OUSM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom -6.0% ·
netto nieuwe posities +9.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -3 | 7.51M | $356.85M | +2 | −5 |
| Q1 2026 | 33 | +3 | 8.57M | $374.61M | +5 | −2 |
| Q4 2025 | 30 | 0 | 9.11M | $398.65M | +1 | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $81.86M | n/a | n/a |
| Q2 2025 | 3 | -1 | 54.37K | $2.35M | n/a | −1 |
| Q1 2025 | 3 | +2 | 132.01K | $5.55M | +2 | n/a |
| Q4 2024 | 1 | 0 | 13.36K | $584,230 | +1 | −1 |
| Q3 2024 | 1 | 0 | 11.20K | $504,784 | +1 | −1 |
| Q2 2024 | 1 | n/a | 5.26K | $216,746 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.64M | -0.3% | $71.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 1.58M | -17.9% | $69.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 1.44M | +1.2% | $62.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.04M | -4.5% | $45.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 571.14K | -6.5% | $24.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 526.74K | +2.5% | $23.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 345.75K | -1.1% | $15.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 272.18K | -31.2% | $11.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 226.65K | +8.7% | $9.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 141.57K | -23.1% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 118.27K | +0.8% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 105.74K | -9.1% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 105.86K | +17.4% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 98.28K | +5.6% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 85.20K | -32.3% | $3.73M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 44.99K | +600.6% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Brown Advisory Inc | 44.30K | 0.0% | $1.94M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 37.62K | +0.9% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 24.68K | -10.2% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 18.28K | -5.8% | $799,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 15.48K | Nieuw | $676,920 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 15.04K | -30.6% | $658,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 14.17K | -37.5% | $608,941 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Jane Street Group, Llc | 11.13K | Nieuw | $486,826 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 9.93K | Nieuw | $434,338 | 0.0% | New | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 7.61K | 0.0% | $332,774 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 7.60K | Nieuw | $332,249 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 4.75K | +0.2% | $207,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.30K | +38.5% | $188,116 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.52K | Nieuw | $66,616 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.40K | 0.0% | $61,236 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | Qube Research & Technologies Ltd | 95 | +206.4% | $4,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 27 | -57.1% | $1,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $676,920 | 0.0% |
| Jane Street Group, Llc | $486,826 | 0.0% |
| Mariner, LLC | $434,338 | 0.0% |
| Citadel Advisors | $332,249 | 0.0% |
| Fifth Third Bancorp | $66,616 | 0.0% |
Verlaten
| Susquehanna International… | $695,685 | was 0.0% |
| Wealth Enhancement Advisory… | $352,574 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 12.53M aandelen, $528.26M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.