Security record · archived quarter
UIVM
name pending profile ingest
11Tracked holders
0Δ holders
3.86MShares held
$277.17MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% — formula
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 | 11 | 0 | 3.86M | $277.17M | +1 | −1 |
| Q1 2026 | 11 | +2 | 3.86M | $263.59M | +3 | −1 |
| Q4 2025 | 9 | 0 | 3.83M | $247.45M | +1 | −1 |
| Q3 2025 | 2 | +1 | 17.31K | $1.06M | +1 | — |
| Q3 2024 | 1 | 0 | 6.37K | $319,355 | — | — |
| Q2 2024 | 1 | — | 40.80K | $1.93M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 3.75M | 0.0% | $269.74M | 0.2% | Held | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 33.27K | +22.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 22.58K | -0.2% | $1.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 21.72K | +26.6% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 12.65K | -60.0% | $909,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 5.07K | +4.2% | $364,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 4.74K | +14.6% | $340,530 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 2.86K | New | $205,443 | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 315 | +29.6% | $22,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 108 | 0.0% | $7,764 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1 | 0.0% | $54 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $205,443 | 0.0% |
Exited
| Morgan Stanley | $88 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 3.98M shares, $268.39M 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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