Titelia

Holdings of UNITED CAPITAL FINANCIAL ADVISORS, LLC

1404 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 31.6 % of the equity sleeve

Sector breakdown

  • Funds 20.9 %
  • Technology 11.4 %
  • Financials 5.0 %
  • Communication 4.1 %
  • Industrials 3.5 %
  • Health care 3.4 %
  • Consumer discretionary 2.9 %
  • Consumer staples 2.3 %
  • Energy 0.7 %
  • Utilities 0.6 %
  • Real estate 0.5 %
  • Materials 0.3 %
  • Unattributed 44.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.6 %
  • NL 0.4 %
  • DK 0.3 %
  • TW 0.2 %
  • GB 0.2 %
  • ES 0.1 %
  • IT 0.0 %
  • BR 0.0 %
  • JP 0.0 %
  • IN 0.0 %
  • KR 0.0 %
  • FR 0.0 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,33615B $98.56 %
2NL565.4M $0.43 %
3DK138.7M $0.25 %
4TW337.8M $0.25 %
5GB1627.8M $0.18 %
6ES310.4M $0.07 %
7IT17.6M $0.05 %
8BR77.5M $0.05 %
9JP66.3M $0.04 %
10IN53.9M $0.03 %
11KR62.9M $0.02 %
12FR12.4M $0.02 %

Positions

RankCompanySharesValueWeight
1,001Grayscale Ethereum Staking Min 21,043417.9K $
1,002Allient Inc 7,051416.6K $
1,003WisdomTree US SmallCap Dividen 11,584416.2K $
1,004Nomura Holdings Inc 52,736416.1K $
1,005Telefonaktiebolaget LM Ericsson 36,786414.6K $
1,006Liberty Media Corp-Liberty Formula One 5,293413.3K $
1,007Gentex Corp 18,906413.1K $
1,008Samsara Inc 13,013412.4K $
1,009Expand Energy Corp 3,751411.8K $
1,010Vanguard S&P 500 Growth ETF 1,009411.3K $
1,011Ryanair Holdings PLC 7,099410.3K $
1,012Arrow Electronics Inc 2,859410K $
1,013Pacer US Small Cap Cash Cows E 9,130409.7K $
1,014Black Hills Corp 5,895409.1K $
1,015Zscaler Inc 2,908408K $
1,016SS&C Technologies Holdings Inc 6,021406.8K $
1,017PTC Inc 2,855406.8K $
1,018Elanco Animal Health Inc 16,985406.5K $
1,019Univest Financial Corp 11,846405.8K $
1,020Graphic Packaging Holding Co 40,784405.4K $
1,021NBT Bancorp Inc 9,515405.1K $
1,022Ormat Technologies Inc 3,618404.9K $
1,023Solventum Corp 6,192404.3K $
1,024Carpenter Technology Corp 1,025404K $
1,025Highwoods Properties Inc 18,806402.6K $
1,026CBIZ Inc 14,972402K $
1,027Gaming and Leisure Properties Inc 9,057401.9K $
1,028Farmers National Banc Corp 30,469401K $
1,029Schneider National Inc 15,153399.4K $
1,030Trinity Capital Inc 27,147399.3K $
1,031Cal-Maine Foods Inc 5,036398.6K $
1,032Pilgrim's Pride Corp 10,497396.4K $
1,033Applied Industrial Technologies Inc 1,490395.3K $
1,034Jones Lang LaSalle Inc 1,293393.5K $
1,035Skyworks Solutions Inc 7,312391.6K $
1,036Crown Holdings Inc 3,905391.5K $
1,037iShares Trust 3,372391.4K $
1,038Sterling Infrastructure Inc 960391K $
1,039Webster Financial Corp 5,627390.6K $
1,040Ashland Inc 7,012390K $
1,041MDU Resources Group Inc 18,798389.5K $
1,042Huron Consulting Group Inc 3,038387.3K $
1,043Zebra Technologies Corp 1,848386.4K $
1,044Rivian Automotive Inc 25,633385.8K $
1,045American Airlines Group Inc 35,806384.6K $
1,046Encompass Health Corp 3,967383.7K $
1,047State Street SPDR Portfolio High Yield Bond ETF 16,494383.6K $
1,048Owens Corning 3,511380K $
1,049Lear Corp 3,132379.2K $
1,050Louisiana-Pacific Corp 5,202378.4K $
1,051UiPath Inc 34,061378.1K $
1,052Haleon PLC 37,722377.6K $
1,053Franklin Resources Inc 15,898375.5K $
1,054DT Midstream Inc 2,774373.6K $
1,055Bank OZK 8,132373.2K $
1,056Chunghwa Telecom Co Ltd 8,822372.6K $
1,057Vanguard Extended Market ETF 1,809372.3K $
1,058American Century ETF Trust 3,366371.6K $
1,059Dr Reddy's Laboratories Ltd 26,816371.4K $
1,060United Therapeutics Corp 626371.2K $
1,061Zoom Communications Inc 4,612370.8K $
1,062Rithm Capital Corp 39,001369.7K $
1,063Hanover Insurance Group Inc/The 2,129369.1K $
1,064Duolingo Inc 3,723367K $
1,065Argenx SE 501365.9K $
1,066MSC Industrial Direct Co Inc 3,960365.4K $
1,067Liberty Media Corp-Liberty Formula One 4,273363.3K $
1,068Baxter International Inc 21,603362.9K $
1,069Element Solutions Inc 10,623362.7K $
1,070POSCO Holdings Inc 6,197362.5K $
1,071Matador Resources Co 5,729362K $
1,072Toast Inc 13,648361.8K $
1,073Sirius XM Holdings Inc 15,622360.6K $
1,074Woodside Energy Group Ltd 15,082360.2K $
1,075Circle Internet Group Inc 3,767359.4K $
1,076First Trust Exchange-Traded Fund VIII 7,512358.5K $
1,077CNX Resources Corp 9,275357.6K $
1,078Rocket Cos Inc 25,008356.4K $
1,079Invesco BulletShares 2030 Corp 21,272355.2K $
1,080iShares ESG Aware MSCI USA Small-Cap ETF 7,506352.9K $
1,081VanEck High Yield Muni ETF 7,038352.9K $
1,082Evercore Inc 1,181352.5K $
1,083PVH Corp 5,050352.3K $
1,084Dick's Sporting Goods Inc 1,773351.6K $
1,085MGM Resorts International 9,487351.1K $
1,086First Trust Exchange-Traded Fund IV 5,847349.4K $
1,087AST SpaceMobile Inc 4,210348.9K $
1,088Churchill Downs Inc 3,881348.6K $
1,089VanEck ETF Trust 7,496348.2K $
1,090Tenaris SA 5,981348K $
1,091National Storage Affiliates Trust 9,204347.4K $
1,092Alcoa Corp 5,215345.9K $
1,093GoDaddy Inc 4,184345.9K $
1,094Madison Square Garden Sports Corp 1,076345.8K $
1,095Blue Owl Capital Inc 37,856345.6K $
1,096RLI Corp 6,025343.7K $
1,097WisdomTree US High Dividend Fund 3,141343.1K $
1,098Fortune Brands Innovations Inc 8,786342.4K $
1,099Honda Motor Co Ltd 14,051341.6K $
1,100Affirm Holdings Inc 7,451341.4K $