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Institutional Investment Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC (CIK: 0001463217) incorporated in Delaware, located at 125 E John Carpenter Frwy, Irving, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 778 holdings with a total value of $5,389,959,000.
#
Name
Shares
Value ($)
%
Options
Notes
751 POWERSHARES ETF TR II 13,984 298,000 0.01%
752 HATTERAS FINL CORP 14,995 297,000 0.01%
753 POWERSHARES ETF TR II 10,096 295,000 0.01%
754 BLACKROCK MUNIHOLD QU FU II IN COM 22,000 292,000 0.01%
755 American Capital Agency 12,357 289,000 0.01%
756 BIOMED REALTY TRUST INC 13,137 287,000 0.01%
757 WESTPORT FUEL SYSTEMS INC 15,896 286,000 0.01%
758 Sizmek Inc 30,000 286,000 0.01%
759 HOME LN SERVICING SOLUTIONS LT ORD SHS 12,260 279,000 0.01%
760 PACIFIC ETHANOL INC 17,590 269,000 0.00%
761 PIEDMONT OFFICE REALTY TR INC COM CL A 14,228 269,000 0.00%
762 AMERICAN VANGUARD CORP COM 20,210 267,000 0.00%
763 BANCORPSOUTH INC 10,763 264,000 0.00%
764 SPIRIT RLTY CAP INC NEW 22,652 257,000 0.00%
765 MANNKIND CORP. 22,180 243,000 0.00%
766 CADIZ INC COM USD0.01 28,232 235,000 0.00%
767 TCW STRATEGIC INCOME FD INC 40,707 225,000 0.00%
768 AMKOR TECHNOLOGY INC 20,000 224,000 0.00%
769 BARRICK GOLD CORP 12,105 222,000 0.00%
770 SONIC CORP 10,000 221,000 0.00%
771 SLM CORP 26,374 219,000 0.00%
772 FAUQUIER BANKSHARES INC 13,912 211,000 0.00%
773 AES CORP 13,281 207,000 0.00%
774 MAIDEN HOLDINGS LTD 17,016 206,000 0.00%
775 NUVEEN AMT FREE MUN CR INC F 14,500 205,000 0.00%
776 CAPITAL PRODUCT PARTNERS L P 17,922 205,000 0.00%
777 RESEARCH FRONTIERS INC 33,088 201,000 0.00%
778 GENWORTH FINL INC 11,579 201,000 0.00%
Page 16 of 16

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001463217-14-000013, filed 2014.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.