UTG
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +0.9% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.07M | — | $39.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.07M | +6.8% | $39.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 779.45K | — | $28.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 679.29K | — | $24.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 535.37K | — | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 530.18K | — | $19.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 368.94K | — | $13.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 343.17K | — | $12.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.54K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 283.61K | — | $10.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 255.31K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 221.14K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 168.57K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 150.03K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 118.98K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 66.35K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 57.45K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 53.44K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 52.94K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 30.85K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 24.73K | — | $904,624 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 23.79K | — | $870,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 55.04K | — | $698,690 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 18.59K | — | $680,033 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 15.64K | — | $589,918 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 15.76K | — | $576,414 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 13.12K | — | $479,747 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Envestnet Asset Management Inc | 8.43K | — | $308,204 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.26K | — | $302,303 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 8.19K | — | $299,737 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Invesco Ltd. | 6.42K | — | $234,734 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.56K | -50.2% | $130,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 2.17K | — | $79,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.76K | — | $64,381 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.53K | — | $55,967 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 950 | — | $34,751 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 540 | — | $19,742 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 108 | — | $3,964 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 20 | Nouveau | $732 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3 | — | $110 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Fidelity (FMR) | $732 | 0.0% |
Sorti(e)
| BlackRock | $7,607 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 240 détenteurs, 122.74M actions, $490.97M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.