13F QoQ Ownership Changes
UMC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 64 new · 117 added · 89 reduced · 34 exited
New Positions(64)
Added To(117)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 9,464,312 | +8,492,466 | $74.4M | +$67.0M | 873.8% |
| BlackRock, Inc. | 26,983,515 | +2,842,754 | $212.1M | +$29.1M | 11.8% |
| TWO SIGMA INVESTMENTS, LP | 5,675,393 | +2,144,829 | $44.6M | +$17.8M | 60.8% |
| MARSHALL WACE, LLP | 4,739,326 | +1,937,921 | $37.3M | +$16.0M | 69.2% |
| TWO SIGMA ADVISERS, LP | 3,449,200 | +1,839,500 | $27.1M | +$14.9M | 114.3% |
| Balyasny Asset Management L.P. | 1,980,820 | +1,886,996 | $15.6M | +$14.9M | 2011.2% |
| Man Group plc | 2,123,977 | +1,641,444 | $16.7M | +$13.0M | 340.2% |
| BARCLAYS PLC | 5,257,834 | +1,181,830 | $40.2M | +$9.3M | 29.0% |
| CITADEL ADVISORS LLC | 1,267,610 | +1,052,171 | $10.0M | +$8.3M | 488.4% |
| UBS Group AG | 4,964,947 | +812,812 | $39.0M | +$7.6M | 19.6% |
| CITIGROUP INC | 3,008,360 | +713,114 | $23.6M | +$6.2M | 31.1% |
| DIMENSIONAL FUND ADVISORS LP | 2,516,726 | +432,141 | $19.8M | +$4.0M | 20.7% |
| Aquatic Capital Management LLC | 767,634 | +482,623 | $6.0M | +$3.9M | 169.3% |
| Rafferty Asset Management, LLC | 6,477,830 | +257,129 | $50.9M | +$3.8M | 4.1% |
| GOLDMAN SACHS GROUP INC | 4,725,906 | +314,056 | $37.1M | +$3.7M | 7.1% |
| STATE STREET CORP | 4,828,090 | +298,314 | $37.9M | +$3.6M | 6.6% |
| MILLENNIUM MANAGEMENT LLC | 816,999 | +420,688 | $6.4M | +$3.4M | 106.2% |
| Creative Planning | 2,160,185 | +314,214 | $17.0M | +$3.0M | 17.0% |
| JANE STREET GROUP, LLC | 1,283,253 | +260,492 | $10.1M | +$2.3M | 25.5% |
| Quantinno Capital Management LP | 602,554 | +203,865 | $4.7M | +$1.7M | 51.1% |
| CAPITAL FUND MANAGEMENT S.A. | 245,558 | +209,458 | $1.9M | +$1.7M | 580.2% |
| Tower Research Capital LLC (TRC) | 199,675 | +199,439 | $1.6M | +$1.6M | 84508.1% |
| Mirae Asset Global Investments Co., Ltd. | 168,648 | +164,383 | $1.3M | +$1.3M | 3854.2% |
| Moran Wealth Management, LLC | 792,367 | +95,871 | $6.2M | +$948.6K | 13.8% |
| Frank, Rimerman Advisors LLC | 123,033 | +102,259 | $967.0K | +$809.6K | 492.2% |
| Vanguard Personalized Indexing Management, LLC | 412,380 | +79,029 | $3.2M | +$714.5K | 23.7% |
| Ethic Inc. | 495,589 | +70,597 | $3.9M | +$673.9K | 16.6% |
| North of South Capital LLP | 202,000 | +77,000 | $1.6M | +$640.2K | 61.6% |
| US BANCORP \DE\ | 579,532 | +38,488 | $4.6M | +$454.0K | 7.1% |
| ENVESTNET ASSET MANAGEMENT INC | 100,815 | +52,801 | $792.4K | +$428.5K | 110.0% |
| Bridgefront Capital, LLC | 54,434 | +41,874 | $427.9K | +$332.6K | 333.4% |
