ULST
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom +3.5% ·
netto nieuwe posities +3.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +6 | 3.65M | $147.50M | +6 | — |
| Q1 2026 | 24 | -4 | 7.45M | $303.75M | +2 | −6 |
| Q4 2025 | 28 | +1 | 7.54M | $305.27M | +1 | — |
| Q3 2025 | 4 | -1 | 1.11M | $45.28M | — | −1 |
| Q2 2025 | 2 | +1 | 191.70K | $7.79M | +1 | — |
| Q1 2025 | 1 | -1 | 105.98K | $4.31M | — | −1 |
| Q4 2024 | 2 | +2 | 88.18K | $3.56M | +2 | — |
| Q2 2024 | 1 | — | 42.05K | $1.70M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 3.80M | — | $154.03M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.32M | — | $53.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 615.38K | +1.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 615.38K | +1.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 414.78K | -15.6% | $16.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 324.77K | Nieuw | $13.15M | 0.0% | New | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 260.65K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 260.65K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 260.65K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 252.15K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 252.15K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 145.27K | — | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 78.54K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 78.54K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 62.63K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 58.06K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 58.06K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 58.06K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 50.81K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 38.72K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 34.51K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 13.58K | -5.1% | $550,017 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 11.41K | — | $462,122 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 11.25K | — | $455,660 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 9.65K | — | $391,083 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 7.44K | — | $301,205 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 7.08K | — | $286,599 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 7.08K | — | $286,599 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 7.08K | — | $286,599 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 7.08K | — | $286,599 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 7.08K | — | $286,599 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 5.71K | — | $231,243 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2.81K | — | $113,655 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 2.81K | — | $113,655 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.15K | +329.9% | $46,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.00K | — | $40,505 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 758 | — | $30,703 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 726 | — | $29,407 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 256 | — | $10,368 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 1 | — | $41 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $13.15M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 103 houders, 11.25M aandelen, $453.98M 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.