Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITED BANKSHARES INC WEST V · COM · quarter ended 2026-03-31 · 8 members disclosed UBSI ↗

13F filers reporting this class for the quarter ended 2026-03-31: 287
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $3.5B
holders whose share count rose or who opened the position (new + add), by shares: 147
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 39

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UBSI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$835M	20,166,538	+86,459	ADD
2	STATE STREET CORP	$333M	7,974,217	+24,991	ADD
3	DIMENSIONAL FUND ADVISORS LP	$317M	7,661,331	+56,808	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$301M	7,277,538	—	NO PRIOR
5	VANGUARD CAPITAL MANAGEMENT LLC	$263M	6,344,890	—	NO PRIOR
6	EARNEST PARTNERS LLC	$171M	4,134,503	−105,625	TRIM
7	VICTORY CAPITAL MANAGEMENT INC	$129M	3,119,919	−179,469	TRIM
8	AQR CAPITAL MANAGEMENT LLC	$98.1M	2,374,689	+749,484	ADD
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$70.2M	1,694,830	+16,711	ADD
10	NORTHERN TRUST CORP	$68.3M	1,648,776	+57,137	ADD
11	BANK OF AMERICA CORP /DE/	$67.6M	1,631,894	+277,836	ADD
12	MORGAN STANLEY	$66.6M	1,607,767	+204,626	ADD
13	FULLER & THALER ASSET MANAGEMENT, INC.	$55.0M	1,327,629	+1,327,629	NEW
14	BNP Paribas Asset Management Holding S.A.	$40.8M	984,690	+61,772	ADD
15	VANGUARD FIDUCIARY TRUST CO	$37.5M	904,635	—	NO PRIOR
16	Nuveen, LLC	$37.4M	902,544	−37,940	TRIM
17	ProShare Advisors LLC	$32.3M	778,714	−332,742	TRIM
18	Invesco Ltd.	$32.1M	773,956	−256,027	TRIM
19	CITADEL ADVISORS LLC	$26.7M	644,254	+574,740	ADD
20	FIRST TRUST ADVISORS LP	$23.6M	570,961	+39,712	ADD
21	WELLS FARGO & COMPANY/MN	$17.7M	427,820	−105,207	TRIM
22	UBS Group AG	$15.3M	370,302	+20,467	ADD
23	SEI INVESTMENTS CO	$14.3M	345,929	+4,767	ADD
24	PRINCIPAL FINANCIAL GROUP INC	$13.0M	313,631	+10,188	ADD
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$12.3M	297,590	+9,608	ADD
26	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.1M	293,253	+22,499	ADD
27	Swiss National Bank	$11.5M	277,963	−1,200	TRIM
28	RAYMOND JAMES FINANCIAL INC	$10.9M	263,895	−2,374	TRIM
29	ALLIANCEBERNSTEIN L.P.	$10.8M	281,398	−5,146	TRIM
30	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$9.7M	233,034	0	NO CHANGE
31	DEUTSCHE BANK AG\	$9.6M	231,105	+117,095	ADD
32	FRANKLIN RESOURCES INC	$9.5M	229,412	+144,647	ADD
33	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$9.0M	217,518	−22,998	TRIM
34	ENVESTNET ASSET MANAGEMENT INC	$9.0M	217,152	+217,152	NEW
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8.9M	215,644	−15,119	TRIM
36	FMR LLC	$8.6M	208,424	−829	TRIM
37	Legal & General Group Plc	$7.9M	189,805	−22,434	TRIM
