UDIV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.9% ·
Aktienfluss -5.8% ·
neue Nettopositionen +5.6%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 1.02M | $61.11M | +2 | −2 |
| Q1 2026 | 18 | +1 | 914.61K | $47.18M | +2 | −1 |
| Q4 2025 | 17 | +2 | 971.05K | $51.61M | +2 | — |
| Q3 2025 | 2 | -1 | 36.19K | $1.90M | — | −1 |
| Q2 2025 | 2 | 0 | 26.99K | $1.30M | — | — |
| Q1 2025 | 1 | 0 | 9.69K | $423,744 | — | — |
| Q4 2024 | 1 | +1 | 25.89K | $1.18M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 402.45K | +59.9% | $20.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Franklin Resources Inc | 250.12K | -44.5% | $12.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Franklin Resources Inc | 250.12K | -44.5% | $12.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Franklin Resources Inc | 250.12K | -44.5% | $12.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 89.01K | +6.7% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 54.36K | +3.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 25.88K | -21.3% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 21.96K | +52.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 21.96K | +52.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 21.96K | +52.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 19.38K | +5.8% | $972,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 19.38K | +5.8% | $972,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 14.91K | -7.4% | $769,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 8.70K | -35.0% | $449,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.54K | +3.0% | $388,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.23K | -11.8% | $373,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 5.87K | Neu | $303,148 | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 4.17K | 0.0% | $215,244 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.52K | -62.1% | $78,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.52K | -62.1% | $78,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 950 | Neu | $49,036 | 0.0% | New | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 400 | 0.0% | $20,648 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 164 | 0.0% | $8,469 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | — | $23 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $303,148 | 0.0% |
| UBS Group AG | $49,036 | 0.0% |
Ausgestiegen
| Mercer Global Advisors Inc… | $705,202 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 36 Inhaber, 1.63M Anteile, $83.97M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.