USEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom +8.3% ·
netto nieuwe posities +16.7%
· 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 | +1 | 8.09K | $342,730 | +1 | n/a |
| Q2 2026 | 15 | -1 | 528.16K | $21.83M | +2 | −4 |
| Q1 2026 | 18 | +3 | 536.56K | $20.74M | +4 | −1 |
| Q4 2025 | 15 | -1 | 495.24K | $19.48M | n/a | −1 |
| Q3 2025 | 2 | 0 | 6.69K | $258,817 | n/a | n/a |
| Q2 2025 | 1 | 0 | 22.47K | $828,208 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.77K | $439,295 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.94K | $209,169 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.42K | $396,835 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.21K | $446,329 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 93.58K | -0.1% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 87.00K | -11.0% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 68.50K | +1.4% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 54.55K | +5.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 48.17K | -2.6% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 36.70K | -8.0% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 30.23K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 26.00K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 23.81K | -1.2% | $920,714 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 18.89K | -19.1% | $730,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 17.12K | Nieuw | $662,171 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.40K | +45.1% | $634,291 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 7.96K | Nieuw | $303,241 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 5.83K | Nieuw | $225,480 | 0.0% | New | 1 | SEC ↗ |
| 15 | Barclays Plc | 1.19K | +3722.6% | $45,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 500 | -19.4% | $19,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 140 | 0.0% | $5,414 | 0.0% | Held | 2 | SEC ↗ |
| 18 | UBS Group AG | 1 | -99.5% | $39 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Creative Planning | $1.17M | 0.0% |
| Susquehanna International… | $662,171 | 0.0% |
| JPMorgan Chase | $303,241 | 0.0% |
| Goldman Sachs Group | $225,480 | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $369,199 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 77 houders, 2.92M aandelen, $113.01M 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.