Security record
UMI
name pending profile ingest
13Tracked holders
0Δ holders
237.74KShares held
$13.99MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.8% · net new positions -7.7% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 58.91K | -17.2% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 54.31K | +0.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 49.95K | -9.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 19.02K | +1.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 15.53K | +47.5% | $913,844 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Creative Planning | 6.21K | 0.0% | $365,403 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 5.97K | +2386.2% | $351,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 5.86K | -67.8% | $344,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 4.50K | New | $264,584 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS AM, a distinct business unit of… | 3.64K | 0.0% | $214,295 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $29,420 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 100 | 0.0% | $5,884 | 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
| Focus Partners Wealth | $264,584 | 0.0% |
Exited
| HighTower Advisors, LLC | $373.10M | was 0.4% |
| Citadel Advisors | $1.06M | was 0.0% |
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: Q2 2026 ·
Methodology ·
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