13F-HR filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-17, with 1,622 holding rows worth $18,151,729,709.
- Accession
- 0001463217-26-000004
- Filer
- CIK 1463217
- Filed
- 2026-08-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 1,622 entries on the cover page, a total value of $18,151,729,709 stated on the cover page (in dollars after the unit check, H1), rows summing to $18,151,729,718 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 |
|---|---|---|---|---|---|---|
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 2,468 | $225,057 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 46641Q191 | BETABUILDERS EUR | 2,896 | $224,619 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 5,890 | $224,280 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 11,385 | $224,057 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 21,327 | $223,720 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 2,394 | $223,668 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 9,868 | $223,515 | dollars as filed | |
| AUTOLIV INC | 052800109 | COM | 1,920 | $223,092 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 1,452 | $222,098 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,803 | $221,859 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 4,802 | $221,671 | dollars as filed | |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 381430438 | SHS | 2,346 | $221,525 | dollars as filed | |
| PROSHARES TR | 74347R404 | PSHS ULT MCAP400 | 2,400 | $220,729 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 4,368 | $220,715 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 6,502 | $219,573 | dollars as filed | |
| ISHARES TR | 464288208 | MRGSTR MD CP ETF | 2,273 | $219,449 | dollars as filed | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 1,567 | $219,333 | dollars as filed | |
| SMITH & NEPHEW PLC SPDN ADR NEW | 83175M205 | ADR | 7,577 | $218,280 | dollars as filed | |
| COMMERCIAL METALS CO COM | 201723103 | Stock | 3,447 | $216,286 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 5,325 | $215,929 | dollars as filed | |
| LISTED FD TR | 53656F607 | COM | 3,009 | $215,219 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 2,188 | $214,880 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 14,255 | $214,401 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 509 | $214,370 | dollars as filed | |
| WISDOMTREE TR | 97717Y543 | ARTI INT INN FD | 4,540 | $214,047 | dollars as filed | |
| ASSURED GUARANTY LTD COM | G0585R106 | Stock | 2,668 | $213,867 | dollars as filed | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 8,007 | $213,395 | dollars as filed | |
| ARAMARK COM | 03852U106 | Stock | 3,743 | $212,977 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E370 | S&P 500 HB ETF | 1,365 | $212,435 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 102 | $212,241 | dollars as filed | |
| PAN AMERN SILVER CORP | 697900108 | COM | 4,731 | $211,879 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 4,022 | $211,477 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 5,943 | $210,501 | dollars as filed | |
| NEWMARKET CORP COM | 651587107 | Stock | 266 | $210,470 | dollars as filed | |
| SEABOARD CORP DEL | 811543107 | COM | 47 | $209,824 | dollars as filed | |
| JACKSON FINANCIAL INC COM CL A | 46817M107 | Stock | 2,049 | $209,797 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 3,435 | $209,432 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 10,068 | $208,810 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 2,289 | $207,959 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,400 | $207,314 | dollars as filed | call |
| UFP INDUSTRIES INC | 90278Q108 | COM | 2,276 | $206,524 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 4,843 | $205,101 | dollars as filed | |
| INTERNATIONAL BANCSHARES COR | 459044103 | COM | 2,699 | $204,989 | dollars as filed | |
| TORO CO | 891092108 | COM | 2,104 | $204,972 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 1,437 | $204,902 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 11,792 | $204,827 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F748 | FT VEST US EQT | 3,640 | $204,459 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 2,819 | $204,152 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 4,878 | $203,610 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 2,434 | $203,288 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J608 | HIGH YIELD ETF | 5,440 | $202,890 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 2,683 | $202,129 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 4,154 | $202,051 | dollars as filed | |
| FERROVIAL NV ORD SHS | N3168P101 | Stock | 2,943 | $201,919 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 8,254 | $201,727 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 8,149 | $201,280 | dollars as filed | |
| ALLY FINL INC COM | 02005N100 | Stock | 4,371 | $200,847 | dollars as filed | |
| BANKUNITED INC | 06652K103 | COM | 4,130 | $200,099 | dollars as filed | |
