UOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -2.9% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -1 | 889.58K | $36.57M | — | −1 |
| Q1 2026 | 20 | +1 | 1.04M | $39.82M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.03M | $40.29M | +1 | −1 |
| Q3 2025 | 2 | +1 | 26.23K | $1.01M | +1 | — |
| Q1 2025 | 1 | 0 | 8.71K | $301,031 | — | — |
| Q4 2024 | 1 | +1 | 14.61K | $515,342 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 366.15K | -4.6% | $15.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 88.01K | +3.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 88.01K | +3.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 69.41K | -8.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 57.57K | +6.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 50.86K | -8.6% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 46.74K | 0.0% | $1.92M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 43.41K | -0.5% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 40.03K | +13.5% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 40.03K | +13.5% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 37.31K | +116.1% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 19.44K | +67.0% | $799,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 6.91K | 0.0% | $284,029 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Creative Planning | 6.27K | -87.3% | $257,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 962 | 0.0% | $39,548 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 500 | 0.0% | $21,000 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 445 | 0.0% | $18,294 | 0.0% | Held | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 144 | 0.0% | $5,947 | 0.0% | Held | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 144 | 0.0% | $5,947 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | — | $14 | 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
| No new tracked buyers this quarter. |
Exited
| UBS Group AG | $11,434 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.