UDN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.7% ·
aandelenstroom -15.9% ·
netto nieuwe posities -7.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -1 | 1.11M | $19.79M | +2 | −3 |
| Q1 2026 | 16 | +1 | 1.32M | $23.73M | +3 | −2 |
| Q4 2025 | 15 | 0 | 1.66M | $30.37M | — | — |
| Q3 2025 | 1 | -1 | 411.59K | $7.75M | — | −1 |
| Q2 2025 | 1 | 0 | 155.53K | $2.94M | — | — |
| Q1 2025 | 1 | 0 | 83.77K | $1.47M | — | — |
| Q4 2024 | 1 | 0 | 38.79K | $648,131 | — | — |
| Q3 2024 | 1 | 0 | 6.82K | $129,247 | — | — |
| Q2 2024 | 1 | — | 192 | $3,436 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 600.92K | +1.6% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 131.88K | -12.4% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 131.88K | -12.4% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 126.32K | -28.2% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 126.32K | -28.2% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 85.46K | -39.9% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 44.13K | +722.3% | $788,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 30.67K | -46.6% | $547,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 30.67K | -46.6% | $547,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Lido Advisors, LLC | 21.52K | -1.4% | $384,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 16.50K | -17.3% | $294,633 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 16.50K | -17.3% | $294,633 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 16.50K | -17.3% | $294,633 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | LPL Financial LLC | 16.40K | -50.1% | $292,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Group One Trading Llc | 13.11K | Nieuw | $234,073 | 0.0% | New | 1 | SEC ↗ |
| 16 | Simplex Trading, Llc | 12.60K | -58.7% | $225,036 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 5.82K | -4.1% | $104,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.81K | -46.6% | $50,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 4 | Nieuw | $72 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Group One Trading Llc | $234,073 | 0.0% |
| JPMorgan Chase | $72 | 0.0% |
Verlaten
| Susquehanna International… | $841,122 | was 0.0% |
| Hrt Financial Lp | $544,000 | was 0.0% |
| Wells Fargo & Company/Mn | $27,000 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.