Filing Research | U - UNITY SOFTWARE INC Institutional Holdings

Snapshot holdings

50 / 97 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	2.5MSH	$70.3M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	282.0KSH	$8.1M
3	Police & Firemen's Retirement System of New Jersey	Shares	165.1KSH	$4.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	153.8KSH	$4.2M
5	Blue Zone Wealth Advisors, LLC	Shares	134.3KSH	$3.8M
6	Hidden Cove Wealth Management, LLC	Shares	132.3KSH	$3.8M
7	Affinity Capital Advisors, LLC	Shares	114.5KSH	$3.4M
8	SBI Securities Co., Ltd.	Shares	65.4KSH	$1.9M
9	Y-Intercept (Hong Kong) Ltd	Shares	45.4KSH	$1.3M
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	43.3KSH	$1.2M
11	China Universal Asset Management Co., Ltd.	Shares	43.0KSH	$1.2M
12	Merit Financial Group, LLC	Shares	38.8KSH	$1.1M
13	NWAM LLC	Shares	26.8KSH	$765.1K
14	Assenagon Asset Management S.A.	Shares	26.5KSH	$756.9K
15	Yorktown Management & Research Co Inc	Shares	22.6KSH	$644.5K
16	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	21.7KSH	$620.9K
17	Wedmont Private Capital	Shares	18.2KSH	$561.5K
18	NorthCrest Asset Manangement, LLC	Shares	16.3KSH	$500.2K
19	QRG CAPITAL MANAGEMENT, INC.	Shares	15.8KSH	$452.8K
20	GREENLEAF TRUST	Shares	15.8KSH	$452.6K
21	WADDELL & ASSOCIATES, LLC	Shares	15.5KSH	$442.0K
22	AUGUSTINE ASSET MANAGEMENT INC	Shares	15.0KSH	$428.7K
23	Sequoia Financial Advisors, LLC	Shares	14.1KSH	$403.7K
24	180 WEALTH ADVISORS, LLC	Shares	13.3KSH	$380.3K
25	Sivia Capital Partners, LLC	Shares	12.0KSH	$342.1K
26	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	10.2KSH	$292.3K
27	Farther Finance Advisors, LLC	Shares	10.2KSH	$291.5K
28	Mesirow Financial Investment Management, Inc.	Shares	10.0KSH	$286.2K
29	GC Wealth Management RIA, LLC	Shares	9.6KSH	$274.0K
30	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	9.1KSH	$260.5K
31	TITLEIST ASSET MANAGEMENT, LLC	Shares	9.0KSH	$256.2K
32	MISSION WEALTH MANAGEMENT, LP	Shares	8.0KSH	$228.7K
33	Connecticut Capital Management Group, LLC	Shares	7.7KSH	$221.4K
34	Brookwood Investment Group LLC	Shares	7.4KSH	$211.1K
35	Fortis Group Advisors, LLC	Shares	7.3KSH	$209.5K
36	DARA CAPITAL US, INC.	Shares	6.6KSH	$189.2K
37	EverSource Wealth Advisors, LLC	Shares	6.2KSH	$177.6K
38	GAMMA Investing LLC	Shares	5.9KSH	$168.9K
39	IFP Advisors, Inc	Shares	4.0KSH	$114.2K
40	SIGNATUREFD, LLC	Shares	3.1KSH	$87.3K
41	True Wealth Design, LLC	Shares	3.0KSH	$84.6K
42	ELEVATION WEALTH PARTNERS, LLC	Shares	2.3KSH	$65.3K
43	Mirae Asset Global Investments Co., Ltd.	Shares	2.2KSH	$63.9K
44	Versant Capital Management, Inc	Shares	2.0KSH	$58.3K
45	Tradewinds Capital Management, LLC	Shares	1.2KSH	$34.7K
46	Financial Perspectives, Inc	Shares	1.2KSH	$33.3K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	829SH	$25.0K
48	MassMutual Private Wealth & Trust, FSB	Shares	834SH	$23.8K
49	SJS Investment Consulting Inc.	Shares	787SH	$22.5K
50	Fortitude Family Office, LLC	Shares	538SH	$15.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 109 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+2.5M	+$70.3M	$70.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+137.7K	+$3.9M	$4.2M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+26.5K	+$1.7M	$4.7M
