UAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -0.5% ·
net new positions -7.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 275.81K | — | $11.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 161.03K | — | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 158.39K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 59.89K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 32.87K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 32.44K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 29.25K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 18.39K | — | $733,969 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 5.21K | — | $207,903 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.27K | — | $91,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Barclays Plc | 528 | — | $21,078 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 50 | — | $1,996 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 16 | — | $639 | 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
| JPMorgan Chase | $154,712 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 2.72M shares, $105.68M 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.