| 10K |
| $34K |
| -44.9% |
| 1.239% |
| 0.00% |
| 4 | UBS Group AG | 4K | $15K | -0.1% | 0.537% | 0.00% |
| 5 | MORGAN STANLEY | 13 | $43 | 0.0% | 0.002% | 0.00% |
| 6 | SBI Securities Co., Ltd. | 6 | $20 | 0.0% | 0.001% | 0.00% |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 4 | $13 | 0.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UBXG — a direct measure of their conviction.
| 0.68 pp |
| $0M |
| 78% |
| Q3 2024 | 7 | +133% | 0.88% | +0.73 pp | $0M | +501% |
| Q2 2024 | 3 | — | 0.15% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
0 institutions opened new positions in UBXG during Q1 2026, while 0 fully exited. 6 added to existing positions and 1 trimmed.
UBXG institutional ownership rose by 0.98 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 100.0% of all reported 13F value in UBXG, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.