Who owns UDEC (UDEC)
Which tracked institutional funds hold UDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UDEC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened UDEC while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UDEC’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UDEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 110 tracked filers holding UDEC, 30 increased or opened the position and 63 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UDEC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Talon Private Wealth, LLC$36M
- CITADEL ADVISORS LLC$777K
- OLD MISSION CAPITAL LLC$682K
- Creative Planning$642K
- DIVERSIFY WEALTH MANAGEMENT, LLC$606K
Full exits 6
- Integrity Advisory Solutions, LLC$4M
- JANE STREET GROUP, LLC$2M
- Diversify Advisory Services, LLC$663K
- SageView Advisory Group, LLC$655K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$517K
- Allegiance Financial Group Advisory Services LLC$515K
Largest adds
- Sovran Advisors, LLC$5M
- EverSource Wealth Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MONEY CONCEPTS CAPITAL CORP$913K
- MBL Wealth, LLC$440K
- Lantz Financial LLC$382K
Largest trims
- Brookstone Capital Management$1M
- NewEdge Advisors, LLC$666K
- Cetera Investment Advisers$605K
- COMMONWEALTH EQUITY SERVICES, LLC$469K
- WealthPlan Investment Management, LLC$402K
- MML INVESTORS SERVICES, LLC$399K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Brookstone Capital Management added | 1,886,457 | $73M | 22.5% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 926,565 | $36M | 11.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 350,793 | $14M | 4.2% | 2026-Q1 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 225,553 | $9M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 216,664 | $8M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 216,595 | $8M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 203,630 | $8M | 2.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 156,839 | $6M | 1.9% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 149,099 | $6M | 1.8% | 2026-Q1 |
| Sovran Advisors, LLC added | 139,430 | $6M | 1.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 133,655 | $5M | 1.6% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 101,177 | $4M | 1.2% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 91,348 | $4M | 1.1% | 2026-Q1 |
| Trek Financial, LLC trimmed | 90,890 | $4M | 1.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 88,385 | $3M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 82,156 | $3M | 1.0% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 75,699 | $3M | 0.9% | 2026-Q1 |
| MBL Wealth, LLC added | 71,598 | $3M | 0.9% | 2026-Q1 |
| Spire Wealth Management trimmed | 66,150 | $3M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 65,341 | $3M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 58,363 | $2M | 0.7% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 52,061 | $2M | 0.6% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 51,275 | $2M | 0.6% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 53,513 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 47,522 | $2M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 46,116 | $2M | 0.6% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 45,067 | $2M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 44,599 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,514 | $2M | 0.5% | 2026-Q1 |
| Virtue Capital Management, LLC added | 43,287 | $2M | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 41,908 | $2M | 0.5% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 40,486 | $2M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 37,646 | $1M | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 37,320 | $1M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 36,260 | $1M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 33,630 | $1M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 28,630 | $1M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 26,736 | $1M | 0.3% | 2026-Q1 |
| Octavia Wealth Advisors, LLC | 26,189 | $1M | 0.3% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 25,816 | $1M | 0.3% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 25,622 | $995K | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 21,042 | $817K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,005 | $777K | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 18,838 | $732K | 0.2% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 18,531 | $720K | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC | 18,096 | $703K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 17,571 | $682K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 17,423 | $677K | 0.2% | 2026-Q1 |
| TrustBank trimmed | 17,040 | $662K | 0.2% | 2026-Q1 |
| Old Port Advisors | 16,875 | $655K | 0.2% | 2026-Q1 |
| Creative Planning new | 16,527 | $642K | 0.2% | 2026-Q1 |
| Bravias Capital Group, LLC trimmed | 16,016 | $622K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 14,900 | $606K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 14,400 | $559K | 0.2% | 2026-Q1 |
| Garden State Investment Advisory Services LLC trimmed | 14,311 | $556K | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC | 14,084 | $547K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP | 14,084 | $547K | 0.2% | 2026-Q1 |
| Family Legacy Financial Solutions, LLC | 13,900 | $542K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 13,787 | $535K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 13,539 | $526K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. | 13,504 | $524K | 0.2% | 2026-Q1 |
| PFG Advisors added | 13,177 | $512K | 0.2% | 2026-Q1 |
| Archer Investment Corp trimmed | 12,211 | $474K | 0.1% | 2026-Q1 |
| Redwood Family Wealth LLC trimmed | 12,077 | $469K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,956 | $426K | 0.1% | 2026-Q1 |
| Blue Trust, Inc. | 10,950 | $425K | 0.1% | 2026-Q1 |
| NewCorp Financial Services, Inc. trimmed | 10,679 | $415K | 0.1% | 2026-Q1 |
| Summit Asset Management, LLC | 10,625 | $413K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 10,001 | $388K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 10,000 | $388K | 0.1% | 2026-Q1 |
| William Mack & Associates, Inc. | 9,223 | $358K | 0.1% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 9,200 | $357K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 8,660 | $336K | 0.1% | 2026-Q1 |
| ALTFEST L J & CO INC new | 622,655 | $21M | 6.6% | 2025-Q1 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 188,438 | $6M | 2.0% | 2025-Q2 stale |
| IHT Wealth Management, LLC trimmed | 111,257 | $4M | 1.2% | 2025-Q2 stale |
| Integrity Advisory Solutions, LLC trimmed | 98,236 | $4M | 1.2% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC new | 98,269 | $4M | 1.2% | 2025-Q3 stale |
| Encompass More Asset Management trimmed | 85,936 | $3M | 1.0% | 2025-Q3 stale |
| PRIVATE CLIENT SERVICES, LLC trimmed | 85,253 | $3M | 1.0% | 2025-Q2 stale |
| AVALON CAPITAL MANAGEMENT new | 88,007 | $3M | 0.9% | 2025-Q1 stale |
| ASHTON THOMAS SECURITIES, LLC | 63,543 | $2M | 0.7% | 2025-Q3 stale |
| Donald L. Hagan, LLC trimmed | 50,316 | $2M | 0.6% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 41,275 | $2M | 0.5% | 2025-Q4 stale |
| Long Island Wealth Management, Inc. added | 40,965 | $1M | 0.4% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 34,691 | $1M | 0.4% | 2025-Q2 stale |
| BENJAMIN EDWARDS INC added | 29,938 | $1M | 0.4% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC added | 24,964 | $974K | 0.3% | 2025-Q3 stale |
| Crown Wealth Group, LLC trimmed | 25,004 | $959K | 0.3% | 2025-Q3 stale |
| FOUNDERS FINANCIAL SECURITIES LLC new | 25,577 | $932K | 0.3% | 2025-Q2 stale |
| Fermata Advisors, LLC trimmed | 23,921 | $820K | 0.3% | 2025-Q1 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 18,780 | $684K | 0.2% | 2025-Q2 stale |
| Diversify Advisory Services, LLC | 16,600 | $663K | 0.2% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 16,527 | $655K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,962 | $517K | 0.2% | 2025-Q4 stale |
| Allegiance Financial Group Advisory Services LLC trimmed | 12,988 | $515K | 0.2% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC trimmed | 12,367 | $492K | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 12,343 | $473K | 0.1% | 2025-Q3 stale |
| PKS Advisory Services, LLC trimmed | 11,465 | $418K | 0.1% | 2025-Q2 stale |
| Advance Capital Management, Inc. new | 9,620 | $351K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.