UBCP · United Bancorp Inc /Oh/ · Holdings

$15.72 +0.06 (+0.35%) At close · Sep 11

Market Cap

$90.16M

5.74M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 30

Total Value: $11,952,452

Total Shares: 752,674

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 30 13F filers · Δ vs Mar 31, 2026

Top Holder

15.0%

+1.5 pts

Top 5

48.0%

+1.0 pts

Top 10

72.8%

+0.1 pts

HHI

716

Broadly held+12

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +16.8%

Shares held: +11.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+22,016	112,925
Micro Post Resch Tallon Group Inc.	+12,500	55,675
Mega GEODE CAPITAL MANAGEMENT, LLC	+5,093	54,762
Mega BlackRock, Inc.	+4,690	29,194
Small Commonwealth Financial Services, LLC	+1,805	89,160

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega NORTHERN TRUST CORP	−12,461	10,451
Mega VANGUARD FIDUCIARY TRUST CO	−3,126	28,971
Mega Russell Investments Group, Ltd.	−351	2,199
Mega WELLS FARGO & COMPANY/MN	−1	0

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Stratos Wealth Partners, LTD.	48,775	$774,547
Small Institute for Wealth Management, LLC.	8,471	$134,519
Large JONES FINANCIAL COMPANIES LLLP	400	$6,352
Mega BARCLAYS PLC	14	$222

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega CITADEL ADVISORS LLC	10,679	$162,427
Large CWM, LLC	200	$3,042
Mid Tower Research Capital LLC (TRC)	197	$2,996
Mid Advisory Services Network, LLC	173	$2,631
Micro Virginia Estate & Retirement Planning Advisors Inc.	56	$851

Filter: New 4 Increased 15 Reduced 4 Sold out 6 Unchanged 7

Showing 30 of 30

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$1,793,249

15.00%

112,925

Commonwealth Financial Services, LLC

$1,415,860

11.85%

89,160

Post Resch Tallon Group Inc.

$884,119

7.40%

55,675

GEODE CAPITAL MANAGEMENT, LLC

$869,620

7.28%

54,762

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	12,050	$191,354	22.0%	Defined
Held directly	42,712	$678,266	78.0%	Defined

Stratos Wealth Partners, LTD.

$774,547

6.48%

48,775

DIMENSIONAL FUND ADVISORS LP

$722,681

6.05%

45,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	15	$238	0.0%	Defined
Dimensional Ireland Ltd	4,842	$76,890	10.6%	Defined
Held directly	40,652	$645,553	89.3%	Sole

BAHL & GAYNOR INC

$635,994

5.32%

40,050

Vawter Financial, Ltd.

$577,904

4.84%

36,392

Appalachian Capital Management Ltd

$530,185

4.44%

33,387

WESBANCO BANK INC

$497,996

4.17%

31,360

BlackRock, Inc.

$463,599

3.88%

29,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,089	$17,293	3.7%	Sole
BlackRock Fund Advisors	17,238	$273,739	59.0%	Sole
BlackRock Institutional Trust Company, N.A.	10,864	$172,520	37.2%	Sole
Aperio Group, LLC	3	$47	0.0%	Sole

Founders Financial Alliance, LLC

$460,265

3.85%

28,984

VANGUARD FIDUCIARY TRUST CO

$460,059

3.85%

28,971

Koss-Olinger Consulting, LLC

$375,133

3.14%

23,623

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$286,840

2.40%

18,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	18,063	$286,840	100.0%	Other

RAFFLES ASSOCIATES LP

$281,060

2.35%

17,699

LPL Financial LLC

$234,341

1.96%

14,757

NORTHERN TRUST CORP

$165,961

1.39%

10,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	10,451	$165,961	100.0%	Defined

MORGAN STANLEY

$143,410

1.20%

9,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	8,893	$141,219	98.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	138	$2,191	1.5%	Defined

Institute for Wealth Management, LLC.

$134,519

1.13%

8,471

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

$109,841

0.92%

6,917

OSAIC HOLDINGS, INC.

$50,419

0.42%

3,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,175	$50,419	100.0%	Defined

Russell Investments Group, Ltd.

$34,920

0.29%

2,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	2,199	$34,920	100.0%	Defined

Vanguard Global Advisers, LLC

$29,870

0.25%

1,881

UBS Group AG

$6,828

0.06%

430

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	430	$6,828	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$6,352

0.05%

400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	400	$6,352	100.0%	Sole

FMR LLC

$3,493

0.03%

220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	220	$3,493	100.0%	Defined

SBI Securities Co., Ltd.

$3,160

0.03%

199

BARCLAYS PLC

$222

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	14	$222	100.0%	Defined

WELLS FARGO & COMPANY/MN

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	0	$0	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,679	$162,427	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	197	$2,996	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$15	100.0%	Defined

Key facts CIK 731653 CUSIP 909911109 13F (30d) 6 filings 6 filers Visit website