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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2023-05-19Lois Frankel D–FL-22SaleTraded 05-03 +16d$1K–$15K
2023-05-19Lois Frankel D–FL-22Sale · partial (partial sale)Traded 04-19 +30d$1K–$15K
2022-10-24Lois Frankel D–FL-22Sale · partial (partial sale)Traded 09-21 +33d$1K–$15K
2022-10-24Lois Frankel D–FL-22Sale · partial (partial sale)Traded 09-20 +34d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−1,257 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
317HARBOUR INVESTMENTS, INC.$01
318Clearstead Advisors, LLC$01
319COMERICA BANK$01
320LOGAN CAPITAL MANAGEMENT INC$01
321NOMURA HOLDINGS INC$01
322MILLENNIUM MANAGEMENT LLC$01
323PRIVATE TRUST CO NA$01
324CIBC Private Wealth Group LLC$01
325SCOTIA CAPITAL INC.$01
326NORGES BANK$01
327ALPS ADVISORS INC$01
328Verition Fund Management LLC$01
329HRT FINANCIAL LP$01
330TWO SIGMA ADVISERS, LP$01
331Edgestream Partners, L.P.$01
332Allianz Asset Management GmbH$01
333DT Investment Partners, LLC$01
334BOOTHBAY FUND MANAGEMENT, LLC$01
335Alpha Cubed Investments, LLC$01
336Lighthouse Investment Partners, LLC$01
337Capital Impact Advisors, LLC$01
338Point72 Asset Management, L.P.$01
339Dakota Wealth Management$01
340MV CAPITAL MANAGEMENT, INC.$01
341Darwin Wealth Management, LLC$01
342LEE JOHNSON CAPITAL MANAGEMENT, LLC$01
343Harvest Fund Management Co., Ltd$01
344Faithward Advisors, LLC$01
345Independent Advisor Alliance$01
346Global Retirement Partners, LLC$01
347Farringdon Capital, Ltd.$01
348Lloyd Advisory Services, LLC.$01
349Kestra Advisory Services, LLC$01
350TUCKER ASSET MANAGEMENT LLC$01
351AlphaQuest LLC$01
352PharVision Advisers, LLC$01
353SageView Advisory Group, LLC$01
354Abound Wealth Management$01
355Quarry LP$01
356Impact Partnership Wealth, LLC$01
357Diversify Advisory Services, LLC$01
358Aviso Financial Inc.$01
359Aster Capital Management (DIFC) Ltd$01
360Evelyn Partners Investment Management LLP$01
361OPTIMA CAPITAL LLC$01
362Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 362 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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