UAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +25.3% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | 144.21K | -3.7% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 134.25K | +58.0% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 77.73K | +55.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 56.18K | -0.2% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 41.76K | -5.0% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 40.78K | +175.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 40.08K | +41.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 31.87K | -8.6% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 27.75K | -7.7% | $974,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 13.36K | New | $469,134 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 11.81K | New | $414,776 | 0.0% | New | 1 | SEC ↗ |
| 12 | Creative Planning | 7.16K | +4.4% | $251,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Barclays Plc | 1.32K | 0.0% | $46,527 | 0.0% | Held | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 562 | 0.0% | $19,679 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 489 | 0.0% | $17,171 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $469,134 | 0.0% |
| Citadel Advisors | $414,776 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.