证券记录 · 已归档季度
ULH
名称等待档案录入
36被追踪持有人
-2Δ持有人
6.84M持有股份
$144.47M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -0.3% ·
净新建仓位 -5.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 6.92M | $102.50M | +1 | — |
| Q1 2026 | 36 | -2 | 6.84M | $144.47M | +2 | −4 |
| Q4 2025 | 38 | +1 | 6.95M | $105.60M | +2 | −1 |
| Q3 2025 | 8 | -1 | 5.27M | $123.55M | — | −1 |
| Q2 2025 | 6 | 0 | 5.23M | $132.66M | — | — |
| Q1 2025 | 3 | 0 | 363.36K | $9.55M | +1 | −1 |
| Q4 2024 | 3 | -3 | 333.38K | $15.33M | — | −3 |
| Q3 2024 | 5 | +1 | 220.65K | $9.51M | +1 | — |
| Q2 2024 | 4 | — | 223.18K | $9.06M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 3.95M | +0.1% | $83.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Dimensional Fund Advisors Lp | 845.02K | -2.8% | $17.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (被动) | 485.72K | -1.6% | $10.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 4 | American Century Companies Inc | 313.81K | +8.0% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 304.78K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 209.71K | +4.8% | $4.43M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Bank of New York Mellon Corp | 177.75K | -0.2% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | State Street Global Advisors ✦ (被动) | 141.50K | +0.3% | $3.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Northern Trust Corp | 66.37K | -3.3% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Charles Schwab Investment… | 57.38K | -3.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 54.21K | +662.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Quantinno Capital Management LP | 37.77K | +118.9% | $798,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 33.96K | +24.5% | $717,913 | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Royal Bank Of Canada | 31.54K | -0.5% | $667,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Nuveen, LLC | 20.56K | +0.6% | $434,596 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 14.48K | -31.8% | $306,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Invesco Ltd. | 13.28K | +25.5% | $280,740 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Citigroup Inc | 12.69K | +80.5% | $268,351 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | D. E. Shaw & Co. ✦ | 10.19K | 新增 | $215,374 | 0.0% | New | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 10.03K | 新增 | $211,992 | 0.0% | New | 1 | SEC ↗ |
| 21 | Rhumbline Advisers | 8.72K | -3.0% | $184,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 10.82K | 0.0% | $164,356 | 0.0% | Held | 2 | SEC ↗ |
| 23 | New York State Common Retirement… | 4.96K | -71.1% | $104,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 4.90K | 0.0% | $103,628 | 0.0% | Held | 2 | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.30K | +2.1% | $69,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.81K | +4.3% | $57,651 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Wells Fargo & Company/Mn | 2.56K | -66.3% | $54,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 1.51K | -2.7% | $31,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Barclays Plc | 1.35K | -87.2% | $28,455 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Russell Investments Group, Ltd. | 670 | -1.6% | $14,163 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Legal & General Group Plc | 588 | 0.0% | $12,430 | 0.0% | Held | 2 | SEC ↗ |
| 32 | California State Teachers… | 366 | -12.0% | $7,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 224 | +250.0% | $4,735 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 153 | +19.5% | $3,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 134 | +332.3% | $2,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Optiver Holding B.V. | 66 | -26.7% | $1,395 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| D. E. Shaw & Co. | $215,374 | 0.0% |
| Goldman Sachs Group | $211,992 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $512,238 | 曾为 0.0% |
| Citadel Advisors | $508,971 | 曾为 0.0% |
| Jane Street Group, Llc | $229,521 | 曾为 0.0% |
| State Of Wisconsin Investment… | $162,533 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 69 持有人, 7.28M 股份, $153.85M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据