Public record / Tickers / UI

UI — Ubiquiti Inc.†

Both disclosure regimes on one name: who in Congress filed about UI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming UI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
362
top-362 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

SELL · traded 2024-05-03 → filed 2026-08-05. Ranked over every UI row by the provable lower bound, never a point estimate.

No member disclosed UI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated UI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSELL JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2023-05-19Lois Frankel D–FL-22SELLTraded 05-03 +16d$1K–$15K
2023-05-19Lois Frankel D–FL-22SELL partial (partial sale)Traded 04-19 +30d$1K–$15K
2022-10-24Lois Frankel D–FL-22SELL partial (partial sale)Traded 09-21 +33d$1K–$15K
2022-10-24Lois Frankel D–FL-22SELL partial (partial sale)Traded 09-20 +34d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in UI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed UI in the trailing 12 months.

Congress ↔ notable managers · UI

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

Congress · last 90 days

Buyers
0 — —
Sellers
1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Gotham Asset Management $36.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UBIQUITI INC

Merged timeline of congressional filings and notable-manager moves on UI
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSELL$1K–$15K
2026-05-15Gotham Asset Management 13FTRIM−1,257 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$233M1
2RENAISSANCE TECHNOLOGIES LLC$173M1
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$145M1
4SW Investment Management LLC$113M1
5AQR CAPITAL MANAGEMENT LLC$98.8M1
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$97.7M1
7Capital World Investors$85.0M1
8STATE STREET CORP$67.5M1
9MORGAN STANLEY$61.6M1
10GEODE CAPITAL MANAGEMENT, LLC$59.6M1
11VANGUARD CAPITAL MANAGEMENT LLC$39.8M1
12Bank of New York Mellon Corp$38.3M1
13Gotham Asset Management, LLC$36.1M1
14LONG WALK MANAGEMENT LP$35.8M1
15RHUMBLINE ADVISERS$34.1M1
16NORTHERN TRUST CORP$23.2M1
17CITIGROUP INC$21.0M1
18FIRST TRUST ADVISORS LP$20.1M1
19BARCLAYS PLC$19.6M1
20VANGUARD FIDUCIARY TRUST CO$18.6M1
21FRANKLIN RESOURCES INC$17.9M1
22Squarepoint Ops LLC$17.5M1
23NAVELLIER & ASSOCIATES INC$16.6M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.8M1
25Nuveen, LLC$15.8M1
26SALEM INVESTMENT COUNSELORS INC$15.1M1
27JANE STREET GROUP, LLC$13.2M1
28VANGUARD PORTFOLIO MANAGEMENT LLC$13.0M1
29UBS Group AG$12.7M1
30AMERIPRISE FINANCIAL INC$12.5M1
31OPPENHEIMER & CO INC$11.7M1
32BANK OF AMERICA CORP /DE/$10.9M1
33OCCUDO QUANTITATIVE STRATEGIES LP$10.5M1
34LPL Financial LLC$10.3M1
35Invesco Ltd.$10.0M1
36CANADA PENSION PLAN INVESTMENT BOARD$9.8M1
37Quantinno Capital Management LP$9.8M1
38Qube Research & Technologies Ltd$9.4M1
39CVFG LLC$8.8M1
40ZACKS INVESTMENT MANAGEMENT$7.6M1
41ROYAL BANK OF CANADA$7.5M1
42FMR LLC$7.4M1
43BANK OF MONTREAL /CAN/$7.1M1
44Lagoda Investment Management, L.P.$7.1M1
45Concurrent Investment Advisors, LLC$6.7M1
46BNP Paribas Asset Management Holding S.A.$6.5M1
