← All institutions
Institutional Holdings
UGPOwnership Summary
Institutions Holding
126
Total Shares Held
60,961,403
Total Value Held
$228,802,029
Quarter
2025-12-31
Active Positions
Increased Positions
1
1,832,496 shares
Decreased Positions
0
0 shares
Held Positions
1
330 shares
New Positions
124
59,128,577 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| QUADRANT CAPITAL GROUP LLC | 22,550 | $85,014 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 75,092 | $283,096 | New position | 2025-12-31 | |
| Naman Capital Ltda | 13,687,979 | $51,603,681 | New position | 2025-12-31 | |
| MORGAN STANLEY | 4,947,134 | $18,650,701 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 4,214,612 | $15,889,087 | New position | 2025-12-31 | |
| BlackRock, Inc. | 3,569,144 | $13,455,672 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 3,382,778 | $12,753,073 | New position | 2025-12-31 | |
| AMERICAN CENTURY COMPANIES INC | 3,049,669 | $11,497,252 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 2,744,442 | $10,346,546 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 2,147,914 | $8,097,636 | New position | 2025-12-31 | |
| UBS Group AG | 1,876,765 | $7,075,404 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 1,832,496 | $6,908,510 | ▲ +1,773,744 | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 1,824,000 | $6,876,480 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 1,610,338 | $6,070,974 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 1,150,919 | $4,338,964 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 1,064,526 | $4,013,263 | New position | 2025-12-31 | |
| Kapitalo Investimentos Ltda | 874,882 | $3,298,305 | New position | 2025-12-31 | |
| MARSHALL WACE, LLP | 853,367 | $3,217,194 | New position | 2025-12-31 | |
| Banco BTG Pactual S.A. | 697,900 | $2,631,083 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 662,738 | $2,498,522 | New position | 2025-12-31 | |
| Point72 Asset Management, L.P. | 596,782 | $2,249,868 | New position | 2025-12-31 | |
| SPX Gestao de Recursos Ltda | 582,585 | $2,196,345 | New position | 2025-12-31 | |
| WELLINGTON MANAGEMENT GROUP LLP | 563,060 | $2,122,736 | New position | 2025-12-31 | |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 534,513 | $2,015,114 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 454,111 | $1,711,998 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 440,252 | $1,659,750 | New position | 2025-12-31 | |
| Capital Innovations LLC | 405,382 | $1,528,290 | New position | 2025-12-31 | |
| Creative Planning | 351,390 | $1,324,741 | New position | 2025-12-31 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 342,978 | $1,293,027 | New position | 2025-12-31 | |
| Banque Cantonale Vaudoise | 300,000 | $1,131,000 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 291,168 | $1,097,705 | New position | 2025-12-31 | |
| Vident Advisory, LLC | 286,333 | $1,079,479 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 276,228 | $1,041,380 | New position | 2025-12-31 | |
| Invesco Ltd. | 255,013 | $961,399 | New position | 2025-12-31 | |
| STATE STREET CORP | 249,883 | $942,059 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 225,270 | $849,268 | New position | 2025-12-31 | |
| Connor, Clark & Lunn Investment Management Ltd. | 196,895 | $742,294 | New position | 2025-12-31 | |
| Bleakley Financial Group, LLC | 189,528 | $714,521 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 187,807 | $707,937 | New position | 2025-12-31 | |
| Parvin Asset Management, LLC | 166,400 | $627,328 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 164,313 | $619,460 | New position | 2025-12-31 | |
| Compound Planning, Inc. | 161,337 | $608,241 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 154,968 | $584,226 | New position | 2025-12-31 | |
| Legal & General Group Plc | 135,500 | $511,513 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 125,338 | $472,524 | New position | 2025-12-31 | |
| XTX Topco Ltd | 122,561 | $462,055 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 120,087 | $452,728 | New position | 2025-12-31 | |
| Mariner, LLC | 118,358 | $446,734 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 112,900 | $425,633 | New position | 2025-12-31 | |
| Schonfeld Strategic Advisors LLC | 111,972 | $422,133 | New position | 2025-12-31 | |
| RBF Capital, LLC | 110,458 | $416,426 | New position | 2025-12-31 | |
| Vanguard Personalized Indexing Management, LLC | 106,530 | $401,618 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 101,964 | $384,404 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 94,021 | $354,459 | New position | 2025-12-31 | |
| Laird Norton Wetherby Trust Company, LLC | 88,988 | $335,485 | New position | 2025-12-31 | |
| Walleye Capital LLC | 83,745 | $315,719 | New position | 2025-12-31 | |
| Cerity Partners LLC | 79,600 | $300,091 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 79,397 | $299,340 | New position | 2025-12-31 | |
