UTWO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +12.9% ·
net new positions +10.0%
· 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 | Morgan Stanley ✦ | 1.29M | +24.6% | $62.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 714.74K | +2.0% | $34.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 217.85K | +55.6% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 191.94K | +5.0% | $9.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 174.14K | -6.3% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 149.16K | -19.1% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 94.68K | -6.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 43.20K | +338.6% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.57K | +14.0% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 27.02K | +80.1% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 22.07K | +79.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Tidal Investments LLC | 13.10K | -52.5% | $631,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 7.56K | -2.2% | $364,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 4.92K | New | $237,621 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.02K | +20.0% | $97,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 1.43K | New | $69,237 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 1.39K | 0.0% | $67,306 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 455 | +589.4% | $21,954 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 250 | New | $12,071 | 0.0% | New | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 99 | New | $4,779 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $237,621 | 0.0% |
| Fifth Third Bancorp | $69,237 | 0.0% |
| Northwestern Mutual Wealth… | $12,071 | 0.0% |
| Simplex Trading, Llc | $4,779 | 0.0% |
Exited
| Royal Bank Of Canada | $596,000 | was 0.0% |
| Citigroup Inc | $11,947 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 4.14M shares, $199.06M 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.