UNOV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -23.8% ·
net new positions -12.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 136.91K | -4.2% | $5.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 59.59K | -2.2% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 45.55K | +6.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 41.03K | +73.9% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 28.59K | -10.9% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 27.68K | +34.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 25.69K | +0.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 23.92K | -0.6% | $960,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 14.14K | New | $568,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 14.12K | -1.6% | $566,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 13.81K | -39.9% | $554,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 13.76K | -91.1% | $552,562 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 6.20K | 0.0% | $248,992 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Barclays Plc | 1.94K | +32.6% | $77,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.45K | +47.6% | $58,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 43 | 0.0% | $1,727 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $568,000 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.82M | was 0.0% |
| Goldman Sachs Group | $866,595 | was 0.0% |
| UBS Group AG | $8,647 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 4.55M shares, $168.55M 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.