13FBOX
UNITED GUARDIAN INC · 13F Institutional Holdings
Options Calculator Rankings

UNITED GUARDIAN INC

UG
Institutions
28
Combined AUM (Q2 2026)
$6.3M
Combined Shares (Q2 2026)
884,148
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11,370
10 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-31,117
6 · 1 Exit · ≈
⚖️ Net
-19,747
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$6.3M
Institutions
28
New Buys
3
Adds
7
Reduces
5
Exits
1
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#8$1.2M166,766$1.2M175,766-9,000-5.12%Reduce
GAMCO INVESTORS, INC. ET AL
0.01%0.01%#4$1.2M164,388$1.1M164,38800.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#17$916,348128,340$850,894128,34000.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#13$522,43373,170$454,40768,538+4,632+6.76%Add
Rodgers Brothers Inc.
0.04%0.05%#2$425,54459,600$426,12063,600-4,000-6.29%Reduce
Teton Advisors, LLC
0.22%0.25%#1$383,85453,761$360,19953,76100.00%Unchanged
PARTHENON LLC
0.04%0.04%#3$361,54150,636$339,26150,63600.00%Unchanged
GABELLI FUNDS LLC
<0.01%<0.01%#7$271,32038,000$254,60038,00000.00%Unchanged
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#18$252,99535,424$242,76336,607-1,183-3.23%Reduce
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#9$143,30020,070$134,46920,07000.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#15$131,23318,380$121,85918,38000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$118,37416,579$106,87616,120+459+2.85%Add
BlackRock, Inc.
<0.01%<0.01%#24$105,05814,714$78,14911,664+3,050+26.15%Add
FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#11$93,26313,062$107,61516,062-3,000-18.68%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#14$78,54011,000$72,93011,00000.00%Unchanged
Hikari Tsushin, Inc.
<0.01%<0.01%#6$67,8309,500$63,6509,50000.00%Unchanged
CALDWELL SUTTER CAPITAL, INC.
0.01%0.01%#5$23,7333,324$22,2713,32400.00%Unchanged
UBS Group AG
<0.01%<0.01%#22$15,6152,187$3,276489+1,698+347.24%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#21$11,0461,547$10,2571,54700.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#25$7,1411,000$6,7021,00000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$7,125998$2,010300+698+232.67%Add
MORGAN STANLEY
<0.01%<0.01%#26$5,569780$62980+700+875.00%Add
Tower Research Capital LLC (TRC)
<0.01%<0.01%#12$3,963555$6,8541,023-468-45.75%Reduce
SBI Securities Co., Ltd.
<0.01%<0.01%#16$1,164163$898134+29+21.64%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#27$716100$65610000.00%Unchanged
Advantage Trust Co
<0.01%#10$714100$00+100New Buy
BARCLAYS PLC
<0.01%#28$142$00+2New Buy
Caitong International Asset Management Co., Ltd
<0.01%#23$142$00+2New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow