Catatan efek · kuartal yang diarsipkan
UFOX
nama menunggu ingest profil
37Pemegang yang dilacak
+3Δ pemegang
1.08MSaham yang dipegang
$73.82MNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.8% ·
aliran saham -0.8% ·
posisi baru bersih +8.1%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 4 | UBS Group AG | 88.24K | -2.1% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 72.20K | -19.6% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 56.36K | +25.6% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 48.76K | 0.0% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 38.94K | +83.0% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citigroup Inc | 33.97K | +13.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 32.52K | -1.8% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.47K | -12.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 23.94K | Baru | $1.63M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 17.74K | -23.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Creative Planning | 16.02K | +1.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 13.46K | 0.0% | $917,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 13.39K | +24.0% | $913,144 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Mariner, LLC | 8.74K | -11.9% | $595,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 7.24K | +13.6% | $493,843 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 6.31K | Baru | $430,312 | 0.0% | New | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 6.23K | -91.7% | $424,867 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Cwm, Llc | 6.04K | +0.4% | $411,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 5.11K | -3.7% | $348,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.05K | -1.1% | $344,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 3.58K | Baru | $244,269 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 3.19K | -35.3% | $228,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 3.24K | -1.6% | $220,956 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 3.20K | +357.3% | $218,197 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | National Bank Of Canada /Fi/ | 2.62K | 0.0% | $178,391 | 0.0% | Held | 2 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 2.35K | 0.0% | $163,190 | 0.0% | Held | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.10K | +8.1% | $136,838 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | BlackRock ✦ (pasif) | 1.25K | +392.2% | $85,563 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 929 | 0.0% | $63,335 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 784 | -39.4% | $53,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 183 | 0.0% | $12,476 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 120 | 0.0% | $8,181 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 100 | 0.0% | $6,821 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 25 | Baru | $1,678 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $1.63M | 0.0% |
| Envestnet Asset Management Inc | $430,312 | 0.0% |
| Truist Financial Corp | $244,269 | 0.0% |
| Jones Financial Companies Lllp | $1,678 | 0.0% |
Telah keluar
| Citadel Advisors | $520,071 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 161 pemegang, 2.11M saham, $134.73M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API