13F-HR filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 1,632 holding rows worth $16,260,098,824.
- Accession
- 0001463217-26-000002
- Filer
- CIK 1463217
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 1,632 entries on the cover page, a total value of $16,260,098,824 stated on the cover page (in dollars after the unit check, H1), rows summing to $16,260,098,824 with VALUE read as dollars as filed, 13F file number 028-13508. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerUnited Capital Financial Partners, LLC028-13541
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CHEMED CORP NEW | 16359R103 | COM | 601 | $227,022 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 1,279 | $226,089 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 7,336 | $225,293 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 3,195 | $225,279 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092790 | QLTY FCTOR ETF | 3,105 | $225,211 | dollars as filed | |
| AMERICOLD REALTY TRUST INC COM | 03064D108 | REIT | 19,649 | $225,178 | dollars as filed | |
| COEPTIS THERAPEUTICS HLDGS I | 19207A207 | COM NEW | 20,000 | $224,400 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 6,029 | $224,219 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 4,596 | $224,170 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 1,060 | $223,806 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 5,567 | $223,757 | dollars as filed | |
| CARLYLE GROUP INC COM | 14316J108 | Stock | 4,609 | $223,051 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 5,722 | $222,014 | dollars as filed | |
| COMMERCIAL METALS CO COM | 201723103 | Stock | 3,595 | $220,820 | dollars as filed | |
| SPIRE INC | 84857L101 | COM | 2,438 | $220,737 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 15,343 | $220,479 | dollars as filed | |
| PBF ENERGY INC | 69318G106 | CL A | 4,614 | $219,719 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 2,253 | $219,378 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 3,843 | $219,051 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 11,997 | $218,221 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 8,190 | $217,856 | dollars as filed | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 2,101 | $217,459 | dollars as filed | |
| VERIS RESIDENTIAL INC | 554489104 | COM | 11,516 | $217,307 | dollars as filed | |
| SMITH & NEPHEW PLC SPDN ADR NEW | 83175M205 | ADR | 6,814 | $216,540 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 3,292 | $215,725 | dollars as filed | |
| FIRST FINL BANKSHARES INC COM | 32020R109 | Stock | 7,300 | $214,985 | dollars as filed | |
| FERROVIAL NV ORD SHS | N3168P101 | Stock | 3,296 | $214,405 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 14,513 | $214,357 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 781 | $213,697 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 4,260 | $212,932 | dollars as filed | |
| PEARSON PLC SPONSORED ADR | 705015105 | ADR | 16,203 | $212,751 | dollars as filed | |
| DILLARDS INC CL A | 254067101 | Stock | 371 | $212,253 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 11,368 | $212,242 | dollars as filed | |
| AEGON LTD AMER REG 1 CERT | 0076CA104 | ADR | 29,216 | $212,105 | dollars as filed | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 23,585 | $211,795 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 2,572 | $211,197 | dollars as filed | |
| HEALTHCARE RLTY TR CL A COM | 42226K105 | REIT | 12,424 | $211,084 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 8,246 | $210,609 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 1,209 | $210,027 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 2,066 | $209,804 | dollars as filed | |
| GRAHAM HLDGS CO COM CL B | 384637104 | Stock | 197 | $208,280 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,400 | $208,022 | dollars as filed | call |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 13,054 | $207,820 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 46641Q191 | BETABUILDERS EUR | 2,852 | $206,041 | dollars as filed | |
| BANKUNITED INC | 06652K103 | COM | 4,536 | $204,846 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 2,007 | $204,614 | dollars as filed | |
| Invesco KBW Premium Yield | 46138E594 | KBW PREM YIELD | 13,350 | $204,255 | dollars as filed | |
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 1,191 | $203,661 | dollars as filed | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 1,195 | $203,186 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 9,564 | $203,044 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188127 | COM CL C | 17,285 | $202,753 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J608 | HIGH YIELD ETF | 5,480 | $202,498 | dollars as filed | |
| BANK NOVA SCOTIA B C COM | 064149107 | Stock | 2,917 | $202,177 | dollars as filed | |
| SABRA HEALTH CARE REIT INC COM | 78573L106 | REIT | 10,477 | $201,473 | dollars as filed | |
| ASSOCIATED BANC-CORP | 045487105 | COM | 7,775 | $201,062 | dollars as filed | |
| LIVANOVA PLC | G5509L101 | SHS | 3,157 | $200,659 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 1,480 | $200,392 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 12,458 | $198,213 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 14,658 | $197,883 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 10,420 | $194,119 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 11,394 | $193,591 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 10,076 | $189,127 | dollars as filed | |
