Effectdossier · gearchiveerd kwartaal
UFOX
naam in afwachting van profielverwerking
37Gevolgde houders
+3Δ houders
1.08MGehouden aandelen
$73.82MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom -0.8% ·
netto nieuwe posities +8.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $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 ✦ (passief) | 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 | Nieuw | $1,678 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Citadel Advisors | $520,071 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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