UNOV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom -23.8% ·
netto nieuwe posities -12.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 136.91K | -4.2% | $5.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 59.59K | -2.2% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 45.55K | +6.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 41.03K | +73.9% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 28.59K | -10.9% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 27.68K | +34.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 25.69K | +0.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 23.92K | -0.6% | $960,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 14.14K | Nieuw | $568,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 14.12K | -1.6% | $566,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 13.81K | -39.9% | $554,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 13.76K | -91.1% | $552,562 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Captrust Financial Advisors | 6.20K | 0.0% | $248,992 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Barclays Plc | 1.94K | +32.6% | $77,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.45K | +47.6% | $58,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 43 | 0.0% | $1,727 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $568,000 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $1.82M | was 0.0% |
| Goldman Sachs Group | $866,595 | was 0.0% |
| UBS Group AG | $8,647 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 69 houders, 4.55M aandelen, $168.55M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.