47AMERICAN CENTURY COMPANIES INC$5.9M1
48Monument Capital Management$5.9M1
49Illinois Municipal Retirement Fund$5.8M1
50Strategic Global Advisors, LLC$5.7M1
51Inspire Investing, LLC$5.4M1
52ROYAL LONDON ASSET MANAGEMENT LTD$5.3M1
53RAYMOND JAMES FINANCIAL INC$5.2M1
54VANGUARD ASSET MANAGEMENT, Ltd$4.8M1
55ExodusPoint Capital Management, LP$4.4M1
56HighTower Advisors, LLC$4.2M1
57Corient Private Wealth LLC$4.1M1
58DEUTSCHE BANK AG\$3.9M1
59Creative Planning$3.9M1
60ASSETMARK, INC$3.7M1
61Vident Advisory, LLC$3.5M1
62HUSSMAN STRATEGIC ADVISORS, INC.$3.3M1
63Legal & General Group Plc$3.3M1
64Mariner, LLC$3.2M1
65Militia Capital Management LLC$3.2M1
66Willis Investment Counsel$3.1M1
67XTX Topco Ltd$3.1M1
68Man Group plc$3.1M1
69Convergence Financial, LLC$3.1M1
70WELLS FARGO & COMPANY/MN$3.0M1
71CWM, LLC$3.0M1
72MEEDER ASSET MANAGEMENT INC$2.9M1
73UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.8M1
74STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M1
75DIVERSIFY WEALTH MANAGEMENT, LLC$2.7M1
76NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.6M1
77CIM, LLC$2.6M1
78Segment Wealth Management, LLC$2.6M1
79O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.6M1
80CITADEL ADVISORS LLC$2.5M1
81Voleon Capital Management LP$2.4M1
82ALLIANCEBERNSTEIN L.P.$2.3M1
83Schonfeld Strategic Advisors LLC$2.3M1
84DIMENSIONAL FUND ADVISORS LP$2.1M1
85Walleye Capital LLC$2.1M1
86OSSIAM$2.0M1
87Vanguard Global Advisers, LLC$1.9M1
88NEW YORK STATE COMMON RETIREMENT FUND$1.8M1
89Cerity Partners LLC$1.8M1
90DAYMARK WEALTH PARTNERS, LLC$1.8M1
91QUADRANT CAPITAL GROUP LLC$1.7M1
92Intrinsic Value Partners, LLC$1.7M1
93Fieldview Capital Management, LLC$1.6M1
94Vest Financial, LLC$1.6M1
95OSAIC HOLDINGS, INC.$1.6M1
96NorthCrest Asset Manangement, LLC$1.6M1
97CIBC Asset Management Inc$1.6M1
98Pathstone Holdings, LLC$1.5M1
99MERCER GLOBAL ADVISORS INC /ADV$1.5M1
100Odyssean, LLC$1.5M1
101Brooklyn Investment Group$1.5M1
102Carnegie Investment Counsel$1.5M1
103Plum Street Advisors, LLC$1.5M1
104LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
105SUMMITRY LLC$1.4M1
106Cetera Investment Advisers$1.3M1
107COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
108Astoria Portfolio Advisors LLC.$1.3M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
110Private Advisory Group LLC$1.2M1
111US BANCORP \DE\$1.2M1
112Morningstar Investment Management LLC$1.2M1
113Eurizon Capital SGR S.p.A.$1.1M1
114HIGHLAND CAPITAL MANAGEMENT, LLC$1.1M1
115Vanguard Personalized Indexing Management, LLC$1.1M1
116Inspire Advisors, LLC$1.0M1
117Caprock Group, LLC$1.0M1
118IEQ CAPITAL, LLC$1000K1
119TWO SIGMA INVESTMENTS, LP$1000K1
120MILESTONE ASSET MANAGEMENT, LLC$997K1
121GC Wealth Management RIA, LLC$988K1
122North Dakota State Investment Board$984K1
123BLAIR WILLIAM & CO/IL$976K1
124PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$968K1
125Rockefeller Capital Management L.P.$965K1
126Medallion Wealth Advisors, LLC$964K1
127M&T BANK CORP$942K1
128Sumitomo Mitsui Trust Group, Inc.$936K1
129ENVESTNET ASSET MANAGEMENT INC$934K1
130Amundi$903K1
131Pallas Capital Advisors LLC$842K1
132BURNEY CO/$838K1
