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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,336 | 15B $ | 98.56 % |
| 2 | NL | 5 | 65.4M $ | 0.43 % |
| 3 | DK | 1 | 38.7M $ | 0.25 % |
| 4 | TW | 3 | 37.8M $ | 0.25 % |
| 5 | GB | 16 | 27.8M $ | 0.18 % |
| 6 | ES | 3 | 10.4M $ | 0.07 % |
| 7 | IT | 1 | 7.6M $ | 0.05 % |
| 8 | BR | 7 | 7.5M $ | 0.05 % |
| 9 | JP | 6 | 6.3M $ | 0.04 % |
| 10 | IN | 5 | 3.9M $ | 0.03 % |
| 11 | KR | 6 | 2.9M $ | 0.02 % |
| 12 | FR | 1 | 2.4M $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,401 | loanDepot Inc | 14,028 | 19.9K $ | |
| 1,402 | Alight Inc | 20,192 | 11.8K $ | |
| 1,403 | PDS BIOTECHNOLOGY CORP | 12,000 | 7.3K $ | |
| 1,404 | INOTIV INC | 10,000 | 2.7K $ |