AMS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom -30.0% ·
netto nieuwe posities -7.7%
— formule
Brede distributie — dalende aandelen en 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 | 13 | -1 | 360.44K | $569,412 | +2 | −3 |
| Q1 2026 | 14 | +1 | 766.77K | $1.11M | +3 | −2 |
| Q4 2025 | 13 | -1 | 836.88K | $1.77M | — | −1 |
| Q3 2025 | 6 | 0 | 282.53K | $791,135 | — | — |
| Q2 2025 | 4 | 0 | 293.14K | $706,490 | — | — |
| Q1 2025 | 3 | 0 | 114.73K | $318,993 | — | — |
| Q4 2024 | 3 | -1 | 112.11K | $357,680 | — | −1 |
| Q3 2024 | 3 | 0 | 106.75K | $325,618 | — | — |
| Q2 2024 | 3 | — | 92.13K | $294,390 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 102.14K | -50.2% | $161,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 102.14K | -50.2% | $161,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 81.39K | +6.6% | $128,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 57.70K | +17.3% | $91,158 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 55.66K | -63.8% | $87,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 26.50K | -18.7% | $41,889 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 26.50K | -18.7% | $41,889 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | UBS Group AG | 18.39K | +9097.5% | $29,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 18.39K | +9097.5% | $29,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passief) | 12.10K | 0.0% | $19,120 | 0.0% | Held | 7 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.86K | 0.0% | $9,256 | 0.0% | Held | 4 | SEC ↗ |
| 12 | Citigroup Inc | 454 | Nieuw | $717 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 100 | 0.0% | $161 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Barclays Plc | 82 | Nieuw | $130 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | — | $0 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 69 | 0.0% | $0 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citigroup Inc | $717 | 0.0% |
| Barclays Plc | $130 | 0.0% |
Verlaten
| Corient Private Wealth LP | $232,811 | was 0.0% |
| Susquehanna International… | $61,355 | was 0.0% |
| Citadel Advisors | $41,409 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 21 houders, 992.07K aandelen, $1.43M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.