UBFO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +5.3% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 37 | 0 | 3.55M | $37.23M | +2 | −2 |
| Q4 2025 | 37 | 0 | 3.63M | $36.52M | — | — |
| Q3 2025 | 10 | 0 | 1.92M | $17.93M | +1 | −1 |
| Q2 2025 | 7 | +1 | 1.84M | $15.94M | +1 | — |
| Q1 2025 | 4 | 0 | 485.58K | $4.35M | — | — |
| Q4 2024 | 4 | -1 | 330.79K | $3.34M | — | −1 |
| Q3 2024 | 4 | +2 | 309.28K | $2.69M | +2 | — |
| Q2 2024 | 2 | — | 226.06K | $1.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 749.58K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 749.58K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 749.58K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 515.53K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 327.07K | +119.5% | $2.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 327.07K | +119.5% | $2.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 124.99K | +265.1% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 92.05K | +8.2% | $796,215 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Millennium Management ✦ | 19.96K | -90.8% | $172,663 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.77K | New | $119,119 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 13.77K | New | $119,119 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $119,119 | 0.0% |
| Citadel Advisors | $119,119 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 7.00M shares, $70.85M 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.