UAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +4.4% ·
net new positions +6.2%
— 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 | 16 | +1 | 839.50K | $35.33M | +2 | −1 |
| Q1 2026 | 15 | +2 | 804.50K | $31.65M | +2 | — |
| Q4 2025 | 13 | -1 | 776.15K | $30.98M | — | −1 |
| Q3 2025 | 1 | -1 | 3.94K | $154,712 | — | −1 |
| Q2 2025 | 1 | 0 | 10.17K | $380,560 | — | — |
| Q1 2025 | 1 | +1 | 6.25K | $216,271 | +1 | — |
| Q2 2024 | 1 | — | 17.93K | $603,277 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 249.84K | -9.2% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 249.84K | -9.2% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 149.15K | -3.2% | $6.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 141.65K | -6.0% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 141.65K | -6.0% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 73.27K | -2.0% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 71.36K | +313.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 71.36K | +313.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 35.67K | +13.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 33.02K | -2.5% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 28.37K | +15.4% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 18.38K | 0.0% | $773,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 14.97K | New | $629,883 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 11.24K | -1.9% | $472,949 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 9.15K | -9.4% | $385,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 1.47K | +70.5% | $61,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.00K | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 942 | New | $39,644 | 0.0% | New | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 16 | 0.0% | $673 | 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
| Jane Street Group, Llc | $629,883 | 0.0% |
| Wells Fargo & Company/Mn | $39,644 | 0.0% |
Exited
| Barclays Plc | $35,213 | 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.