UGA
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -2 | 183.25K | $18.87M | +1 | −3 |
| Q1 2026 | 21 | +5 | 318.34K | $32.90M | +5 | n/a |
| Q4 2025 | 16 | +1 | 165.72K | $10.23M | +1 | n/a |
| Q3 2025 | 2 | -1 | 1.62K | $104,341 | n/a | −1 |
| Q2 2025 | 1 | 0 | 4.20K | $253,084 | n/a | n/a |
| Q1 2025 | 1 | 0 | 589 | $37,843 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.82K | $555,446 | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.43K | $375,997 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.77K | $930,722 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 96.01K | +5704.9% | $9.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Jane Street Group, Llc | 86.30K | +164.8% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 37.40K | +1.0% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 19.70K | +60.1% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 12.43K | Nieuw | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 10.42K | -67.8% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Parallax Volatility Advisers, L.P. | 8.41K | 0.0% | $869,193 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 8.31K | +1215.2% | $858,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 8.23K | -37.4% | $850,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Simplex Trading, Llc | 7.79K | +7767.7% | $804,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.15K | -12.1% | $738,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 4.60K | -18.4% | $475,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.73K | -78.0% | $283,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 2.22K | +788.8% | $229,621 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Blair William & Co/Il | 2.00K | Nieuw | $206,680 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.96K | +880.0% | $202,546 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Belvedere Trading LLC | 1.64K | Nieuw | $169,891 | 0.0% | New | 1 | SEC ↗ |
| 18 | Group One Trading Llc | 522 | Nieuw | $53,943 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 300 | 0.0% | $31,002 | 0.0% | Held | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 101 | -82.2% | $10,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 100 | Nieuw | $10,334 | 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
| LPL Financial LLC | $1.28M | 0.0% |
| Blair William & Co/Il | $206,680 | 0.0% |
| Belvedere Trading LLC | $169,891 | 0.0% |
| Group One Trading Llc | $53,943 | 0.0% |
| Northwestern Mutual Wealth… | $10,334 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 48 houders, 572.73K aandelen, $54.68M 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.