USCI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.5% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 600.28K | $55.61M | +2 | −2 |
| Q1 2026 | 26 | +4 | 630.43K | $60.10M | +5 | −1 |
| Q4 2025 | 22 | 0 | 571.07K | $44.34M | n/a | n/a |
| Q3 2025 | 3 | +1 | 106.76K | $8.32M | +1 | n/a |
| Q2 2025 | 1 | n/a | 38 | $2,785 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.24K | $147,993 | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.01K | $936,449 | n/a | n/a |
| Q2 2024 | 1 | n/a | 1.81K | $112,450 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 148.78K | n/a | $11.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 110.99K | +9.2% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Osaic Holdings, Inc. | 82.24K | n/a | $6.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 47.10K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 41.32K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 30.91K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 29.66K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 25.23K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 12.74K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 9.25K | n/a | $717,723 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 7.12K | n/a | $552,894 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 6.50K | n/a | $504,232 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 4.12K | -18.9% | $319,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 3.96K | n/a | $307,413 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 3.56K | n/a | $276,214 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 3.47K | n/a | $269,307 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 3.31K | n/a | $257,120 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 300 | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 243 | n/a | $18,859 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Kayne Anderson Rudnick Investment… | 194 | n/a | $15,033 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 52 | n/a | $4,036 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 38 | 0.0% | $2,949 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 72 houders, 1.28M aandelen, $121.68M 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.