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Ubiquiti Inc (UI)

CUSIP: 90353W103 | NYSE | Technology · Communication Equipment | Large Cap | 919 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC50,364
0.0% of portfolio›$31.6M
Citigroup Inc26,598
0.0% of portfolio›$15.1M
Salem Investment Counselors Inc18,228
0.3% of portfolio›$10.3M
Oppenheimer & Co Inc13,629
0.1% of portfolio›$7.7M
Mather Group, Llc.11,293
0.1% of portfolio›$6.4M
Assetmark, Inc7,506
0.0% of portfolio›$4.3M
Willis Investment Counsel7,275
0.2% of portfolio›$4.1M
Inspire Investing, LLC6,663
0.2% of portfolio›$3.8M
Bright Rock Capital Management, LLC6,000
0.6% of portfolio›$3.4M
Illinois Municipal Retirement Fund5,540
0.0% of portfolio›$3.1M
Creative Planning4,988
0.0% of portfolio›$2.8M
Segment Wealth Management, LLC4,102
0.1% of portfolio›$2.3M
Vest Financial, LLC4,005
0.0% of portfolio›$2.3M
Y-Intercept (Hong Kong) Ltd3,206
0.0% of portfolio›$1.8M
Dimensional Fund Advisors LP3,025
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC2,672
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC2,672
0.0% of portfolio›$1.7M
Milestone Asset Management, LLC2,283
0.2% of portfolio›$1.3M
Quadrant Capital Group LLC2,153
0.0% of portfolio›$1.3M
Daymark Wealth Partners, LLC2,099
0.0% of portfolio›$1.2M
Vise Technologies, Inc.1,972
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC1,961
0.0% of portfolio›$1.1M
Financial Perspectives, Inc1,884
0.2% of portfolio›$1.1M
CIBC Asset Management Inc1,870
0.0% of portfolio›$1.1M
Carnegie Investment Counsel1,668
0.0% of portfolio›$946.6K
Atlas Brown,Inc.1,585
0.2% of portfolio›$899.5K
Altfest L J & Co Inc1,471
0.1% of portfolio›$835.0K
New York Life Investment Management LLC1,191
0.0% of portfolio›$675.9K
NorthCrest Asset Manangement, LLC1,181
0.0% of portfolio›$758.0K
Valeo Financial Advisors, LLC1,076
0.0% of portfolio›$610.7K
Burney Co/1,060
0.0% of portfolio›$601.6K
Parallel Advisors, LLC1,045
0.0% of portfolio›$593.1K
Sumitomo Mitsui Trust Group, Inc.1,027
0.0% of portfolio›$582.9K
Kestra Private Wealth Services, LLC990
0.0% of portfolio›$561.9K
PFG Advisors982
0.0% of portfolio›$557.3K
Motley Fool Asset Management LLC930
0.0% of portfolio›$527.8K
Choreo, LLC880
0.0% of portfolio›$499.6K
Wedmont Private Capital786
0.0% of portfolio›$504.5K
Exchange Traded Concepts, LLC751
0.0% of portfolio›$426.2K
Xponance LLC718
0.0% of portfolio›$407.5K
Monument Capital Management706
0.1% of portfolio›$400.7K
HB Wealth Management, LLC685
0.0% of portfolio›$388.8K
Baron Wealth Management LLC649
0.1% of portfolio›$368.5K
SP Asset Management LLC627
0.0% of portfolio›$355.8K
IFP Advisors, Inc577
0.0% of portfolio›$327.5K
Calamos Wealth Management LLC569
0.0% of portfolio›$322.9K
DekaBank Deutsche Girozentrale544
0.0% of portfolio›$304
CFC Planning Co LLC504
0.2% of portfolio›$286.9K
Greenleaf Trust504
0.0% of portfolio›$286.0K
bLong Financial, LLC500
0.2% of portfolio›$283.8K
Elevation Point Wealth Partners, LLC482
0.0% of portfolio›$273.3K
Chicago Partners Investment Group LLC480
0.0% of portfolio›$282.0K