| GUGGENHEIM CAPITAL LLC | 412,327 | +26,291 | $3.2M | +$314.7K | 6.8% |
| Advisors Asset Management, Inc. | 306,517 | +29,901 | $2.4M | +$312.5K | 10.8% |
| Bridgewater Advisors Inc. | 78,354 | +365 | $872.1K | +$302.0K | 0.5% |
| BANK OF MONTREAL /CAN/ | 55,957 | +37,138 | $439.8K | +$297.2K | 197.3% |
| Callan Family Office, LLC | 72,819 | +35,353 | $572.4K | +$288.4K | 94.4% |
| Mariner, LLC | 173,096 | +29,191 | $1.4M | +$273.9K | 20.3% |
| GTS SECURITIES LLC | 64,661 | +33,497 | $508.2K | +$272.0K | 107.5% |
| RHUMBLINE ADVISERS | 729,332 | +6,809 | $5.7M | +$255.8K | 0.9% |
| FIRST TRUST ADVISORS LP | 433,653 | +15,998 | $3.4M | +$242.7K | 3.8% |
| IEQ CAPITAL, LLC | 210,410 | +24,201 | $1.7M | +$242.4K | 13.0% |
| Tidal Investments LLC | 147,034 | +25,520 | $1.2M | +$234.6K | 21.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 383,114 | +13,804 | $3.0M | +$211.9K | 3.7% |
| PNC Financial Services Group, Inc. | 166,562 | +21,430 | $1.3M | +$209.1K | 14.8% |
| NEUBERGER BERMAN GROUP LLC | 56,901 | +24,617 | $447.2K | +$202.5K | 76.3% |
| Sequoia Financial Advisors, LLC | 197,996 | +15,855 | $1.6M | +$175.6K | 8.7% |
| Foster Victor Wealth Advisors, LLC | 38,635 | +10,184 | $359.3K | +$153.0K | 35.8% |
| Ariadne Wealth Management, LP | 42,006 | +108 | $432.2K | +$134.3K | 0.3% |
| May Hill Capital, LLC | 28,184 | +16,115 | $221.5K | +$130.0K | 133.5% |
| Focus Partners Wealth | 42,362 | +15,400 | $333.0K | +$128.6K | 57.1% |
| Corient Private Wealth LLC | 146,966 | +11,440 | $1.2M | +$127.9K | 8.4% |
| Focus Partners Advisor Solutions, LLC | 45,925 | +12,081 | $361.0K | +$106.3K | 35.7% |
| VERUS CAPITAL PARTNERS, LLC | 57,300 | +11,800 | $450.4K | +$105.5K | 25.9% |
| Royal Bank of Canada | 29,092 | +12,376 | $228.0K | +$103.0K | 74.0% |
| Vise Technologies, Inc. | 142,234 | +8,069 | $1.1M | +$101.0K | 6.0% |
| ASSETMARK, INC | 15,185 | +12,712 | $119.4K | +$100.6K | 514.0% |
| Bayforest Capital Ltd | 70,237 | +10,571 | $552.1K | +$99.8K | 17.7% |
| MACKENZIE FINANCIAL CORP | 252,150 | +234 | $2.0M | +$93.6K | 0.1% |
| SIGNATUREFD, LLC | 230,104 | +2,731 | $1.8M | +$85.1K | 1.2% |
| OSAIC HOLDINGS, INC. | 21,790 | +9,786 | $171.3K | +$82.0K | 81.5% |
| CogentBlue Wealth Advisors, LLC | 29,206 | +9,457 | $229.6K | +$79.9K | 47.9% |
| Pathstone Holdings, LLC | 100,424 | +6,812 | $789.3K | +$79.8K | 7.3% |
| Compound Planning, Inc. | 53,144 | +8,371 | $417.7K | +$78.3K | 18.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 37,217 | +8,567 | $292.5K | +$75.4K | 29.9% |