38	Retirement Systems of Alabama	$7.1M	171,083	+2,954	ADD
39	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.7M	161,999	−8,539	TRIM
40	OLD NATIONAL BANCORP /IN/	$6.1M	146,924	+19,463	ADD
41	VANGUARD ASSET MANAGEMENT, Ltd	$5.7M	137,304	—	NO PRIOR
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.5M	132,182	−6,749	TRIM
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.1M	123,635	+53,957	ADD
44	Focus Partners Wealth	$5.0M	121,376	+9,769	ADD
45	OPPENHEIMER ASSET MANAGEMENT INC.	$4.7M	113,931	−1,960	TRIM
46	BARCLAYS PLC	$4.6M	112,161	−237,916	TRIM
47	1834 INVESTMENT ADVISORS CO	$4.6M	111,894	+15,550	ADD
48	CITIGROUP INC	$4.6M	111,869	+10,049	ADD
49	MALTESE CAPITAL MANAGEMENT LLC	$4.6M	110,000	−32,500	TRIM
50	MOODY ALDRICH PARTNERS LLC	$4.5M	108,618	+108,618	NEW
51	Holocene Advisors, LP	$4.4M	105,667	+30,395	ADD
52	Wealthspire Advisors, LLC	$4.3M	104,053	+94,971	ADD
53	ROYAL BANK OF CANADA	$4.0M	96,793	+96,793	NEW
54	Rafferty Asset Management, LLC	$3.8M	91,272	−11,549	TRIM
55	GUGGENHEIM CAPITAL LLC	$3.7M	90,258	−759	TRIM
56	EP Wealth Advisors, LLC	$3.5M	85,640	+277	ADD
57	AMERICAN CENTURY COMPANIES INC	$3.3M	79,603	+1,596	ADD
58	BROWN ADVISORY INC	$3.3M	79,406	−3,870	TRIM
59	Mubadala Investment Co PJSC	$3.2M	78,244	+78,244	NEW
60	Nicholson Wealth Management Group, LLC	$3.2M	76,245	0	NO CHANGE
61	Dana Investment Advisors, Inc.	$3.1M	75,082	−169	TRIM
62	Waldron Private Wealth LLC	$3.0M	72,399	0	NO CHANGE
63	LPL Financial LLC	$2.9M	70,933	−6,761	TRIM
64	Graham Capital Management, L.P.	$2.9M	70,577	+30,346	ADD
65	FEDERATED HERMES, INC.	$2.9M	69,665	+55,176	ADD
66	Cerity Partners LLC	$2.8M	67,564	+22,095	ADD
67	Creative Planning	$2.7M	65,444	+7,809	ADD
68	MILLENNIUM MANAGEMENT LLC	$2.7M	64,520	+30,062	ADD
69	NFJ INVESTMENT GROUP, LLC	$2.6M	63,924	+63,924	NEW
70	Vanguard Global Advisers, LLC	$2.6M	63,774	—	NO PRIOR
71	IEQ CAPITAL, LLC	$2.6M	63,414	+19,286	ADD
72	Quantinno Capital Management LP	$2.6M	61,565	+5,109	ADD
73	Janus Henderson Group Ltd.	$2.5M	61,534	0	NO CHANGE
74	State of New Jersey Common Pension Fund D	$2.4M	58,575	−2,422	TRIM
75	Artemis Investment Management LLP	$2.4M	57,978	+11,084	ADD
76	Wealthcare Advisory Partners LLC	$2.4M	57,899	+67	ADD
77	Elo Mutual Pension Insurance Co	$2.3M	55,514	−5,309	TRIM
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$2.3M	54,709	0	NO CHANGE
79	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.2M	53,479	−4,822	TRIM
80	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.2M	53,146	−2,500	TRIM
81	ANCHOR CAPITAL ADVISORS LLC	$2.2M	53,057	−211	TRIM
82	OSAIC HOLDINGS, INC.	$2.1M	50,906	−580	TRIM
83	JANE STREET GROUP, LLC	$2.1M	50,694	−11,640	TRIM
84	Amundi	$2.1M	49,874	+33,511	ADD
