XUDV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow 0.0% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 809.45K | n/a | $21.44M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 590.00K | n/a | $15.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 205.73K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 173.03K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 39.58K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 429 | n/a | $11,361 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 338 | n/a | $9,000 | 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
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $4,542 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 1.90M shares, $53.56M 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.