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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
106 filers reported a long position in UFEB for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Brookstone Capital Management | $56.6M | 1.5M | -14.3% |
| Talon Private Wealth, LLC | $28.4M | 734.5K | -25.4% |
| HighTower Advisors, LLC | $24.4M | 631.5K | -3.7% |
| KFG WEALTH MANAGEMENT, LLC | $16.7M | 431.5K | +13.9% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.4M | 165K | +4.5% |
| Strategic Blueprint, LLC | $5.3M | 137.9K | +2.8% |
| TRUIST FINANCIAL CORP | $5M | 129.8K | -0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 109.1K | -34.3% |
| OSAIC HOLDINGS, INC. | $4.1M | 106.1K | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 102.1K | -18.3% |
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