UBND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +22.9% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | 22.97M | +12.8% | $500.24M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 2.05M | +4.6% | $44.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.76M | New | $38.34M | 0.0% | New | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 1.54M | New | $33.58M | 0.0% | New | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 1.21M | -35.6% | $26.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 151.69K | +27.7% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 151.31K | New | $3.30M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 68.25K | +44.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 44.45K | +182.8% | $968,208 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Cwm, Llc | 23.78K | 0.0% | $517,907 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 21.24K | +9.4% | $462,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 14.08K | New | $306,641 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 9.47K | New | $206,235 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 3.56K | New | $77,420 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.94K | New | $42,081 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 654 | -76.4% | $14,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Northwestern Mutual Wealth… | $38.34M | 0.0% |
| Truist Financial Corp | $33.58M | 0.0% |
| LPL Financial LLC | $3.30M | 0.0% |
| Susquehanna International… | $306,641 | 0.0% |
| Wells Fargo & Company/Mn | $206,235 | 0.0% |
| Fifth Third Bancorp | $77,420 | 0.0% |
| JPMorgan Chase | $42,081 | 0.0% |
Exited
| Jones Financial Companies Lllp | $0 | 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.