Institutional Owners for UBFO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP LLC | COM | 1 | $9,198,708 | 1,193,088 | 0.00 | 0.01 | -951 | -0.08 | 03-31-2024 |
| DIMENSIONAL FUND ADVISORS LP | COM | 2 | $7,056,777 | 839,073 | 0.00 | 0.00 | 19,650 | 2.40 | 12-31-2023 |
| FJ CAPITAL MANAGEMENT LLC | COM | 3 | $4,575,838 | 615,032 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD GROUP INC | COM | 4 | $4,579,186 | 544,493 | 0.00 | 0.00 | 366,913 | 206.62 | 12-31-2023 |