| Wealthspire Advisors, LLC | 10,006 | +9,527 | $78.6K | +$75.0K | 1988.9% |
| HB Wealth Management, LLC | 19,441 | +7,769 | $152.8K | +$64.3K | 66.6% |
| PDS Planning, Inc | 73,876 | +5,478 | $580.7K | +$62.2K | 8.0% |
| Vest Financial, LLC | 21,259 | +7,376 | $167.1K | +$61.9K | 53.1% |
| Arax Advisory Partners | 8,656 | +7,390 | $68.0K | +$58.4K | 583.7% |
| Walleye Capital LLC | 39,540 | +6,240 | $310.8K | +$58.4K | 18.7% |
| GREENLEAF TRUST | 152,034 | +1,741 | $1.2M | +$55.8K | 1.1% |
| Crestwood Advisors Group, LLC | 19,501 | +6,410 | $153.3K | +$54.0K | 49.0% |
| Farther Finance Advisors, LLC | 11,345 | +6,661 | $89.2K | +$53.7K | 142.2% |
| Silvercrest Asset Management Group LLC | 24,070 | +5,390 | $189.2K | +$47.6K | 28.9% |
| Trek Financial, LLC | 25,647 | +5,308 | $201.6K | +$47.4K | 26.1% |
| SEI INVESTMENTS CO | 27,798 | +4,719 | $218.5K | +$43.6K | 20.4% |
| Engineers Gate Manager LP | 32,127 | +3,926 | $252.5K | +$38.8K | 13.9% |
| Allspring Global Investments Holdings, LLC | 17,158 | +4,217 | $134.5K | +$38.6K | 32.6% |
| BSW Wealth Partners | 51,573 | +2,385 | $405.4K | +$32.5K | 4.8% |
| Invesco Ltd. | 89,935 | +741 | $706.9K | +$30.8K | 0.8% |
| HighTower Advisors, LLC | 20,101 | +2,846 | $158.0K | +$27.2K | 16.5% |
| Prestige Wealth Management Group LLC | 3,966 | +3,305 | $30.8K | +$25.8K | 500.0% |
| MAI Capital Management | 7,186 | +2,848 | $56.5K | +$23.6K | 65.7% |
| Smartleaf Asset Management LLC | 6,835 | +2,389 | $54.4K | +$20.7K | 53.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19,402 | +1,877 | $152.5K | +$19.7K | 10.7% |
| Aprio Wealth Management, LLC | 23,610 | +1,563 | $185.6K | +$18.5K | 7.1% |
| ACADIAN ASSET MANAGEMENT LLC | 2,297,586 | +2,270,065 | $18.0K | +$17.8K | 8248.5% |
| HENNESSY ADVISORS INC | 18,212 | +1,471 | $143.1K | +$16.2K | 8.8% |
| XPONANCE, INC. | 20,494 | +1,384 | $161.1K | +$16.2K | 7.2% |
| AMERIPRISE FINANCIAL INC | 26,577 | +726 | $208.9K | +$12.9K | 2.8% |
| Cetera Investment Advisers | 15,472 | +1,103 | $121.6K | +$12.7K | 7.7% |
| NISA INVESTMENT ADVISORS, LLC | 2,072 | +1,572 | $16.3K | +$12.5K | 314.4% |
| Avior Wealth Management, LLC | 15,068 | +701 | $118.4K | +$9.5K | 4.9% |
| Verdence Capital Advisors LLC | 13,088 | +741 | $102.9K | +$9.4K | 6.0% |
| Leo Wealth, LLC | 14,948 | +430 | $117.5K | +$7.4K | 3.0% |
| Inspire Advisors, LLC | 18,872 | +233 | $148.3K | +$7.1K | 1.3% |
| Ascent Group, LLC | 14,372 | +326 | $113.0K | +$6.5K | 2.3% |
| North Star Investment Management Corp. | 779 | +711 | $6.1K | +$5.6K | 1045.6% |
| Diversified Trust Co | 14,835 | +157 | $116.6K | +$5.3K | 1.1% |
