Security record · archived quarter
ULST
name pending profile ingest
29Tracked holders
+6Δ holders
3.65MShares held
$147.50MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +26.1% ·
share flow +4.2% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
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 | 29 | +6 | 3.65M | $147.50M | +6 | — |
| Q1 2026 | 24 | -4 | 7.45M | $303.75M | +2 | −6 |
| Q4 2025 | 28 | +1 | 7.54M | $305.27M | +1 | — |
| Q3 2025 | 4 | -1 | 1.11M | $45.28M | — | −1 |
| Q2 2025 | 2 | +1 | 191.70K | $7.79M | +1 | — |
| Q1 2025 | 1 | -1 | 105.98K | $4.31M | — | −1 |
| Q4 2024 | 2 | +2 | 88.18K | $3.56M | +2 | — |
| Q2 2024 | 1 | — | 42.05K | $1.70M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.38M | +7.1% | $55.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 767.23K | +10.7% | $31.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 767.23K | +10.7% | $31.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 357.93K | -22.1% | $14.47M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Raymond James Financial Inc | 273.07K | -1.6% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 273.07K | -1.6% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 272.45K | -1.9% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 272.45K | -1.9% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 119.64K | -1.3% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 73.96K | -16.2% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 59.35K | -1.9% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 56.60K | +2738.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 41.72K | +2.1% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 40.17K | New | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 28.30K | -8.0% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 22.15K | New | $895,575 | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 20.04K | New | $810,077 | 0.0% | New | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 12.84K | +0.8% | $518,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 12.03K | 0.0% | $486,112 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 10.25K | +0.3% | $414,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 10.05K | New | $406,110 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 9.74K | -4.9% | $393,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 7.38K | -24.2% | $298,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 5.71K | 0.0% | $230,786 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 5.00K | New | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 5.00K | New | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 5.00K | New | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 1.31K | New | $52,957 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.31K | -96.2% | $52,916 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Assetmark, Inc | 389 | -48.7% | $15,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 38 | 0.0% | $1,531 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.62M | 0.0% |
| Goldman Sachs Group | $895,575 | 0.0% |
| Susquehanna International… | $810,077 | 0.0% |
| Jane Street Group, Llc | $406,110 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Qube Research & Technologies… | $52,957 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 11.25M shares, $453.98M 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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