UJUL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -10.9% ·
net new positions -6.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 301.86K | +8.0% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Osaic Holdings, Inc. | 278.19K | -3.8% | $10.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cwm, Llc | 125.38K | +2.2% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 63.04K | -0.2% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 48.81K | +3.6% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 43.61K | 0.0% | $1.67M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 33.95K | -1.9% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 32.97K | -2.1% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 31.60K | 0.0% | $1.21M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 30.01K | -77.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 24.11K | -4.6% | $923,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 14.03K | -69.6% | $537,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 13.78K | -2.4% | $518,914 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 13.36K | -0.6% | $511,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 6.04K | -42.1% | $231,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Barclays Plc | 2 | -96.2% | $77 | 0.0% | ▼ Trim | 2 | 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
| Morgan Stanley | $15,500 | 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.