Wertpapierdatensatz · archiviertes Quartal
UTMD
Name ausstehend – Profil wird eingelesen
55Erfasste Halter
0Δ Inhaber
1.37MGehaltene Aktien
$85.22MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +2.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -4 | 1.39M | $95.73M | +1 | −5 |
| Q1 2026 | 55 | 0 | 1.37M | $85.22M | +3 | −3 |
| Q4 2025 | 55 | +1 | 1.38M | $77.51M | +1 | — |
| Q3 2025 | 15 | -1 | 867.00K | $54.62M | — | −1 |
| Q2 2025 | 13 | 0 | 855.01K | $48.69M | +1 | −1 |
| Q1 2025 | 10 | 0 | 525.51K | $29.48M | — | — |
| Q4 2024 | 10 | -1 | 505.52K | $31.10M | — | −1 |
| Q3 2024 | 10 | +2 | 440.32K | $29.46M | +2 | — |
| Q2 2024 | 8 | — | 436.39K | $29.16M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 184.11K | -4.9% | $11.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 138.56K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passiv) | 120.10K | +36.8% | $7.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passiv) | 120.10K | +36.8% | $7.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | Hotchkis & Wiley Capital Management… | 89.13K | -18.2% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passiv) | 64.40K | -5.3% | $4.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 36.92K | +11656.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 36.92K | +11656.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 29.84K | +25.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 18.30K | +24.7% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 18.30K | +24.7% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 18.06K | +36.4% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 18.06K | +36.4% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 12.45K | +12.8% | $771,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 12.45K | +12.8% | $771,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | LPL Financial LLC | 11.48K | +55.7% | $711,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Envestnet Asset Management Inc | 10.08K | +52.5% | $624,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Charles Schwab Investment… | 9.84K | -5.7% | $609,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 9.01K | 0.0% | $558,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 8.88K | +13.8% | $550,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 8.73K | -1.1% | $541,483 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | American Century Companies Inc | 7.25K | -0.6% | $449,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Ameriprise Financial Inc | 7.10K | -47.0% | $440,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Millennium Management ✦ | 6.77K | -58.6% | $419,858 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 5.87K | -61.6% | $363,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Arrowstreet Capital ✦ | 5.33K | 0.0% | $330,283 | 0.0% | Held | 7 | SEC ↗ |
| 66 | Raymond James Financial Inc | 5.20K | Neu | $322,410 | 0.0% | New | 1 | SEC ↗ |
| 67 | Raymond James Financial Inc | 5.20K | Neu | $322,410 | 0.0% | New | 1 | SEC ↗ |
| 68 | Focus Partners Wealth | 4.90K | Neu | $303,628 | 0.0% | New | 1 | SEC ↗ |
| 69 | Alliancebernstein L.P. | 5.30K | 0.0% | $296,588 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 4.77K | +75.7% | $295,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Nuveen, LLC | 4.60K | -18.8% | $285,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Nuveen, LLC | 4.60K | -18.8% | $285,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Sei Investments Co | 4.10K | +11.4% | $253,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Sei Investments Co | 4.10K | +11.4% | $253,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Rhumbline Advisers | 4.00K | -4.2% | $247,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 3.15K | +11.6% | $195,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 3.15K | +11.6% | $195,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.44K | +2.4% | $89,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | New York State Common Retirement… | 1.43K | 0.0% | $88,584 | 0.0% | Held | 2 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 1.28K | +298.1% | $79,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 1.28K | +298.1% | $79,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bnp Paribas Financial Markets | 1.21K | +86.0% | $74,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Barclays Plc | 1.09K | -80.6% | $67,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Barclays Plc | 1.09K | -80.6% | $67,692 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Cwm, Llc | 926 | -3.2% | $57,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Citigroup Inc | 700 | +414.7% | $43,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Citigroup Inc | 700 | +414.7% | $43,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Fifth Third Bancorp | 695 | Neu | $43,083 | 0.0% | New | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 609 | +19.4% | $37,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 609 | +19.4% | $37,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Raymond James Financial Inc | $322,410 | 0.0% |
| Raymond James Financial Inc | $322,410 | 0.0% |
| Focus Partners Wealth | $303,628 | 0.0% |
| Fifth Third Bancorp | $43,083 | 0.0% |
Ausgestiegen
| Citadel Advisors | $612,986 | war 0.0% |
| Jane Street Group, Llc | $416,342 | war 0.0% |
| Two Sigma Investments | $288,362 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 118 Inhaber, 2.25M Anteile, $136.72M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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