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Security record · archived quarter

UFI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
30Tracked holders
0Δ holders
2.55MShares held
$9.12MReported value
+3New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.4% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 23.69K $154,715 n/a n/a
Q2 2026 28 -1 2.61M $12.39M +2 −3
Q1 2026 30 0 2.55M $9.12M +3 −3
Q4 2025 30 0 2.73M $9.55M +1 −1
Q3 2025 10 -2 1.52M $7.23M n/a −2
Q2 2025 10 0 1.51M $7.89M n/a n/a
Q1 2025 8 0 525.12K $2.53M n/a n/a
Q4 2024 8 -1 651.83K $4.07M n/a −1
Q3 2024 8 0 825.54K $6.06M n/a n/a
Q2 2024 8 n/a 801.77K $4.72M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 659.18K n/a $2.35M 0.0% n/c 1 SEC ↗
2 Dimensional Fund Advisors Lp 530.68K -15.4% $1.89M 0.0% ▼ Trim 2 SEC ↗ ×4
3 BlackRock ✦ (passive) 333.29K 0.0% $1.19M 0.0% ▲ Add 4 SEC ↗ ×4
4 Neuberger Berman Group LLC 271.50K +0.2% $969,244 0.0% ▲ Add 2 SEC ↗
5 Geode Capital Management ✦ (passive) 181.41K +9.9% $648,113 0.0% ▲ Add 8 SEC ↗ ×2
6 UBS Group AG 107.75K -3.2% $384,654 0.0% ▼ Trim 2 SEC ↗ ×2
7 State Street Global Advisors ✦ (passive) 61.75K 0.0% $220,440 0.0% Held 6 SEC ↗
8 Two Sigma Investments ✦ 52.48K New $187,339 0.0% New 1 SEC ↗
9 Citadel Advisors ✦ 52.06K +48.7% $185,872 0.0% ▲ Add 8 SEC ↗
10 Northern Trust Corp 51.80K -0.8% $184,922 0.0% ▼ Trim 2 SEC ↗ ×3
11 American Century Companies Inc 37.80K -30.8% $134,928 0.0% ▼ Trim 2 SEC ↗
12 Renaissance Technologies ✦ 28.90K +1.8% $103,173 0.0% ▲ Add 8 SEC ↗
13 Tudor Investment Corp Et Al 27.46K 0.0% $98,050 0.0% Held 2 SEC ↗
14 Goldman Sachs Group ✦ 25.20K -22.8% $89,960 0.0% ▼ Trim 3 SEC ↗
15 Stifel Financial Corp 22.29K New $79,570 0.0% New 1 SEC ↗
16 Jane Street Group, Llc 21.91K -62.4% $78,211 0.0% ▼ Trim 2 SEC ↗ ×2
17 T. Rowe Price ✦ 21.09K 0.0% $76,000 0.0% Held 8 SEC ↗
18 Assenagon Asset Management S.A. 19.39K 0.0% $69,222 0.0% Held 2 SEC ↗
19 Susquehanna International Group, Llp 12.55K New $44,811 0.0% New 1 SEC ↗
20 Hsbc Holdings Plc 11.76K -50.0% $42,112 0.0% ▼ Trim 2 SEC ↗
21 Russell Investments Group, Ltd. 9.10K +17.2% $32,471 0.0% ▲ Add 2 SEC ↗ ×3
22 Simplex Trading, Llc 4.47K -10.6% $15,950 0.0% ▼ Trim 2 SEC ↗
23 Barclays Plc 3.87K 0.0% $13,819 0.0% Held 2 SEC ↗
24 Morgan Stanley ✦ 3.52K +15.5% $12,574 0.0% ▲ Add 3 SEC ↗ ×2
25 Jones Financial Companies Lllp 881 +95.8% $3,154 0.0% ▲ Add 2 SEC ↗
26 Rhumbline Advisers 609 0.0% $2,174 0.0% Held 2 SEC ↗
27 Cwm, Llc 500 0.0% $1,785 0.0% Held 2 SEC ↗
28 Osaic Holdings, Inc. 344 0.0% $1,227 0.0% Held 2 SEC ↗
29 Bnp Paribas Financial Markets 31 +6.9% $111 0.0% ▲ Add 2 SEC ↗
30 Group One Trading Llc 6 0.0% $21 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Marshall Wace $115,798 was 0.0%
Bank Of America Corp /De/ $24,010 was 0.0%
Royal Bank Of Canada $0 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 7.92M shares, $28.20M 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.

Beneficial ownership
Oct 13 SC 13G/A: ABRAHAMSON PETER JOHN

View original SEC filing ↗

Jun 25 SC 13G: ABRAHAMSON PETER JOHN

View original SEC filing ↗

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: Q1 2026 · Methodology · Get this via the API