USCI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.2% ·
aandelenstroom +10.4% ·
netto nieuwe posities +15.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.42K | $155,268 | n/a | n/a |
| 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 | Morgan Stanley ✦ | 148.80K | +34.1% | $14.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 148.54K | -0.2% | $14.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 74.78K | +81.0% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 48.41K | -41.1% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 39.38K | +32.8% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 38.76K | -17.7% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Susquehanna International Group, Llp | 36.57K | Nieuw | $3.49M | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 25.79K | -16.6% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 14.22K | -43.6% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 8.97K | -3.0% | $854,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Creative Planning | 8.23K | +15.5% | $784,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 7.83K | +20.4% | $745,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 6.40K | +61.6% | $610,316 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 5.74K | Nieuw | $547,216 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 4.82K | +17.2% | $459,810 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 3.56K | 0.0% | $339,234 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 3.42K | -1.6% | $325,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 3.31K | 0.0% | $315,790 | 0.0% | Held | 2 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 1.42K | Nieuw | $133,873 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 600 | Nieuw | $57,190 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 300 | 0.0% | $28,595 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 215 | -11.5% | $20,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 194 | 0.0% | $18,496 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Simplex Trading, Llc | 80 | Nieuw | $7,625 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 50 | -3.9% | $4,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 38 | 0.0% | $3,622 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $3.49M | 0.0% |
| Jane Street Group, Llc | $547,216 | 0.0% |
| TD Waterhouse Canada Inc. | $133,873 | 0.0% |
| Fifth Third Bancorp | $57,190 | 0.0% |
| Simplex Trading, Llc | $7,625 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $1.01M | was 0.0% |
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.