UDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.0% ·
share flow -0.4% ·
net new positions -17.6%
— formula
Broad distribution — falling shares and fewer 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 | 23 | +6 | 1.34M | $55.73M | +6 | — |
| Q1 2026 | 17 | -3 | 1.38M | $53.62M | +2 | −5 |
| Q4 2025 | 20 | -1 | 1.39M | $54.97M | — | −1 |
| Q3 2025 | 3 | 0 | 62.16K | $2.38M | — | — |
| Q2 2025 | 1 | +1 | 8.32K | $303,035 | +1 | — |
| Q4 2024 | 1 | +1 | 17.41K | $610,777 | +1 | — |
| Q2 2024 | 1 | — | 11.14K | $381,853 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 350.79K | -1.3% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 216.66K | +1.1% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 216.66K | +1.1% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 216.59K | -0.3% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 203.63K | +5.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 203.63K | +5.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 65.34K | -17.6% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 58.36K | -0.2% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 47.52K | -13.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 46.12K | -6.5% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 44.51K | +706.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 37.65K | -19.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 33.63K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 20.00K | New | $776,994 | 0.0% | New | 1 | SEC ↗ |
| 15 | Creative Planning | 16.53K | New | $641,909 | 0.0% | New | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 14.08K | 0.0% | $547,023 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 7.50K | 0.0% | $291,494 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.08K | 0.0% | $41,792 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 431 | +13.4% | $16,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $776,994 | 0.0% |
| Creative Planning | $641,909 | 0.0% |
Exited
| Jane Street Group, Llc | $1.64M | was 0.0% |
| Wealth Enhancement Advisory… | $517,443 | was 0.0% |
| Pnc Financial Services Group… | $6,937 | was 0.0% |
| Royal Bank Of Canada | $3,000 | was 0.0% |
| JPMorgan Chase | $1,982 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 6.85M shares, $261.52M 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.