UFOX institutional holders

ETF SER SOLUTIONS · 13F, 2026Q2

Managers holding197
Shares held2,202,778
Reported value$208.5m
Quarter flows49 new, 49 added, 52 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC288,358$27.4m0.0%
Cetera Investment Advisers145,261$13.8m0.0%
UBS Group AG107,220$10.2m0.0%
KWMG, LLC100,883$9.6m0.7%
Kestra Advisory Services, LLC90,863$8.6m0.0%
RAYMOND JAMES FINANCIAL INC89,835$8.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC70,071$6.7m0.0%
STIFEL FINANCIAL CORP56,613$5.4m0.0%
HighTower Advisors, LLC51,243$4.9m0.0%
Rockefeller Capital Management L.P.48,745$4.6m0.0%
Advantage Trust Co37,256$3.5m1.2%
Financial Freedom, LLC37,201$3.5m1.6%
CITIGROUP INC36,581$3.5m0.0%
Baird Financial Group, Inc.33,073$3.1m0.0%
OneDigital Investment Advisors LLC32,920$3.1m0.0%
NORTHSTAR ASSET MANAGEMENT Co38,975$3.1m0.6%
OSAIC HOLDINGS, INC.32,543$3.1m0.0%
BANK OF AMERICA CORP /DE/31,390$3.0m0.0%
Cambridge Investment Research Advisors, Inc.30,384$2.9m0.0%
Aptus Capital Advisors, LLC26,576$2.5m0.0%
GUARDIAN WEALTH ADVISORS, LLC / NC26,271$2.5m0.1%
Moran Wealth Management, LLC25,098$2.4m0.1%
ROYAL BANK OF CANADA23,335$2.2m0.0%
Arax Advisory Partners22,925$2.2m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20,061$1.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UFOX"). UFOX price history · All 13F data

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