UBCP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +11.1% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | n/a | n/a |
| Q3 2025 | 6 | +1 | 192.42K | $2.69M | +1 | n/a |
| Q2 2025 | 4 | 0 | 164.14K | $2.45M | n/a | n/a |
| Q1 2025 | 1 | -1 | 52.42K | $703,751 | n/a | −1 |
| Q4 2024 | 2 | +1 | 61.46K | $791,803 | +1 | n/a |
| Q3 2024 | 1 | 0 | 49.13K | $645,235 | n/a | n/a |
| Q2 2024 | 1 | n/a | 51.15K | $642,079 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 95.35K | +8.7% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Geode Capital Management ✦ (passive) | 53.22K | +1.4% | $743,645 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 23.83K | +0.4% | $333,115 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Citadel Advisors ✦ | 10.78K | New | $150,541 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.03K | n/a | $126,264 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Fidelity (FMR) ✦ | 220 | 0.0% | $3,076 | 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
| Citadel Advisors | $150,541 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.