Absher Wealth Management, LLC467
0.0% of portfolio›$265.0K
Tannin Capital LLC458
0.2% of portfolio›$259.9K
Applied Finance Capital Management, LLC453
0.0% of portfolio›$257.1K
Spinnaker Investment Group, LLC440
0.0% of portfolio›$249.7K
Clark Asset Management, LLC439
0.0% of portfolio›$249.1K
Horst & Graben Wealth Management LLC406
0.0% of portfolio›$230.6K
MW Advisory, LLC389
0.1% of portfolio›$220.8K
Fairman Group, LLC375
0.2% of portfolio›$212.8K
Riversedge Advisors, LLC371
0.0% of portfolio›$210.6K
MacKenzie Financial Corp362
0.0% of portfolio›$205.4K
Turtle Creek Wealth Advisors, LLC356
0.0% of portfolio›$202.0K
Signaturefd, LLC338
0.0% of portfolio›$191.8K
American National Bank & Trust260
0.0% of portfolio›$147.6K
Westside Investment Management, Inc.242
0.0% of portfolio›$137.8K
Wealth Enhancement Trust Services, Inc.232
0.0% of portfolio›$131.7K
Southern Michigan Bank & Trust197
0.0% of portfolio›$111.8K
Gamma Investing LLC183
0.0% of portfolio›$103.9K
Versant Capital Management, Inc140
0.0% of portfolio›$79.5K
Fulcrum Asset Management LLP122
0.0% of portfolio›$68.2K
Farther Finance Advisors, LLC114
0.0% of portfolio›$64.4K
Main Street Group, LTD100
0.0% of portfolio›$56.8K
EverSource Wealth Advisors, LLC98
0.0% of portfolio›$55.6K
Strs Ohio89
0.0% of portfolio›$50.5K
CX Institutional89
0.0% of portfolio›$51
Capital Advisors, Ltd. LLC79
0.0% of portfolio›$45
Private Wealth Management Group, LLC62
0.0% of portfolio›$35.2K
Elyxium Wealth, LLC58
0.0% of portfolio›$32.9K
New England Capital Financial Advisors LLC56
0.0% of portfolio›$31.9K
Cullen T Bankers, Inc.50
0.0% of portfolio›$28.4K
TD Waterhouse Canada Inc.50
0.0% of portfolio›$30.4K
Larson Financial Group LLC47
0.0% of portfolio›$26.7K
Fortitude Family Office, LLC44
0.0% of portfolio›$25.0K
True Wealth Design, LLC39
0.0% of portfolio›$22.1K
Compass Financial Management LLC39
0.0% of portfolio›$22.1K
Essential Partners LLC39
0.0% of portfolio›$22.1K
Atwood & Palmer Inc36
0.0% of portfolio›$20.4K
Rakuten Securities, Inc.34
0.0% of portfolio›$19.3K
SJS Investment Consulting Inc.32
0.0% of portfolio›$18.2K
SBI Securities Co., Ltd.31
0.0% of portfolio›$17.6K
Cherry Tree Wealth Management, LLC25
0.0% of portfolio›$14.3K
CoreCap Advisors, LLC22
0.0% of portfolio›$12.5K
Torren Management, LLC21
0.0% of portfolio›$11.9K
Salomon & Ludwin, LLC16
0.0% of portfolio›$9.1K
WPG Advisers, LLC15
0.0% of portfolio›$8.5K
Covestor Ltd13
0.0% of portfolio›$8
Cedar Mountain Advisors, LLC13
0.0% of portfolio›$7.4K
Parkside Financial Bank & Trust12
0.0% of portfolio›$6.8K
Financial Management Professionals, Inc.10
0.0% of portfolio›$5.7K
Abound Wealth Management10
0.0% of portfolio›$5.7K
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$5.7K
Atlantic Edge Private Wealth Management, LLC10
0.0% of portfolio›$5.7K
Sterling Capital Management LLC10
0.0% of portfolio›$5.7K
Hughes Financial Services, LLC9
0.0% of portfolio›$5.5K
Bell Investment Advisors, Inc8
0.0% of portfolio›$4.5K
MassMutual Private Wealth & Trust, FSB7
0.0% of portfolio›$4.0K
Hager Investment Management Services, LLC6
