UDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +0.6% ·
net new positions +11.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 450.97K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 251.64K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 83.40K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 52.40K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 32.90K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 18.32K | -49.1% | $973,693 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 16.11K | New | $856,127 | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 14.39K | — | $765,061 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 13.39K | — | $711,771 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 13.27K | — | $705,202 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 8.20K | — | $435,930 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 7.32K | New | $388,786 | 0.0% | New | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 4.17K | — | $221,632 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 4.01K | — | $213,229 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 400 | — | $21,220 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 164 | 0.0% | $8,721 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | — | $17 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $856,127 | 0.0% |
| Goldman Sachs Group | $388,786 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.63M shares, $83.97M 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.