UFOX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom -2.7% ·
netto nieuwe posities -2.9%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.63K | $485,492 | n/a | −1 |
| Q2 2026 | 41 | +6 | 1.13M | $107.80M | +7 | −2 |
| Q1 2026 | 37 | +3 | 1.08M | $73.82M | +4 | −1 |
| Q4 2025 | 34 | -1 | 1.09M | $69.71M | n/a | −1 |
| Q3 2025 | 6 | +2 | 58.36K | $3.60M | +2 | n/a |
| Q2 2025 | 1 | -1 | 5.49K | $289,704 | n/a | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $583,440 | n/a | n/a |
| Q4 2024 | 1 | 0 | 12.19K | $580,854 | n/a | n/a |
| Q3 2024 | 1 | -1 | 38.28K | $1.66M | n/a | −1 |
| Q2 2024 | 2 | n/a | 47.00K | $1.96M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 276.57K | n/a | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 136.38K | n/a | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 91.05K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 90.13K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 89.75K | n/a | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 74.91K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Rockefeller Capital Management L.P. | 48.78K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 44.85K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 33.12K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 32.39K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Citigroup Inc | 29.97K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 23.06K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 21.28K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Creative Planning | 15.79K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 13.46K | n/a | $859,373 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Mariner, LLC | 9.92K | n/a | $633,316 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 8.15K | -63.6% | $520,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.38K | +14.7% | $406,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cwm, Llc | 6.01K | n/a | $384,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 5.31K | n/a | $338,905 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 4.93K | n/a | $325,773 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.10K | n/a | $325,726 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.29K | n/a | $210,339 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 2.62K | n/a | $167,028 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 2.35K | n/a | $150,249 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.94K | -50.0% | $124,097 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Bank Of Montreal /Can/ | 1.29K | n/a | $82,604 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 929 | n/a | $59,304 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 700 | n/a | $44,668 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 255 | 0.0% | $16,282 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 183 | n/a | $11,682 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 120 | n/a | $7,660 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 100 | n/a | $6,385 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $973,495 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 161 houders, 2.11M aandelen, $134.73M 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.