13F Insight
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DOSSIER · 13F-HR · Q2 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$18.2B in tracked AUM across 1,622 positions as of Q2 2026.

UC
CIK 0001463217 · last filed Jun 30, 2026
Total AUM
$18.2B
as of Q2 2026
Holdings
1,622
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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Filing history

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