0.0% of portfolio›$3.4K
Pinnacle Wealth Planning Services, Inc.5
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$2.3K
Private Trust Co NA4
0.0% of portfolio›$2.3K
TFC Financial Management, Inc.4
0.0% of portfolio›$2.3K
Elevation Wealth Partners, LLC3
0.0% of portfolio›$1.7K
Clark Wealth Partners3
0.0% of portfolio›$1.7K
JFS Wealth Advisors, LLC3
0.0% of portfolio›$1.7K
UMB Private Wealth Management, LLC2
0.0% of portfolio›$1.1K
Asset Dedication, LLC1
0.0% of portfolio›$575
Creative Financial Designs Inc1
0.0% of portfolio›$568
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$568
Raleigh Capital Management Inc.0
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
50,364$31.6M0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
26,598$15.1M0.0%CoreMediumNew York, NY2026-11-04
Salem Investment Counselors Inc
18,228$10.3M0.3%GrowthVery LowWinston-Salem, NC2026-10-13
Oppenheimer & Co Inc
13,629$7.7M0.1%CoreLowNew York, NY2026-10-26
Mather Group, Llc.
11,293$6.4M0.1%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
7,506$4.3M0.0%ETFLowConcord, CA2026-10-21
Willis Investment Counsel
7,275$4.1M0.2%CoreLowGainesville, GA2026-10-20
Inspire Investing, LLC
6,663$3.8M0.2%GARPHighMeridian, ID2026-10-22
Bright Rock Capital Management, LLC
6,000$3.4M0.6%CoreMediumHanover, MA2026-10-05
Illinois Municipal Retirement Fund
5,540$3.1M0.0%CoreMediumOak Brook, IL2026-11-05
Creative Planning
4,988$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Segment Wealth Management, LLC
4,102$2.3M0.1%CoreLowHouston, TX2026-10-26
Vest Financial, LLC
4,005$2.3M0.0%ValueMediumMclean, VA2026-10-21
Y-Intercept (Hong Kong) Ltd
3,206$1.8M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Dimensional Fund Advisors LP
3,025$1.7M0.0%IndexLowAustin, TX2026-11-04
Diversify Advisory Services, LLC
2,672$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,672$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Milestone Asset Management, LLC
2,283$1.3M0.2%GrowthHighPittsburgh, PA2026-10-15
Quadrant Capital Group LLC
2,153$1.3M0.0%CoreLowCincinnati, OH2026-10-20
Daymark Wealth Partners, LLC
2,099$1.2M0.0%CoreLowCincinnati, OH2026-11-04
Vise Technologies, Inc.
1,972$1.1M0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
1,961$1.1M0.0%ETFLowWaltham, MA2026-11-02
Financial Perspectives, Inc
1,884$1.1M0.2%GrowthVery LowMinneapolis, MN2026-11-03
CIBC Asset Management Inc
1,870$1.1M0.0%GARPLowToronto, South Africa2026-11-05
Carnegie Investment Counsel
1,668$946.6K0.0%CoreLowPepper Pike, OH2026-10-20
Atlas Brown,Inc.
1,585$899.5K0.2%GrowthLowLouisville, KY2026-10-09
Altfest L J & Co Inc
1,471$835.0K0.1%ETFHighNew York, NY2026-10-27
New York Life Investment Management LLC
1,191$675.9K0.0%GrowthLowNew York, NY2026-11-04
NorthCrest Asset Manangement, LLC
1,181$758.0K0.0%GrowthLowPlymouth, MN2026-10-13
Valeo Financial Advisors, LLC
1,076$610.7K0.0%ETFLowCarmel, IN2026-10-08
Burney Co/
1,060$601.6K0.0%GARPMediumReston, VA2026-10-15
Parallel Advisors, LLC
1,045$593.1K0.0%IndexLowSan Francisco, CA2026-11-03
Sumitomo Mitsui Trust Group, Inc.
