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UDIV

$52.06$-0.17 (-0.32%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for UDIV is being prepared.

Key Stats

Key Stats

Open

$52.08

Day High

$52.08

Day Low

$51.86

Prev Close

$52.23

Volume

0

Avg Volume

8.3K

Day Change

$-0.17

Change %

-0.32%

Fundamentals

Who Owns This Stock

Who Owns UDIV

Other68.6%26 holders
Quality / Compounder27.0%2 holders
Dealer / Bank3.5%7 holders
Tactical / Macro1.0%1 holder

Based on Q4 2025 13F filings + AC behavioral model

36 institutional holders

Top Holders

1.CreativeOne Wealth, LLC
$23761.5B
2.FRANKLIN RESOURCES INC
$23119.9B
3.LPL Financial LLC
+47.6%$13374.2B
4.RAYMOND JAMES FINANCIAL INC
+13.4%$4432.6B
5.CreativeOne Wealth, LLC
$3374.6B
6.Cetera Investment Advisers
$2785.0B
7.Arkadios Wealth Advisors
-1.3%$2522.4B
8.Sanctuary Advisors, LLC
+8.4%$2446.0B
$1748.5B
10.Prepared Retirement Institute LLC
+1.1%$1681.9B
11.BAM Wealth Management, LLC
+40.0%$1079.8B
12.JPMORGAN CHASE & CO
+1.7%$964.7B
13.Citadel Advisors
$856.1B
-1.5%$765.0B
15.MERCER GLOBAL ADVISORS INC /ADV
$705.2B
16.FRANKLIN RESOURCES INC
-0.3%$678.8B
17.Atria Investments, Inc
+40.5%$660.6B
18.Arkadios Wealth Advisors
-79.1%$533.5B
19.Bank of America Corp
-0.4%$479.0B
20.ENVESTNET ASSET MANAGEMENT INC
+3.3%$435.9B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Mild Selling Pressure
Other(68.6%)
Quality / Compounder(27.0%)
Holds through
Dealer / Bank(3.5%)
Facilitating
Tactical / Macro(1.0%)
Reducing rapidly

27% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
Inst. Flows25 increased/new, 14 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of UDIV on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.