UGL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom -30.0% ·
netto nieuwe posities -5.9%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -3 | 90.51K | $3.97M | +2 | −5 |
| Q1 2026 | 17 | -1 | 147.12K | $9.03M | +5 | −6 |
| Q4 2025 | 18 | 0 | 459.64K | $25.52M | — | — |
| Q3 2025 | 3 | 0 | 331.38K | $15.26M | — | — |
| Q2 2025 | 1 | 0 | 69.36K | $2.40M | — | — |
| Q1 2025 | 1 | 0 | 4.72K | $607,430 | — | — |
| Q4 2024 | 1 | 0 | 24.12K | $2.25M | — | — |
| Q3 2024 | 1 | 0 | 20.41K | $1.96M | — | — |
| Q2 2024 | 1 | — | 28.84K | $2.22M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | IMC-Chicago, LLC | 36.67K | -38.0% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 26.60K | +117.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 26.60K | +117.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 12.64K | +10177.2% | $776,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 12.64K | +10177.2% | $776,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Group One Trading Llc | 12.00K | -71.9% | $737,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 11.60K | Nieuw | $712,936 | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 11.53K | -84.7% | $708,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cwm, Llc | 10.59K | -87.1% | $650,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 10.00K | -60.0% | $614,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 10.00K | -60.0% | $614,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 6.18K | Nieuw | $379,946 | 0.0% | New | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 6.18K | Nieuw | $379,946 | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 4.73K | Nieuw | $290,829 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.79K | -89.0% | $102,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Barclays Plc | 993 | +9.1% | $61,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 688 | Nieuw | $42,284 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 450 | -13.5% | $25,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 382 | +7.9% | $23,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 382 | +7.9% | $23,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 156 | -99.0% | $9,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 120 | Nieuw | $7,584 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $712,936 | 0.0% |
| Cerity Partners LLC | $379,946 | 0.0% |
| Cerity Partners LLC | $379,946 | 0.0% |
| Creative Planning | $290,829 | 0.0% |
| Wells Fargo & Company/Mn | $42,284 | 0.0% |
| TD Waterhouse Canada Inc. | $7,584 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.57M | was 0.0% |
| Belvedere Trading LLC | $2.53M | was 0.5% |
| Corient Private Wealth LP | $913,304 | was 0.0% |
| Citadel Advisors | $687,116 | was 0.0% |
| Focus Partners Wealth | $244,288 | was 0.0% |
| Simplex Trading, Llc | $201,870 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 1.63M aandelen, $98.67M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.