USSG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.5% ·
aandelenstroom +6.3% ·
netto nieuwe posities +10.3%
· 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 | 9.87K | $714,342 | n/a | −1 |
| Q2 2026 | 31 | +2 | 2.07M | $143.58M | +2 | n/a |
| Q1 2026 | 29 | +3 | 2.08M | $124.08M | +3 | n/a |
| Q4 2025 | 26 | 0 | 1.96M | $124.63M | n/a | n/a |
| Q3 2025 | 4 | -2 | 100.42K | $6.16M | n/a | −2 |
| Q2 2025 | 3 | +2 | 13.26K | $754,369 | +2 | n/a |
| Q3 2024 | 2 | +2 | 48.04K | $2.56M | +2 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 720.62K | +0.1% | $43.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 320.77K | +2.1% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 144.74K | +3.6% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Us Bancorp \De\ | 139.01K | +9.4% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Financial Engines Advisors L.L.C. | 125.86K | +4.5% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Daiwa Securities Group Inc. | 98.88K | +17.9% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fifth Third Bancorp | 86.09K | -7.9% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 75.91K | +224.4% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 47.48K | +8.8% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 47.01K | +8.9% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 38.74K | +21.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 35.74K | +9.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 34.25K | -16.6% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 28.36K | -1.6% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 19.91K | +254.4% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 15.65K | -8.1% | $933,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 14.13K | -27.7% | $818,237 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Citadel Advisors ✦ | 12.27K | Nieuw | $732,274 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 11.91K | Nieuw | $710,968 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 11.17K | +3.5% | $672,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 8.66K | 0.0% | $516,709 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 8.04K | +1.2% | $480,186 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Raymond James Financial Inc | 7.70K | -8.4% | $459,416 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 7.28K | -55.0% | $434,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 6.21K | -0.7% | $370,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $353,962 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 4.81K | Nieuw | $286,941 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 1.61K | 0.0% | $96,324 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 805 | -84.6% | $48,000 | 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
| Citadel Advisors | $732,274 | 0.0% |
| Mariner, LLC | $710,968 | 0.0% |
| Quantinno Capital Management… | $286,941 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 5.45M aandelen, $154.21M 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.