证券记录 · 已归档季度
UTMD
名称等待档案录入
55被追踪持有人
0Δ持有人
1.37M持有股份
$85.22M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.0% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 2.97K | $219,710 | +1 | n/a |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 197.91K | +0.7% | $12.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 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 | 新增 | $322,410 | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Focus Partners Wealth | 4.90K | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Raymond James Financial Inc | $322,410 | 0.0% |
| Focus Partners Wealth | $303,628 | 0.0% |
| Fifth Third Bancorp | $43,083 | 0.0% |
已清仓
| Citadel Advisors | $612,986 | 曾为 0.0% |
| Jane Street Group, Llc | $416,342 | 曾为 0.0% |
| Two Sigma Investments | $288,362 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 118 持有人, 2.25M 股份, $136.72M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据