4	Merit Financial Group, LLC new	Shares	+38.8K	+$1.1M	$1.1M
5	Blue Zone Wealth Advisors, LLC added	Shares	+2.0K	+$935.6K	$3.8M
6	Hidden Cove Wealth Management, LLC unchanged	Shares	0	+$878.5K	$3.8M
7	Affinity Capital Advisors, LLC trimmed	Shares	-399	+$874.4K	$3.4M
8	Assenagon Asset Management S.A. new	Shares	+26.5K	+$756.9K	$756.9K
9	Yorktown Management & Research Co Inc new	Shares	+22.6K	+$644.5K	$644.5K
10	NorthCrest Asset Manangement, LLC new	Shares	+16.3K	+$500.2K	$500.2K
11	WADDELL & ASSOCIATES, LLC new	Shares	+15.5K	+$442.0K	$442.0K
12	Sivia Capital Partners, LLC new	Shares	+12.0K	+$342.1K	$342.1K
13	SBI Securities Co., Ltd. trimmed	Shares	-4.3K	+$340.1K	$1.9M
14	MOODY NATIONAL BANK TRUST DIVISION trimmed	Shares	-49	+$286.4K	$1.2M
15	China Universal Asset Management Co., Ltd. unchanged	Shares	0	+$285.5K	$1.2M
16	GC Wealth Management RIA, LLC new	Shares	+9.6K	+$274.0K	$274.0K
17	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+9.1K	+$260.5K	$260.5K
18	MISSION WEALTH MANAGEMENT, LP new	Shares	+8.0K	+$228.7K	$228.7K
19	Wedmont Private Capital added	Shares	+3.2K	+$227.5K	$561.5K
20	Connecticut Capital Management Group, LLC new	Shares	+7.7K	+$221.4K	$221.4K
21	Brookwood Investment Group LLC new	Shares	+7.4K	+$211.1K	$211.1K
22	Fortis Group Advisors, LLC new	Shares	+7.3K	+$209.5K	$209.5K
23	QRG CAPITAL MANAGEMENT, INC. added	Shares	+4.5K	+$202.9K	$452.8K
24	NWAM LLC added	Shares	+26	+$178.3K	$765.1K
25	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-5.7K	+$177.5K	$1.3M
26	EverSource Wealth Advisors, LLC added	Shares	+5.2K	+$156.0K	$177.6K
27	Sequoia Financial Advisors, LLC added	Shares	+2.5K	+$148.5K	$403.7K
28	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$144.3K	$620.9K
29	GREENLEAF TRUST added	Shares	+691	+$120.3K	$452.6K
30	Farther Finance Advisors, LLC added	Shares	+2.3K	+$117.4K	$291.5K
31	AUGUSTINE ASSET MANAGEMENT INC trimmed	Shares	-52	+$98.5K	$428.7K
32	DARA CAPITAL US, INC. added	Shares	+1.9K	+$84.6K	$189.2K
33	True Wealth Design, LLC added	Shares	+3.0K	+$84.4K	$84.6K
34	GAMMA Investing LLC added	Shares	+1.9K	+$81.0K	$168.9K
35	Mesirow Financial Investment Management, Inc. unchanged	Shares	0	+$66.5K	$286.2K
36	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-261	+$53.8K	$256.2K
37	IFP Advisors, Inc added	Shares	+712	+$42.2K	$114.2K
38	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.2K	+$40.9K	$65.3K
39	180 WEALTH ADVISORS, LLC trimmed	Shares	-2.2K	+$39.4K	$380.3K
40	Mirae Asset Global Investments Co., Ltd. added	Shares	+617	+$28.4K	$63.9K
41	Versant Capital Management, Inc added	Shares	+558	+$25.8K	$58.3K
42	SJS Investment Consulting Inc. added	Shares	+748	+$21.6K	$22.5K
43	Fortitude Family Office, LLC added	Shares	+477	+$14.0K	$15.4K
44	Activest Wealth Management new	Shares	+427	+$12.2K	$12.2K
45	Wealth Enhancement Trust Services, Inc. added	Shares	+395	+$12.1K	$14.8K
46	Tradewinds Capital Management, LLC unchanged	Shares	0	+$8.1K	$34.7K
47	Financial Perspectives, Inc unchanged	Shares	0	+$7.7K	$33.3K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$6.8K	$25.0K
49	WEST PACES ADVISORS INC. new	Shares	+193	+$5.5K	$5.5K
50	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.3K	$14.1K

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