UUP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.2% ·
aandelenstroom -20.1% ·
netto nieuwe posities +4.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -2 | 4.39M | $124.61M | +3 | −5 |
| Q1 2026 | 31 | +6 | 9.53M | $265.23M | +9 | −3 |
| Q4 2025 | 25 | +1 | 2.65M | $71.53M | +1 | n/a |
| Q3 2025 | 3 | -1 | 1.57M | $43.27M | n/a | −1 |
| Q2 2025 | 1 | 0 | 97.42K | $2.62M | n/a | n/a |
| Q1 2025 | 1 | 0 | 277.73K | $7.93M | n/a | n/a |
| Q4 2024 | 1 | 0 | 20.52K | $603,581 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.46K | $97,559 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.16K | $237,846 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 607.70K | -50.8% | $16.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Susquehanna International Group, Llp | 269.56K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 238.11K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 193.17K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 140.06K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 118.06K | Nieuw | $3.19M | 0.0% | New | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 115.69K | 0.0% | $3.13M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 108.20K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 107.11K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 102.57K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 98.90K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 77.38K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 71.61K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 64.18K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 63.85K | -71.3% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Group One Trading Llc | 59.54K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 55.45K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Focus Partners Wealth | 40.20K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 32.73K | n/a | $884,697 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 27.04K | n/a | $730,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | IMC-Chicago, LLC | 22.83K | n/a | $617,014 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 14.45K | n/a | $390,614 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Commonwealth Equity Services, Llc | 11.75K | n/a | $317,614 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 6.33K | n/a | $171,208 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 2 | n/a | $54 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $3.19M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 10.64M aandelen, $284.56M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.