सिक्योरिटी रिकॉर्ड · संग्रहीत तिमाही
UTG
प्रोफाइल इनजेस्ट के लिए नाम लंबित
38ट्रैक किए गए होल्डर्स
-2Δ धारक
7.83Mधारित शेयर
$307.55Mरिपोर्ट किया गया मूल्य
+2नई पोजीशन
−4एग्जिट
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -5.0% ·
शेयर प्रवाह +6.2% ·
नई शुद्ध पोजीशन -5.3%
— सूत्र
केंद्रित संचय — कम धारकों में बढ़ती हुई हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
समय के साथ स्वामित्व
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 8.10M | $329.69M | +2 | −1 |
| Q1 2026 | 38 | -2 | 7.83M | $307.55M | +2 | −4 |
| Q4 2025 | 40 | 0 | 7.37M | $268.89M | +1 | −1 |
| Q3 2025 | 3 | 0 | 1.01M | $39.99M | — | — |
| Q2 2025 | 1 | — | 384 | $13,893 | — | — |
कौन धारण करता है · Q1 2026
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.36M | +27.2% | $53.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.14M | +6.5% | $44.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.14M | +6.5% | $44.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.14M | +6.5% | $44.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 819.41K | +5.1% | $32.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 707.58K | +4.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 707.58K | +4.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 576.37K | +7.7% | $22.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 424.40K | -19.9% | $16.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 365.86K | +6.6% | $14.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 359.28K | +9.4% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 359.28K | +9.4% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 359.28K | +9.4% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 332.26K | -9.9% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 332.26K | -9.9% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 298.42K | +5.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 298.42K | +5.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 298.42K | +5.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 262.40K | +18.7% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 253.61K | -0.7% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 253.61K | -0.7% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 165.25K | -2.0% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Lido Advisors, LLC | 150.59K | +0.4% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 111.22K | -6.5% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 58.13K | +1.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 57.12K | +7.9% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 57.12K | +7.9% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 57.12K | +7.9% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 57.12K | +7.9% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | First Trust Advisors Lp | 54.71K | +2.4% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 44.59K | -32.8% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 36.66K | +335.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 31.81K | +71.1% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 30.97K | +25.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 30.82K | -0.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cwm, Llc | 22.08K | -7.2% | $867,322 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 20.50K | +2057.4% | $805,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 17.70K | +13.2% | $695,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 17.42K | +10.5% | $684,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cerity Partners LLC | 17.23K | +108.5% | $676,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 13.66K | +66.7% | $536,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 13.66K | +66.7% | $536,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 13.12K | 0.0% | $515,157 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 13.12K | 0.0% | $515,157 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Corient Private Wealth LP | 10.21K | -81.5% | $401,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 7.31K | +13.9% | $287,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Truist Financial Corp | 6.33K | नया | $248,682 | 0.0% | New | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 6.33K | नया | $248,682 | 0.0% | New | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 4.10K | +15.2% | $160,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 3.10K | +102.5% | $121,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 2.45K | +13.1% | $96,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 1.76K | 0.0% | $69,133 | 0.0% | Held | 2 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 1.00K | नया | $39,509 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = उस मैनेजर के रिपोर्ट किए गए 13F इक्विटी मूल्य में स्थिति का हिस्सा — विश्वास का माप। ✦ = क्यूरेटेड मैनेजर।
नए खरीदार
| Truist Financial Corp | $248,682 | 0.0% |
| Truist Financial Corp | $248,682 | 0.0% |
| TD Waterhouse Canada Inc. | $39,509 | 0.0% |
बाहर निकला
| National Bank Of Canada /Fi/ | $19,742 | था 0.0% |
| Rhumbline Advisers | $3,964 | था 0.0% |
| Fidelity (FMR) | $732 | था 0.0% |
| Russell Investments Group… | $110 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 240 धारक, 122.74M शेयर, $490.97M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
अक्सर सह-स्वामित्व में
इस सिक्योरिटी के ट्रैक किए गए होल्डर्स सबसे अधिक और क्या धारण करते हैं — साझा-ओनरशिप काउंट, मौलिक संबंध नहीं।
स्रोत: पार्स की गई 13F सामान्य-स्टॉक स्थितियों से स्वामित्व (ट्रैक किया गया यूनिवर्स, परिवर्तनों के लिए तुलनीय सेट); Forms 3/4/5 से इनसाइडर पंक्तियाँ; Schedules 13D/13G से हिस्सेदारियाँ; प्रत्येक फाइलिंग SEC EDGAR पर उसके मूल से लिंक है।
रिपोर्टिंग अवधि: Q1 2026 ·
कार्यप्रणाली ·
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