UFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -1.0% ·
net new positions -6.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +5 | 1.46M | $56.45M | +5 | — |
| Q1 2026 | 15 | 0 | 1.48M | $53.78M | +2 | −2 |
| Q4 2025 | 15 | -1 | 1.41M | $51.91M | — | −1 |
| Q3 2025 | 2 | +1 | 15.49K | $554,244 | +1 | — |
| Q1 2025 | 1 | 0 | 10.02K | $324,548 | — | — |
| Q4 2024 | 1 | 0 | 26.94K | $896,227 | — | — |
| Q3 2024 | 1 | 0 | 19.09K | $621,026 | — | — |
| Q2 2024 | 1 | — | 14.13K | $447,458 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 673.55K | — | $24.78M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 126.31K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 124.64K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 124.64K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 110.97K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 101.17K | — | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 82.82K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 51.00K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 38.61K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 37.15K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 37.15K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 25.07K | — | $922,166 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 24.94K | — | $920,660 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 12.46K | — | $458,158 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 12.46K | — | $458,158 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.77K | +140.6% | $64,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Barclays Plc | 559 | — | $20,563 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 172 | — | $6,327 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $527,974 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 6.16M shares, $219.74M 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.