Security record
UBCP
name pending profile ingest
15Tracked holders
0Δ holders
301.13KShares held
$4.78MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 301.13K | $4.78M | +2 | −2 |
| Q1 2026 | 16 | -1 | 289.94K | $4.41M | +1 | −2 |
| Q4 2025 | 17 | 0 | 295.15K | $4.24M | — | — |
| Q3 2025 | 6 | +1 | 192.42K | $2.69M | +1 | — |
| Q2 2025 | 4 | 0 | 164.14K | $2.45M | — | — |
| Q1 2025 | 1 | -1 | 52.42K | $703,751 | — | −1 |
| Q4 2024 | 2 | +1 | 61.46K | $791,803 | +1 | — |
| Q3 2024 | 1 | 0 | 49.13K | $645,235 | — | — |
| Q2 2024 | 1 | — | 51.15K | $642,079 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 112.92K | +24.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 54.76K | +10.2% | $869,886 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 3 | Dimensional Fund Advisors Lp | 45.51K | +0.8% | $722,683 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | BlackRock ✦ (passive) | 29.19K | +19.1% | $463,600 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 5 | Susquehanna International Group, Llp | 18.06K | +10.4% | $286,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 14.76K | +0.1% | $234,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northern Trust Corp | 10.45K | -54.4% | $165,962 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.03K | 0.0% | $143,413 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 3.17K | +23.1% | $50,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 2.20K | -13.8% | $34,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 430 | +1.2% | $6,828 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 400 | New | $6,540 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 220 | 0.0% | $3,497 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Barclays Plc | 14 | New | $222 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $5 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $6,540 | 0.0% |
| Barclays Plc | $222 | 0.0% |
Exited
| Citadel Advisors | $162,428 | was 0.0% |
| Citigroup Inc | $15 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 672.94K shares, $10.24M 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: Q2 2026 ·
Methodology ·
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