your badges 52W Range $39–$40 100% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

UFEB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $39.92
52W Range $39–$40

UFEB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 105 filers · $165.5M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 105
Value held $165.5M
New positions 14
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (-6 vs prior Q) 6 (0 vs prior Q) 12 (-18 vs prior Q) 42 (+14 vs prior Q) -472K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Talon Private Wealth, LLC $28,389,778 734,535 17.15% Shares
HighTower Advisors, LLC $24,406,354 631,471 14.74% Shares
KFG WEALTH MANAGEMENT, LLC $16,842,169 426,276 10.17% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,040,208 178,188 4.25% Shares
Strategic Blueprint, LLC $5,431,746 137,478 3.28% Shares
TRUIST FINANCIAL CORP $5,017,376 129,816 3.03% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,216,260 109,088 2.55% Shares
OSAIC HOLDINGS, INC. $4,101,349 106,116 2.48% Shares
ENVESTNET ASSET MANAGEMENT INC $3,946,938 102,120 2.38% Shares
World Investment Advisors $3,938,969 108,447 2.38% Shares
MML INVESTORS SERVICES, LLC $3,241,431 83,866 1.96% Shares
Spire Wealth Management $3,084,763 79,813 1.86% Shares
Concurrent Investment Advisors, LLC $2,577,662 65,241 1.56% Shares
CENTRAL VALLEY ADVISORS, LLC $2,521,448 63,818 1.52% Shares
Stratos Wealth Advisors, LLC $2,301,337 59,543 1.39% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,097,729 54,275 1.27% Shares
Brookstone Capital Management $1,944,634 49,219 1.17% Shares
Trek Financial, LLC $1,929,253 49,916 1.17% Shares
LPL Financial LLC $1,868,496 48,344 1.13% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,798,835 45,242 1.09% Shares
Cetera Investment Advisers $1,769,126 45,773 1.07% Shares
Kestra Advisory Services, LLC $1,643,321 42,518 0.99% Shares
Berger Financial Group, Inc $1,620,170 41,919 0.98% Shares
JPMORGAN CHASE & CO $1,421,410 36,891 0.86% Shares
Northstar Group, Inc. $1,353,137 35,010 0.82% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $1,340,266 34,677 0.81% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,155,391 29,243 0.70% Shares
Lantz Financial LLC $1,045,198 26,454 0.63% Shares
Mutual Advisors, LLC $1,038,719 26,875 0.63% Shares
FOUNDERS FINANCIAL SECURITIES LLC $1,004,243 25,983 0.61% Shares
Focus Partners Wealth $968,414 25,056 0.59% Shares
CROSSPOINT FINANCIAL, LLC $930,262 24,069 0.56% Shares
Ausdal Financial Partners, Inc. $924,856 23,929 0.56% Shares
Comprehensive Financial Consultants Institutional, Inc. $915,605 23,174 0.55% Shares
Integrity Advisory Solutions, LLC $903,560 23,378 0.55% Shares
IMG Wealth Management, Inc. $897,761 22,722 0.54% Shares
OLD MISSION CAPITAL LLC $826,530 21,385 0.50% Shares
AdvisorNet Financial, Inc $817,771 20,570 0.49% Shares
SteelPeak Wealth, LLC $792,216 20,051 0.48% Shares
Foundations Investment Advisors, LLC $744,631 19,266 0.45% Shares
Cornerstone Wealth Group, LLC $721,286 18,662 0.44% Shares
CITADEL ADVISORS LLC $625,357 16,180 0.38% Shares
IHT Wealth Management, LLC $621,917 16,091 0.38% Shares
Arkadios Wealth Advisors $606,805 15,700 0.37% Shares
NewEdge Advisors, LLC $601,239 15,556 0.36% Shares
Beacon Pointe Advisors, LLC $600,931 15,548 0.36% Shares
RAYMOND JAMES FINANCIAL INC $593,780 15,363 0.36% Shares
Advisory Services Network, LLC $551,072 14,258 0.33% Shares
Creative Planning $550,801 14,251 0.33% Shares
NewCorp Financial Services, Inc. $546,739 13,838 0.33% Shares

Show all 105 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.