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Disclosery

UI UBIQUITI INC

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COM (common), issuer CIK 1511737

284 managers (286 13F filers) reported a position in UI shares at 2025-03-31, 2,899,403 shares in all. 66 filers opened a position and 38 filers sold out during the quarter.

Managers
284
13F filers
286
New
66
Added
104
Reduced
75
Sold out
38
Shares held by filers
2,899,403

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CONSULTIVA WEALTH MANAGEMENT, CORP.172$53.3K0.18%013F-HRTimeline
Financial Perspectives, Inc169$52.4K0.02%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…156$48.4K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC139$43.1K<0.01%013F-HRTimeline
Sterling Capital Management LLC135$41.9K<0.01%-3313F-HRTimeline
GAMMA Investing LLC132$40.9K<0.01%+2213F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.135$38.2K<0.01%+10113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…122$37.8K<0.01%+4613F-HRTimelineGroup
Versant Capital Management, Inc111$34.4K0.01%+9213F-HRTimeline
GeoWealth Management, LLC106$32.9K<0.01%+3313F-HRTimeline
Farther Finance Advisors, LLC104$32.3K<0.01%-1813F-HRTimeline
Brooklyn Investment Group93$28.8K0.01%+4113F-HRTimeline
Allworth Financial LP90$28.2K<0.01%+913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK90$27.9K<0.01%-413F-HRTimelineGroup
Smartleaf Asset Management LLC88$27.3K<0.01%+1213F-HRTimeline
Capital Advisors, Ltd. LLC79$25K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA80$24.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC80$24.8K<0.01%new13F-HR/ATimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co77$24K<0.01%+2313F-HRTimelineGroup
Steward Partners Investment Advisory, L…76$23.6K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.75$23.3K<0.01%+1313F-HRTimeline
Private Wealth Management Group, LLC75$23.3K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.70$21.7K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.63$19.6K<0.01%-1213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58$18K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC58$18K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …56$17.3K0.01%013F-HRTimeline
SBI Securities Co., Ltd.55$17.1K<0.01%+2813F-HRTimeline
NewEdge Advisors, LLC50$15.5K<0.01%new13F-HRTimeline
Amundiin group Amundi53$15.4K<0.01%013F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.48$14.9K<0.01%-213F-HRTimelineGroup
WealthCollab, LLC44$13.6K0.01%+3313F-HRTimeline
SVB WEALTH LLC42$13K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.41$12.7K<0.01%-213F-HRTimeline
Covestor Ltd37$12K0.01%-1813F-HRTimeline
Park Square Financial Group, LLC38$11.8K0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.36$11K<0.01%new13F-HRTimelineGroup
COMERICA BANK34$10.7K<0.01%-113F-HRTimeline
CVA Family Office, LLC33$10.2K<0.01%new13F-HRTimeline
True Wealth Design, LLC32$9.93K<0.01%-713F-HRTimeline
Advisors Asset Management, Inc.27$8.37K<0.01%new13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.27$8.37K0.01%+813F-HRTimeline
VEGA INVESTMENT SOLUTIONS25$8.16K<0.01%013F-HRTimeline
Clearstead Advisors, LLC26$8.06K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.25$7.75K<0.01%+1313F-HRTimeline
DT Investment Partners, LLC24$7.44K<0.01%013F-HRTimeline
WPG Advisers, LLC21$6.51K0.01%new13F-HRTimeline
Blue Trust, Inc.20$6.2K<0.01%+1413F-HRTimeline
Aviso Financial Inc.20$6.2K<0.01%-513F-HRTimeline
Sachetta, LLC18$5.58K<0.01%013F-HRTimeline
Pineridge Advisors LLC17$5.3K<0.01%+713F-HRTimeline
Hemington Wealth Management18$5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB15$4.65K<0.01%+913F-HRTimeline
Transce3nd, LLC14$4.34K<0.01%+313F-HRTimeline
Parkside Financial Bank & Trust13$4.03K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.12$4K<0.01%new13F-HRTimelineGroup
Altshuler Shaham Ltd12$3.72K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…10$3.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.10$3.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9$3K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8$2.48K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.8$2.48K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$2.17K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners7$2.17K<0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6$1.86K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC5$1.55K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC5$1.55K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc5$1.55K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC5$1.55K<0.01%013F-HRTimeline
MAI Capital Management4$1.24K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4$1.24K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.4$1.24K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd3$930<0.01%-413F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC2$621<0.01%-1413F-HRTimeline
Principia Wealth Advisory, LLC2$621<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$311<0.01%013F-HRTimeline
Abound Wealth Management1$311<0.01%013F-HRTimeline
American Capital Advisory, LLC1$311<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC1$311<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
SIERRA OCEAN, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC666$310+66513F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.