UCIB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +11.4% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 211.61K | +26.0% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Corient Private Wealth LP | 10.27K | -50.0% | $338,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 8.35K | -54.0% | $275,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 661 | 0.0% | $21,790 | 0.0% | Held | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 180 | 0.0% | $5,986 | 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
| No new tracked buyers this quarter. |
Exited
| UBS Group AG | $842 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 590.97K shares, $19.48M 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.