1,027$582.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Kestra Private Wealth Services, LLC
990$561.9K0.0%GrowthLowAustin, TX2026-10-30
PFG Advisors
982$557.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Motley Fool Asset Management LLC
930$527.8K0.0%GrowthMediumAlexandria, VA2026-10-27
Choreo, LLC
880$499.6K0.0%IndexLowRockford, IL2026-10-28
Wedmont Private Capital
786$504.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Exchange Traded Concepts, LLC
751$426.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Xponance LLC
718$407.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Monument Capital Management
706$400.7K0.1%GARPHighAlexandria, VA2026-10-09
HB Wealth Management, LLC
685$388.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Baron Wealth Management LLC
649$368.5K0.1%CoreLowTroy, MI2026-10-27
SP Asset Management LLC
627$355.8K0.0%CoreVery LowCupertino, CA2026-11-05
IFP Advisors, Inc
577$327.5K0.0%GrowthLowTampa, FL2026-10-16
Calamos Wealth Management LLC
569$322.9K0.0%GrowthMediumNaperville, IL2026-11-02
DekaBank Deutsche Girozentrale
544$3040.0%CoreLowFrankfurt, Hong Kong2026-10-27
CFC Planning Co LLC
504$286.9K0.2%CoreMediumCicero, IN2026-10-28
Greenleaf Trust
504$286.0K0.0%CoreLowKalamazoo, MI2026-10-29
bLong Financial, LLC
500$283.8K0.2%Agg GrowthLowMemphis, TN2026-10-29
Elevation Point Wealth Partners, LLC
482$273.3K0.0%CoreHighDenver, CO2026-11-05
Chicago Partners Investment Group LLC
480$282.0K0.0%GARPLowChicago, IL2026-10-27
Absher Wealth Management, LLC
467$265.0K0.0%CoreMediumChapel Hill, NC2026-11-02
Tannin Capital LLC
458$259.9K0.2%CoreMediumCharlotte, NC2026-11-05
Applied Finance Capital Management, LLC
453$257.1K0.0%CoreMediumSan Juan, PR2026-11-03
Spinnaker Investment Group, LLC
440$249.7K0.0%ETFLowNewport Beach, CA2026-10-13
Clark Asset Management, LLC
439$249.1K0.0%ETFVery LowStratham, NH2026-10-19
Horst & Graben Wealth Management LLC
406$230.6K0.0%ETFMediumPortland, OR2026-11-02
MW Advisory, LLC
389$220.8K0.1%CoreN/AAtlanta, GA2026-10-19
Fairman Group, LLC
375$212.8K0.2%ETFLowChesterbrook, PA2026-10-26
Riversedge Advisors, LLC
371$210.6K0.0%ETFMediumWilmington, DE2026-10-09
MacKenzie Financial Corp
362$205.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Turtle Creek Wealth Advisors, LLC
356$202.0K0.0%GrowthLowDallas, TX2026-10-15
Signaturefd, LLC
338$191.8K0.0%IndexLowAtlanta, GA2026-10-23
American National Bank & Trust
260$147.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Westside Investment Management, Inc.
242$137.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Wealth Enhancement Trust Services, Inc.
232$131.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Southern Michigan Bank & Trust
197$111.8K0.0%ETFLowColdwater, MI2026-10-19
Gamma Investing LLC
183$103.9K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
140$79.5K0.0%GARPLowPhoenix, AZ2026-10-02
Fulcrum Asset Management LLP
122$68.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Farther Finance Advisors, LLC
114$64.4K0.0%IndexLowSan Francisco, CA2026-10-08
Main Street Group, LTD
100$56.8K0.0%ETFMediumGlen Allen, VA2026-10-28
EverSource Wealth Advisors, LLC
98$55.6K0.0%CoreMediumBirmingham, AL2026-11-04
Strs Ohio
89$50.5K0.0%CoreMediumColumbus, OH2026-10-30
CX Institutional
89$510.0%CoreMediumAuburn, IN2026-10-02
Capital Advisors, Ltd. LLC
79$450.0%ETFLowShaker Heights, OH2026-10-27
Private Wealth Management Group, LLC
62$35.2K0.0%ETFLowPrinceton, NJ2026-10-19
Elyxium Wealth, LLC
58$32.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
New England Capital Financial Advisors LLC
56$31.9K0.0%ETFLowMeriden, CT2026-11-03
Cullen T Bankers, Inc.
50$28.4K0.0%GrowthLowSan Antonio, TX2026-10-28
TD Waterhouse Canada Inc.
50$30.4K0.0%CoreLowToronto, Australia2026-10-16
Larson Financial Group LLC
47$26.7K0.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
44$25.0K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
39$22.1K0.0%ETFMediumAkron, OH2026-10-13
Compass Financial Management LLC
39$22.1K0.0%CoreN/ATampa, FL2026-10-30
Essential Partners LLC
39$22.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Atwood & Palmer Inc
36$20.4K0.0%CoreVery LowKansas City, MO2026-10-08
Rakuten Securities, Inc.
34$19.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
SJS Investment Consulting Inc.
32$18.2K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
31$17.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cherry Tree Wealth Management, LLC
25$14.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
CoreCap Advisors, LLC
22$12.5K0.0%ETFMediumSouthfield, MI2026-10-08
Torren Management, LLC
21$11.9K0.0%ETFMediumSan Diego, CA2026-10-29
Salomon & Ludwin, LLC
16$9.1K0.0%ETFVery LowRichmond, VA2026-10-29
WPG Advisers, LLC
15$8.5K0.0%CoreLowBaltimore, MD2026-10-27
Covestor Ltd
13$80.0%ValueHighLondon, United Kingdom2026-10-30
Cedar Mountain Advisors, LLC
13$7.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Parkside Financial Bank & Trust
12$6.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Management Professionals, Inc.
10$5.7K0.0%ETFMediumAustin, TX2026-10-23
Abound Wealth Management
10$5.7K0.0%ETFVery LowFranklin, TN2026-10-26
Owl Creek Wealth Partners LLC
10$5.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Atlantic Edge Private Wealth Management, LLC
10$5.7K0.0%CoreLowJacksonville, FL2026-10-20
Sterling Capital Management LLC
10$5.7K0.0%GARPMediumCharlotte, NC2026-10-22
Hughes Financial Services, LLC
9$5.5K0.0%ETFLowHerndon, VA2026-10-30
Bell Investment Advisors, Inc
8$4.5K0.0%ETFVery LowOrinda, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
7$4.0K0.0%CoreLowSpringfield, MA2026-10-05
Hager Investment Management Services, LLC
6$3.4K0.0%GrowthMediumNew London, NH2026-11-04
Pinnacle Wealth Planning Services, Inc.
5$2.8K0.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
4$2.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Private Trust Co NA
4$2.3K0.0%CoreLowCleveland, OH2026-10-20
TFC Financial Management, Inc.
4$2.3K0.0%ETFVery LowBoston, MA2026-10-26
Elevation Wealth Partners, LLC
3$1.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Clark Wealth Partners
3$1.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
JFS Wealth Advisors, LLC
3$1.7K0.0%ETFVery LowHermitage, PA2026-11-03
UMB Private Wealth Management, LLC
2$1.1K0.0%GrowthN/AKansas City, MO2026-10-19
Asset Dedication, LLC
1$5750.0%ETFLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
1$5680.0%ETFMediumKokomo, IN2026-11-04
Provenance Wealth Advisors, LLC
1$5680.0%ETFLowFort Lauderdale, FL2026-10-30
Raleigh Capital Management Inc.
0$230.0%CoreMediumCary, NC2026-10-28