ETF Holders

Who owns UCIB?

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12 institutions reported holding UCIB, worth $19.7M, in Form 13F filings for June 30, 2026.

13F holders
12
Institutional value
$19.7M
Change from prior quarter
+1.1%
+$210K, with price moves
New and sold-out firms
2 / 1
2 added, 4 trimmed

Top 10 institutional holders of UCIB

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$6.7M206,905−4,707 shares
Legacy Wealth Asset Management, LLCWoodbury, MN$5.4M166,719−6,129 shares
RHS Financial, LLCSan Francisco, CA$4.1M126,850+11,478 shares
&PartnersNashville, TN$1.5M46,513+1,020 shares
Bruce G. Allen Investments, LLCDenver, CO$511K15,678−860 shares
AlTi Global, Inc.New York, NY$385K11,867New position
Corient Private Wealth LPMiami, FL$334K10,270No change
Susquehanna International Group, LLPBala Cynwyd, PA$304K9,343New position
Dorsey & Whitney Trust CO LLCSioux Falls, SD$252K7,744−66 shares
Smartleaf Asset Management LLCBoston, MA$65K2,014No change
2 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns UCIB?

12 institutional managers reported holding UCIB in Form 13F filings for June 30, 2026, worth $19.7M in total. The largest reported position was held by Envestnet Asset Management Inc., at $6.7M.

Did institutions buy or sell UCIB last quarter?

Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is UCIB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.