Position in IBTA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,527,156
+$185,310 QoQ
Shares Held
44,706
-0.1% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 145 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. IBTA ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in IBTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,527,156 | 44,706 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,341,846 | 44,773 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,012,576 | 44,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,240,661 | 44,548 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||