USDU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.6% ·
aandelenstroom +12.1% ·
netto nieuwe posities -15.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 215.52K | $5.81M | n/a | n/a |
| Q2 2026 | 19 | -3 | 5.53M | $148.01M | +1 | −4 |
| Q1 2026 | 22 | +2 | 4.94M | $129.95M | +6 | −4 |
| Q4 2025 | 20 | +1 | 2.02M | $52.05M | +1 | n/a |
| Q3 2025 | 3 | 0 | 200.18K | $5.28M | n/a | n/a |
| Q2 2025 | 1 | 0 | 24.37K | $627,989 | n/a | n/a |
| Q1 2025 | 1 | 0 | 42.43K | $1.16M | n/a | n/a |
| Q4 2024 | 1 | 0 | 9.94K | $274,885 | n/a | n/a |
| Q3 2024 | 1 | +1 | 2.32K | $61,576 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 3.10M | -0.9% | $82.97M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 827.28K | +313.4% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 750.80K | +51.6% | $20.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 353.69K | +131.7% | $9.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 169.26K | -44.6% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 153.32K | +34.4% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 94.81K | -4.8% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 36.94K | -12.1% | $988,199 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 20.56K | -72.5% | $549,900 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 12.83K | -14.0% | $333,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Qube Research & Technologies Ltd | 7.73K | +3636.2% | $206,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Fifth Third Bancorp | 2.67K | +97.5% | $71,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.21K | -96.6% | $32,261 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 230 | -79.7% | $6,150 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 164 | n/a | $4,391 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Pnc Financial Services Group, Inc. | 127 | Nieuw | $3,397 | 0.0% | New | 1 | SEC ↗ |
| 17 | Blair William & Co/Il | 85 | 0.0% | $2,274 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 51 | -51.9% | $1,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 25 | -97.9% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Pnc Financial Services Group… | $3,397 | 0.0% |
Verlaten
| Jane Street Group, Llc | $3.31M | was 0.0% |
| Susquehanna International… | $2.44M | was 0.0% |
| Goldman Sachs Group | $977,501 | was 0.0% |
| Rockefeller Capital… | $303,796 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 9.14M aandelen, $238.67M 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.