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Ownership — UCIB
Institutional Holdings
Insider Transactions
US Institutional Ownership
0.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
Envestnet Asset Management Inc
206.9K
$6.0M
0.01%
-4.7K
2026-06-30
Legacy Wealth Asset Management, LLC
166.7K
$5.0M
0.00%
-6.1K
2026-06-30
RHS Financial, LLC
126.8K
$4.0M
0.00%
+11.5K
2026-06-30
&Partners
46.5K
$1.0M
0.00%
+1.0K
2026-06-30
Bruce G. Allen Investments, LLC
15.7K
--
0.00%
-860
2026-06-30
AlTi Global, Inc.
11.9K
--
0.00%
--
2026-06-30
Corient Private Wealth LP
10.3K
--
0.00%
--
2026-06-30
Dorsey & Whitney Trust Co LLC
7.7K
--
0.00%
-66
2026-06-30
Smartleaf Asset Management LLC
2.0K
--
0.00%
--
2026-06-30
Morgan Stanley
661
--
0.00%
--
2026-06-30
JPMorgan Chase & Co
180
--
0.00%
--
2026-06-30
