| Name | Location | Total Assets (AUM) | Latest Filing |
|---|---|---|---|
| SAN ANTONIO, TX | $1.00B | 2026-10-22 | |
| SYOSSET, NY | $167.03M | 2026-09-10 | |
U.S. Capital Wealth Advisors, LLCAggressive Growth | AUSTIN, TX | $3.98B | 2026-04-07 |
| GENEVA, V8 | $12.65M | 2022-10-04 | |
| STAMFORD, CT |
| $1.85B |
| 2014-11-12 |
| NEW YORK, NY | $550.09B | 2026-08-13 |
UBS Group AGCore | ZURICH, V8 | $786.02B | 2026-08-13 |
| LOS ANGELES, CA | — | 2026-11-02 |
| BOCA RATON, FL | $253.48M | 2026-10-23 |
| SINGAPORE, U0 | $103.11M | 2026-07-23 |
Uhlmann Price Securities, LLCAggressive Growth | SKOKIE, IL | $1.86B | 2026-11-03 |
UMB Bank, n.a.Core | Kansas City, MO | $7.90B | 2026-08-13 |
| KANSAS CITY, MO | $103.32M | 2026-10-19 |
| Chapel Hill, NC | $2.06B | 2026-08-14 |
Unicom Systems, Inc.Aggressive Growth | LAS VEGAS, NV | $1.46B | 2026-10-13 |
Unio Capital LLCCore | PRINCETON, NJ | $526.22M | 2026-08-14 |
| LITCHFIELD, CT | $250.07M | 2026-10-14 |
| SAN FRANCISCO, CA | — | 2023-10-13 |
Unionview, LLCAggressive Growth | SEATTLE, WA | $136.43M | 2025-02-03 |
| TAMPA, FL | $877.23M | 2026-10-16 |
United BankCore | VIENNA, VA | $852.70M | 2026-07-30 |
| PARKERSBURG, WV | $8.45M | 2017-10-26 |
| IRVING, TX | $18.15B | 2026-08-17 |
| CEDAR RAPIDS, IA | $55.02M | 2024-02-13 |
| NEW YORK, NY | $4.77M | 2022-11-10 |
| SAN ANTONIO, TX | $1.24B | 2026-08-07 |
| NEW YORK, NY | $148.90M | 2017-11-09 |
| CHICAGO, IL | $419.72M | 2026-08-14 |
| SOUTH BEND, IN | $66.82M | 2024-11-13 |
| AUSTIN, TX | $798.08M | 2026-11-03 |
Univest Financial CorpGrowth | SOUDERTON, PA | $2.04B | 2026-08-07 |
| NEW YORK, NY | $256.98M | 2026-08-14 |
| PITTSBURGH, PA | $167.93M | 2026-08-07 |
| NACOGDOCHES, TX | $717.53M | 2026-11-04 |
| JUPITER, FL | $179.66M | 2026-07-28 |
US Asset Management LLCGrowth | PITTSBURGH, PA | $131.30M | 2026-08-12 |
US Bancorp \de\Index | MINNEAPOLIS, MN | $91.58B | 2026-08-12 |
| BRAINTREE, MA | $338.35M | 2025-05-08 |
| ADA, MI | $546.24M | 2026-08-04 |
| ADA, MI | $514.34M | 2026-10-16 |
| DALLAS, TX | $4.20M | 2021-01-19 |
| EDEN PRAIRIE, MN | $86.83M | 2026-10-21 |
| HOUSTON, TX | $111.39M | 2021-07-28 |
Uscf Advisers LLCGrowth | Walnut Creek, CA | $410,400 | 2026-10-20 |
| London, X0 | $27.84B | 2026-08-11 |
Uber Technologies, IncAggressive Growth | San Francisco, CA | $4.51B | 2026-08-07 |
| MINNEAPOLIS, MN | $50.58M | 2026-10-13 |
| JACKSONVILLE BEACH, FL | $1.12B | 2026-11-02 |
| ALBUQUERQUE, NM | $100.10M | 2026-10-13 |
| NEW YORK, NY | $25,366 | 2021-05-14 |