133a16z Perennial Management, L.P.$836K1
134Focus Partners Wealth$820K1
135PFG Advisors$813K1
136Summit Financial, LLC$804K1
137MANUFACTURERS LIFE INSURANCE COMPANY, THE$797K1
138Hilltop Holdings Inc.$796K1
139WISCONSIN CAPITAL MANAGEMENT LLC$790K1
140Advisors Asset Management, Inc.$786K1
141COLDSTREAM CAPITAL MANAGEMENT INC$747K1
142Sigma Planning Corp$735K1
143DELTA ASSET MANAGEMENT LLC/TN$714K1
144MARTINGALE ASSET MANAGEMENT L P$705K1
145Banque Cantonale Vaudoise$698K1
146Oxinas Partners, LLC$692K1
147CHOREO, LLC$689K1
148SEI INVESTMENTS CO$680K1
149Sequoia Financial Advisors, LLC$670K1
150Wedmont Private Capital$654K1
151NISA INVESTMENT ADVISORS, LLC$647K1
152EDMOND DE ROTHSCHILD HOLDING S.A.$632K1
153Baron Wealth Management LLC$618K1
154Brookstone Capital Management$618K1
155Optimist Retirement Group LLC$603K1
156AVIVA PLC$591K1
157Jain Global LLC$590K1
158XPONANCE LLC$586K1
159Quadrature Capital Ltd$572K1
160Havemeyer Place LP$564K1
161HB Wealth Management, LLC$545K1
162NEW YORK LIFE INVESTMENT MANAGEMENT LLC$520K1
163Woodline Partners LP$517K1
164Federation des caisses Desjardins du Quebec$504K1
165Merit Financial Group, LLC$496K1
166SP Asset Management LLC$496K1
167KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$484K1
168Centiva Capital, LP$484K1
169Jefferies Financial Group Inc.$473K1
170HSBC HOLDINGS PLC$468K1
171STIFEL FINANCIAL CORP$465K1
172D. E. Shaw & Co., Inc.$449K1
173Brevan Howard Capital Management LP$442K1
174UNITED CAPITAL FINANCIAL ADVISORS, LLC$431K1
175Summit Trail Advisors, LLC$420K1
176AIMZ Investment Advisors, LLC$415K1
177Vise Technologies, Inc.$413K1
178Horst & Graben Wealth Management LLC$409K1
179Abacus Planning Group, Inc.$407K1
180Sagewood Asset Management LP$400K1
181GREENLEAF TRUST$399K1
182FIDUCIARY TRUST CO$395K1
183NORTH STAR ASSET MANAGEMENT INC$395K1
184bLong Financial, LLC$395K1
185City Center Advisors, LLC$388K1
186Wealthspire Advisors, LLC$387K1
187ELEVATION POINT WEALTH PARTNERS, LLC$380K1
188Vestmark Advisory Solutions, Inc.$379K1
189Vanguard National Trust Co$374K1
190Empowered Funds, LLC$372K1
191ABSHER WEALTH MANAGEMENT, LLC$369K1
192Aquatic Capital Management LLC$361K1
193NewEdge Advisors, LLC$356K1
194MACKENZIE FINANCIAL CORP$355K1
195Stirlingshire Investments, Inc.$353K1
196Chicago Partners Investment Group LLC$345K1
197Quantum Portfolio Management LLC$341K1
198Hunting Hill Global Capital, LLC$337K1
199RIVERSEDGE ADVISORS, LLC$328K1
200EVERGREEN CAPITAL MANAGEMENT LLC$325K1
201VOYA INVESTMENT MANAGEMENT LLC$325K1
202JMN Financial LLC$322K1
203Stratos Wealth Partners, LTD.$318K1
204TD ASSET MANAGEMENT INC$316K1
205Advyzon Investment Management, LLC$311K1
206Fairman Group, LLC$296K1
207Virtue Capital Management, LLC$296K1
208Empower Advisory Group, LLC$295K1
209Legato Capital Management LLC$292K1
210Integrated Quantitative Investments LLC$292K1
211SIGNATUREFD, LLC$289K1
212TABR Capital Management, LLC$289K1
213RITHOLTZ WEALTH MANAGEMENT$288K1
214Private Advisor Group, LLC$285K1
215NATIONAL BANK OF CANADA /FI/$285K1
216Grant Private Wealth Management Inc$284K1
217ANCHOR CAPITAL ADVISORS LLC$281K1
218Westside Investment Management, Inc.$279K1
