Institutional Holders (2026 Q3)
151 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UIS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | IES Holdings, Inc. | 2.40% | 3,004,614 | $6.9M |
| 2 | Minerva Advisors LLC | 0.51% | 345,347 | $798K |
| 3 | Pinnacle Holdings, LLC | 0.18% | 242,770 | $561K |
| 4 | Kovack Advisors, Inc. | 0.16% | 1,611,161 | $3.7M |
| 5 | Ironwood Investment Management LLC | 0.09% | 111,713 | $258K |
| 6 | Potomac Capital Management, Inc. | 0.09% | 50,000 | $116K |
| 7 | Daytona Street Capital LLC | 0.08% | 50,000 | $118K |
| 8 | Dynamic Technology Lab Private Ltd | 0.06% | 106,953 | $247K |
| 9 | Wolverine Asset Management LLC | 0.02% | 1,406,300 | $3.2M |
| 10 | Topel & Distasi Wealth Management, LLC | 0.01% | 10,400 | $24K |
| 11 | Insight Wealth Partners, LLC | 0.01% | 32,859 | $76K |
| 12 | Newport Trust Company, LLC | 0.01% | 1,360,894 | $3.1M |
| 13 | Retirement Solution LLC | 0.01% | 18,800 | $43K |
| 14 | Neuberger Berman Group LLC | 0.01% | 4,490,986 | $10.4M |
| 15 | Abel Hall, LLC | 0.01% | 16,799 | $39K |
| 16 | Federated Hermes, INC. | 0.01% | 1,687,416 | $3.9M |
| 17 | Axq Capital, LP | 0.01% | 16,766 | $39K |
| 18 | Banque Cantonale Vaudoise | 0.00% | 62,060 | $143K |
| 19 | Calton & Associates, INC. | 0.00% | 16,000 | $37K |
| 20 | Jump Financial, LLC | 0.00% | 200,306 | $463K |
| 21 | WINTON GROUP Ltd | 0.00% | 28,100 | $65K |
| 22 | Hennion & Walsh Asset Management, Inc. | 0.00% | 36,590 | $85K |
| 23 | Renaissance Technologies LLC | 0.00% | 783,500 | $1.8M |
| 24 | Wolverine Asset Management LLC | 0.00% | 126,200 | $292K |
| 25 | Essential Partners LLC | 0.00% | 1,608 | $4K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|