ULY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +1.3% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among 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 | The Vanguard Group ✦ (passive) | 19.50K | 0.0% | $56,952 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 11.22K | +6.4% | $32,765 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 8.46K | — | $24,709 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 3.01K | 0.0% | $8,801 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 1.00K | — | $2,920 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 418 | — | $1,221 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 17 | — | $50 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 2 | — | $5 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 3 | — | $0 | 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
| Morgan Stanley | $367 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 245.93K shares, $1.10M 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.