% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for UCIB in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 211,612211,612 | $7M | — | ADD 26% |
| 2 | Legacy Wealth Asset Management, LLC | 172,848172,848 | $6M | — | — |
| 3 | RHS Financial, LLC | 115,372115,372 | $4M | — | — |
| 4 | &PARTNERS | 45,49345,493 | $1M | — | NEW |
| 5 | Bruce G. Allen Investments, LLC | 16,53816,538 | $545,182 | — | — |
| 6 | Corient Private Wealth LLC | 10,27010,270 | $338,555 | — | TRIM -50% |
| 7 | JANE STREET GROUP, LLC | 8,3508,350 | $275,261 | — | TRIM -54% |
| 8 | Dorsey & Whitney Trust CO LLC | 7,8107,810 | $257,460 | — | — |
| 9 | Smartleaf Asset Management LLC | 2,0142,014 | $66,975 | — | NEW |
| 10 | MORGAN STANLEY | 661661 | $21,790 | — | — |
| 11 | JPMORGAN CHASE & CO | 180180 | $5,986 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 119K | 133K | 148K | 163K | 168K | 212K | $7M |
| Legacy Wealth Asset Management, LLC | 123K | 137K | 155K | 168K | 173K | 173K | $6M |
| RHS Financial, LLC | 114K | 112K | 114K | 116K | 117K | 115K | $4M |
| &PARTNERS | — | — | — | — | — | 45K | $1M |
| Bruce G. Allen Investments, LLC | 17K | 17K | 17K | 17K | 17K | 17K | $545,182 |
| Corient Private Wealth LLC | 10K | 10K | 10K | 10K | 21K | 10K | $338,555 |
| JANE STREET GROUP, LLC | — | — | — | 21K | 18K | 8K | $275,261 |
| Dorsey & Whitney Trust CO LLC | — | 8K | 8K | 8K | 8K | 8K | $257,460 |
| Smartleaf Asset Management LLC | — | — | — | — | — | 2K | $66,975 |
| MORGAN STANLEY | 661 | 661 | 661 | 661 | 661 | 661 | $21,790 |
| JPMORGAN CHASE & CO | 180 | 180 | 288 | 576 | 180 | 180 | $5,986 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| &PARTNERS | +45,493 | $1M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +43,709 | $1M | ADD |
| Smartleaf Asset Management LLC | +2,014 | $66,392 | OPEN |
| Legacy Wealth Asset Management, LLC | +206 | $6,791 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −10,270 | $338,551 | TRIM |
| JANE STREET GROUP, LLC | −9,786 | $322,595 | TRIM |
| RHS Financial, LLC | −1,644 | $54,194 | — |
| Dorsey & Whitney Trust CO LLC | −76 | $2,505 | — |
| UBS Group AG | −30 | $989 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 11 | 591,148 | — | $19M |
| 2025-Q4 | 10 | 521,532 | — | $15M |
| 2025-Q3 | 10 | 504,313 | — | $14M |
| 2025-Q2 | 10 | 465,672 | — | $12M |
| 2025-Q1 | 10 | 441,143 | — | $12M |
| 2024-Q4 | 9 | 420,533 | — | $11M |
| 2024-Q3 | 11 | 431,335 | — | $11M |
| 2024-Q2 | 12 | 498,524 | — | $13M |
| 2024-Q1 | 10 | 478,604 | — | $12M |
| 2023-Q4 | 11 | 472,445 | — | $11M |
| 2023-Q3 | 7 | 423,786 | — | $11M |
| 2023-Q2 | 8 | 442,243 | — | $10M |
| 2023-Q1 | 8 | 466,493 | — | $11M |
| 2022-Q4 | 9 | 445,765 | — | $11M |
| 2022-Q3 | 11 | 563,852 | — | $13M |
| 2022-Q2 | 12 | 572,947 | — | $14M |
| 2022-Q1 | 10 | 510,161 | — | $13M |
| 2021-Q4 | 11 | 555,289 | — | $12M |
| 2021-Q3 | 11 | 525,880 | — | $11M |
| 2021-Q2 | 10 | 577,126 | — | $11M |
| 2021-Q1 | 9 | 579,429 | — | $10M |
| 2020-Q4 | 7 | 653,112 | — | $10M |
| 2020-Q3 | 7 | 462,917 | — | $6M |
| 2020-Q2 | 6 | 468,375 | — | $6M |
| 2020-Q1 | 6 | 327,242 | — | $4M |
| 2017-Q3 | 1 | 12,870 | — | $181,000 |
| 2016-Q4 | 1 | 2,300 | — | $32,000 |
