% of shares outstanding is not shown for UNIY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for UNIY 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 | VOYA INVESTMENT MANAGEMENT LLC | 25,204,53225.2M | $1.2B | — | TRIM -9% |
| 2 | WEST MICHIGAN ADVISORS, LLC | 17,75217,752 | $859,873 | — | TRIM -4% |
| 3 | GOLDMAN SACHS GROUP INC | 13,98613,986 | $677,455 | — | NEW |
| 4 | LPL Financial LLC | 9,9699,969 | $482,879 | — | ADD 10% |
| 5 | Stratos Investment Management, LLC | 6,8546,854 | $332,008 | — | — |
| 6 | KMG FIDUCIARY PARTNERS, LLC | 6,3406,340 | $307,096 | — | NEW |
| 7 | JPMORGAN CHASE & CO | 5,6605,660 | $273,152 | — | — |
| 8 | CITADEL ADVISORS LLC | 5,6105,610 | $271,738 | — | TRIM -58% |
| 9 | UBS Group AG | 1,4031,403 | $67,959 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 27.2M | 53.0M | 26.3M | 28.2M | 27.8M | 25.2M | $1.2B |
| WEST MICHIGAN ADVISORS, LLC | 7K | 11K | 17K | 18K | 18K | 18K | $859,873 |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 14K | $677,455 |
| LPL Financial LLC | — | — | — | 5K | 9K | 10K | $482,879 |
| Stratos Investment Management, LLC | 7K | 7K | 7K | 7K | 7K | 7K | $332,008 |
| KMG FIDUCIARY PARTNERS, LLC | — | — | — | — | — | 6K | $307,096 |
| JPMORGAN CHASE & CO | 41K | 6K | 6K | 12K | 6K | 6K | $273,152 |
| CITADEL ADVISORS LLC | 29K | 399K | 32K | 30K | 13K | 6K | $271,738 |
| UBS Group AG | — | 17 | — | — | — | 1K | $67,959 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 9 | 25,272,106 | — | $1.2B |
| 2025-Q4 | 7 | 27,911,710 | — | $1.4B |
| 2025-Q3 | 8 | 28,277,989 | — | $1.4B |
| 2025-Q2 | 5 | 26,404,838 | — | $1.3B |
| 2025-Q1 | 7 | 53,457,462 | — | $2.6B |
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 | |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +13,986 | $677,454 | OPEN |
| KMG FIDUCIARY PARTNERS, LLC | +6,340 | $307,097 | OPEN |
| UBS Group AG | +1,403 | $67,959 | OPEN |
| LPL Financial LLC | +893 | $43,255 | ADD |
| Stratos Investment Management, LLC | +6 | $291 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | −2,630,142 | $127M | TRIM |
| JANE STREET GROUP, LLC | −23,802 | $1M | CLOSE |
| CITADEL ADVISORS LLC | −7,620 | $369,098 | TRIM |
| WEST MICHIGAN ADVISORS, LLC | −668 | $32,357 | TRIM |
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).
| 2024-Q4 |
| 7 |
| 27,283,065 |
| — |
| $1.3B |
| 2024-Q3 | 6 | 27,388,548 | — | $1.4B |
| 2024-Q2 | 6 | 26,739,794 | — | $1.3B |
| 2024-Q1 | 5 | 26,661,677 | — | $1.3B |
| 2023-Q4 | 6 | 25,125,917 | — | $1.2B |
| 2023-Q3 | 6 | 24,806,794 | — | $1.2B |
| 2023-Q2 | 6 | 22,887,915 | — | $1.1B |
| 2023-Q1 | 4 | 21,940,350 | — | $1.1B |
