Wertpapierdatensatz · archiviertes Quartal
UFOX
Name ausstehend – Profil wird eingelesen
37Erfasste Halter
+3Δ Inhaber
1.08MGehaltene Aktien
$73.82MGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.8% ·
Aktienfluss -0.8% ·
neue Nettopositionen +8.1%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
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 · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 284.47K | +2.9% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 142.74K | +4.7% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 103.04K | +13.2% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 103.04K | +13.2% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 88.24K | -2.1% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 88.24K | -2.1% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 72.20K | -19.6% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 56.36K | +25.6% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 48.76K | 0.0% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 38.94K | +83.0% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.94K | +83.0% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citigroup Inc | 33.97K | +13.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 32.52K | -1.8% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 28.47K | -12.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 28.47K | -12.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 23.94K | Neu | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 23.94K | Neu | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 17.74K | -23.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 17.74K | -23.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 16.02K | +1.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 13.46K | 0.0% | $917,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 13.39K | +24.0% | $913,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 13.39K | +24.0% | $913,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 13.39K | +24.0% | $913,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 13.39K | +24.0% | $913,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 8.74K | -11.9% | $595,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 7.24K | +13.6% | $493,843 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 6.31K | Neu | $430,312 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.23K | -91.7% | $424,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 6.23K | -91.7% | $424,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 6.23K | -91.7% | $424,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 6.04K | +0.4% | $411,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 5.11K | -3.7% | $348,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 5.05K | -1.1% | $344,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 3.58K | Neu | $244,269 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 3.58K | Neu | $244,269 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 3.19K | -35.3% | $228,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 3.24K | -1.6% | $220,956 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 3.20K | +357.3% | $218,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 3.20K | +357.3% | $218,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.62K | 0.0% | $178,391 | 0.0% | Held | 2 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 2.35K | 0.0% | $163,190 | 0.0% | Held | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.10K | +8.1% | $136,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.10K | +8.1% | $136,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | BlackRock ✦ (passiv) | 1.25K | +392.2% | $85,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (passiv) | 1.25K | +392.2% | $85,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fifth Third Bancorp | 929 | 0.0% | $63,335 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 784 | -39.4% | $53,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Assetmark, Inc | 183 | 0.0% | $12,476 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 120 | 0.0% | $8,181 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 100 | 0.0% | $6,821 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 25 | Neu | $1,678 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.63M | 0.0% |
| Susquehanna International… | $1.63M | 0.0% |
| Envestnet Asset Management Inc | $430,312 | 0.0% |
| Truist Financial Corp | $244,269 | 0.0% |
| Truist Financial Corp | $244,269 | 0.0% |
| Jones Financial Companies Lllp | $1,678 | 0.0% |
Ausgestiegen
| Citadel Advisors | $520,071 | 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: Q1 2026 ·
Methodik ·
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