USL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 56.52K | New | $2.72M | 0.0% | New | 1 | SEC ↗ |
| 2 | Mirae Asset Global Investments Co.… | 30.70K | -7.0% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 27.93K | -45.8% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 27.73K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 8.80K | New | $424,401 | 0.0% | New | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 8.33K | -13.3% | $401,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 5.46K | New | $263,076 | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Simplex Trading, Llc | 4.96K | New | $239,120 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 4.65K | -6.5% | $224,207 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 4.35K | New | $209,670 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.16K | 0.0% | $200,464 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 12 | JPMorgan Chase ✦ | 595 | +33.7% | $29,940 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | National Bank Of Canada /Fi/ | 91 | New | $4,380 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 43 | 0.0% | $2,073 | 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
| LPL Financial LLC | $2.72M | 0.0% |
| Jane Street Group, Llc | $1.34M | 0.0% |
| Citadel Advisors | $424,401 | 0.0% |
| Bank Of Montreal /Can/ | $263,076 | 0.0% |
| Simplex Trading, Llc | $239,120 | 0.0% |
| Creative Planning | $209,670 | 0.0% |
| National Bank Of Canada /Fi/ | $4,380 | 0.0% |
Exited
| UBS Group AG | $26,188 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 275.48K shares, $10.29M 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.