New Positions
4 managers initiated
Top five by reported value
United Bancorp Inc NASDAQ NMS - GLOBAL MARKET:UBCP
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new8 added21 reduced2 exited
Total Institutional Holders
32
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$1.4M
Largest QoQ Increase
Appalachian Capital Management Ltd
+33,358 sh
Largest QoQ Decrease
UBS Group AG
-5,175 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Appalachian Capital Management Ltd | 33,358 | +33,358 | $478.7K | +$478.7K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,513 | +10,513 | $150.9K | +$150.9K | — |
| Empowered Funds, LLC | 1,509 | +1,509 | $21.7K | +$21.7K | — |
| Garton & Associates Financial Advisors LLC | 650 | +650 | $9.3K | +$9.3K | — |
Added To(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 98,189 | +2,843 | $1.4M | +$77.0K | 3.0% |
| Commonwealth Financial Services, LLC | 86,392 | +1,013 | $1.2M | +$47.0K | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 54,289 | +1,073 | $779.3K | +$35.6K | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 45,156 | +79 | $648.0K | +$18.3K | 0.2% |
| BlackRock, Inc. | 24,371 | +543 | $349.7K | +$16.6K | 2.3% |
| LPL Financial LLC | 14,709 | +18 | $211.1K | +$5.7K | 0.1% |
| MORGAN STANLEY | 9,080 | +49 | $130.3K | +$4.0K | 0.5% |
| ADVISOR GROUP HOLDINGS, INC. | 3,082 | +32 | $44.3K | +$1.5K | 1.0% |
Reduced(21)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 545 | -5,175 | $7.8K | -$72.1K | -90.5% |
| BAHL & GAYNOR INC | 40,050 | -3,000 | $574.7K | -$27.1K | -7.0% |
| Post Resch Tallon Group Inc. | 42,925 | -2,500 | $616.0K | -$18.6K | -5.5% |
| Vantage Financial Partners, LLC | 44,270 | 0 | $635.3K | +$16.8K | 0.0% |
| Founders Financial Alliance, LLC | 35,210 | -2,066 | $505.3K | -$15.8K | -5.5% |
| WESBANCO BANK INC | 32,360 | 0 | $464.4K | +$12.0K | 0.0% |
| Vawter Financial, Ltd. | 35,658 | -1,771 | $511.7K | -$11.2K | -4.7% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6,917 | 0 | $96.8K | +$7.6K | 0.0% |
| RAFFLES ASSOCIATES LP | 17,699 | 0 | $254.0K | +$6.5K | 0.0% |
| NORTHERN TRUST CORP | 21,315 | -112 | $305.9K | +$6.3K | -0.5% |
| Tower Research Capital LLC (TRC) | 34 | -352 | $488 | -$4.9K | -91.2% |
| CITADEL ADVISORS LLC | 10,164 | -612 | $145.9K | -$4.7K | -5.7% |
| Koss-Olinger Consulting, LLC | 23,338 | 0 | $335.0K | -$3.0K | 0.0% |
| Russell Investments Group, Ltd. | 2,972 | 0 | $42.6K | +$1.1K | 0.0% |
| Wealth Watch Advisors, INC | 500 | 0 | $7.2K | +$190 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 300 | 0 | $4.3K | +$141 | 0.0% |
| FMR LLC | 220 | 0 | $3.2K | +$84 | 0.0% |
| SBI Securities Co., Ltd. | 11 | -3 | $158 | -$38 | -21.4% |
| BANK OF AMERICA CORP /DE/ | 42 | 0 | $602 | +$15 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | $2 | -$4 | — |
| CWM, LLC | 200 | 0 | $3 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 0 | -173 | $0 | -$2.4K | — |
| Farther Finance Advisors, LLC | 0 | -5 | $0 | -$70 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 98,189 | $1.4M | +2,843 | 3.0% |
| Commonwealth Financial Services, LLC | 86,392 | $1.2M | +1,013 | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 54,289 | $779.3K | +1,073 | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 45,156 | $648.0K | +79 | 0.2% |
| Vantage Financial Partners, LLC | 44,270 | $635.3K | 0 | 0.0% |
| Post Resch Tallon Group Inc. | 42,925 | $616.0K | -2,500 | -5.5% |
| BAHL & GAYNOR INC | 40,050 | $574.7K | -3,000 | -7.0% |
| Vawter Financial, Ltd. | 35,658 | $511.7K | -1,771 | -4.7% |
| Founders Financial Alliance, LLC | 35,210 | $505.3K | -2,066 | -5.5% |
| Appalachian Capital Management Ltd | 33,358 | $478.7K | +33,358 | — |
| WESBANCO BANK INC | 32,360 | $464.4K | 0 | 0.0% |
| BlackRock, Inc. | 24,371 | $349.7K | +543 | 2.3% |
| Koss-Olinger Consulting, LLC | 23,338 | $335.0K | 0 | 0.0% |
| NORTHERN TRUST CORP | 21,315 | $305.9K | -112 | -0.5% |
| RAFFLES ASSOCIATES LP | 17,699 | $254.0K | 0 | 0.0% |
| LPL Financial LLC | 14,709 | $211.1K | +18 | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,513 | $150.9K | +10,513 | — |
| CITADEL ADVISORS LLC | 10,164 | $145.9K | -612 | -5.7% |
| MORGAN STANLEY | 9,080 | $130.3K | +49 | 0.5% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6,917 | $96.8K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for UBCP against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.