CALI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -26.3% ·
aandelenstroom +0.5% ·
netto nieuwe posities -20.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 14 | -5 | 648.11K | $32.74M | +1 | −6 |
| Q1 2026 | 19 | +5 | 644.77K | $32.51M | +5 | — |
| Q4 2025 | 14 | 0 | 425.42K | $21.47M | — | — |
| Q3 2025 | 3 | +1 | 10.55K | $534,670 | +1 | — |
| Q3 2024 | 1 | 0 | 20.64K | $1.04M | — | — |
| Q2 2024 | 1 | — | 38.01K | $1.91M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 345.44K | +41.4% | $17.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 149.62K | +5.7% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 32.13K | +0.5% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 27.48K | +45.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 27.48K | +45.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 27.48K | +45.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 26.19K | +71.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 14.26K | +78.9% | $720,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mariner, LLC | 13.36K | -60.7% | $675,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 13.00K | +72100.0% | $656,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 8.52K | +21.4% | $430,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Creative Planning | 7.62K | -18.3% | $385,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 4.00K | Nieuw | $202,140 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 3.99K | -74.6% | $201,534 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.50K | 0.0% | $126,338 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | — | $43 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Captrust Financial Advisors | $202,140 | 0.0% |
Verlaten
| Jane Street Group, Llc | $4.50M | was 0.0% |
| Mercer Global Advisors Inc… | $526,994 | was 0.0% |
| Rockefeller Capital… | $302,580 | was 0.0% |
| Susquehanna International… | $247,763 | was 0.0% |
| Hrt Financial Lp | $212,000 | was 0.0% |
| JPMorgan Chase | $67,177 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 2.18M aandelen, $107.68M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.