| AMERICOLD REALTY TRUST INC COM | 03064D108 | REIT | 12,499 | $196,484 | dollars as filed | |
| KT CORP SPONSORED ADR | 48268K101 | ADR | 11,264 | $194,635 | dollars as filed | |
| ONESPAN INC | 68287N100 | COM | 13,491 | $193,596 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 13,975 | $186,706 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 22,463 | $183,521 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 10,332 | $179,880 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 11,341 | $174,992 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 15,992 | $170,795 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 26,132 | $169,858 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 12,771 | $169,599 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 11,434 | $167,049 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 17,808 | $157,601 | dollars as filed | |
| TURKCELL ILETISIM SPON ADR NEW | 900111204 | ADR | 26,730 | $157,171 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 14,999 | $147,140 | dollars as filed | |
| PERRIGO CO PLC SHS | G97822103 | Stock | 13,949 | $144,930 | dollars as filed | |
| UNITED GUARDIAN INC | 910571108 | COM | 20,070 | $143,300 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 11,847 | $142,519 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 13,293 | $141,703 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 14,324 | $141,235 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 16,403 | $135,981 | dollars as filed | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 10,005 | $132,670 | dollars as filed | |
| FRANKLIN BSP REALTY TRUST IN | 35243J101 | REIT | 16,156 | $131,510 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 12,336 | $131,008 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 12,737 | $127,752 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 20,003 | $122,818 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 25,708 | $118,771 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 10,615 | $114,959 | dollars as filed | |
| ICL GROUP LTD SHS | M53213100 | Stock | 22,561 | $112,354 | dollars as filed | |
| SASOL LTD | 803866300 | SPONSORED ADR | 10,507 | $103,179 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 23,654 | $100,766 | dollars as filed | |
| GERDAU SA SPON ADR REP PFD | 373737105 | ADR | 24,902 | $100,604 | dollars as filed | |
| MAKO MNG CORP | 56089A400 | COM NEW | 13,580 | $99,270 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 12,735 | $99,206 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 11,508 | $95,286 | dollars as filed | |
| COTY INC | 222070203 | COM CL A | 42,672 | $92,172 | dollars as filed | |
| BRIGHTSPIRE CAPITAL INC COM CL A | 10949T109 | REIT | 16,561 | $90,257 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 14,102 | $88,138 | dollars as filed | |
| NAVIENT CORPORATION COM | 63938C108 | Stock | 10,258 | $87,296 | dollars as filed | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 14,934 | $86,318 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 11,323 | $85,602 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 96,507 | $84,193 | dollars as filed | |
| EMPIRE ST RLTY OP L P | 292102209 | UNIT LTD PRT 60 | 13,546 | $81,208 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 14,207 | $76,860 | dollars as filed | |
| HELLO GROUP INC ADS | 423403104 | ADR | 13,139 | $76,206 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 12,578 | $74,336 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 23,467 | $73,686 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 14,269 | $73,628 | dollars as filed | |
| ADVISORSHARES TR | 00768Y453 | PURE US CANNABIS | 11,968 | $60,941 | dollars as filed | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 17,519 | $60,791 | dollars as filed | |
| ENEL CHILE SA SPONSORED ADR | 29278D105 | ADR | 13,258 | $59,661 | dollars as filed | |
| CLARIVATE PLC | G21810109 | ORD SHS | 25,719 | $55,553 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 24,024 | $55,015 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 10,451 | $52,881 | dollars as filed | |
| CBRE GBL REAL ESTATE INC FD COM | 12504G100 | CEF | 11,006 | $50,297 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 15,053 | $44,105 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 11,640 | $43,882 | dollars as filed | |
| IRIDEX CORP | 462684101 | COM | 35,529 | $40,681 | dollars as filed | |
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 12,504 | $35,386 | dollars as filed | |
| DOUGLAS ELLIMAN INC | 25961D105 | COM | 13,153 | $23,281 | dollars as filed | |
| LOANDEPOT INC | 53946R106 | COM CL A | 12,674 | $15,843 | dollars as filed | |
| PDS BIOTECHNOLOGY CORP | 70465T107 | COM | 12,000 | $10,573 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 14,187 | $7,945 | dollars as filed | |
| ACCURAY INC DEL | 004397105 | COM | 20,000 | $5,156 | dollars as filed | call |
| INOTIV INC | 45783Q100 | COM | 10,000 | $103 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001463217-26-000004 | this filing | 2026-08-17 | acceptance time not in the bulk data set |