219Turtle Creek Wealth Advisors, LLC$276K1
220Laird Norton Wetherby Trust Company, LLC$269K1
221EVOLVE PRIVATE WEALTH, LLC$264K1
222FOX RUN MANAGEMENT, L.L.C.$263K1
223Lido Advisors, LLC$262K1
224JB Capital LLC$261K1
225Trek Financial, LLC$261K1
226D'Orazio & Associates, Inc.$260K1
227Moran Wealth Management, LLC$259K1
228HBW ADVISORY SERVICES LLC$258K1
229CFC Planning Co LLC$258K1
230one8zero8, LLC$257K1
231Orion Porfolio Solutions, LLC$256K1
232Frank, Rimerman Advisors LLC$254K1
233Bannerstone Capital Management, LLC$254K1
234Arax Advisory Partners$253K1
235SeaCrest Wealth Management, LLC$253K1
236MML INVESTORS SERVICES, LLC$245K1
237GREAT LAKES ADVISORS, LLC$245K1
238Wealthfront Advisers LLC$242K1
239Tannin Capital LLC$241K1
240Aptus Capital Advisors, LLC$237K1
241AIGEN INVESTMENT MANAGEMENT, LP$227K1
242EP Wealth Advisors, LLC$226K1
243Snider Financial Group$225K1
244Financial Guidance Group, Inc.$217K1
245Cresset Asset Management, LLC$216K1
246R Squared Ltd$213K1
247nVerses Capital, LLC$210K1
248&PARTNERS$206K1
249MetLife Investment Management, LLC$205K1
250Sivia Capital Partners, LLC$202K1
251ATWOOD & PALMER INC$167K1
252Financial Perspectives, Inc$163K1
253SBI Securities Co., Ltd.$143K1
254Allworth Financial LP$141K1
255CONSULTIVA WEALTH MANAGEMENT, CORP.$136K1
256Elequin Capital, LP$134K1
257SOUTHERN MICHIGAN BANK & TRUST$130K1
258MAI Capital Management$128K1
259Tower Research Capital LLC (TRC)$123K1
260Bayforest Capital Ltd$109K1
261FIFTH THIRD BANCORP$99.3K1
262Vanguard Investments Australia, Ltd.$85.4K1
263Wealth Enhancement Trust Services, Inc.$85.4K1
264Smartleaf Asset Management LLC$76.6K1
265Steward Partners Investment Advisory, LLC$64.4K1
266Caitong International Asset Management Co., Ltd$63.2K1
267Private Wealth Management Group, LLC$52.2K1
268EXCHANGE TRADED CONCEPTS, LLC$50.6K1
269New England Capital Financial Advisors LLC$44.2K1
270TD Waterhouse Canada Inc.$41.0K1
271True Wealth Design, LLC$35.6K1
272WealthCollab, LLC$30.0K1
273Larson Financial Group LLC$29.2K1
274Sterling Capital Management LLC$23.7K1
275WPG Advisers, LLC$23.7K1
276MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.3K1
277CVA Family Office, LLC$21.3K1
278Cherry Tree Wealth Management, LLC$19.9K1
279VEGA INVESTMENT SOLUTIONS$19.8K1
280Claret Asset Management Corp$19.4K1
281SJS Investment Consulting Inc.$18.2K1
282Treasurer of the State of North Carolina$17.1K1
283Sachetta, LLC$15.8K1
284Blue Trust, Inc.$15.0K1
285Salomon & Ludwin, LLC$13.5K1
286Atlantic Edge Private Wealth Management, LLC$11.9K1
287Johnson Financial Group, Inc.$10.3K1
288Parkside Financial Bank & Trust$9.5K1
289Keating Financial Advisory Services, Inc.$9.5K1
290Owl Creek Wealth Partners LLC$7.9K1
291Transamerica Financial Advisors, LLC$6.3K1
292Kilter Group LLC$4.7K1
293Bell Investment Advisors, Inc$4.0K1
294Altshuler Shaham Ltd$4.0K1
295Pinnacle Wealth Planning Services, Inc.$4.0K1
296TFC Financial Management, Inc.$3.2K1
297Vestcor Inc$2.6K1
298JFS WEALTH ADVISORS, LLC$2.4K1
299Annis Gardner Whiting Capital Advisors, LLC$2.4K1
300Rakuten Securities, Inc.$2.4K1
301SHP Wealth Management$2.4K1
