UCFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +0.2% ·
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | 0 | 37.96K | $209,255 | n/a | n/a |
| Q1 2026 | 5 | +1 | 37.96K | $209,255 | +1 | n/a |
| Q4 2025 | 4 | +1 | 37.87K | $208,759 | +1 | n/a |
| Q3 2025 | 2 | -1 | 10.12K | $41,411 | n/a | −1 |
| Q2 2025 | 2 | -1 | 129.12K | $1.33M | n/a | −1 |
| Q1 2025 | 3 | +1 | 139.77K | $1.47M | +2 | −1 |
| Q4 2024 | 2 | 0 | 208.76K | $2.15M | n/a | n/a |
| Q3 2024 | 2 | -1 | 252.47K | $2.57M | n/a | −1 |
| Q2 2024 | 3 | n/a | 262.48K | $2.64M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 23.81K | 0.0% | $131,177 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 10.08K | 0.0% | $55,641 | 0.0% | Held | 5 | SEC ↗ |
| 3 | UBS Group AG | 3.94K | 0.0% | $21,693 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 4 | Russell Investments Group, Ltd. | 90 | New | $496 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 45 | 0.0% | $248 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Russell Investments Group… | $496 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 347.68K shares, $1.92M 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.