UJUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +30.0% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 104.29K | +961.7% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 97.48K | +89.5% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 96.35K | +235.1% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 60.45K | +43.7% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 44.06K | +39.5% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 40.17K | +100.9% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 26.15K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 8 | Creative Planning | 24.53K | +97.4% | $945,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 24.51K | -59.6% | $944,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 22.60K | 0.0% | $870,927 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 14.93K | -0.1% | $578,311 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 10.02K | New | $386,286 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 8.15K | -44.5% | $312,318 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 700 | 0.0% | $26,978 | 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
| Lido Advisors, LLC | $1.01M | 0.0% |
| Raymond James Financial Inc | $386,286 | 0.0% |
Exited
| Citadel Advisors | $271,775 | was 0.0% |
| Barclays Plc | $8,155 | was 0.0% |
| UBS Group AG | $7,299 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 1.46M shares, $53.10M 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.