UG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -0.3% ·
net new positions +6.7%
— 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 | 15 | +1 | 628.51K | $4.49M | +1 | — |
| Q1 2026 | 14 | -2 | 630.45K | $4.21M | — | −2 |
| Q4 2025 | 16 | -1 | 676.62K | $4.17M | — | −1 |
| Q3 2025 | 7 | -1 | 538.42K | $4.22M | — | −1 |
| Q2 2025 | 7 | 0 | 556.37K | $4.44M | — | — |
| Q1 2025 | 4 | 0 | 390.24K | $3.51M | — | — |
| Q4 2024 | 4 | +1 | 391.30K | $3.74M | +1 | — |
| Q3 2024 | 3 | 0 | 369.20K | $5.86M | — | — |
| Q2 2024 | 3 | — | 373.23K | $3.34M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 166.77K | -5.1% | $1.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 2 | GAMCO Investors ✦ | 164.39K | 0.0% | $1.17M | 0.0% | Held | 9 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 128.34K | 0.0% | $916,348 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 73.17K | +6.8% | $522,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 73.17K | +6.8% | $522,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 35.42K | -3.2% | $252,995 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 35.42K | -3.2% | $252,995 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 16.58K | +2.9% | $118,374 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 14.71K | +26.1% | $105,058 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 14.71K | +26.1% | $105,058 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 14.71K | +26.1% | $105,058 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | First Manhattan Co. Llc. | 13.06K | -18.7% | $93,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 11.00K | 0.0% | $78,540 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 2.19K | +347.2% | $15,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.19K | +347.2% | $15,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.00K | 0.0% | $7,141 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 998 | +232.7% | $7,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 780 | +875.0% | $5,569 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 780 | +875.0% | $5,569 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 100 | 0.0% | $716 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Barclays Plc | 2 | New | $14 | 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
| Barclays Plc | $14 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 903.89K shares, $6.04M 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.