UDN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom -20.8% ·
netto nieuwe posities +6.2%
· 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 | 13 | -1 | 507.22K | $9.06M | +2 | −4 |
| Q1 2026 | 16 | +1 | 1.32M | $23.73M | +3 | −2 |
| Q4 2025 | 15 | 0 | 1.66M | $30.37M | n/a | n/a |
| Q3 2025 | 1 | -1 | 411.59K | $7.75M | n/a | −1 |
| Q2 2025 | 1 | 0 | 155.53K | $2.94M | n/a | n/a |
| Q1 2025 | 1 | 0 | 83.77K | $1.47M | n/a | n/a |
| Q4 2024 | 1 | 0 | 38.79K | $648,131 | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.82K | $129,247 | n/a | n/a |
| Q2 2024 | 1 | n/a | 192 | $3,436 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 591.44K | +1.7% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 176.02K | +10.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 150.64K | -73.0% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 142.27K | +1.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 57.41K | +5.5% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 46.73K | +49.5% | $841,122 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 32.88K | +219.1% | $591,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Simplex Trading, Llc | 30.48K | Nieuw | $548,658 | 0.0% | New | 1 | SEC ↗ |
| 9 | Hrt Financial Lp | 30.25K | +198.0% | $544,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 21.82K | +104.7% | $392,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 19.95K | -69.8% | $359,068 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 6.07K | -27.7% | $109,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 5.37K | Nieuw | $96,606 | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 5.27K | -43.8% | $94,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.50K | Nieuw | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cwm, Llc | 50 | 0.0% | $900 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Simplex Trading, Llc | $548,658 | 0.0% |
| Bnp Paribas Financial Markets | $96,606 | 0.0% |
| Wells Fargo & Company/Mn | $27,000 | 0.0% |
Verlaten
| Creative Planning | $294,865 | was 0.0% |
| Group One Trading Llc | $139,463 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 36 houders, 1.83M aandelen, $31.44M 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.