Security record · archived quarter
UTF
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40Tracked holders
-1Δ holders
11.46MShares held
$276.34MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow +0.8% ·
net new positions -2.5%
— formula
Concentrated accumulation — rising shares among fewer holders
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 | Morgan Stanley ✦ | 2.26M | +8.2% | $54.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 1.89M | — | $45.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.14M | — | $27.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 904.01K | — | $21.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 849.11K | — | $20.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 840.73K | — | $20.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 673.92K | — | $16.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Nomura Holdings Inc | 577.28K | — | $13.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 416.99K | — | $10.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 334.05K | — | $8.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 279.05K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 181.66K | — | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 161.94K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 133.24K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 123.63K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 115.14K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 85.81K | +8.0% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 68.65K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 53.31K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 53.05K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 37.57K | — | $905,908 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 37.13K | — | $895,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 35.08K | — | $845,658 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 33.22K | New | $801,007 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 30.58K | — | $737,380 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Pnc Financial Services Group, Inc. | 25.10K | — | $605,113 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Us Bancorp \De\ | 20.27K | — | $488,686 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 18.68K | — | $450,357 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 16.87K | — | $410,038 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 13.40K | — | $323,050 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 12.48K | — | $301,016 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 10.39K | — | $250,484 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 10.20K | — | $245,933 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 8.57K | — | $206,743 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Kayne Anderson Rudnick Investment… | 6.22K | — | $149,868 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.12K | +1460.0% | $75,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.68K | — | $40,505 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.37K | — | $33,055 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 552 | — | $13,309 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 227 | — | $5,484 | 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
| Millennium Management | $801,007 | 0.0% |
Exited
| Two Sigma Investments | $3.02M | was 0.0% |
| BlackRock | $3,856 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 244 holders, 23.98M shares, $583.69M 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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