| WELLS FARGO & COMPANY/MN | 3,274 | +451 | $25.7K | +$4.3K | 16.0% |
| MGO ONE SEVEN LLC | 10,245 | +66 | $80.5K | +$3.4K | 0.6% |
| Caitong International Asset Management Co., Ltd | 967 | +332 | $7.6K | +$2.8K | 52.3% |
| True Wealth Design, LLC | 889 | +296 | $7.0K | +$2.5K | 49.9% |
| Physician Wealth Advisors, Inc. | 619 | +247 | $4.9K | +$2.0K | 66.4% |
| Stone House Investment Management, LLC | 495 | +225 | $3.9K | +$1.8K | 83.3% |
| JONES FINANCIAL COMPANIES LLLP | 4,467 | +41 | $35.1K | +$1.7K | 0.9% |
| HIGHLINE WEALTH PARTNERS LLC | 795 | +148 | $6.2K | +$1.3K | 22.9% |
| LSV ASSET MANAGEMENT | 694,211 | +128,600 | $5.5K | +$1.2K | 22.7% |
| Summit Global Investments | 261,121 | +116,456 | $2.1K | +$955 | 80.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,083 | +47 | $16.4K | +$940 | 2.3% |
| Ancora Advisors LLC | 480 | +99 | $3.8K | +$885 | 26.0% |
| Larson Financial Group LLC | 758 | +8 | $6.0K | +$273 | 1.1% |
| NATIXIS ADVISORS, LLC | 177,454 | +20,009 | $1.4K | +$202 | 12.7% |
| HANTZ FINANCIAL SERVICES, INC. | 64,090 | +21,897 | $504 | +$184 | 51.9% |
| Euro Pacific Asset Management, LLC | 14,716 | +4,700 | $120 | +$40 | 46.9% |
| CWM, LLC | 24,299 | +2,204 | $191 | +$24 | 10.0% |
| BESSEMER GROUP INC | 12,558 | +624 | $99 | +$9 | 5.2% |
Reduced(89)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7,668,830 | -14,182,537 | $60.3M | -$105.4M | -64.9% |
| BANK OF AMERICA CORP /DE/ | 5,603,690 | -1,785,178 | $44.0M | -$12.0M | -24.2% |
| JPMORGAN CHASE & CO | 141,340 | -466,693 | $1.1M | -$3.5M | -76.8% |
| VANGUARD GROUP INC | 13,524,036 | -728,404 | $106.3M | -$1.7M | -5.1% |
| Quantbot Technologies LP | 56,125 | -179,479 | $441.1K | -$1.3M | -76.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4,104,976 | -47,953 | $32.7M | +$1.2M | -1.1% |
| Jump Financial, LLC | 94,282 | -129,066 | $741.1K | -$951.9K | -57.8% |
| Baird Financial Group, Inc. | 409,703 | -118,462 | $3.2M | -$783.2K | -22.4% |
| NORTHERN TRUST CORP | 3,217,883 | -211,103 | $25.3M | -$699.2K | -6.2% |
| Generali Investments CEE, investicni spolecnost, a.s. | 101,415 | -68,000 | $797.1K | -$487.0K | -40.1% |
| Blue Trust, Inc. | 85,486 | -52,252 | $671.9K | -$372.1K | -37.9% |
| BNP PARIBAS FINANCIAL MARKETS | 1,474,210 | -22,108 | $11.6M | +$245.2K | -1.5% |
| RAYMOND JAMES FINANCIAL INC | 17,418 | -18,083 | $136.9K | -$132.2K | -50.9% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 39,941 | 0 | $430.6K | +$127.8K | 0.0% |
| Crossmark Global Holdings, Inc. | 235,317 | -24,636 | $1.8M | -$120.9K | -9.5% |
