Filing Research | UI - UBIQUITI INC Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.3KSH	$23.4M
2	SALEM INVESTMENT COUNSELORS INC	Shares	18.6KSH	$9.9M
3	Vest Financial, LLC	Shares	4.6KSH	$2.4M
4	Segment Wealth Management, LLC	Shares	3.4KSH	$1.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	2.9KSH	$1.6M
6	Morningstar Investment Management LLC	Shares	1.5KSH	$1.2M
7	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.9KSH	$1.0M
8	Intrinsic Value Partners, LLC	Shares	1.8KSH	$945.8K
9	Oak Thistle LLC	Shares	1.5KSH	$804.3K
10	SUMMITRY LLC	Shares	1.5KSH	$795.7K
11	Financial Perspectives, Inc	Shares	1.4KSH	$752.5K
12	Atlas Brown,Inc.	Shares	1.4KSH	$739.6K
13	MILESTONE ASSET MANAGEMENT, LLC	Shares	1.3KSH	$681.5K
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.1KSH	$582.1K
15	BURNEY CO/	Shares	1.1KSH	$566.1K
16	Valeo Financial Advisors, LLC	Shares	1.1KSH	$565.0K
17	PFG Advisors	Shares	982SH	$524.4K
18	NorthCrest Asset Manangement, LLC	Shares	809SH	$440.4K
19	Oxinas Partners, LLC	Shares	815SH	$435.2K
20	Wedmont Private Capital	Shares	771SH	$424.8K
21	Monument Capital Management	Shares	782SH	$417.6K
22	Baron Wealth Management LLC	Shares	734SH	$392.1K
23	Sequoia Financial Advisors, LLC	Shares	682SH	$364.2K
24	Burns Matteson Capital Management, LLC	Shares	674SH	$359.9K
25	Police & Firemen's Retirement System of New Jersey	Shares	631SH	$337.0K
26	Merit Financial Group, LLC	Shares	515SH	$275.1K
27	bLong Financial, LLC	Shares	500SH	$267.0K
28	GREENLEAF TRUST	Shares	483SH	$257.9K
29	IFP Advisors, Inc	Shares	442SH	$236.0K
30	Horst & Graben Wealth Management LLC	Shares	406SH	$217.5K
31	RIVERSEDGE ADVISORS, LLC	Shares	376SH	$200.8K
32	SIGNATUREFD, LLC	Shares	292SH	$155.9K
33	AMERICAN NATIONAL BANK & TRUST	Shares	261SH	$139.4K
34	GAMMA Investing LLC	Shares	168SH	$89.7K
35	SOUTHERN MICHIGAN BANK & TRUST	Shares	165SH	$88.1K
36	Versant Capital Management, Inc	Shares	133SH	$71.0K
37	Main Street Group, LTD	Shares	100SH	$53.4K
38	EverSource Wealth Advisors, LLC	Shares	97SH	$51.8K
39	Farther Finance Advisors, LLC	Shares	80SH	$42.7K
40	True Wealth Design, LLC	Shares	40SH	$21.4K
41	ATWOOD & PALMER INC	Shares	36SH	$19.1K
42	Vision Retirement, LLC	Shares	32SH	$17.1K
43	SBI Securities Co., Ltd.	Shares	31SH	$16.6K
44	Blue Trust, Inc.	Shares	29SH	$15.5K
45	Wealth Enhancement Trust Services, Inc.	Shares	22SH	$11.7K
46	Torren Management, LLC	Shares	21SH	$11.2K
47	Fortitude Family Office, LLC	Shares	21SH	$11.2K
48	ELEVATION WEALTH PARTNERS, LLC	Shares	19SH	$10.1K
49	SJS Investment Consulting Inc.	Shares	16SH	$8.5K
50	Sachetta, LLC	Shares	15SH	$8.0K