| ACUREN CORP | 00510N102 | COM | 27,477 | $180,799 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 12,970 | $180,024 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 25,825 | $179,485 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 11,932 | $178,383 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 15,714 | $172,854 | dollars as filed | |
| INDEPENDENCE RLTY TR INC | 45378A106 | COM | 11,485 | $171,012 | dollars as filed | |
| F N B CORP | 302520101 | COM | 10,055 | $168,127 | dollars as filed | |
| DOUBLEVERIFY HLDGS INC COM | 25862V105 | Stock | 17,646 | $167,637 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 24,808 | $162,989 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 14,865 | $161,137 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 12,386 | $155,692 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 11,550 | $148,764 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A114 | *W EXP 01/23/202 | 16,100 | $147,315 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 16,606 | $144,974 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 18,491 | $144,969 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 15,437 | $139,241 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 32,985 | $135,898 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 22,481 | $134,663 | dollars as filed | |
| DIVERSIFIED HEALTHCARE TR | 25525P107 | COM SH BEN INT | 20,279 | $134,653 | dollars as filed | |
| UNITED GUARDIAN INC | 910571108 | COM | 20,070 | $134,469 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 21,955 | $131,291 | dollars as filed | |
| LG DISPLAY CO LTD SPONS ADR REP | 50186V102 | ADR | 33,323 | $129,293 | dollars as filed | |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | G2717C106 | Stock | 10,441 | $128,007 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 14,713 | $127,410 | dollars as filed | |
| TURKCELL ILETISIM SPON ADR NEW | 900111204 | ADR | 20,993 | $126,588 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 28,924 | $125,530 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 96,507 | $125,459 | dollars as filed | |
| GLADSTONE COMMERCIAL CORP | 376536108 | COM | 10,960 | $125,273 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 35,175 | $120,650 | dollars as filed | |
| ONESPAN INC | 68287N100 | COM | 10,969 | $115,504 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 10,609 | $115,423 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 24,787 | $114,764 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 10,000 | $114,200 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 12,223 | $101,573 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 14,785 | $94,328 | dollars as filed | |
| COTY INC | 222070203 | COM CL A | 46,832 | $94,132 | dollars as filed | |
| EMPIRE ST RLTY OP L P | 292102209 | UNIT LTD PRT 60 | 17,210 | $90,161 | dollars as filed | |
| REDWOOD TRUST INC | 758075402 | COM | 15,735 | $88,273 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 12,434 | $88,155 | dollars as filed | |
| AVEANNA HEALTHCARE HLDGS INC | 05356F105 | COM | 13,684 | $88,125 | dollars as filed | |
| GOODYEAR TIRE & RUBBER CO | 382550101 | COM | 13,213 | $87,602 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 13,097 | $86,047 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 14,082 | $84,492 | dollars as filed | |
| APARTMENT INVT & MGMT CO CL A | 03748R747 | REIT | 20,491 | $83,398 | dollars as filed | |
| METALLA ROYALTY & STREAMING | 59124U605 | COM | 12,291 | $81,489 | dollars as filed | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 12,490 | $79,062 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 17,000 | $78,201 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 14,255 | $74,411 | dollars as filed | |
| ICL GROUP LTD SHS | M53213100 | Stock | 14,160 | $73,349 | dollars as filed | |
| CERTARA INC COM | 15687V109 | Stock | 12,803 | $72,977 | dollars as filed | |
| GERDAU SA SPON ADR REP PFD | 373737105 | ADR | 20,084 | $72,503 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 12,092 | $72,431 | dollars as filed | |
| DAUCH CORP | 024061103 | COM | 11,512 | $68,266 | dollars as filed | |
| CRICUT INC | 22658D100 | COM CL A | 18,202 | $68,075 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 18,560 | $67,930 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 15,134 | $64,925 | dollars as filed | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 16,701 | $60,959 | dollars as filed | |
| IRIDEX CORP | 462684101 | COM | 57,529 | $58,104 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 23,550 | $57,698 | dollars as filed | |
| CLARIVATE PLC | G21810109 | ORD SHS | 22,121 | $55,966 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 18,526 | $54,095 | dollars as filed | |
| OCTAVE SPECIALTY GROUP INC | 023139884 | COM NEW | 10,405 | $48,383 | dollars as filed | |
| CBRE GBL REAL ESTATE INC FD COM | 12504G100 | CEF | 10,447 | $44,295 | dollars as filed | |
| ADVISORSHARES TR | 00768Y453 | PURE US CANNABIS | 11,968 | $42,869 | dollars as filed | |
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 12,879 | $35,932 | dollars as filed | |
| DOUGLAS ELLIMAN INC | 25961D105 | COM | 15,444 | $25,328 | dollars as filed | |
| LOANDEPOT INC | 53946R106 | COM CL A | 14,028 | $19,920 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 20,192 | $11,766 | dollars as filed | |
| PDS BIOTECHNOLOGY CORP | 70465T107 | COM | 12,000 | $7,260 | dollars as filed | |
| INOTIV INC | 45783Q100 | COM | 10,000 | $2,725 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001463217-26-000002 | this filing | 2026-05-15 | acceptance time not in the bulk data set |