UBND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -2.7% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 11.24K | $231,908 | +1 | −1 |
| Q2 2026 | 16 | +1 | 32.82M | $713.03M | +2 | −1 |
| Q1 2026 | 16 | +6 | 30.02M | $653.89M | +7 | −1 |
| Q4 2025 | 10 | -1 | 24.43M | $536.80M | n/a | −1 |
| Q3 2025 | 2 | 0 | 690.16K | $15.22M | n/a | n/a |
| Q2 2025 | 1 | 0 | 28.90K | $631,421 | n/a | n/a |
| Q1 2025 | 1 | +1 | 33.16K | $722,910 | +1 | n/a |
| Q3 2024 | 1 | 0 | 54.37K | $1.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.66K | $463,441 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 20.36M | n/a | $447.90M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.96M | n/a | $43.22M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 1.88M | n/a | $40.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 118.75K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 47.25K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 23.78K | n/a | $523,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 19.41K | n/a | $427,086 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 15.72K | -40.4% | $345,818 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Assetmark, Inc | 2.77K | n/a | $61,028 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $14.64M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 80.42M shares, $1.75B 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.