AI Holders Summary · Q2 2026

35 institutions reported UBCP in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 14.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M113K0.00%Q2 2026 02

Commonwealth Financial Services, LLC

CIK 0001536755

$1M89K0.19%Q2 2026 03

Post Resch Tallon Group Inc.

CIK 0002054476

$884K56K0.61%Q2 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$870K55K0.00%Q2 2026 05

Stratos Wealth Partners, LTD.

CIK 0001612865

$775K49K0.01%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$723K46K0.00%Q2 2026 07

BAHL & GAYNOR INC

CIK 0000872259

$636K40K0.00%Q2 2026 08

Vantage Financial Partners, LLC

CIK 0001911766

$635K44K0.13%Q4 2025 09

Vawter Financial, Ltd.

CIK 0001974403

$578K36K0.22%Q2 2026 10

RAFFLES ASSOCIATES LP

CIK 0001169581

$562K35K0.25%Q2 2026 11

Appalachian Capital Management Ltd

CIK 0002111450

$530K33K0.38%Q2 2026 12

WESBANCO BANK INC

CIK 0000877134

$498K31K0.01%Q2 2026 13

BlackRock, Inc.

CIK 0002012383

$464K29K0.00%Q2 2026 14

Founders Financial Alliance, LLC

CIK 0001832190

$460K29K0.06%Q2 2026 15

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$460K29K0.00%Q2 2026 16

Koss-Olinger Consulting, LLC

CIK 0001861163

$375K24K0.03%Q2 2026 17

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$287K18K0.00%Q2 2026 18

LPL Financial LLC

CIK 0001403438

$234K15K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$166K10K0.00%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$146K10K0.00%Q4 2025

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