11 institutions reported holding $1.2M of UBIQUITI INC (UI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Valeo Financial Advisors, LLC ($565,004), Baron Wealth Management LLC ($392,086), GAMMA Investing LLC ($89,717), Versant Capital Management, Inc ($71,026), ATWOOD & PALMER INC ($19,124). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valeo Financial Advisors, LLC | $565,004 | 1,058 | Added |
| 2 | Baron Wealth Management LLC | $392,086 | 734 | Trimmed |
| 3 | GAMMA Investing LLC | $89,717 | 168 | Trimmed |
| 4 | Versant Capital Management, Inc | $71,026 | 133 | Added |
| 5 | ATWOOD & PALMER INC | $19,124 | 36 | Trimmed |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $10,147 | 19 | Added |
| 7 | Cedar Mountain Advisors, LLC | $6,942 | 13 | Hold |
| 8 | CoreCap Advisors, LLC | $5,340 | 10 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $3,738 | 7 | Hold |
| 10 | Grant Private Wealth Management Inc | $0 | 0 | Exited |
| 11 | City Center Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30