DOSSIER · 13F Holders · Q2 2026
UBVLX

UNDISCOVERED MANAGERS BEHAVIORAL VAL L

2 institutions still hold UNDISCOVERED MANAGERS BEHAVIORAL VAL L as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 904504842·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$31M
visible holders
Holders
2
filers reporting
Concentration
100.00%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported UBVLX in Q2 2026. FULTON BANK, N.A. leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FULTON BANK, N.A.
CIK 0000883782
$31M353K0.95%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$1100.00%Q1 2026