UYG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.0% ·
share flow -19.7% ·
net new positions -4.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 141.92K | $12.15M | +4 | −6 |
| Q1 2026 | 26 | +1 | 125.69K | $9.23M | +5 | −4 |
| Q4 2025 | 24 | -1 | 104.05K | $9.66M | n/a | −1 |
| Q3 2025 | 4 | 0 | 28.36K | $2.82M | n/a | n/a |
| Q2 2025 | 1 | 0 | 23.74K | $2.27M | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.98K | $1.60M | n/a | n/a |
| Q4 2024 | 1 | 0 | 11.26K | $962,536 | n/a | n/a |
| Q3 2024 | 1 | 0 | 31.46K | $2.40M | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.74K | $751,115 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 24.18K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 10.23K | n/a | $939,093 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Truist Financial Corp | 7.31K | n/a | $671,279 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 6.67K | n/a | $612,261 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Blair William & Co/Il | 6.14K | n/a | $563,529 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.82K | n/a | $534,160 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 5.26K | n/a | $482,653 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.00K | n/a | $458,900 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 4.22K | n/a | $387,449 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 4.12K | n/a | $378,372 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Lido Advisors, LLC | 3.53K | n/a | $350,750 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3.58K | n/a | $328,481 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jane Street Group, Llc | 3.53K | n/a | $324,351 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Quantinno Capital Management LP | 3.12K | n/a | $286,812 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 3.06K | n/a | $280,851 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 2.54K | 0.0% | $232,938 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Simplex Trading, Llc | 1.93K | n/a | $177,410 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.50K | n/a | $137,670 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 1.38K | n/a | $127,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 300 | n/a | $27,534 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 285 | n/a | $26,157 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 250 | -50.0% | $22,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 71 | n/a | $6,542 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3 | +200.0% | $359 | 0.0% | ▲ Add | 2 | 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
| Citadel Advisors | $2.51M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 298.74K shares, $21.99M 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.