85	FIFTH THIRD BANCORP	$2.0M	49,035	+47,674	ADD
86	Mariner, LLC	$1.9M	46,616	−366	TRIM
87	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.9M	45,562	+7,418	ADD
88	ExodusPoint Capital Management, LP	$1.9M	45,174	+45,174	NEW
89	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.8M	43,844	+2,887	ADD
90	Squarepoint Ops LLC	$1.7M	41,247	+25,175	ADD
91	MAI Capital Management	$1.7M	40,827	+38,667	ADD
92	Commonwealth Financial Services, LLC	$1.7M	40,787	+1,258	ADD
93	Atria Investments, Inc	$1.6M	39,422	−663	TRIM
94	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	38,911	+7,558	ADD
95	Arizona State Retirement System	$1.6M	38,570	−910	TRIM
96	Ameritas Investment Partners, Inc.	$1.5M	37,034	0	NO CHANGE
97	Vanguard Investments Australia, Ltd.	$1.5M	36,983	—	NO PRIOR
98	NewEdge Advisors, LLC	$1.5M	35,994	−11,080	TRIM
99	BANK OF MONTREAL /CAN/	$1.5M	35,814	+1,181	ADD
100	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.4M	34,965	−91	TRIM
101	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	34,890	−2,206	TRIM
102	Pinnacle Financial Partners, Inc.	$1.4M	34,454	−10,601	TRIM
103	XTX Topco Ltd	$1.4M	34,198	+34,198	NEW
104	Snowden Capital Advisors LLC	$1.4M	33,889	+325	ADD
105	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.4M	33,613	+500	ADD
106	CAMBIAR INVESTORS LLC	$1.4M	33,478	−11,556	TRIM
107	Crown Wealth Group, LLC	$1.4M	33,031	0	NO CHANGE
108	INTECH INVESTMENT MANAGEMENT LLC	$1.4M	32,909	−25,778	TRIM
109	Vanguard Personalized Indexing Management, LLC	$1.3M	32,295	+10,891	ADD
110	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.3M	31,897	+4,288	ADD
111	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	31,264	−79	TRIM
112	McKinley Carter Wealth Services, Inc.	$1.3M	31,000	+27	ADD
113	Klingman & Associates, LLC	$1.3M	30,852	+160	ADD
114	MEEDER ASSET MANAGEMENT INC	$1.3M	30,317	−15,342	TRIM
115	DOVER ADVISORS, LLC	$1.2M	29,810	−17,217	TRIM
116	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.2M	28,612	+28,612	NEW
117	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.1M	27,549	+8,189	ADD
118	Atlantic Union Bankshares Corp	$1.1M	27,398	−850	TRIM
119	JUPITER ASSET MANAGEMENT LTD	$1.1M	27,107	+27,107	NEW
120	Foster Victor Wealth Advisors, LLC	$1.1M	24,959	0	NO CHANGE
121	Kingsview Wealth Management, LLC	$1.0M	25,141	+74	ADD
122	HighTower Advisors, LLC	$1.0M	24,437	+1,984	ADD
123	Integrated Quantitative Investments LLC	$1000K	24,132	+24,132	NEW
124	D. E. Shaw & Co., Inc.	$985K	23,777	+13,010	ADD
125	VOYA INVESTMENT MANAGEMENT LLC	$972K	23,459	−1,062	TRIM
126	TEACHER RETIREMENT SYSTEM OF TEXAS	$972K	23,458	+23,458	NEW
127	Papamarkou Wellner Asset Management inc.	$961K	23,198	0	NO CHANGE
