UBND
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +22.9% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 11.24K | $231,908 | +1 | −1 |
| Q2 2026 | 16 | +1 | 32.82M | $713.03M | +2 | −1 |
| Q1 2026 | 16 | +6 | 30.02M | $653.89M | +7 | −1 |
| Q4 2025 | 10 | -1 | 24.43M | $536.80M | n/a | −1 |
| Q3 2025 | 2 | 0 | 690.16K | $15.22M | n/a | n/a |
| Q2 2025 | 1 | 0 | 28.90K | $631,421 | n/a | n/a |
| Q1 2025 | 1 | +1 | 33.16K | $722,910 | +1 | n/a |
| Q3 2024 | 1 | 0 | 54.37K | $1.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.66K | $463,441 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 22.97M | +12.8% | $500.24M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 2.05M | +4.6% | $44.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.76M | Nieuw | $38.34M | 0.0% | New | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 1.54M | Nieuw | $33.58M | 0.0% | New | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 1.21M | -35.6% | $26.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 151.69K | +27.7% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 151.31K | Nieuw | $3.30M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 68.25K | +44.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 44.45K | +182.8% | $968,208 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Cwm, Llc | 23.78K | 0.0% | $517,907 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 21.24K | +9.4% | $462,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 14.08K | Nieuw | $306,641 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 9.47K | Nieuw | $206,235 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 3.56K | Nieuw | $77,420 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.94K | Nieuw | $42,081 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 654 | -76.4% | $14,244 | 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
| Northwestern Mutual Wealth… | $38.34M | 0.0% |
| Truist Financial Corp | $33.58M | 0.0% |
| LPL Financial LLC | $3.30M | 0.0% |
| Susquehanna International… | $306,641 | 0.0% |
| Wells Fargo & Company/Mn | $206,235 | 0.0% |
| Fifth Third Bancorp | $77,420 | 0.0% |
| JPMorgan Chase | $42,081 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 42 houders, 80.42M aandelen, $1.75B 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.