Security record · archived quarter
UOCT
name pending profile ingest
19Tracked holders
0Δ holders
1.03MShares held
$40.29MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.4% · 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 | Commonwealth Equity Services, Llc | 387.63K | n/a | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 122.42K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 107.38K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 73.38K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 71.32K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 53.92K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 50.24K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 46.88K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 43.85K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 38.28K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 20.49K | n/a | $800,088 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 7.20K | n/a | $282,796 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 6.91K | n/a | $269,741 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 962 | New | $37,558 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 500 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 394 | n/a | $15,383 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 144 | -97.3% | $5,661 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Barclays Plc | 2 | n/a | $78 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 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
| Morgan Stanley | $37,558 | 0.0% |
Exited
| Citadel Advisors | $799,767 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 5.16M shares, $193.72M 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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