Security record · archived quarter
UMI
name pending profile ingest
14Tracked holders
0Δ holders
6.04MShares held
$296.45MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 38.06K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 26.71K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 10.66K | +1.2% | $523,295 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Mml Investors Services, Llc | 8.82K | n/a | $432,801 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 500 | n/a | $24,540 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 6.89M shares, $403.49M 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: Q4 2025 ·
Methodology ·
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