BUZZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom -18.0% ·
netto nieuwe posities -10.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 25 | $960 | n/a | n/a |
| Q2 2026 | 21 | +2 | 826.36K | $30.53M | +5 | −3 |
| Q1 2026 | 20 | -2 | 876.13K | $25.21M | +3 | −5 |
| Q4 2025 | 22 | 0 | 1.07M | $34.70M | n/a | n/a |
| Q3 2025 | 5 | +1 | 322.58K | $11.61M | +1 | n/a |
| Q2 2025 | 1 | -1 | 14 | $424 | n/a | −1 |
| Q1 2025 | 1 | 0 | 3.63K | $81,129 | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.79K | $94,302 | n/a | n/a |
| Q3 2024 | 1 | +1 | 20.29K | $436,032 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 500.00K | 0.0% | $14.38M | 0.0% | Held | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 120.09K | -29.7% | $3.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 78.11K | 0.0% | $2.25M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 4 | Two Sigma Investments ✦ | 64.20K | Nieuw | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 5 | Mariner, LLC | 39.98K | -72.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Hrt Financial Lp | 24.83K | -50.5% | $714,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 15.10K | -22.3% | $434,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 14.59K | Nieuw | $419,754 | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 7.04K | -58.3% | $202,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 5.41K | -76.9% | $155,646 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 3.49K | -10.4% | $100,322 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 2.27K | +0.4% | $65,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 303 | +138.6% | $8,729 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Cwm, Llc | 245 | 0.0% | $7,055 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Simplex Trading, Llc | 210 | -86.1% | $6,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 105 | +5.0% | $3,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 89 | -56.6% | $2,423 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Assetmark, Inc | 25 | Nieuw | $719 | 0.0% | New | 1 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 25 | -62.7% | $714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 20 | 0.0% | $575 | 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
| Two Sigma Investments | $1.85M | 0.0% |
| Cetera Investment Advisers | $419,754 | 0.0% |
| Assetmark, Inc | $719 | 0.0% |
Verlaten
| Susquehanna International… | $765,627 | was 0.0% |
| Peak6 Llc | $352,972 | was 0.0% |
| Jane Street Group, Llc | $222,946 | was 0.0% |
| Raymond James Financial Inc | $204,589 | was 0.0% |
| Wealthfront Advisers LLC | $203,582 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 984.26K aandelen, $27.37M 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.