Effectdossier · gearchiveerd kwartaal
UUP
naam in afwachting van profielverwerking
31Gevolgde houders
+6Δ houders
9.53MGehouden aandelen
$265.23MGerapporteerde waarde
+9Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +24.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +19.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
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 | 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 | — |
| Q3 2025 | 3 | -1 | 1.57M | $43.27M | — | −1 |
| Q2 2025 | 1 | 0 | 97.42K | $2.62M | — | — |
| Q1 2025 | 1 | 0 | 277.73K | $7.93M | — | — |
| Q4 2024 | 1 | 0 | 20.52K | $603,581 | — | — |
| Q3 2024 | 1 | 0 | 3.46K | $97,559 | — | — |
| Q2 2024 | 1 | — | 8.16K | $237,846 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.92M | +4480.9% | $81.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Tidal Investments LLC | 1.58M | Nieuw | $43.76M | 0.1% | New | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 1.29M | Nieuw | $35.92M | 0.0% | New | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 1.29M | Nieuw | $35.92M | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 798.02K | +31.3% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 798.02K | +31.3% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 798.02K | +31.3% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 798.02K | +31.3% | $22.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 343.34K | +1169.9% | $9.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | IMC-Chicago, LLC | 314.72K | +1278.7% | $8.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 280.21K | +4323.9% | $7.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 270.48K | +13.6% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 270.48K | +13.6% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 268.04K | +161.3% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 257.20K | +117.9% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 193.14K | 0.0% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 191.45K | +93.6% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 191.45K | +93.6% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 144.02K | +34.5% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 115.69K | 0.0% | $3.21M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 76.37K | -29.4% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 76.37K | -29.4% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 76.37K | -29.4% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 73.30K | +2.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 65.83K | +18.7% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 65.83K | +18.7% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 60.80K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 58.65K | -58.1% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 58.65K | -58.1% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 53.71K | -30.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 43.25K | -32.6% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 43.25K | -32.6% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 39.51K | -1.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Simplex Trading, Llc | 17.08K | Nieuw | $474,399 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 15.19K | -53.6% | $421,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 14.45K | 0.0% | $401,457 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 14.45K | 0.0% | $401,457 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 12.90K | Nieuw | $359,450 | 0.0% | New | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 10.61K | Nieuw | $294,838 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mariner, LLC | 7.57K | Nieuw | $210,393 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 7.29K | Nieuw | $202,656 | 0.0% | New | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 288 | Nieuw | $8,001 | 0.0% | New | 1 | SEC ↗ |
| 43 | Barclays Plc | 2 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Barclays Plc | 2 | 0.0% | $56 | 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
| Tidal Investments LLC | $43.76M | 0.1% |
| Jane Street Group, Llc | $35.92M | 0.0% |
| Jane Street Group, Llc | $35.92M | 0.0% |
| Us Bancorp \De\ | $1.69M | 0.0% |
| Simplex Trading, Llc | $474,399 | 0.0% |
| Wealth Enhancement Advisory… | $359,450 | 0.0% |
| HighTower Advisors, LLC | $294,838 | 0.0% |
| Mariner, LLC | $210,393 | 0.0% |
| Blair William & Co/Il | $202,656 | 0.0% |
| National Bank Of Canada /Fi/ | $8,001 | 0.0% |
Verlaten
| Susquehanna International… | $7.29M | was 0.0% |
| Group One Trading Llc | $1.61M | was 0.0% |
| Commonwealth Equity Services… | $317,614 | was 0.0% |
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.
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: Q1 2026 ·
Methodologie ·
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