128	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$934K	22,560	+22,560	NEW
129	Kestra Advisory Services, LLC	$915K	22,099	−10,227	TRIM
130	BIP Wealth, LLC	$896K	21,627	+2,937	ADD
131	KEYBANK NATIONAL ASSOCIATION/OH	$893K	21,555	+2,549	ADD
132	Pictet Asset Management Holding SA	$886K	21,397	+1,303	ADD
133	Linden Thomas Advisory Services, LLC	$885K	21,361	+156	ADD
134	STIFEL FINANCIAL CORP	$882K	21,291	−3,007	TRIM
135	CWM, LLC	$879K	21,216	+3,625	ADD
136	Man Group plc	$860K	20,758	+8,118	ADD
137	Rockefeller Capital Management L.P.	$853K	20,601	+2,945	ADD
138	XPONANCE LLC	$822K	19,847	+2,783	ADD
139	TRUIST FINANCIAL CORP	$808K	19,506	−2,331	TRIM
140	Tranquility Partners, LLC	$779K	18,816	0	NO CHANGE
141	US BANCORP \DE\	$751K	18,120	−455	TRIM
142	Sequoia Financial Advisors, LLC	$739K	17,843	−3,066	TRIM
143	Verition Fund Management LLC	$736K	17,777	−253,871	TRIM
144	Freestone Grove Partners LP	$735K	17,751	+17,751	NEW
145	MERCER GLOBAL ADVISORS INC /ADV	$734K	17,733	+3,323	ADD
146	Pathstone Holdings, LLC	$696K	16,804	+648	ADD
147	Gallagher Fiduciary Advisors, LLC	$648K	15,654	−1,684	TRIM
148	&PARTNERS	$643K	15,535	+15,535	NEW
149	Cetera Investment Advisers	$632K	15,267	+802	ADD
150	Capital Investment Advisors, LLC	$629K	15,195	0	NO CHANGE
151	Edgestream Partners, L.P.	$619K	14,946	+14,946	NEW
152	DAVENPORT & Co LLC	$600K	14,485	+7	ADD
153	STATE OF WISCONSIN INVESTMENT BOARD	$563K	13,581	+5,814	ADD
154	ADVISORTRUST PARTNERS, LLC	$559K	13,497	+4,272	ADD
155	ZACKS INVESTMENT MANAGEMENT	$544K	13,145	−5,162	TRIM
156	Brown Miller Wealth Management, LLC	$529K	12,775	+125	ADD
157	MIRABELLA FINANCIAL SERVICES LLP	$523K	12,628	+12,628	NEW
158	CWA Asset Management Group, LLC	$523K	12,619	0	NO CHANGE
159	Inspire Investing, LLC	$513K	12,389	+245	ADD
160	Tower Research Capital LLC (TRC)	$503K	12,138	+7,473	ADD
161	Abel Hall, LLC	$498K	12,018	+4,778	ADD
162	TOTH FINANCIAL ADVISORY CORP	$486K	11,738	0	NO CHANGE
163	Daiwa Securities Group Inc.	$475K	11,469	−209	TRIM
164	AlTi Global, Inc.	$475K	11,355	0	NO CHANGE
165	Universal- Beteiligungs- und Servicegesellschaft mbH	$474K	11,444	+1,823	ADD
166	COURIER CAPITAL LLC	$472K	11,407	+5,618	ADD
167	Mitsubishi UFJ Trust & Banking Corp	$440K	10,620	+3,847	ADD
168	Accurate Wealth Management, LLC	$432K	9,862	+4,164	ADD
169	Goldstone Financial Group, LLC	$424K	10,248	−2,706	TRIM
170	SECURIAN ASSET MANAGEMENT, INC	$423K	10,209	0	NO CHANGE
171	Centiva Capital, LP	$415K	10,027	+10,027	NEW
172	RITHOLTZ WEALTH MANAGEMENT	$409K	9,866	+650	ADD
173	RIA Advisory Group LLC	$394K	9,504	+9,504	NEW
174	Belpointe Asset Management LLC	$391K	9,428	−355	TRIM
175	Apollon Wealth Management, LLC	$389K	9,382	+97	ADD
176	Riverbend Wealth Management, LLC	$384K	9,275	+1,073	ADD
