Catatan efek · kuartal yang diarsipkan
UTG
nama menunggu ingest profil
38Pemegang yang dilacak
+1Δ pemegang
8.10MSaham yang dipegang
$329.69MNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.7% ·
aliran saham +3.7% ·
posisi baru bersih +2.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.31M | -4.0% | $53.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.21M | +5.8% | $49.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 877.62K | +7.1% | $35.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 694.10K | -1.9% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 694.10K | -1.9% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 548.91K | +52.8% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 548.91K | +52.8% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 437.51K | +3.1% | $17.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 380.51K | +4.0% | $15.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 325.95K | -1.9% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 325.95K | -1.9% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 296.83K | -0.5% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 296.83K | -0.5% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 292.54K | +15.3% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 292.54K | +15.3% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 287.25K | +9.5% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 287.25K | +9.5% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 161.29K | -2.4% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 108.65K | -2.3% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 98.30K | -34.7% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | First Trust Advisors Lp | 56.30K | +2.9% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 51.50K | -11.4% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 47.69K | +7.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 40.27K | +9.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 35.58K | +15.5% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 31.87K | +0.2% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 30.10K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Creative Planning | 30.10K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 29.46K | Baru | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 44 | Jane Street Group, Llc | 26.29K | +92.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 24.00K | +17.1% | $977,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 19.39K | +11.3% | $789,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Focus Partners Wealth | 18.56K | +4.8% | $755,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cerity Partners LLC | 15.60K | -9.5% | $635,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 15.60K | -9.5% | $635,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 13.12K | 0.0% | $534,043 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 13.12K | 0.0% | $534,043 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Corient Private Wealth LP | 7.38K | -27.7% | $300,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 7.32K | +0.1% | $297,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Truist Financial Corp | 6.57K | +3.7% | $267,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Truist Financial Corp | 6.57K | +3.7% | $267,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Nomura Holdings Inc | 6.00K | Baru | $244,320 | 0.0% | New | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.79K | +17.0% | $195,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 4.79K | +17.0% | $195,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 3.94K | +123.7% | $160,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Assetmark, Inc | 1.97K | -19.7% | $80,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 1.00K | 0.0% | $39,976 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $1.20M | 0.0% |
| Nomura Holdings Inc | $244,320 | 0.0% |
Telah keluar
| Jones Financial Companies Lllp | $121,729 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 240 pemegang, 122.74M saham, $490.97M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API