UYG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom +17.2% ·
netto nieuwe posities -8.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 141.92K | $12.15M | +4 | −6 |
| Q1 2026 | 26 | +1 | 125.69K | $9.23M | +5 | −4 |
| Q4 2025 | 24 | -1 | 104.05K | $9.66M | n/a | −1 |
| Q3 2025 | 4 | 0 | 28.36K | $2.82M | n/a | n/a |
| Q2 2025 | 1 | 0 | 23.74K | $2.27M | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.98K | $1.60M | n/a | n/a |
| Q4 2024 | 1 | 0 | 11.26K | $962,536 | n/a | n/a |
| Q3 2024 | 1 | 0 | 31.46K | $2.40M | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.74K | $751,115 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Susquehanna International Group, Llp | 28.74K | +227.1% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Focus Partners Wealth | 24.43K | -0.1% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 17.70K | Nieuw | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 12.70K | -0.2% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 7.31K | 0.0% | $625,859 | 0.0% | Held | 3 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 6.81K | 0.0% | $582,366 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Blair William & Co/Il | 6.12K | 0.0% | $523,261 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 5.82K | 0.0% | $498,017 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Creative Planning | 5.59K | +22.2% | $478,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.00K | 0.0% | $427,850 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 4.12K | +17.8% | $352,291 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3.58K | 0.0% | $306,255 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 3.53K | 0.0% | $302,404 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 3.26K | 0.0% | $279,095 | 0.0% | Held | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 2.62K | Nieuw | $224,232 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 2.54K | Nieuw | $217,177 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.50K | 0.0% | $128,355 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 300 | 0.0% | $25,671 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 216 | 0.0% | $18,546 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Assetmark, Inc | 46 | Nieuw | $3,936 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2 | +100.0% | $191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1 | -50.0% | $127 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 1 | 0.0% | $86 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.51M | 0.0% |
| LPL Financial LLC | $224,232 | 0.0% |
| Goldman Sachs Group | $217,177 | 0.0% |
| Assetmark, Inc | $3,936 | 0.0% |
Verlaten
| Citadel Advisors | $1.42M | was 0.0% |
| Captrust Financial Advisors | $270,883 | was 0.0% |
| HighTower Advisors, LLC | $224,762 | was 0.0% |
| Osaic Holdings, Inc. | $37,248 | was 0.0% |
| UBS Group AG | $4,845 | was 0.0% |
| Qube Research & Technologies… | $220 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 298.74K aandelen, $21.99M 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.