Wertpapierdatensatz · archiviertes Quartal
UFOX
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
-1Δ Inhaber
1.09MGehaltene Aktien
$69.71MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.9% ·
Aktienfluss -2.7% ·
neue Nettopositionen -2.9%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +6 | 1.19M | $112.67M | +7 | −1 |
| Q1 2026 | 37 | +3 | 1.08M | $73.82M | +4 | −1 |
| Q4 2025 | 34 | -1 | 1.09M | $69.71M | — | −1 |
| Q3 2025 | 6 | +2 | 58.36K | $3.60M | +2 | — |
| Q2 2025 | 1 | -1 | 5.49K | $289,704 | — | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $583,440 | — | — |
| Q4 2024 | 1 | 0 | 12.19K | $580,854 | — | — |
| Q3 2024 | 1 | -1 | 38.28K | $1.66M | — | −1 |
| Q2 2024 | 2 | — | 47.00K | $1.96M | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 276.57K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 136.38K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 91.05K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 91.05K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 90.13K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 90.13K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 89.75K | — | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 74.91K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 74.91K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 74.91K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 48.78K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 44.85K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 33.12K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 32.39K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 32.39K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citigroup Inc | 29.97K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 23.06K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 23.06K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 23.06K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 21.28K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 21.28K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 15.79K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 13.46K | — | $859,373 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 9.92K | — | $633,316 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 8.15K | -63.6% | $520,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 6.38K | +14.7% | $406,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cwm, Llc | 6.01K | — | $384,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealthfront Advisers LLC | 5.31K | — | $338,905 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 4.93K | — | $325,773 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 5.10K | — | $325,726 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.29K | — | $210,339 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 2.62K | — | $167,028 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 2.35K | — | $150,249 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.94K | -50.0% | $124,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.94K | -50.0% | $124,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.29K | — | $82,604 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 929 | — | $59,304 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 700 | — | $44,668 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 255 | 0.0% | $16,282 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 183 | — | $11,682 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 120 | — | $7,660 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 100 | — | $6,385 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Goldman Sachs Group | $973,495 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 161 Inhaber, 2.11M Anteile, $134.73M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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