Ulysses Management LLCMomentum | New York, NY | $505.98M | 2026-08-14 |
| JANESVILLE, WI | $457.29M | 2026-10-20 |
| PORTSMOUTH, NH | $241.75M | 2026-08-18 |
| MELBOURNE, VICTORIA, C3 | $20.40B | 2026-10-26 |
| Denver, CO | — | 2026-08-14 |
| NEW YORK, NY | $251.43M | 2026-08-07 |
| Atlanta, GA | $113.83M | 2026-10-14 |
| LEXINGTON, KY | $11.22M | 2021-11-23 |
| CLEARWATER, FL | $109.02M | 2026-11-03 |
| GENEVA, V8 | $1.70B | 2025-04-10 |
| New York, NY | $11.54M | 2021-04-13 |
| GENEVA 1, V8 | $10.33B | 2026-11-04 |
| DETROIT, MI | $294.99M | 2026-08-14 |
Union Investments & Development Ltd.Aggressive Growth | Tel Aviv, L3 | $17.33M | 2024-11-12 |
| SAN MATEO, CA | — | 2015-07-29 |
| New York, NY | — | 2016-11-03 |
| New York, NY | — | 2019-11-07 |
| New York, NY | — | 2016-11-03 |
| New York, NY | $277.95M | 2026-08-14 |
| MILWAUKEE, WI | $1.07B | 2026-08-14 |
| UNION GROVE, WI | — | 2018-11-13 |
| BURR RIDGE, IL | $272.72M | 2026-10-13 |
| PROVIDENCE, RI | $1.42B | 2026-10-29 |
| AVENTURA, FL | $246.24M | 2026-08-07 |
| VADUZ, N2 | $11.74B | 2026-08-14 |
| CINCINNATI, OH | $1.05B | 2026-11-03 |
United Airlines Holdings, Inc.Deep Value | CHICAGO, IL | $385.16M | 2026-08-14 |
| NEW YORK, NY | $464.09M | 2026-08-14 |
| GARDEN CITY, NY | $1.46B | 2026-10-28 |
United BankCore | Zebulon, GA | $328.86M | 2026-08-10 |
| SALINA, KS | $763.11M | 2026-11-04 |
| GREENVILLE, SC | $335.93M | 2026-10-28 |
| HAUPPAUGE, NY | $199.13M | 2026-11-04 |
| Washington, DC | $6.03M | 2019-11-14 |
| MELBOURNE, C3 | $5.59B | 2026-08-06 |
| Charlottesville, VA | $377.92M | 2026-10-30 |
| DENVER, CO | $492.50M | 2026-08-06 |
| FRANKFURT AM MAIN, 2M | $65.42B | 2026-08-06 |
| CAMBRIDGE, X0 | $96.40M | 2026-10-19 |
| CHAMPAIGN, IL | $559.77M | 2026-08-12 |
| ADELPHI, MD | $32.26M | 2026-11-04 |
| NEWTON, MA | — | 2026-10-01 |
| PITTSBURGH, PA | $71.32M | 2026-08-12 |
| LOS ANGELES, CA | — | 2014-10-20 |
| KNOXVILLE, TN | $38,132 | 2020-02-11 |
University of Wisconsin FoundationAggressive Growth | MADISON, WI | $126.30M | 2026-08-14 |
| NEW YORK, NY | $12.48M | 2018-10-24 |
Up Capital Management, Inc.Aggressive Growth | ROSEVILLE, CA | $129.23M | 2026-08-05 |
| SANTA MONICA, CA | $12,290 | 2024-02-15 |
| TAMPA, FL | $192.72M | 2026-10-14 |
| DALLAS, TX | $140.10M | 2026-10-15 |
| CHICAGO, IL | $362.87M | 2026-08-06 |
| LAKEWOOD, CA | $111.63M | 2026-10-21 |
Ursa Fund Management, LLCAggressive Growth | Danville, CA | $1.28B | 2026-08-14 |
| PARK CITY, UT | — | 2023-08-14 |
| SALT LAKE CITY, UT | $10.51B | 2026-08-14 |