UMI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 6.20M | $365.02M | +1 | −1 |
| Q1 2026 | 14 | 0 | 6.63M | $388.37M | +3 | −3 |
| Q4 2025 | 14 | 0 | 6.04M | $296.45M | — | — |
| Q3 2025 | 2 | 0 | 22.27K | $1.14M | — | — |
| Q2 2025 | 1 | +1 | 23.71K | $1.21M | +1 | — |
| Q3 2024 | 1 | +1 | 4.87K | $218,498 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 5.97M | -6.3% | $351.03M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 58.91K | -17.2% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 54.31K | +0.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 49.95K | -9.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 19.02K | +1.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.53K | +47.5% | $913,844 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 6.21K | 0.0% | $365,403 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.97K | +2386.2% | $351,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 5.86K | -67.8% | $344,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 4.50K | Nieuw | $264,584 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 3.64K | 0.0% | $214,295 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $29,420 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 100 | 0.0% | $5,884 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Focus Partners Wealth | $264,584 | 0.0% |
Verlaten
| Citadel Advisors | $1.06M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 42 houders, 6.89M aandelen, $403.49M 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.