| Caprock Group, LLC | 104,116 | -2,269 | $818.4K | +$118.3K | -2.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 773,267 | -43,988 | $6.1M | -$116.9K | -5.4% |
| West Family Investments, Inc. | 152,579 | -20,667 | $1.2M | -$113.9K | -11.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,599 | -2,315 | $91.2K | +$91.1K | -16.6% |
| QUADRANT CAPITAL GROUP LLC | 329,426 | -3,179 | $2.6M | +$68.1K | -0.9% |
| Cerity Partners LLC | 241,615 | -1,470 | $1.9M | +$56.5K | -0.6% |
| Savant Capital, LLC | 20,884 | -7,277 | $164.1K | -$49.3K | -25.8% |
| FMR LLC | 213,690 | -1,738 | $1.7M | +$46.7K | -0.8% |
| Vident Advisory, LLC | 557,280 | -26,701 | $4.4M | -$46.3K | -4.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 19,327 | -6,747 | $151.9K | -$45.7K | -25.9% |
| Parallel Advisors, LLC | 121,132 | -461 | $952.1K | +$30.4K | -0.4% |
| Ignite Planners, LLC | 84,928 | -25,740 | $864.6K | +$25.7K | -23.3% |
| Parallax Volatility Advisers, L.P. | 22,550 | -3,978 | $177.2K | -$23.8K | -15.0% |
| RITHOLTZ WEALTH MANAGEMENT | 83,130 | -191 | $653.4K | +$21.8K | -0.2% |
| TCW GROUP INC | 73,375 | 0 | $576.7K | +$20.5K | 0.0% |
| CoreCap Advisors, LLC | 369 | -2,436 | $2.9K | -$18.4K | -86.8% |
| Ballentine Partners, LLC | 155,105 | -8,031 | $1.2M | -$17.4K | -4.9% |
| QRG CAPITAL MANAGEMENT, INC. | 40,378 | -3,752 | $317.4K | -$17.1K | -8.5% |
| Brooklyn Investment Group | 133,613 | -4,181 | $1.1M | +$16.4K | -3.0% |
| Sepio Capital, LP | 13,169 | -2,123 | $103.5K | -$12.4K | -13.9% |
| Sivia Capital Partners, LLC | 24,794 | -2,537 | $194.9K | -$12.3K | -9.3% |
| PROFUND ADVISORS LLC | 125,803 | -6,118 | $988.8K | -$11.1K | -4.6% |
| GeoWealth Management, LLC | 13,778 | -1,932 | $108.3K | -$10.8K | -12.3% |
| Global Retirement Partners, LLC | 7,842 | -1,549 | $61.6K | -$9.5K | -16.5% |
| LPL Financial LLC | 66,943 | -1,236 | $526.2K | +$9.4K | -1.8% |
| PRUDENTIAL FINANCIAL INC | 23,570 | 0 | $187.6K | +$9.0K | 0.0% |
| FourThought Financial Partners, LLC | 31,357 | 0 | $246.5K | +$8.8K | 0.0% |
| Walleye Trading LLC | 29,300 | 0 | $230.3K | +$8.2K | 0.0% |
| Candriam S.C.A. | 28,764 | 0 | $226.1K | +$8.1K | 0.0% |
| CIBC Private Wealth Group LLC | 372 | -1,000 | $2.9K | -$7.5K | -72.9% |
| Canopy Partners, LLC | 25,289 | 0 | $198.8K | +$7.1K | 0.0% |
| Foster Group, Inc. | 39,564 | -2,301 | $311.0K | -$6.4K | -5.5% |
| FRANKLIN RESOURCES INC | 23,170 | -202 | $182.1K | +$5.0K | -0.9% |
| SBI Securities Co., Ltd. | 9,740 | -917 | $76.6K | -$4.2K | -8.6% |
| Wealth Architects, LLC | 14,981 | 0 | $117.8K | +$4.2K | 0.0% |
| COZAD ASSET MANAGEMENT INC | 14,129 | 0 | $111.1K | +$4.0K | 0.0% |
