UGL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -18.8% ·
aandelenstroom -30.0% ·
netto nieuwe posities -20.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 27.09K | -26.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bnp Paribas Financial Markets | 19.30K | +12269.9% | $846,559 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 14.19K | +12.2% | $622,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 14.19K | +12.2% | $622,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 14.19K | +12.2% | $622,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 10.00K | 0.0% | $438,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 10.00K | 0.0% | $438,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Group One Trading Llc | 6.07K | -49.4% | $266,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 5.59K | Nieuw | $245,409 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.41K | -87.2% | $149,434 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.41K | -87.2% | $149,434 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.41K | -87.2% | $149,434 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 2.18K | +21.7% | $95,483 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Barclays Plc | 993 | 0.0% | $43,563 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 688 | 0.0% | $30,183 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Citigroup Inc | 497 | Nieuw | $21,803 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 393 | +2.9% | $17,241 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 393 | +2.9% | $17,241 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 120 | 0.0% | $5,330 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| LPL Financial LLC | $245,409 | 0.0% |
| Citigroup Inc | $21,803 | 0.0% |
Verlaten
| Goldman Sachs Group | $712,936 | was 0.0% |
| Susquehanna International… | $708,572 | was 0.0% |
| Cerity Partners LLC | $379,946 | was 0.0% |
| Creative Planning | $290,829 | was 0.0% |
| Jones Financial Companies Lllp | $25,718 | 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.