UAUG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +4.4% ·
netto nieuwe posities +6.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 21.11K | $913,857 | +1 | −1 |
| Q2 2026 | 16 | +1 | 839.50K | $35.33M | +2 | −1 |
| Q1 2026 | 15 | +2 | 804.50K | $31.65M | +2 | n/a |
| Q4 2025 | 13 | -1 | 776.15K | $30.98M | n/a | −1 |
| Q3 2025 | 1 | -1 | 3.94K | $154,712 | n/a | −1 |
| Q2 2025 | 1 | 0 | 10.17K | $380,560 | n/a | n/a |
| Q1 2025 | 1 | +1 | 6.25K | $216,271 | +1 | n/a |
| Q2 2024 | 1 | n/a | 17.93K | $603,277 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 249.84K | -9.2% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 149.15K | -3.2% | $6.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 141.65K | -6.0% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 73.27K | -2.0% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 71.36K | +313.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 35.67K | +13.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 33.02K | -2.5% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 28.37K | +15.4% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 18.38K | 0.0% | $773,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 14.97K | Nieuw | $629,883 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 11.24K | -1.9% | $472,949 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 9.15K | -9.4% | $385,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.47K | +70.5% | $61,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.00K | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 942 | Nieuw | $39,644 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 16 | 0.0% | $673 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $629,883 | 0.0% |
| Wells Fargo & Company/Mn | $39,644 | 0.0% |
Verlaten
| Barclays Plc | $35,213 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 83 houders, 2.72M aandelen, $105.68M 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.