Back to stocks
UI

UI

Ubiquiti Inc.• Technology

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
93
Partial Q3 2026
Total 13F value
$102.4M
Filed positions so far
New positions
17
This quarter
Sold positions
16
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Wealth Enhancement Advisory Services, Llc

$31.6M50.4K0.05%+16.4%

Salem Investment Counselors Inc

$10.3M18.2K0.26%-2.1%

Oppenheimer & Co Inc

$7.7M13.6K0.08%-1.8%

Mather Group, Llc.

$6.4M11.3K0.05%+136.8%

Assetmark, Inc

$4.3M7.5K0.01%+9.5%

Willis Investment Counsel

$4.1M7.3K0.21%+4.1%

Inspire Investing, Llc

$3.8M6.7K0.16%-38.0%

Bright Rock Capital Management, Llc

$3.4M6.0K0.64%New Position

Creative Planning

$2.8M5.0K0.00%+25.6%

Segment Wealth Management, Llc

$2.3M4.1K0.12%+19.5%

Vest Financial, Llc

$2.3M4.0K0.02%-12.4%

Y-Intercept (Hong Kong) Ltd

$1.8M3.2K0.04%+9.4%

Diversify Wealth Management, Llc

$1.7M2.7K0.02%-5.5%

Diversify Advisory Services, Llc

$1.7M2.7K0.02%-5.5%

Quadrant Capital Group Llc

$1.3M2.2K0.04%+0.2%

Milestone Asset Management, Llc

$1.3M2.3K0.21%+78.9%

Vise Technologies, Inc.

$1.1M2.0K0.01%+34.2%

Carnegie Investment Counsel

$947K1.7K0.02%Unchanged

Atlas Brown,Inc.

$900K1.6K0.24%+14.4%

Altfest L J & Co Inc

$835K1.5K0.08%New Position

Northcrest Asset Manangement, Llc

$758K1.2K0.02%+46.0%

Valeo Financial Advisors, Llc

$611K1.1K0.01%+1.7%

Burney Co/

$602K1.1K0.02%Unchanged

Sumitomo Mitsui Trust Group, Inc.

$583K1.0K0.00%-17.6%

Kestra Private Wealth Services, Llc

$562K9900.01%New Position

Pfg Advisors

$557K9820.03%Unchanged

Motley Fool Asset Management Llc

$528K9300.02%-80.3%

Wedmont Private Capital

$504K7860.01%+1.9%

Choreo, Llc

$500K8800.01%+2.8%

Exchange Traded Concepts, Llc

$426K7510.00%-31.1%

Monument Capital Management

$401K7060.08%-9.7%

Hb Wealth Management, Llc

$389K6850.00%+14.4%

Baron Wealth Management Llc

$368K6490.09%-11.6%

Ifp Advisors, Inc

$327K5770.01%+30.5%

Calamos Wealth Management Llc

$323K5690.01%New Position

Dekabank Deutsche Girozentrale

$304K5440.00%New Position

Cfc Planning Co Llc

$287K5040.15%New Position

Greenleaf Trust

$286K5040.00%+4.3%

Blong Financial, Llc

$284K5000.17%Unchanged

Chicago Partners Investment Group Llc

$282K4800.01%New Position

Spinnaker Investment Group, Llc

$250K4400.04%New Position

Clark Asset Management, Llc

$249K4390.02%New Position

Mw Advisory, Llc

$221K3890.09%New Position

Fairman Group, Llc

$213K3750.15%Unchanged

Riversedge Advisors, Llc

$211K3710.03%-1.3%

Turtle Creek Wealth Advisors, Llc

$202K3560.01%New Position

Signaturefd, Llc

$192K3380.00%+15.8%

American National Bank & Trust

$148K2600.01%-0.4%

Westside Investment Management, Inc.

$138K2420.02%-30.3%

Wealth Enhancement Trust Services, Inc.

$132K2320.01%+121.0%

Explore