Security record · archived quarter
UAPR
name pending profile ingest
15Tracked holders
0Δ holders
748.28KShares held
$24.52MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +2 | 629.32K | $22.10M | +2 | n/a |
| Q1 2026 | 14 | -1 | 648.26K | $21.63M | +1 | −2 |
| Q4 2025 | 15 | 0 | 748.28K | $24.52M | n/a | n/a |
| Q3 2025 | 1 | -1 | 1.12K | $36,126 | n/a | −1 |
| Q2 2025 | 1 | 0 | 15.28K | $478,139 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.52K | $343,957 | n/a | n/a |
| Q4 2024 | 1 | 0 | 18.71K | $577,020 | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.84K | $599,017 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.58K | $771,727 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 153.19K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 145.55K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cwm, Llc | 142.32K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 76.69K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 60.90K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 46.35K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 35.98K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 34.80K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 32.34K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 18.34K | n/a | $601,100 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Barclays Plc | 623 | n/a | $20,416 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 562 | -50.0% | $18,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 489 | n/a | $16,025 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 100 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 36 | n/a | $1,180 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 2.48M shares, $84.53M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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