UAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -13.4% ·
net new positions -7.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +2 | 629.32K | $22.10M | +2 | — |
| Q1 2026 | 14 | -1 | 648.26K | $21.63M | +1 | −2 |
| Q4 2025 | 15 | 0 | 748.28K | $24.52M | — | — |
| Q3 2025 | 1 | -1 | 1.12K | $36,126 | — | −1 |
| Q2 2025 | 1 | 0 | 15.28K | $478,139 | — | — |
| Q1 2025 | 1 | 0 | 11.52K | $343,957 | — | — |
| Q4 2024 | 1 | 0 | 18.71K | $577,020 | — | — |
| Q3 2024 | 1 | 0 | 19.84K | $599,017 | — | — |
| Q2 2024 | 1 | — | 26.58K | $771,727 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 149.71K | -2.3% | $5.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cwm, Llc | 146.10K | +2.7% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 84.97K | -41.6% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 56.28K | -26.6% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 49.95K | -18.0% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 43.97K | -5.1% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 34.88K | -3.1% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 30.07K | -7.0% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 28.31K | +54.3% | $944,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 14.79K | -57.5% | $493,476 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Creative Planning | 6.86K | New | $228,851 | 0.0% | New | 1 | SEC ↗ |
| 12 | Barclays Plc | 1.32K | +112.7% | $44,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 562 | 0.0% | $18,687 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 489 | 0.0% | $16,318 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $228,851 | 0.0% |
Exited
| Royal Bank Of Canada | $3,000 | was 0.0% |
| UBS Group AG | $1,180 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.