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Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -23.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 657.55K | $21.33M | +2 | −2 |
| Q1 2026 | 17 | +4 | 858.34K | $26.48M | +6 | −2 |
| Q4 2025 | 13 | +1 | 601.94K | $19.40M | +1 | n/a |
| Q3 2025 | 1 | -1 | 168 | $5,495 | n/a | −1 |
| Q2 2025 | 1 | 0 | 15.72K | $499,926 | n/a | n/a |
| Q1 2025 | 1 | 0 | 102.06K | $3.10M | n/a | n/a |
| Q4 2024 | 1 | 0 | 100.65K | $3.02M | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.50K | $636,244 | n/a | n/a |
| Q2 2024 | 1 | n/a | 46.51K | $1.29M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 412.23K | +2.5% | $13.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 123.58K | +3.6% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 28.85K | -0.3% | $934,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 20.72K | -1.7% | $672,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Hrt Financial Lp | 17.12K | +14.6% | $555,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 16.45K | -87.7% | $533,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 8.90K | 0.0% | $288,760 | 0.0% | Held | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 8.48K | 0.0% | $275,006 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cibc World Market Inc. | 7.30K | -48.8% | $236,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 6.79K | -10.6% | $220,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 3.23K | 0.0% | $104,676 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 3.12K | 0.0% | $101,270 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 284 | Nieuw | $9,212 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 169 | +0.6% | $5,482 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 139 | 0.0% | $4,509 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 107 | Nieuw | $3,506 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 73 | 0.0% | $2,399 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wells Fargo & Company/Mn | $9,212 | 0.0% |
| Jones Financial Companies Lllp | $3,506 | 0.0% |
Verlaten
| Jane Street Group, Llc | $2.65M | was 0.0% |
| Goldman Sachs Group | $204,062 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 47 houders, 5.09M aandelen, $139.74M 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.