New Positions
20 managers initiated
Top five by reported value
- BARCLAYS PLC$1.9M
- Sanctuary Advisors, LLC$192.0K
- CAPTRUST FINANCIAL ADVISORS$73.8K
- Farther Finance Advisors, LLC$6.4K
- IFP Advisors, Inc$5.8K
Uniti Group Inc (Delaware) NASDAQ NMS - GLOBAL MARKET:UNIT
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
20 new0 added2 reduced8 exited
Total Institutional Holders
22
as of 2025-12-31
Top Holder
BARCLAYS PLC
$1.9M
Largest QoQ Increase
BARCLAYS PLC
+446,928 sh
Largest QoQ Decrease
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
-7,551,034 sh
New Positions(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARCLAYS PLC | 446,928 | +446,928 | $1.9M | +$1.9M | — |
| Sanctuary Advisors, LLC | 39,836 | +39,836 | $192.0K | +$192.0K | — |
| CAPTRUST FINANCIAL ADVISORS | 10,531 | +10,531 | $73.8K | +$73.8K | — |
| Farther Finance Advisors, LLC | 920 | +920 | $6.4K | +$6.4K | — |
| IFP Advisors, Inc | 1,190 | +1,190 | $5.8K | +$5.8K | — |
| EverSource Wealth Advisors, LLC | 711 | +711 | $5.0K | +$5.0K | — |
| Parallel Advisors, LLC | 535 | +535 | $3.8K | +$3.8K | — |
| Quent Capital, LLC | 301 | +301 | $2.1K | +$2.1K | — |
| ROTHSCHILD INVESTMENT LLC | 216 | +216 | $1.5K | +$1.5K | — |
| CoreCap Advisors, LLC | 122 | +122 | $855 | +$855 | — |
| SRS Capital Advisors, Inc. | 104 | +104 | $729 | +$729 | — |
| Cedar Mountain Advisors, LLC | 90 | +90 | $631 | +$631 | — |
| Bare Financial Services, Inc | 70 | +70 | $491 | +$491 | — |
| Prestige Wealth Management Group LLC | 100 | +100 | $470 | +$470 | — |
| Bogart Wealth, LLC | 50 | +50 | $351 | +$351 | — |
| GoalVest Advisory LLC | 29 | +29 | $203 | +$203 | — |
| Colonial Trust Advisors | 10 | +10 | $70 | +$70 | — |
| Versant Capital Management, Inc | 7 | +7 | $49 | +$49 | — |
| Morton Brown Family Wealth, LLC | 4 | +4 | $28 | +$28 | — |
| AdvisorNet Financial, Inc | 2 | +2 | $14 | +$14 | — |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Horrell Capital Management, Inc. | 2,953 | -94 | $20.7K | +$2.1K | -3.1% |
| DekaBank Deutsche Girozentrale | 8,903 | 0 | $55 | +$1 | 0.0% |
Sold Out(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | -7,551,034 | $0 | -$38.1M | — |
| Searchlight Capital Partners, L.P. | 0 | -2,273,504 | $0 | -$13.9M | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -1,390,965 | $0 | -$6.8M | — |
| TEXAS PERMANENT SCHOOL FUND | 0 | -906,792 | $0 | -$3.9M | — |
| Royal Bank of Canada | 0 | -378,521 | $0 | -$1.8M | — |
| NORGES BANK | 0 | -57,533 | $0 | -$324.5K | — |
| CI Private Wealth, LLC | 0 | -56,001 | $0 | -$241.9K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -6,837 | $0 | -$36.4K | — |
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 % |
|---|---|---|---|---|
| BARCLAYS PLC | 446,928 | $1.9M | +446,928 | — |
| Sanctuary Advisors, LLC | 39,836 | $192.0K | +39,836 | — |
| CAPTRUST FINANCIAL ADVISORS | 10,531 | $73.8K | +10,531 | — |
| Horrell Capital Management, Inc. | 2,953 | $20.7K | -94 | -3.1% |
| Farther Finance Advisors, LLC | 920 | $6.4K | +920 | — |
| IFP Advisors, Inc | 1,190 | $5.8K | +1,190 | — |
| EverSource Wealth Advisors, LLC | 711 | $5.0K | +711 | — |
| Parallel Advisors, LLC | 535 | $3.8K | +535 | — |
| Quent Capital, LLC | 301 | $2.1K | +301 | — |
| ROTHSCHILD INVESTMENT LLC | 216 | $1.5K | +216 | — |
| CoreCap Advisors, LLC | 122 | $855 | +122 | — |
| SRS Capital Advisors, Inc. | 104 | $729 | +104 | — |
| Cedar Mountain Advisors, LLC | 90 | $631 | +90 | — |
| Bare Financial Services, Inc | 70 | $491 | +70 | — |
| Prestige Wealth Management Group LLC | 100 | $470 | +100 | — |
| Bogart Wealth, LLC | 50 | $351 | +50 | — |
| GoalVest Advisory LLC | 29 | $203 | +29 | — |
| Colonial Trust Advisors | 10 | $70 | +10 | — |
| DekaBank Deutsche Girozentrale | 8,903 | $55 | 0 | 0.0% |
| Versant Capital Management, Inc | 7 | $49 | +7 | — |
New & Closed Positions this quarter
Closed Positions
8 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 UNIT 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.