Security record
UFOX
name pending profile ingest
41Tracked holders
+6Δ holders
1.13MShares held
$107.80MReported value
+7New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +17.1% ·
share flow +11.2% ·
net new positions +12.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +6 | 1.13M | $107.80M | +7 | −2 |
| Q1 2026 | 37 | +3 | 1.08M | $73.82M | +4 | −1 |
| Q4 2025 | 34 | -1 | 1.09M | $69.71M | — | −1 |
| Q3 2025 | 6 | +2 | 58.36K | $3.60M | +2 | — |
| Q2 2025 | 1 | -1 | 5.49K | $289,704 | — | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $583,440 | — | — |
| Q4 2024 | 1 | 0 | 12.19K | $580,854 | — | — |
| Q3 2024 | 1 | -1 | 38.28K | $1.66M | — | −1 |
| Q2 2024 | 2 | — | 47.00K | $1.96M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 288.36K | +1.4% | $27.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 145.26K | +1.8% | $13.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 107.22K | +21.5% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 89.83K | -12.8% | $8.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 70.07K | -3.0% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 56.61K | +320.5% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 48.74K | 0.0% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citigroup Inc | 36.58K | +7.7% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 33.07K | +1.7% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 32.54K | +14.3% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 31.39K | +76.9% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Royal Bank Of Canada | 23.34K | -40.1% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 20.06K | +519.0% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.46K | -27.1% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 17.11K | +27.8% | $1.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 16 | Creative Planning | 15.89K | -0.8% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.55K | New | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 12.54K | +98.7% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 10.00K | New | $950,281 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 9.44K | +8.0% | $896,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 8.15K | +12.4% | $774,142 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 4.75K | -7.0% | $451,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 4.51K | New | $428,685 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 4.48K | -11.3% | $425,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.00K | -35.8% | $380,148 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 4.11K | +95.4% | $376,902 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 27 | Truist Financial Corp | 3.58K | -0.2% | $339,849 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 3.04K | New | $289,106 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 3.08K | -3.3% | $274,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 2.62K | 0.0% | $248,527 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 2.48K | New | $235,694 | 0.0% | New | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 2.35K | 0.0% | $216,847 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Belvedere Trading LLC | 1.69K | New | $160,327 | 0.0% | New | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 1.26K | +0.2% | $119,515 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 1.25K | +34.8% | $118,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 784 | 0.0% | $74,509 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 442 | +141.5% | $42,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Simplex Trading, Llc | 429 | New | $40,771 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 371 | -88.4% | $35,241 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 120 | 0.0% | $11,404 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 103 | +3.0% | $9,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.48M | 0.0% |
| Lido Advisors, LLC | $950,281 | 0.0% |
| Cerity Partners LLC | $428,685 | 0.0% |
| Mercer Global Advisors Inc… | $289,106 | 0.0% |
| Focus Partners Wealth | $235,694 | 0.0% |
| Belvedere Trading LLC | $160,327 | 0.0% |
| Simplex Trading, Llc | $40,771 | 0.0% |
Exited
| HighTower Advisors, LLC | $3.84M | was 0.0% |
| Jones Financial Companies Lllp | $1,678 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 2.11M shares, $134.73M 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.
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: Q2 2026 ·
Methodology ·
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