177	Braun-Bostich & Associates Inc.	$381K	9,208	−36	TRIM
178	Swiss Life Asset Management Ltd	$370K	8,938	+2,497	ADD
179	Curran Financial Partners, LLC	$366K	8,841	−2,040	TRIM
180	Corient Private Wealth LLC	$356K	8,602	−7,534	TRIM
181	HB Wealth Management, LLC	$355K	8,562	+1,915	ADD
182	Facet Wealth, Inc.	$350K	8,445	−182	TRIM
183	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$335K	8,095	−17	TRIM
184	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$331K	8,000	0	NO CHANGE
185	CIBC Bancorp USA Inc.	$326K	7,881	—	NO PRIOR
186	Crossmark Global Holdings, Inc.	$320K	7,718	—	NO PRIOR
187	Vise Technologies, Inc.	$311K	8,093	0	NO CHANGE
188	PROFUND ADVISORS LLC	$310K	7,494	−1,145	TRIM
189	Concurrent Investment Advisors, LLC	$296K	7,156	+142	ADD
190	TSG Advice Partners, LLC	$290K	7,012	+7,012	NEW
191	D.A. DAVIDSON & CO.	$281K	6,782	+6,782	NEW
192	M&T BANK CORP	$278K	6,715	0	NO CHANGE
193	BALYASNY ASSET MANAGEMENT L.P.	$277K	6,678	−8,783	TRIM
194	Prospera Financial Services Inc	$272K	6,561	−4,271	TRIM
195	Beacon Pointe Advisors, LLC	$268K	6,473	+6,473	NEW
196	Mutual Advisors, LLC	$263K	6,361	−684	TRIM
197	GTS SECURITIES LLC	$262K	6,325	+6,325	NEW
198	Graves Light Lenhart Wealth, Inc.	$259K	6,257	0	NO CHANGE
199	GeoWealth Management, LLC	$258K	6,227	+6,227	NEW
200	AE Wealth Management LLC	$254K	6,129	+781	ADD
201	Moors & Cabot, Inc.	$251K	6,065	−7,120	TRIM
202	MML INVESTORS SERVICES, LLC	$251K	6,058	+6,058	NEW
203	CHOREO, LLC	$248K	5,930	+5,930	NEW
204	Ensign Peak Advisors, Inc	$246K	5,942	−6,455	TRIM
205	Scientech Research LLC	$242K	5,841	+5,841	NEW
206	JMN Financial LLC	$242K	5,835	—	NO PRIOR
207	Measured Wealth Private Client Group, LLC	$233K	5,631	+5,631	NEW
208	Marathon Strategic Advisors, LLC	$231K	5,565	0	NO CHANGE
209	BEACON INVESTMENT ADVISORS LLC	$227K	5,481	−235	TRIM
210	Focus Partners Advisor Solutions, LLC	$226K	5,449	+5,449	NEW
211	HSBC HOLDINGS PLC	$226K	5,447	−30,703	TRIM
212	MILESTONE ASSET MANAGEMENT, LLC	$222K	5,353	0	NO CHANGE
213	Empowered Funds, LLC	$221K	5,336	+5,336	NEW
214	Summit Financial, LLC	$217K	5,193	−8,919	TRIM
215	Hoxton Planning & Management, LLC	$215K	5,198	+5,198	NEW
216	Fieldview Capital Management, LLC	$213K	5,144	−87,057	TRIM
217	Vectors Research Management, LLC	$212K	5,118	+5,118	NEW
218	MQS Management LLC	$211K	5,094	+5,094	NEW
219	Legacy Wealth Asset Management, LLC	$208K	5,012	+5,012	NEW
220	Cannon Financial Strategists, Inc.	$207K	5,000	+5,000	NEW
221	Appalachian Capital Management Ltd	$207K	5,000	+5,000	NEW
222	Cassaday & Co Wealth Management LLC	$204K	4,924	−1,022	TRIM
223	Savant Capital, LLC	$204K	4,918	+4,918	NEW
224	SHELTON CAPITAL MANAGEMENT	$201K	4,844	+4,844	NEW
