
| 10 | Allen Capital Group, LLC | – | 1.2M | $55.6M | +73K |
- Steward Partners Investment Advisory, LLC+261K sh+$12.2M
- Atlantic Edge Private Wealth Management, LLC+191K sh+$9M
- Bank of America Corp /de/+188K sh+$8.8M
- Nicolet Bankshares Inc+186K sh+$8.7M
- Simplicity Wealth,LLC+155K sh+$7.3M
- Integrated Wealth Concepts LLC+149K sh+$7M
- Osaic Holdings, Inc.+146K sh+$6.8M
- Morgan Stanley+142K sh+$6.6M
- Calamos Advisors LLC−1.3M sh−$59.8M
- Charles Schwab Investment Management Inc−1.2M sh−$57.8M
- Wells Fargo & Company/mn−580K sh−$27.2M
- LeClair Wealth Partners LLC−439K sh−$20.6M
- Northeast Planning Associates, Inc. / NH /−170K sh−$7.2M
- Jane Street Group, LLC−142K sh−$6.7M
- Newman Dignan & Sheerar, Inc.−135K sh−$6.3M
- Cetera Investment Advisers−75K sh−$3.5M
UITB institutional ownership FAQ
Who owns the most UITB stock?
In Q2 2026 13F filings the largest holder of UITB was Victory Capital Management Inc, followed by Charles Schwab Investment Management Inc and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of UITB is owned by institutions?
143 funds reported holding 52.6M UITB shares at Jun 30, 2026.
Are hedge funds buying UITB?
In Q2 2026, 83 funds bought UITB (9 of them new positions) and 41 sold (6 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for UITB is bullish.
What is UITB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this UITB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.