302ACADIAN ASSET MANAGEMENT LLC$1.8K1
303Penserra Capital Management LLC$1.6K1
304Clearstead Trust, LLC$1.6K1
305Investors Portfolio Services LLC$1.3K1
306Employees Retirement System of Texas$1.1K1
307ELEVATION WEALTH PARTNERS, LLC$7911
308JPL Wealth Management, LLC$7911
309UMB Bank, n.a.$7901
310Signature Equity Partners, LLC$7901
311AMALGAMATED BANK$2821
312CANADA LIFE ASSURANCE Co$651
313Capital Advisors, Ltd. LLC$621
314Raleigh Capital Management Inc.$321
315Winthrop Capital Management, LLC$21
316VANGUARD GROUP INC— value not disclosed1
317HARBOUR INVESTMENTS, INC.— value not disclosed1
318Clearstead Advisors, LLC— value not disclosed1
319COMERICA BANK— value not disclosed1
320LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
321NOMURA HOLDINGS INC— value not disclosed1
322MILLENNIUM MANAGEMENT LLC— value not disclosed1
323PRIVATE TRUST CO NA— value not disclosed1
324CIBC Private Wealth Group LLC— value not disclosed1
325SCOTIA CAPITAL INC.— value not disclosed1
326NORGES BANK— value not disclosed1
327ALPS ADVISORS INC— value not disclosed1
328Verition Fund Management LLC— value not disclosed1
329HRT FINANCIAL LP— value not disclosed1
330TWO SIGMA ADVISERS, LP— value not disclosed1
331Edgestream Partners, L.P.— value not disclosed1
332Allianz Asset Management GmbH— value not disclosed1
333DT Investment Partners, LLC— value not disclosed1
334BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
335Alpha Cubed Investments, LLC— value not disclosed1
336Lighthouse Investment Partners, LLC— value not disclosed1
337Capital Impact Advisors, LLC— value not disclosed1
338Point72 Asset Management, L.P.— value not disclosed1
339Dakota Wealth Management— value not disclosed1
340MV CAPITAL MANAGEMENT, INC.— value not disclosed1
341Darwin Wealth Management, LLC— value not disclosed1
342LEE JOHNSON CAPITAL MANAGEMENT, LLC— value not disclosed1
343Harvest Fund Management Co., Ltd— value not disclosed1
344Faithward Advisors, LLC— value not disclosed1
345Independent Advisor Alliance— value not disclosed1
346Global Retirement Partners, LLC— value not disclosed1
347Farringdon Capital, Ltd.— value not disclosed1
348Lloyd Advisory Services, LLC.— value not disclosed1
349Kestra Advisory Services, LLC— value not disclosed1
350TUCKER ASSET MANAGEMENT LLC— value not disclosed1
351AlphaQuest LLC— value not disclosed1
352PharVision Advisers, LLC— value not disclosed1
353SageView Advisory Group, LLC— value not disclosed1
354Abound Wealth Management— value not disclosed1
355Quarry LP— value not disclosed1
356Impact Partnership Wealth, LLC— value not disclosed1
357Diversify Advisory Services, LLC— value not disclosed1
358Aviso Financial Inc.— value not disclosed1
359Aster Capital Management (DIFC) Ltd— value not disclosed1
360Evelyn Partners Investment Management LLP— value not disclosed1
361OPTIMA CAPITAL LLC— value not disclosed1
362Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 315 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming UI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for UI · financials and macro

Financials — as filed PLANNED

UI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing