Effectdossier
UTG
naam in afwachting van profielverwerking
38Gevolgde houders
+1Δ houders
8.10MGehouden aandelen
$329.69MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.7% ·
aandelenstroom +3.7% ·
netto nieuwe posities +2.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.20M | 0.0% |
| Nomura Holdings Inc | $244,320 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $121,729 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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