UMAC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.2% ·
share flow +14.0% ·
net new positions -2.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 12.26K | $262,220 | +1 | n/a |
| Q2 2026 | 67 | +16 | 16.51M | $367.62M | +22 | −6 |
| Q1 2026 | 52 | +8 | 16.62M | $206.04M | +13 | −5 |
| Q4 2025 | 44 | -1 | 8.48M | $108.13M | +1 | −2 |
| Q3 2025 | 9 | +1 | 2.87M | $43.40M | +1 | n/a |
| Q2 2025 | 6 | +1 | 1.94M | $16.66M | +2 | −1 |
| Q1 2025 | 3 | +2 | 223.30K | $1.43M | +2 | n/a |
| Q4 2024 | 1 | -2 | 43.21K | $726,859 | n/a | −2 |
| Q3 2024 | 3 | +3 | 43.37K | $65,924 | +3 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 1.60M | +37.7% | $20.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Tudor Investment Corp Et Al | 1.00M | n/a | $12.77M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 966.18K | +698.4% | $12.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Voya Investment Management Llc | 660.71K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Goldman Sachs Group ✦ | 250.87K | +107.2% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Sei Investments Co | 202.60K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 141.48K | -39.6% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Mercer Global Advisors Inc /Adv | 101.21K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northern Trust Corp | 87.81K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 53.49K | n/a | $681,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Group One Trading Llc | 42.60K | n/a | $542,775 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 37.55K | n/a | $478,387 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Barclays Plc | 33.65K | n/a | $428,701 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 25.49K | n/a | $324,783 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 14.70K | n/a | $187,278 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 14.06K | n/a | $179,124 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 12.50K | n/a | $159,250 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 12.44K | n/a | $158,473 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 10.59K | n/a | $134,906 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 8.12K | n/a | $103,487 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 5.12K | n/a | $65,293 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 2.84K | n/a | $36,143 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.50K | n/a | $19,110 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 200 | n/a | $2,548 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 57 | n/a | $724 | 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
| Fidelity (FMR) | $1.31M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 24.03M shares, $290.99M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 9.62K sh · $250,334
Officer · 11.41K sh · $296,819
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology