UTG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.07M | n/a | $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 | n/a | $28.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 679.29K | n/a | $24.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 535.37K | n/a | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 530.18K | n/a | $19.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 368.94K | n/a | $13.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 343.17K | n/a | $12.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.54K | n/a | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 283.61K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 255.31K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 221.14K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 168.57K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 150.03K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 118.98K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 66.35K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 57.45K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 53.44K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 52.94K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 30.85K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 24.73K | n/a | $904,624 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 23.79K | n/a | $870,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 55.04K | n/a | $698,690 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 18.59K | n/a | $680,033 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 15.64K | n/a | $589,918 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 15.76K | n/a | $576,414 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 13.12K | n/a | $479,747 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Envestnet Asset Management Inc | 8.43K | n/a | $308,204 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.26K | n/a | $302,303 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 8.19K | n/a | $299,737 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Invesco Ltd. | 6.42K | n/a | $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 | n/a | $79,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.76K | n/a | $64,381 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.53K | n/a | $55,967 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 950 | n/a | $34,751 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 540 | n/a | $19,742 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 108 | n/a | $3,964 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 20 | Nieuw | $732 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3 | n/a | $110 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fidelity (FMR) | $732 | 0.0% |
Verlaten
| BlackRock | $7,607 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 240 houders, 122.74M aandelen, $490.97M 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.