UJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom -30.0% ·
netto nieuwe posities +6.2%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +1 | 639.76K | $26.09M | +3 | −2 |
| Q1 2026 | 16 | -1 | 1.06M | $40.62M | — | −1 |
| Q4 2025 | 17 | -1 | 1.19M | $46.17M | — | −1 |
| Q3 2025 | 4 | +1 | 48.15K | $1.84M | +1 | — |
| Q2 2024 | 1 | — | 15.22K | $495,226 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 65.77K | +4.3% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 46.96K | +7.7% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 41.68K | +38.9% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 41.18K | +24.9% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 31.60K | 0.0% | $1.29M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 24.11K | 0.0% | $983,005 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 23.01K | -52.9% | $938,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 14.54K | Nieuw | $592,592 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.73K | -0.4% | $558,138 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 13.73K | -0.4% | $558,138 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 13.12K | -1.8% | $534,821 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 12.99K | -7.4% | $529,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 12.07K | -96.0% | $492,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.07K | -96.0% | $492,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 8.71K | Nieuw | $355,107 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.92K | -76.7% | $322,817 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 400 | Nieuw | $16,308 | 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
| AQR Capital Management | $592,592 | 0.0% |
| Creative Planning | $355,107 | 0.0% |
| Morgan Stanley | $16,308 | 0.0% |
Verlaten
| Goldman Sachs Group | $231,237 | was 0.0% |
| Barclays Plc | $77 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 2.65M aandelen, $99.50M 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.