225	Granite FO LLC	$191K	4,619	0	NO CHANGE
226	EVERMAY WEALTH MANAGEMENT LLC	$174K	4,159	0	NO CHANGE
227	EASTERN BANK	$162K	3,902	−872	TRIM
228	Trask Adam Roland	$147K	3,544	—	NO PRIOR
229	QUADRANT CAPITAL GROUP LLC	$142K	3,426	−12	TRIM
230	Hilltop National Bank	$132K	3,192	0	NO CHANGE
231	Bayforest Capital Ltd	$132K	3,189	−2,811	TRIM
232	EXCHANGE TRADED CONCEPTS, LLC	$119K	2,869	+500	ADD
233	Key FInancial Inc	$75.8K	1,830	0	NO CHANGE
234	Steward Partners Investment Advisory, LLC	$74.3K	1,795	−295	TRIM
235	UMB Bank, n.a.	$68.7K	1,658	−14	TRIM
236	NOMURA ASSET MANAGEMENT CO LTD	$61.3K	1,480	0	NO CHANGE
237	Blue Trust, Inc.	$53.4K	1,290	−29	TRIM
238	SHP Wealth Management	$43.1K	1,041	−898	TRIM
239	SIGNATUREFD, LLC	$41.7K	1,006	−53	TRIM
240	Kemnay Advisory Services Inc.	$34.3K	827	+414	ADD
241	Clarity Asset Management, Inc.	$30.3K	731	−115	TRIM
242	Allworth Financial LP	$29.0K	701	+427	ADD
243	SALEM INVESTMENT COUNSELORS INC	$20.9K	501	+501	NEW
244	Pinnacle Wealth Planning Services, Inc.	$18.7K	451	−132	TRIM
245	Manchester Capital Management LLC	$18.6K	449	−4	TRIM
246	Eurizon Capital SGR S.p.A.	$18.0K	439	−227	TRIM
247	Smartleaf Asset Management LLC	$16.3K	401	+13	ADD
248	MV CAPITAL MANAGEMENT, INC.	$14.3K	346	+3	ADD
249	Arax Advisory Partners	$14.1K	341	+245	ADD
250	Tacita Capital Inc	$13.3K	321	+321	NEW
251	Federation des caisses Desjardins du Quebec	$12.9K	312	+312	NEW
252	ASSETMARK, INC	$10.9K	262	+27	ADD
253	MATHER GROUP, LLC.	$10.8K	261	+261	NEW
254	Clearstead Trust, LLC	$9.0K	217	0	NO CHANGE
255	Tripletail Wealth Management, LLC	$8.4K	200	0	NO CHANGE
256	Private Wealth Management Group, LLC	$8.3K	200	−41	TRIM
257	True Wealth Design, LLC	$7.5K	182	+156	ADD
258	CVA Family Office, LLC	$7.4K	179	+179	NEW
259	CENTRAL TRUST Co	$5.8K	139	0	NO CHANGE
260	HHM Wealth Advisors, LLC	$5.4K	131	0	NO CHANGE
261	Parkside Financial Bank & Trust	$4.8K	117	0	NO CHANGE
262	Atlantic Edge Private Wealth Management, LLC	$4.4K	105	0	NO CHANGE
263	Triumph Capital Management	$4.3K	102	0	NO CHANGE
264	JFS WEALTH ADVISORS, LLC	$3.9K	93	−33	TRIM
265	CANADA LIFE ASSURANCE Co	$3.6K	86,762	+255	ADD
266	Bell Investment Advisors, Inc	$3.4K	81	0	NO CHANGE
267	Kilter Group LLC	$3.3K	79	+12	ADD
268	TD Capital Management LLC	$2.4K	57	+57	NEW
269	Activest Wealth Management	$1.6K	38	−21	TRIM
270	Rialto Wealth Management, LLC	$1.6K	38	+23	ADD
271	Clearstead Advisors, LLC	$1.5K	35	−423	TRIM
272	Physician Wealth Advisors, Inc.	$1.2K	28	0	NO CHANGE
273	Larson Financial Group LLC	$1.1K	27	+13	ADD
274	HAZLETT, BURT & WATSON, INC.	$1.1K	25,832	0	NO CHANGE
275	DiNuzzo Private Wealth, Inc.	$1.0K	25	0	NO CHANGE
276	SJS Investment Consulting Inc.	$995	24	+5	ADD
