UNOV
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +20.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +16.7%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 12.49K | $520,098 | +1 | n/a |
| Q2 2026 | 16 | -1 | 454.44K | $18.25M | +1 | −3 |
| Q1 2026 | 18 | +3 | 645.03K | $24.04M | +5 | −2 |
| Q4 2025 | 15 | +1 | 459.08K | $17.47M | +2 | −1 |
| Q3 2025 | 1 | +1 | 5.81K | $217,776 | +1 | n/a |
| Q1 2025 | 1 | +1 | 12.52K | $425,190 | +1 | n/a |
| Q3 2024 | 1 | 0 | 15.46K | $523,770 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.41K | $313,553 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 154.17K | +805.2% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 142.89K | -4.4% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 60.95K | -3.9% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 48.95K | 0.0% | $1.82M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 42.63K | +2.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 32.08K | +121.4% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Creative Planning | 25.61K | Neu | $954,379 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 24.07K | -43.8% | $897,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 23.59K | -0.8% | $879,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 23.25K | Neu | $866,595 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 22.97K | Neu | $855,936 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 20.62K | -42.9% | $768,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 14.34K | 0.0% | $534,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 6.20K | Neu | $231,072 | 0.0% | New | 1 | SEC ↗ |
| 15 | Barclays Plc | 1.46K | +18.9% | $54,563 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 980 | 0.0% | $36,524 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 232 | -42.9% | $8,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 43 | Neu | $1,603 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Creative Planning | $954,379 | 0.0% |
| Goldman Sachs Group | $866,595 | 0.0% |
| Citadel Advisors | $855,936 | 0.0% |
| Captrust Financial Advisors | $231,072 | 0.0% |
| Assetmark, Inc | $1,603 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $156,675 | war 0.0% |
| Bank Of America Corp /De/ | $14,765 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 69 Inhaber, 4.55M Anteile, $168.55M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.