UFO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +10.8% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more 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 | 35 | +9 | 2.30M | $116.60M | +13 | −4 |
| Q1 2026 | 27 | +5 | 1.34M | $59.86M | +7 | −2 |
| Q4 2025 | 22 | +2 | 425.37K | $16.44M | +2 | — |
| Q3 2025 | 2 | 0 | 2.16K | $77,014 | +1 | −1 |
| Q2 2025 | 1 | 0 | 8.71K | $250,412 | — | — |
| Q1 2025 | 1 | 0 | 18.09K | $399,357 | — | — |
| Q4 2024 | 1 | +1 | 6.24K | $144,893 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 137.28K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 68.99K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 68.99K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 51.68K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 51.68K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 32.41K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 30.69K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Simplex Trading, Llc | 29.62K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 20.34K | — | $785,986 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 13.06K | — | $504,727 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 9.98K | New | $385,804 | 0.0% | New | 1 | SEC ↗ |
| 12 | Belvedere Trading LLC | 8.11K | — | $313,490 | 0.1% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 6.47K | — | $250,027 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 5.82K | — | $225,020 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Group One Trading Llc | 4.00K | — | $154,600 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 3.88K | — | $149,962 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.23K | -38.9% | $47,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 515 | — | $19,879 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 458 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 458 | — | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 350 | — | $13,528 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 264 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 167 | +13.6% | $6,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 72 | — | $2,783 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 2 | — | $71 | 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
| Citadel Advisors | $1.25M | 0.0% |
| Goldman Sachs Group | $385,804 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 2.36M shares, $101.96M 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.