Catatan efek · kuartal yang diarsipkan
ULST
nama menunggu ingest profil
24Pemegang yang dilacak
-4Δ pemegang
7.45MSaham yang dipegang
$303.75MNilai yang dilaporkan
+2Posisi baru
−6Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -14.3% ·
aliran saham -1.1% ·
posisi baru bersih -16.7%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 3.95M | +3.9% | $159.97M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.29M | -2.4% | $52.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 693.01K | +12.6% | $28.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 693.01K | +12.6% | $28.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 459.58K | +10.8% | $18.61M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 277.65K | +6.5% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 277.65K | +6.5% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 277.41K | +10.0% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 277.41K | +10.0% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 121.25K | -16.5% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 88.31K | +12.4% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 60.52K | -3.4% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 51.82K | -10.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 51.82K | -10.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 51.82K | -10.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.99K | Baru | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 40.86K | -19.6% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 34.93K | +2932.4% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 34.93K | +2932.4% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 30.75K | -10.9% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 12.74K | +31.9% | $515,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 12.03K | +5.4% | $487,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 10.24K | Baru | $414,801 | 0.0% | New | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 10.22K | -9.1% | $413,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 9.74K | +31.0% | $394,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 7.08K | 0.0% | $286,599 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 7.08K | 0.0% | $286,599 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 7.08K | 0.0% | $286,599 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 7.08K | 0.0% | $286,599 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 7.08K | 0.0% | $286,599 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 5.71K | 0.0% | $231,214 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 995 | -64.5% | $40,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 995 | -64.5% | $40,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 758 | 0.0% | $30,699 | 0.0% | Held | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 38 | -85.2% | $1,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Focus Partners Wealth | $2.08M | 0.0% |
| Fifth Third Bancorp | $414,801 | 0.0% |
Telah keluar
| Citadel Advisors | $13.15M | adalah 0.0% |
| Jane Street Group, Llc | $1.57M | adalah 0.0% |
| Goldman Sachs Group | $550,017 | adalah 0.0% |
| Rockefeller Capital… | $40,505 | adalah 0.0% |
| Qube Research & Technologies… | $29,407 | adalah 0.0% |
| Citigroup Inc | $41 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 103 pemegang, 11.25M saham, $453.98M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API