| AVIVA PLC | 13,807 | 0 | $108.5K | +$3.9K | 0.0% |
| Atria Investments, Inc | 15,970 | -97 | $125.5K | +$3.7K | -0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 39,704 | -1,026 | $312.1K | +$3.3K | -2.5% |
| GAMMA Investing LLC | 12,249 | -86 | $96.3K | +$2.8K | -0.7% |
| Bank Julius Baer & Co. Ltd, Zurich | 8,107 | 0 | $63.7K | +$2.3K | 0.0% |
| Henry James International Management Inc. | 13,747 | -209 | $108.1K | +$2.3K | -1.5% |
| EverSource Wealth Advisors, LLC | 17,980 | -386 | $141.3K | +$2.1K | -2.1% |
| AMERIFLEX GROUP, INC. | 267 | -267 | $2.1K | -$1.9K | -50.0% |
| Lido Advisors, LLC | 12,985 | 0 | $100.2K | +$1.8K | 0.0% |
| Pinnacle Wealth Planning Services, Inc. | 24,620 | -698 | $193.5K | +$1.6K | -2.8% |
| Prime Capital Investment Advisors, LLC | 16,531 | -459 | $129.9K | +$1.1K | -2.7% |
| Federation des caisses Desjardins du Quebec | 3,300 | 0 | $25.9K | +$924 | 0.0% |
| Bell Investment Advisors, Inc | 1,618 | -180 | $12.7K | -$911 | -10.0% |
| JFS WEALTH ADVISORS, LLC | 2,826 | 0 | $22.2K | +$791 | 0.0% |
| Westside Investment Management, Inc. | 1,592 | 0 | $12.5K | +$685 | 0.0% |
| Key Financial Inc | 1,200 | 0 | $9.4K | +$540 | 0.0% |
| Wiser Advisor Group LLC | 1,469 | 0 | $11.5K | +$411 | 0.0% |
| WealthCollab, LLC | 1,068 | 0 | $8.4K | +$299 | 0.0% |
| Parkside Financial Bank & Trust | 1,020 | 0 | $8.0K | +$286 | 0.0% |
| Beaird Harris Wealth Management, LLC | 1,000 | 0 | $7.9K | +$280 | 0.0% |
| Cedar Mountain Advisors, LLC | 1,000 | 0 | $7.9K | +$280 | 0.0% |
| Mizuho Securities Co. Ltd. | 782 | 0 | $6.1K | +$219 | 0.0% |
| Sound Income Strategies, LLC | 100 | 0 | $930 | +$182 | 0.0% |
| FIFTH THIRD BANCORP | 553 | 0 | $4.3K | +$155 | 0.0% |
| Valued Wealth Advisors LLC | 423 | 0 | $3.3K | +$118 | 0.0% |
| LRI Investments, LLC | 364 | 0 | $2.9K | +$102 | 0.0% |
| NewEdge Advisors, LLC | 663 | -37 | $5.2K | -$98 | -5.3% |
| Clean Yield Group | 218 | 0 | $1.7K | +$61 | 0.0% |
| Golden State Wealth Management, LLC | 201 | 0 | $1.6K | +$56 | 0.0% |
| Abound Wealth Management | 160 | 0 | $1.3K | +$45 | 0.0% |
| Rossby Financial, LCC | 92 | 0 | $723 | +$41 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 75,503 | -5,419 | $593 | -$20 | -6.7% |
| CVA Family Office, LLC | 69 | 0 | $542 | +$19 | 0.0% |
| Russell Investments Group, Ltd. | 81 | -1 | $637 | +$15 | -1.2% |
| Ameritas Investment Partners, Inc. | 2 | 0 | $16 | +$1 | 0.0% |
| Bogart Wealth, LLC | 4 | 0 | $31 | +$1 | 0.0% |
| NATURAL INVESTMENTS, LLC | 19,273 | -594 | $151 | +$1 | -3.0% |
| SHELL ASSET MANAGEMENT CO | 0 | 0 | $0 | $0 | — |