Security record · archived quarter
UBFO
name pending profile ingest
37Tracked holders
0Δ holders
3.55MShares held
$37.23MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 926.63K | +0.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 926.63K | +0.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 926.63K | +0.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 926.63K | +0.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 649.84K | +5.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Vanguard Capital Management Llc | 584.70K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 302.78K | -7.2% | $3.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 302.78K | -7.2% | $3.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passive) | 143.02K | +7.1% | $1.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 113.95K | +28.0% | $1.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | Northern Trust Corp | 101.36K | +14.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northern Trust Corp | 101.36K | +14.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 101.36K | +14.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 94.19K | +502.8% | $989,905 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 92.48K | New | $931,253 | 0.0% | New | 1 | SEC ↗ |
| 22 | American Century Companies Inc | 83.36K | -1.5% | $876,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 64.61K | -32.8% | $679,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Barclays Plc | 58.82K | -12.5% | $618,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Barclays Plc | 58.82K | -12.5% | $618,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 57.15K | +16.3% | $600,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 52.65K | -0.1% | $553,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Charles Schwab Investment… | 36.88K | -8.8% | $387,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 31.85K | -8.6% | $334,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 31.85K | -8.6% | $334,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 31.85K | -8.6% | $334,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 31.02K | -7.0% | $326,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 31.02K | -7.0% | $326,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 31.02K | -7.0% | $326,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Nuveen, LLC | 24.69K | 0.0% | $259,450 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Nuveen, LLC | 24.69K | 0.0% | $259,450 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Hsbc Holdings Plc | 24.44K | -50.0% | $255,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 17.12K | -43.4% | $179,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Rhumbline Advisers | 10.29K | -1.6% | $108,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | New York State Common Retirement… | 9.10K | 0.0% | $95,641 | 0.0% | Held | 2 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.57K | +2.7% | $69,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 6.04K | New | $63,501 | 0.0% | New | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 5.72K | -18.0% | $59,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 5.72K | -18.0% | $59,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 5.23K | -87.7% | $54,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 5.23K | -87.7% | $54,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS Group AG | 4.97K | +7.0% | $52,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 2.33K | -53.4% | $24,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Legal & General Group Plc | 1.25K | 0.0% | $13,106 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 827 | 0.0% | $8,692 | 0.0% | Held | 2 | SEC ↗ |
| 57 | California State Teachers… | 748 | -11.5% | $7,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 710 | -59.2% | $7,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Citigroup Inc | 643 | +104.8% | $6,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Cwm, Llc | 388 | +6.0% | $4,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 184 | +148.7% | $1,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 184 | 0.0% | $1,934 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 148 | +8.0% | $1,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Alliancebernstein L.P. | $931,253 | 0.0% |
| Deutsche Bank Ag\ | $63,501 | 0.0% |
Exited
| Jane Street Group, Llc | $151,060 | was 0.0% |
| Invesco Ltd. | $104,929 | was 0.0% |
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.
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: Q1 2026 ·
Methodology ·
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