AI Holders Summary · Q2 2025

42 institutions reported UHG in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 32.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$4M1.3M0.02%Q2 2025 02

Fidelity National Financial, Inc.

CIK 0001331875

$3M2.8M0.12%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$1M1.3M0.00%Q1 2026 04

ODDO BHF ASSET MANAGEMENT SAS

CIK 0001686970

$1M1.1M0.05%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$497K428K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$200K172K0.00%Q1 2026 07

GTS SECURITIES LLC

CIK 0001452765· Market maker

$186K160K0.01%Q1 2026 08

XTX Topco Ltd

CIK 0001828301

$101K87K0.00%Q1 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$77K66K0.00%Q1 2026 10

VELA Investment Management, LLC

CIK 0001895612

$65K56K0.01%Q1 2026 11

STONERIDGE INVESTMENT PARTNERS LLC

CIK 0001108831

$64K55K0.05%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$44K38K0.00%Q1 2026 13

ABC ARBITRAGE SA

CIK 0002049221

$42K37K0.01%Q1 2026 14

CSS LLC/IL

CIK 0001103646

$42K37K0.00%Q1 2026 15

Virtu Financial LLC

CIK 0001533964· Market maker

$36K31K0.00%Q1 2026 16

BlackRock, Inc.

CIK 0002012383

$32K28K0.00%Q1 2026 17

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$31K27K0.00%Q1 2026 18

Concurrent Investment Advisors, LLC

CIK 0002001015

$28K24K0.00%Q1 2026 19

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$26K23K0.00%Q1 2026 20

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$22K19K0.00%Q1 2026

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