UFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -1.4% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | 631.47K | -3.7% | $24.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Truist Financial Corp | 129.82K | -0.6% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 109.09K | -34.3% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 106.12K | -0.1% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 106.12K | -0.1% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.12K | -0.1% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 102.12K | -18.3% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 83.87K | -21.2% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 54.27K | +289.9% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 54.27K | +289.9% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 48.34K | +26.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 45.77K | -6.9% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 36.89K | New | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 25.06K | 0.0% | $968,414 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 20.25K | 0.0% | $787,320 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 16.18K | New | $625,357 | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.36K | -15.9% | $593,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.36K | -15.9% | $593,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Creative Planning | 14.25K | -42.2% | $550,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 11.35K | New | $438,523 | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 7.94K | New | $306,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.24K | +26.7% | $86,460 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Assetmark, Inc | 54 | 0.0% | $2,087 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Barclays Plc | 52 | New | $2,010 | 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
| JPMorgan Chase | $1.42M | 0.0% |
| Citadel Advisors | $625,357 | 0.0% |
| Bank Of America Corp /De/ | $438,523 | 0.0% |
| Hrt Financial Lp | $306,000 | 0.0% |
| Barclays Plc | $2,010 | 0.0% |
Exited
| No tracked exits this quarter. |
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.