UPXI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +10.4% ·
netto nieuwe posities +3.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -1 | 6.92M | $5.42M | +4 | −5 |
| Q1 2026 | 26 | -3 | 8.48M | $8.36M | +3 | −6 |
| Q4 2025 | 29 | +1 | 8.72M | $14.65M | +3 | −2 |
| Q3 2025 | 10 | +2 | 3.10M | $17.89M | +2 | n/a |
| Q2 2025 | 5 | +4 | 1.48M | $4.42M | +4 | n/a |
| Q3 2024 | 1 | -1 | 13.10K | $2,568 | n/a | −1 |
| Q2 2024 | 2 | n/a | 109.92K | $39,693 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 899.83K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Millennium Management ✦ | 846.54K | +131.3% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 769.73K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Qube Research & Technologies Ltd | 744.44K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Group One Trading Llc | 728.93K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passief) | 710.74K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 7 | BlackRock ✦ (passief) | 681.31K | -0.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 499.61K | +9.0% | $839,819 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 479.88K | n/a | $806,207 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 444.95K | n/a | $747,515 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 406.26K | Nieuw | $682,513 | 0.0% | New | 1 | SEC ↗ |
| 12 | Balyasny Asset Management L.P. | 279.58K | n/a | $469,693 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 197.18K | +220.0% | $331,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passief) | 192.02K | 0.0% | $322,597 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 174.77K | Nieuw | $293,609 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 137.79K | -54.2% | $231,483 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | National Bank Of Canada /Fi/ | 111.30K | n/a | $186,984 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 89.59K | n/a | $150,511 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Simplex Trading, Llc | 87.20K | n/a | $146,501 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 57.45K | +105.7% | $96,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 32.62K | n/a | $54,810 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 24.91K | n/a | $41,854 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | LPL Financial LLC | 24.37K | n/a | $40,937 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 24.00K | n/a | $40,320 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 23.66K | n/a | $39,749 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 20.50K | Nieuw | $35,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Hrt Financial Lp | 18.10K | n/a | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 10.00K | n/a | $16,800 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 71 | n/a | $0 | 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
| Point72 Asset Management | $682,513 | 0.0% |
| Two Sigma Investments | $293,609 | 0.0% |
| T. Rowe Price | $35,000 | 0.0% |
Verlaten
| JPMorgan Chase | $1.73M | was 0.0% |
| Fidelity (FMR) | $29 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 14.78M aandelen, $14.21M 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.