ALTL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom -1.3% ·
netto nieuwe posities -11.1%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -1 | 579.36K | $29.72M | +1 | −3 |
| Q1 2026 | 18 | -2 | 577.40K | $25.34M | +1 | −3 |
| Q4 2025 | 20 | 0 | 584.90K | $25.10M | +1 | −1 |
| Q3 2025 | 5 | 0 | 205.84K | $8.74M | n/a | n/a |
| Q2 2025 | 3 | +1 | 30.58K | $1.15M | +1 | n/a |
| Q1 2025 | 1 | -1 | 9.84K | $342,673 | n/a | −1 |
| Q4 2024 | 2 | 0 | 14.23K | $528,892 | n/a | n/a |
| Q3 2024 | 2 | 0 | 50.94K | $1.94M | n/a | n/a |
| Q2 2024 | 2 | n/a | 51.47K | $1.78M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 154.29K | -7.4% | $6.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 94.38K | -5.0% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 87.33K | +55.4% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 62.72K | -6.0% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 31.03K | +8.4% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 27.74K | +146.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 27.44K | -3.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 24.45K | +38.8% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 20.04K | -27.2% | $879,571 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 16.41K | +9.1% | $719,902 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 10.60K | -13.8% | $465,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 7.64K | -0.6% | $335,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 7.18K | -75.0% | $315,205 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 5.68K | -27.6% | $249,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cwm, Llc | 400 | 0.0% | $17,553 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 45 | Nieuw | $1,975 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 13 | 0.0% | $570 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Assetmark, Inc | 2 | 0.0% | $88 | 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
| Fifth Third Bancorp | $1,975 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $422,462 | was 0.0% |
| Wells Fargo & Company/Mn | $35,624 | was 0.0% |
| Russell Investments Group… | $2,532 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 1.32M aandelen, $57.62M 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.