277	State of Alaska, Department of Revenue	$831	20,077	0	NO CHANGE
278	HFM Investment Advisors, LLC	$456	11	+2	ADD
279	Transamerica Financial Advisors, LLC	$455	11	+11	NEW
280	Vermillion Wealth Management, Inc.	$331	8	+8	NEW
281	NATURAL INVESTMENTS, LLC	$280	6,780	0	NO CHANGE
282	GSA CAPITAL PARTNERS LLP	$217	5,244	+5,244	NEW
283	KBC Group NV	$215	5,180	+946	ADD
284	Smithfield Trust Co	$146	3,520	0	NO CHANGE
285	Dogwood Wealth Management LLC	$83	2	0	NO CHANGE
286	Farmers & Merchants Trust Co of Chambersburg PA	$8	186	0	NO CHANGE
287	Avion Wealth	$0	15	0	NO CHANGE
288	VANGUARD GROUP INC	—	—	−14,542,040	EXIT
289	THRIVENT FINANCIAL FOR LUTHERANS	—	—	−38,500	EXIT
290	HARBOUR INVESTMENTS, INC.	—	—	−280	EXIT
291	Brandywine Global Investment Management, LLC	—	—	−117,542	EXIT
292	COMERICA BANK	—	—	−49,316	EXIT
293	MACKENZIE FINANCIAL CORP	—	—	−8,873	EXIT
294	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−16,500	EXIT
295	RENAISSANCE TECHNOLOGIES LLC	—	—	−36,403	EXIT
296	CIBC WORLD MARKETS CORP	—	—	−9,258	EXIT
297	PRUDENTIAL FINANCIAL INC	—	—	−10,988	EXIT
298	NATIXIS	—	—	−11,100	EXIT
299	CIBC Private Wealth Group LLC	—	—	−302	EXIT
300	Weiss Asset Management LP	—	—	−58,898	EXIT
301	NORGES BANK	—	—	−1,780,352	EXIT
302	ALPS ADVISORS INC	—	—	−12,313	EXIT
303	Ruffer LLP	—	—	−81,408	EXIT
304	DRW Securities, LLC	—	—	−14,580	EXIT
305	Brevan Howard Capital Management LP	—	—	−6,958	EXIT
306	BW Gestao de Investimentos Ltda.	—	—	−40,000	EXIT
307	Connor, Clark & Lunn Investment Management Ltd.	—	—	−11,634	EXIT
308	Point72 Asset Management, L.P.	—	—	−19,798	EXIT
309	Engineers Gate Manager LP	—	—	−7,248	EXIT
310	Trexquant Investment LP	—	—	−33,120	EXIT
311	Qube Research & Technologies Ltd	—	—	−71,521	EXIT
312	Global Retirement Partners, LLC	—	—	−178	EXIT
313	Aquatic Capital Management LLC	—	—	−15,510	EXIT
314	Optiver Holding B.V.	—	—	−227	EXIT
315	AlphaQuest LLC	—	—	−3,299	EXIT
316	NorthCrest Asset Manangement, LLC	—	—	−9,820	EXIT
317	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−83,567	EXIT
318	Forum Financial Management, LP	—	—	−5,557	EXIT
319	SageView Advisory Group, LLC	—	—	−1,841	EXIT
320	AXQ CAPITAL, LP	—	—	−14,392	EXIT
321	Cape Investment Advisory, Inc.	—	—	−3,010	EXIT
322	Dunhill Financial, LLC	—	—	−3	EXIT
323	Caitong International Asset Management Co., Ltd	—	—	−1,681	EXIT
324	Main Street Group, LTD	—	—	−23,870	EXIT
325	Sivia Capital Partners, LLC	—	—	−6,044	EXIT
326	Wealth Watch Advisors, INC	—	—	−200	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · UBSI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UNITED BANKSHARES INC WEST V

No moves on either side in the window.

8 members of Congress disclosed UBSI — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).