UOCT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.49K | $363,078 | +1 | −1 |
| Q2 2026 | 17 | -1 | 882.67K | $36.29M | n/a | −2 |
| Q1 2026 | 20 | +1 | 1.04M | $39.82M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.03M | $40.29M | +1 | −1 |
| Q3 2025 | 2 | +1 | 26.23K | $1.01M | +1 | n/a |
| Q1 2025 | 1 | 0 | 8.71K | $301,031 | n/a | n/a |
| Q4 2024 | 1 | +1 | 14.61K | $515,342 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 387.63K | n/a | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 122.42K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 107.38K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 73.38K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 71.32K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 53.92K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 50.24K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 46.88K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 43.85K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 38.28K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 20.49K | n/a | $800,088 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 7.20K | n/a | $282,796 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 6.91K | n/a | $269,741 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 962 | Nieuw | $37,558 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 500 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 394 | n/a | $15,383 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 144 | -97.3% | $5,661 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Barclays Plc | 2 | n/a | $78 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Morgan Stanley | $37,558 | 0.0% |
Verlaten
| Citadel Advisors | $799,767 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 5.16M aandelen, $193.72M 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.