UBND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +9.4% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 2 | 0 | 690.16K | $15.22M | — | — |
| Q2 2025 | 1 | 0 | 28.90K | $631,421 | — | — |
| Q1 2025 | 1 | +1 | 33.16K | $722,910 | +1 | — |
| Q3 2024 | 1 | 0 | 54.37K | $1.21M | — | — |
| Q2 2024 | 1 | — | 21.66K | $463,441 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 22.97M | 0.0% | $498.97M | 0.3% | Held | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 2.67M | +51.6% | $57.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.08M | +1.5% | $45.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 1.84M | +19.7% | $39.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 1.52M | +25.6% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 428.40K | New | $9.31M | 0.0% | New | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 411.44K | +4245.2% | $8.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 273.05K | +80.5% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 259.05K | +279.6% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 259.05K | +279.6% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 225.63K | +962.5% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 43.74K | New | $950,360 | 0.0% | New | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 43.74K | New | $950,360 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 43.21K | -2.8% | $938,737 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Jane Street Group, Llc | 42.15K | -72.2% | $915,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 9.33K | +380.9% | $203,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 3.58K | +0.6% | $77,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 28 | -95.7% | $608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $9.31M | 0.0% |
| Ameriprise Financial Inc | $950,360 | 0.0% |
| Ameriprise Financial Inc | $950,360 | 0.0% |
Exited
| Susquehanna International… | $306,641 | 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.