USCI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | — | — |
| Q3 2025 | 3 | +1 | 106.76K | $8.32M | +1 | — |
| Q2 2025 | 1 | — | 38 | $2,785 | — | — |
| Q4 2024 | 1 | 0 | 2.24K | $147,993 | — | — |
| Q3 2024 | 1 | 0 | 15.01K | $936,449 | — | — |
| Q2 2024 | 1 | — | 1.81K | $112,450 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 68.08K | -9.0% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 56.73K | +17.2% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 56.73K | +17.2% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 34.66K | -12.0% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 26.98K | +4.6% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 26.98K | +4.6% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 18.37K | +29.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 16.69K | -54.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 16.69K | -54.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 14.95K | -61.4% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 14.95K | -61.4% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 8.97K | 0.0% | $830,779 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS Group AG | 7.49K | -4.3% | $693,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 7.24K | -12.0% | $670,621 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 5.57K | Nieuw | $516,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.37K | -16.2% | $497,106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.11K | -14.9% | $380,380 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Captrust Financial Advisors | 3.56K | 0.0% | $329,706 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 2.96K | -13.2% | $274,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 2.87K | -13.3% | $266,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 1.42K | 0.0% | $130,746 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 600 | 0.0% | $55,584 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 215 | 0.0% | $19,700 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 194 | 0.0% | $17,933 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 121 | +142.0% | $11,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 46 | Nieuw | $4,261 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 38 | 0.0% | $3,520 | 0.0% | Held | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $516,000 | 0.0% |
| Assetmark, Inc | $4,261 | 0.0% |
Verlaten
| Jane Street Group, Llc | $547,216 | was 0.0% |
| Simplex Trading, Llc | $7,625 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.