Who Owns UNITED (USCI)? -- Institutional Holders (2026-06-30)

79 institutions reported holding $124.7M of UNITED (USCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATAURO, LLC ($33.8M), MORGAN STANLEY ($15.3M), WELLS FARGO & COMPANY/MN ($13.7M), Axiom Financial Strategies, LLC ($7.7M), LPL Financial LLC ($6.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MATAURO, LLC$33.8M364,568Added
2MORGAN STANLEY$15.3M164,771Added
3WELLS FARGO & COMPANY/MN$13.7M148,283Trimmed
4Axiom Financial Strategies, LLC$7.7M83,230Added
5LPL Financial LLC$6.3M68,079Trimmed
6OSAIC HOLDINGS, INC.$5.3M56,734Added
7FLOW TRADERS U.S. LLC$4.3M46,477Added
8Cetera Investment Advisers$3.2M34,658Trimmed
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M29,691Trimmed
10Royal Bank of Canada$2.5M26,983Added
11Pekin Hardy Strauss, Inc.$2.4M26,057Trimmed
12Winter & Associates, Inc.$1.9M20,377Added
13Focus Partners Advisor Solutions, LLC$1.9M20,377Added
14CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$1.8M19,923Hold
15MML INVESTORS SERVICES, LLC$1.7M18,368Added
16Federation des caisses Desjardins du Quebec$1.5M16,317Added
17ARKANSAS FINANCIAL GROUP, INC.$1.5M15,955Added
18AMERIPRISE FINANCIAL INC$1.4M14,949Trimmed
19MISSION WEALTH MANAGEMENT, LP$1.2M13,054Added
20CAZ INVESTMENTS LP$1.2M12,480Trimmed
21Belvedere Trading LLC$1.1M11,800Hold
22CITADEL ADVISORS LLC$880,6369,506Added
23Cerity Partners LLC$830,7798,968Hold
24DV Trading LLC$787,4408,500Hold
25Kestra Advisory Services, LLC$769,3068,304Hold

Source: SEC Form 13F filings · as of 2026-06-30