USDU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +5.7% ·
net new positions +5.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 215.52K | $5.81M | n/a | n/a |
| Q2 2026 | 19 | -3 | 5.53M | $148.01M | +1 | −4 |
| Q1 2026 | 22 | +2 | 4.94M | $129.95M | +6 | −4 |
| Q4 2025 | 20 | +1 | 2.02M | $52.05M | +1 | n/a |
| Q3 2025 | 3 | 0 | 200.18K | $5.28M | n/a | n/a |
| Q2 2025 | 1 | 0 | 24.37K | $627,989 | n/a | n/a |
| Q1 2025 | 1 | 0 | 42.43K | $1.16M | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.94K | $274,885 | n/a | n/a |
| Q3 2024 | 1 | +1 | 2.32K | $61,576 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 583.15K | n/a | $15.05M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 342.00K | n/a | $8.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 284.99K | n/a | $7.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 197.31K | +21.9% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 124.97K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 112.15K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 110.16K | +210.9% | $2.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 54.79K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 54.53K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 47.12K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 35.50K | n/a | $915,849 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 34.15K | n/a | $880,967 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 21.46K | n/a | $563,084 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 7.93K | n/a | $205,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 4.80K | n/a | $123,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 1.00K | -65.2% | $25,800 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | UBS Group AG | 832 | n/a | $21,466 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Blair William & Co/Il | 85 | n/a | $2,193 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 17 | New | $439 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 0 | n/a | $9 | 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
| Fidelity (FMR) | $439 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 9.14M shares, $238.67M 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.