Undisc Mgrs Behav Val-l
$89.39+1%
+$254.6K
Net Activity
+0.83% total shares
Institutions Holding
1
Popularity Rank
#20100
Avg Weight
0.95%
Total Value
$31.0M
1 institutions currently hold UBVLX, with 1 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
1
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Across its top 1 institutional holders, UBVLX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 18/100).
UBVLX ranks #20100 out of 37503 tracked stocks by institutional interest — a comparatively under-the-radar name outside the most closely tracked half.
1 institutions disclose a position in UBVLX, but none treat it as a major bet — even Fulton Bank, N.a., its most concentrated holder, allocates just 0.9% of its own portfolio to it.
Fulton Bank, N.a. has added to its UBVLX position for two straight quarters, increasing it by $3.1M to reach $31.0M today.
+$254.6K
Total Buy Value
$11.0
Total Sell Value
1
Net Buyers
1
Net Sellers
UBVLX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
904504842
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Access UBVLX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UBVLXCLI
npx alphasmo stocks get UBVLX