UDN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -30.0% ·
net new positions -15.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -1 | 507.22K | $9.06M | +2 | −4 |
| Q1 2026 | 16 | +1 | 1.32M | $23.73M | +3 | −2 |
| Q4 2025 | 15 | 0 | 1.66M | $30.37M | — | — |
| Q3 2025 | 1 | -1 | 411.59K | $7.75M | — | −1 |
| Q2 2025 | 1 | 0 | 155.53K | $2.94M | — | — |
| Q1 2025 | 1 | 0 | 83.77K | $1.47M | — | — |
| Q4 2024 | 1 | 0 | 38.79K | $648,131 | — | — |
| Q3 2024 | 1 | 0 | 6.82K | $129,247 | — | — |
| Q2 2024 | 1 | — | 192 | $3,436 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 131.88K | -12.4% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Jane Street Group, Llc | 126.32K | -28.2% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 85.46K | -39.9% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 44.13K | +722.3% | $788,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 30.67K | -46.6% | $547,712 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 21.52K | -1.4% | $384,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 16.50K | -17.3% | $294,633 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 16.40K | -50.1% | $292,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Group One Trading Llc | 13.11K | New | $234,073 | 0.0% | New | 1 | SEC ↗ |
| 10 | Simplex Trading, Llc | 12.60K | -58.7% | $225,036 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.82K | -4.1% | $104,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.81K | -46.6% | $50,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4 | New | $72 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Group One Trading Llc | $234,073 | 0.0% |
| JPMorgan Chase | $72 | 0.0% |
Exited
| HighTower Advisors, LLC | $10.65M | was 0.0% |
| Susquehanna International… | $841,122 | was 0.0% |
| Hrt Financial Lp | $544,000 | was 0.0% |
| Wells Fargo & Company/Mn | $27,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.83M shares, $31.44M 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.