UTG
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.7% ·
Aktienfluss +3.7% ·
neue Nettopositionen +2.6%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×5 |
| 3 | LPL Financial LLC | 877.62K | +7.1% | $35.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 694.10K | -1.9% | $28.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 548.91K | +52.8% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 532.58K | -7.6% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | Commonwealth Equity Services, Llc | 437.51K | +3.1% | $17.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Captrust Financial Advisors | 380.51K | +4.0% | $15.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 325.95K | -1.9% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 296.83K | -0.5% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 292.54K | +15.3% | $11.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 287.25K | +9.5% | $11.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 161.29K | -2.4% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 108.65K | -2.3% | $4.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 98.30K | -34.7% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 63.14K | +10.5% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | First Trust Advisors Lp | 56.30K | +2.9% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 51.50K | -11.4% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 47.69K | +7.0% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 40.27K | +9.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 35.58K | +15.5% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 31.87K | +0.2% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 30.10K | -2.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 29.46K | Neu | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 26.29K | +92.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 24.00K | +17.1% | $977,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 19.39K | +11.3% | $789,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 18.56K | +4.8% | $755,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 15.60K | -9.5% | $635,063 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Us Bancorp \De\ | 13.12K | 0.0% | $534,043 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 7.38K | -27.7% | $300,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 7.32K | +0.1% | $297,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 6.57K | +3.7% | $267,399 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Nomura Holdings Inc | 6.00K | Neu | $244,320 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.79K | +17.0% | $195,938 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Rockefeller Capital Management L.P. | 3.94K | +123.7% | $160,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 1.97K | -19.7% | $80,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 1.00K | 0.0% | $39,976 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $1.20M | 0.0% |
| Nomura Holdings Inc | $244,320 | 0.0% |
Ausgestiegen
| Jones Financial Companies Lllp | $121,729 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 240 Inhaber, 122.74M Anteile, $490.97M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.