| Mirae Asset Global Investments Co., Ltd. | 75,294 | $283,860 | New position | 2025-12-31 | |
| Ethic Inc. | 70,352 | $265,228 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 69,292 | $261,230 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 64,594 | $243,519 | New position | 2025-12-31 | |
| Sequoia Financial Advisors, LLC | 63,023 | $237,597 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 62,118 | $234,186 | New position | 2025-12-31 | |
| Centiva Capital, LP | 60,963 | $229,831 | New position | 2025-12-31 | |
| PDS Planning, Inc | 56,572 | $213,276 | New position | 2025-12-31 | |
| QRG CAPITAL MANAGEMENT, INC. | 53,189 | $200,521 | New position | 2025-12-31 | |
| PharVision Advisers, LLC | 51,880 | $195,588 | New position | 2025-12-31 | |
| CITIGROUP INC | 49,019 | $184,802 | New position | 2025-12-31 | |
| VPR Management LLC | 46,700 | $176,059 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 44,534 | $167,893 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 37,308 | $140,651 | New position | 2025-12-31 | |
| Inspire Advisors, LLC | 35,163 | $132,566 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 33,648 | $126,855 | New position | 2025-12-31 | |
| West Family Investments, Inc. | 33,240 | $125,315 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 32,679 | $123,201 | New position | 2025-12-31 | |
| PFG Investments, LLC | 32,600 | $122,902 | New position | 2025-12-31 | |
| FMR LLC | 31,185 | $117,569 | New position | 2025-12-31 | |
| Aprio Wealth Management, LLC | 28,817 | $108,640 | New position | 2025-12-31 | |
| Magnetar Financial LLC | 22,783 | $85,892 | New position | 2025-12-31 | |
| Sivia Capital Partners, LLC | 22,136 | $83,453 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 21,790 | $82,148 | New position | 2025-12-31 | |
| Inspire Investing, LLC | 20,725 | $78,131 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 19,210 | $72,422 | New position | 2025-12-31 | |
| PROFUND ADVISORS LLC | 18,184 | $68,554 | New position | 2025-12-31 | |
| Ausdal Financial Partners, Inc. | 17,159 | $64,688 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 16,872 | $63,607 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 16,737 | $63,098 | New position | 2025-12-31 | |
| Graham Capital Management, L.P. | 16,443 | $61,990 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 15,696 | $59,174 | New position | 2025-12-31 | |
| Greenspring Advisors, LLC | 15,548 | $58,616 | New position | 2025-12-31 | |
| Scientech Research LLC | 15,312 | $57,726 | New position | 2025-12-31 | |
| HUB Investment Partners, LLC | 14,341 | $54,066 | New position | 2025-12-31 | |
| Plan A Wealth LLC | 13,993 | $52,754 | New position | 2025-12-31 | |
| Mitsubishi UFJ Trust & Banking Corp | 13,622 | $51,355 | New position | 2025-12-31 | |
| Engineers Gate Manager LP | 12,699 | $47,875 | New position | 2025-12-31 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 12,379 | $46,669 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 11,804 | $44,502 | New position | 2025-12-31 | |
| GeoWealth Management, LLC | 11,796 | $44,471 | New position | 2025-12-31 | |
| Caprock Group, LLC | 10,744 | $40,505 | New position | 2025-12-31 | |
| Ballentine Partners, LLC | 10,516 | $39,645 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,788 | $34,809 | New position | 2025-12-31 | |
| Caitong International Asset Management Co., Ltd | 8,548 | $32,226 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 4,666 | $18,000 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 4,401 | $16,592 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 4,300 | $16,211 | New position | 2025-12-31 | |
| Arax Advisory Partners | 3,870 | $14,590 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 3,732 | $14,070 | New position | 2025-12-31 | |
| Allworth Financial LP | 2,920 | $11,009 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 2,608 | $9,910 | New position | 2025-12-31 | |
| WealthCollab, LLC | 1,534 | $5,784 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 980 | $3,694 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 869 | $3,276 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 540 | $2,036 | New position | 2025-12-31 | |
| SIMPLEX TRADING, LLC | 433 | $1,632 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 330 | $1,244 | Unchanged | 2025-12-31 | |
| ACADIAN ASSET MANAGEMENT LLC | 253,830 | $956 | New position | 2025-12-31 | |
| Physician Wealth Advisors, Inc. | 236 | $890 | New position | 2025-12-31 | |
| Ares Financial Consulting, LLC | 224 | $844 | New position | 2025-12-31 | |
| IMA Advisory Services, Inc. | 160 | $603 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 142 | $535 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 140 | $529 | New position | 2025-12-31 | |
| GROUP ONE TRADING LLC | 100 | $377 | New position | 2025-12-31 | |
| CWM, LLC | 20,426 | $78 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 4,372 | $16 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 735 | $3 | New position | 2025-12-31 |