UDEC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -4.2% ·
netto nieuwe posities -5.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +6 | 1.34M | $55.73M | +6 | — |
| Q1 2026 | 17 | -3 | 1.38M | $53.62M | +2 | −5 |
| Q4 2025 | 20 | -1 | 1.39M | $54.97M | — | −1 |
| Q3 2025 | 3 | 0 | 62.16K | $2.38M | — | — |
| Q2 2025 | 1 | +1 | 8.32K | $303,035 | +1 | — |
| Q4 2024 | 1 | +1 | 17.41K | $610,777 | +1 | — |
| Q2 2024 | 1 | — | 11.14K | $381,853 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 355.54K | — | $14.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 217.18K | — | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 214.39K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 214.39K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 193.86K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 193.86K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 79.29K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 58.47K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 54.77K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 49.32K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 46.96K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 41.27K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 33.63K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 14.08K | — | $558,290 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 12.96K | — | $517,443 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 7.50K | — | $297,498 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 5.52K | — | $218,892 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.08K | +905.6% | $42,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 380 | — | $15,063 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 175 | — | $6,937 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 81 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 50 | -99.9% | $1,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $555,137 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 110 houders, 6.85M aandelen, $261.52M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.