Security record · archived quarter
UDIV
name pending profile ingest
18Tracked holders
0Δ holders
1.02MShares held
$61.11MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 1.02M | $61.11M | +2 | −2 |
| Q1 2026 | 18 | +1 | 914.61K | $47.18M | +2 | −1 |
| Q4 2025 | 17 | +2 | 971.05K | $51.61M | +2 | — |
| Q3 2025 | 2 | -1 | 36.19K | $1.90M | — | −1 |
| Q2 2025 | 2 | 0 | 26.99K | $1.30M | — | — |
| Q1 2025 | 1 | 0 | 9.69K | $423,744 | — | — |
| Q4 2024 | 1 | +1 | 25.89K | $1.18M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 441.69K | +9.8% | $26.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 285.98K | New | $17.19M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 100.14K | +12.5% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 59.73K | +9.9% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 37.57K | +45.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 37.57K | +45.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 18.21K | -6.0% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 18.21K | -6.0% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Franklin Resources Inc | 14.77K | -94.1% | $887,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Franklin Resources Inc | 14.77K | -94.1% | $887,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.27K | +510.9% | $557,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 9.27K | +510.9% | $557,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 8.46K | -2.8% | $508,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 7.32K | -2.9% | $439,615 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.08K | -2.1% | $425,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 4.17K | 0.0% | $250,608 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 800 | New | $48,078 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 400 | 0.0% | $23,992 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 164 | 0.0% | $9,861 | 0.0% | Held | 5 | SEC ↗ |
| 23 | UBS Group AG | 87 | -90.8% | $5,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | — | $28 | 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
| Mml Investors Services, Llc | $17.19M | 0.0% |
| Morgan Stanley | $48,078 | 0.0% |
Exited
| Citadel Advisors | $769,872 | was 0.0% |
| Jane Street Group, Llc | $303,148 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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