Effectdossier · gearchiveerd kwartaal
UTMD
naam in afwachting van profielverwerking
55Gevolgde houders
0Δ houders
1.37MGehouden aandelen
$85.22MGerapporteerde waarde
+3Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a |
| Q3 2025 | 15 | -1 | 867.00K | $54.62M | n/a | −1 |
| Q2 2025 | 13 | 0 | 855.01K | $48.69M | +1 | −1 |
| Q1 2025 | 10 | 0 | 525.51K | $29.48M | n/a | n/a |
| Q4 2024 | 10 | -1 | 505.52K | $31.10M | n/a | −1 |
| Q3 2024 | 10 | +2 | 440.32K | $29.46M | +2 | n/a |
| Q2 2024 | 8 | n/a | 436.39K | $29.16M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passief) | 187.65K | +1.7% | $11.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 3 | Renaissance Technologies ✦ | 184.11K | -4.9% | $11.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 138.56K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 120.10K | +36.8% | $7.45M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Hotchkis & Wiley Capital Management… | 89.13K | -18.2% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passief) | 64.40K | -5.3% | $4.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 48.80K | +11.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | UBS Group AG | 36.92K | +11656.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 32.08K | -9.7% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 30.29K | +3.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Quantinno Capital Management LP | 29.84K | +25.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 18.30K | +24.7% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 18.06K | +36.4% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 12.45K | +12.8% | $771,713 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 11.56K | +62.8% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | LPL Financial LLC | 11.48K | +55.7% | $711,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 10.27K | -3.5% | $636,709 | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 19 | Envestnet Asset Management Inc | 10.08K | +52.5% | $624,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Charles Schwab Investment… | 9.84K | -5.7% | $609,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 9.01K | 0.0% | $558,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 8.88K | +13.8% | $550,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 8.73K | -1.1% | $541,483 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | American Century Companies Inc | 7.25K | -0.6% | $449,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 7.10K | -47.0% | $440,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Millennium Management ✦ | 6.77K | -58.6% | $419,858 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 5.87K | -61.6% | $363,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Arrowstreet Capital ✦ | 5.33K | 0.0% | $330,283 | 0.0% | Held | 7 | SEC ↗ |
| 29 | Raymond James Financial Inc | 5.20K | Nieuw | $322,410 | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Focus Partners Wealth | 4.90K | Nieuw | $303,628 | 0.0% | New | 1 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 5.30K | 0.0% | $296,588 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 4.77K | +75.7% | $295,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Nuveen, LLC | 4.60K | -18.8% | $285,216 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Invesco Ltd. | 4.12K | -31.6% | $255,213 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Sei Investments Co | 4.10K | +11.4% | $253,980 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 4.00K | -4.2% | $247,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 3.15K | +11.6% | $195,170 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 1.53K | +1.7% | $99,129 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.44K | +2.4% | $89,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | New York State Common Retirement… | 1.43K | 0.0% | $88,584 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 1.28K | +298.1% | $79,223 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Bnp Paribas Financial Markets | 1.21K | +86.0% | $74,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 1.14K | -72.3% | $70,919 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Barclays Plc | 1.09K | -80.6% | $67,692 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Cwm, Llc | 926 | -3.2% | $57,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Citigroup Inc | 700 | +414.7% | $43,393 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Fifth Third Bancorp | 695 | Nieuw | $43,083 | 0.0% | New | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 609 | +19.4% | $37,751 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Us Bancorp \De\ | 414 | -5.0% | $25,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 393 | +309.4% | $24,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Legal & General Group Plc | 295 | 0.0% | $18,287 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 273 | 0.0% | $16,923 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 259 | -24.7% | $15,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | California State Teachers… | 164 | -11.8% | $10,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Optiver Holding B.V. | 26 | -23.5% | $1,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Raymond James Financial Inc | $322,410 | 0.0% |
| Focus Partners Wealth | $303,628 | 0.0% |
| Fifth Third Bancorp | $43,083 | 0.0% |
Verlaten
| Citadel Advisors | $612,986 | was 0.0% |
| Jane Street Group, Llc | $416,342 | was 0.0% |
| Two Sigma Investments | $288,362 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 2.25M aandelen, $136.72M 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 het vaakst nog meer 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: Q1 2026 ·
Methodologie ·
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