Effectdossier · gearchiveerd kwartaal
ARKX
naam in afwachting van profielverwerking
32Gevolgde houders
+7Δ houders
1.83MGehouden aandelen
$53.80MGerapporteerde waarde
+9Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +28.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.08K | $98,389 | n/a | n/a |
| Q2 2026 | 34 | +3 | 2.38M | $81.13M | +8 | −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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 735.56K | +60.4% | $21.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 262.56K | +151.0% | $7.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Royal Bank Of Canada | 152.54K | +339.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 140.61K | +551.2% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 96.27K | +32.2% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Susquehanna International Group, Llp | 90.13K | Nieuw | $2.65M | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 75.42K | +29.6% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 54.23K | +59.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 38.72K | +56.9% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 39.92K | +23.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 25.12K | +7629.9% | $737,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 18.91K | +9.4% | $554,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 17.95K | +1.2% | $526,803 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 15.91K | +7.8% | $467,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 14.83K | +753.7% | $435,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 11.00K | Nieuw | $322,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 8.83K | +23.4% | $259,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 8.40K | Nieuw | $246,596 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.05K | Nieuw | $206,800 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 6.87K | -17.3% | $201,664 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | TD Waterhouse Canada Inc. | 5.21K | +6.8% | $154,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 2.20K | +399.1% | $63,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 1.82K | +5.8% | $53,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 1.50K | Nieuw | $44,025 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.35K | +218.8% | $39,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Group One Trading Llc | 731 | Nieuw | $21,455 | 0.0% | New | 1 | SEC ↗ |
| 27 | Barclays Plc | 400 | Nieuw | $11,740 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 304 | 0.0% | $8,922 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 175 | -71.4% | $5,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 168 | Nieuw | $4,931 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 105 | +2000.0% | $3,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 59 | Nieuw | $1,732 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $2.65M | 0.0% |
| Hrt Financial Lp | $322,000 | 0.0% |
| Captrust Financial Advisors | $246,596 | 0.0% |
| Mml Investors Services, Llc | $206,800 | 0.0% |
| BlackRock | $44,025 | 0.0% |
| Group One Trading Llc | $21,455 | 0.0% |
| Barclays Plc | $11,740 | 0.0% |
| Russell Investments Group… | $4,931 | 0.0% |
| Pnc Financial Services Group… | $1,732 | 0.0% |
Verlaten
| Mirae Asset Global… | $834,566 | was 0.0% |
| Bank Of America Corp /De/ | $87 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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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