ARKX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom -13.3% ·
netto nieuwe posities -4.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.98K | $95,199 | n/a | −1 |
| Q2 2026 | 33 | +2 | 2.37M | $80.88M | +7 | −5 |
| Q1 2026 | 32 | +7 | 1.83M | $53.80M | +9 | −2 |
| Q4 2025 | 25 | -1 | 946.32K | $27.42M | n/a | −1 |
| Q3 2025 | 4 | +1 | 290.36K | $8.29M | +1 | n/a |
| Q2 2025 | 1 | 0 | 45.12K | $1.09M | n/a | n/a |
| Q1 2025 | 1 | 0 | 56.38K | $1.00M | n/a | n/a |
| Q4 2024 | 1 | 0 | 19.03K | $371,407 | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.04K | $97,892 | n/a | n/a |
| Q2 2024 | 1 | n/a | 33.38K | $498,015 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 458.72K | n/a | $13.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 104.62K | -12.8% | $3.03M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 3 | UBS Group AG | 72.84K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 58.18K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 34.74K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 34.01K | n/a | $985,581 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 32.46K | -47.0% | $940,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 28.80K | n/a | $834,566 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 24.68K | n/a | $715,256 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 21.59K | n/a | $625,736 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 17.73K | n/a | $513,728 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 17.28K | n/a | $501,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 14.76K | n/a | $427,716 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 8.31K | -83.4% | $240,765 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 7.16K | n/a | $207,411 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 4.88K | n/a | $141,189 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 1.74K | n/a | $50,339 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 1.72K | n/a | $49,962 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 612 | n/a | $17,739 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | National Bank Of Canada /Fi/ | 440 | n/a | $12,738 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 425 | n/a | $12,317 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 325 | n/a | $9,419 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 304 | n/a | $8,810 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 5 | n/a | $145 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 3 | n/a | $87 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| D. E. Shaw & Co. | $1.69M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 126 houders, 3.11M aandelen, $74.68M 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.