CGUI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.0% ·
aandelenstroom +23.6% ·
netto nieuwe posities +16.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 3.90M | $98.68M | +2 | −3 |
| Q1 2026 | 18 | +3 | 2.28M | $57.58M | +4 | −1 |
| Q4 2025 | 15 | +1 | 1.84M | $46.63M | +1 | — |
| Q3 2025 | 1 | +1 | 19.95K | $504,585 | +1 | — |
| Q4 2024 | 1 | +1 | 15.50K | $389,515 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +20.4% | $27.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 160.59K | +257.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 147.17K | +81.4% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 135.53K | +192.1% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 122.84K | Nieuw | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 122.84K | Nieuw | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 118.16K | +129.4% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 109.22K | +68.6% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 105.21K | +42.4% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 89.08K | -44.4% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Capital International Investors | 82.00K | -21.9% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 25.93K | +10.0% | $655,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 25.17K | Nieuw | $636,196 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 24.67K | -1.3% | $623,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 21.22K | Nieuw | $536,650 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 17.59K | +0.3% | $444,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 12.22K | -71.7% | $308,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 9.47K | -81.9% | $239,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.30K | Nieuw | $32,864 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $3.11M | 0.0% |
| Raymond James Financial Inc | $3.11M | 0.0% |
| Susquehanna International… | $636,196 | 0.0% |
| Wealth Enhancement Advisory… | $536,650 | 0.0% |
| Northwestern Mutual Wealth… | $32,864 | 0.0% |
Verlaten
| Bank of New York Mellon Corp | $4.16M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 5.51M aandelen, $137.52M 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.