UJUL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -1.9% ·
net new positions -5.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 289.02K | n/a | $11.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 279.49K | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wealth Enhancement Advisory… | 135.68K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 122.67K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 63.18K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 47.09K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 46.18K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 43.61K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 34.61K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 33.67K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 31.60K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 25.27K | n/a | $979,290 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 14.12K | -51.2% | $547,189 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 13.44K | n/a | $520,916 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 10.43K | -7.1% | $404,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 400 | 0.0% | $15,500 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Barclays Plc | 52 | n/a | $2,015 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $289,208 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 2.65M shares, $99.50M 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.