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

50 / 86 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+2.9K	+$1.6M	$1.6M
2	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+1.9K	+$1.0M	$1.0M
3	Vest Financial, LLC added	Shares	+2.6K	+$866.3K	$2.4M
4	Oak Thistle LLC new	Shares	+1.5K	+$804.3K	$804.3K
5	Financial Perspectives, Inc added	Shares	+1.2K	+$589.6K	$752.5K
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.0K	+$531.5K	$582.1K
7	Burns Matteson Capital Management, LLC new	Shares	+674	+$359.9K	$359.9K
8	IFP Advisors, Inc added	Shares	+246	+$81.1K	$236.0K
9	Fortitude Family Office, LLC new	Shares	+21	+$11.2K	$11.2K
10	ELEVATION WEALTH PARTNERS, LLC added	Shares	+18	+$9.4K	$10.1K
11	LifeSteps Financial, Inc. new	Shares	+15	+$8.0K	$8.0K
12	VSM Wealth Advisory, LLC new	Shares	+14	+$7.5K	$7.5K
13	Handelsbanken Fonder AB added	Shares	+8.7K	+$4.3K	$5.5K
14	Aventura Private Wealth, LLC new	Shares	+5	+$2.7K	$2.7K
15	CoreCap Advisors, LLC added	Shares	+6	+$2.2K	$5.3K
16	Hughes Financial Services, LLC added	Shares	+2	+$812	$1.6K
17	Physician Wealth Advisors, Inc. new	Shares	+1	+$535	$535
18	HIGHLINE WEALTH PARTNERS LLC new	Shares	+1	+$534	$534
19	Blue Trust, Inc. added	Shares	+10	+$471	$15.5K
20	Activest Wealth Management new	Shares	0	$0	$0
21	Morningstar Investment Management LLC unchanged	Shares	0	$0	$1.2M
22	Raleigh Capital Management Inc. unchanged	Shares	0	-$10	$22
23	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$20	$42
24	AdvisorNet Financial, Inc unchanged	Shares	0	-$256	$534
25	AMALGAMATED BANK exited	Shares	-357	-$282	$0
26	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$768	$1.6K
27	TFC Financial Management, Inc. unchanged	Shares	0	-$1.0K	$2.1K
28	Bogart Wealth, LLC unchanged	Shares	0	-$1.8K	$3.7K
29	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$1.8K	$3.7K
30	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$2.6K	$5.3K
31	Financial Management Professionals, Inc. unchanged	Shares	0	-$2.6K	$5.3K
32	Aspect Partners, LLC exited	Shares	-4	-$3.2K	$0
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$3.3K	$6.9K
34	Atlantic Edge Private Wealth Management, LLC trimmed	Shares	-2	-$4.9K	$6.9K
35	Torren Management, LLC unchanged	Shares	0	-$5.4K	$11.2K
36	Sachetta, LLC trimmed	Shares	-5	-$7.8K	$8.0K
37	Vision Retirement, LLC unchanged	Shares	0	-$8.2K	$17.1K
38	SJS Investment Consulting Inc. trimmed	Shares	-7	-$9.6K	$8.5K
39	True Wealth Design, LLC trimmed	Shares	-5	-$14.2K	$21.4K
40	Versant Capital Management, Inc added	Shares	+18	-$19.9K	$71.0K
41	Main Street Group, LTD unchanged	Shares	0	-$25.6K	$53.4K
42	Farther Finance Advisors, LLC trimmed	Shares	-23	-$41.9K	$42.7K
43	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$42.3K	$88.1K
44	GAMMA Investing LLC trimmed	Shares	-13	-$53.3K	$89.7K
45	EverSource Wealth Advisors, LLC trimmed	Shares	-48	-$62.8K	$51.8K
46	Wealth Enhancement Trust Services, Inc. trimmed	Shares	-86	-$73.6K	$11.7K
47	AMERICAN NATIONAL BANK & TRUST trimmed	Shares	-25	-$86.6K	$139.4K
48	Sound Income Strategies, LLC exited	Shares	-139	-$114.4K	$0
49	SBI Securities Co., Ltd. trimmed	Shares	-150	-$126.5K	$16.6K
50	RIVERSEDGE ADVISORS, LLC trimmed	Shares	-39	-$127.2K	$200.8K

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