13F institutional ownership facts
Institutions tracked
40
Reported value
$6,860,606.00
Reported shares
380,089
Latest filing period
Q1 2026
Top institutional holders
- Josef Lakonishok - Lsv Asset Management · $41,755,000 · 0.09%
- Dmitry Balyasny - Balyasny Asset Management · $10,770,471 · 0.01%
- Steve Cohen - Point72 Asset Management · $3,133,155 · <0.01%%
- Wellington Management · $22,672,243 · <0.01%%
- Charles Schwab · $22,887,544 · <0.01%%
- David Solomon - Goldman Sachs · $24,854,351 · <0.01%%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$UPBD
Institutional Holdings
40
Top Institutions
Top Institutions
Josef Lakonishok - Lsv Asset Management
2,313,279 shares
0.09%
% of Portfolio
Dmitry Balyasny - Balyasny Asset Management
596,702 shares
0.01%
% of Portfolio
Steve Cohen - Point72 Asset Management
173,582 shares
NaN%
% of Portfolio
Wellington Management
1,256,080 shares
NaN%
% of Portfolio
Charles Schwab
1,268,008 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
1,376,972 shares
NaN%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
182,689 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
8,208,065 shares
NaN%
% of Portfolio
Israel Englander - Millennium Management
179,399 shares
NaN%
% of Portfolio
New York State Teachers Retirement System
68,884 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
287,314 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
155,885 shares
NaN%
% of Portfolio
Renaissance Technologies
63,900 shares
NaN%
% of Portfolio
Geode Capital Management
1,354,984 shares
NaN%
% of Portfolio
Invesco
531,825 shares
NaN%
% of Portfolio
Northern Trust Corp
602,160 shares
NaN%
% of Portfolio
State Street Corp
2,296,489 shares
NaN%
% of Portfolio
BNP Paribas
81,455 shares
NaN%
% of Portfolio
Morgan Stanley
783,721 shares
NaN%
% of Portfolio
Nuveen
148,218 shares
NaN%
% of Portfolio
UBS Group
220,238 shares
NaN%
% of Portfolio
Legal & General
126,813 shares
NaN%
% of Portfolio
AllianceBernstein (AB)
72,428 shares
NaN%
% of Portfolio
Janus Henderson Group
23,555 shares
NaN%
% of Portfolio
Two Sigma Investments
13,500 shares
NaN%
% of Portfolio
T. Rowe Price
72,561 shares
NaN%
% of Portfolio
Franklin Resources
29,344 shares
NaN%
% of Portfolio
PNC Financial Services
3,685 shares
NaN%
% of Portfolio
Canada Pension Plan Investment Board
0 shares
0.00%
% of Portfolio
Jane Street Group
0 shares
0.00%
% of Portfolio
SG Americas Securities
0 shares
0.00%
% of Portfolio
Voya Investment Mgmt
0 shares
0.00%
% of Portfolio
Hotchkis & Wiley
737,660 shares
0.04%
% of Portfolio
Segall Bryant & Hamill, LLC
86,365 shares
0.03%
% of Portfolio
PSP Investments
186,415 shares
0.01%
% of Portfolio
Jefferies Group
12,211 shares
NaN%
% of Portfolio
Lazard Asset Management
0 shares
0.00%
% of Portfolio
Verition Fund Management LLC
0 shares
0.00%
% of Portfolio
Bill Miller - Miller Value Partners
120,000 shares
0.57%
% of Portfolio
Jamie Dimon - JPMorgan Chase
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
34%
LARGE
28%
MEDIUM
22%
SMALL
16%
Geographic Distribution
Institutional Activity
Buyers
59
Sellers
23
Holders
67
New
19
Exited
6
Insider TradingPRO
Trading Statistics
Insider Buyers
22
Insider Sellers
23
Purchase Value
$14.1M
Role Distribution
RatingPRO
89
A
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
14
Increased
33
Decreased
20
Exited
4
Total
55