CHAT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +5.4% ·
netto nieuwe posities -6.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +13 | 1.36M | $133.97M | +14 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | — | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | — |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | — |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | — | 12.77K | $476,449 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 521.13K | — | $30.73M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 122.35K | +132.7% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 92.26K | — | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Simplex Trading, Llc | 77.70K | — | $4.58M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 77.55K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 60.23K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 60.23K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 59.04K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 33.52K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 14.31K | — | $843,767 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 13.51K | — | $827,258 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Belvedere Trading LLC | 13.87K | — | $817,952 | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 12.02K | — | $708,702 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 11.86K | — | $699,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 11.39K | — | $671,600 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Group One Trading Llc | 9.62K | — | $566,900 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 6.70K | — | $395,032 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Tidal Investments LLC | 6.58K | — | $387,957 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 6.31K | — | $371,881 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 5.47K | — | $322,511 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 5.47K | — | $322,511 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 4.37K | — | $257,419 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.50K | — | $206,307 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.15K | +5.0% | $127,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Barclays Plc | 1.60K | — | $94,336 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.32K | -49.1% | $77,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.17K | — | $69,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1.00K | — | $59,037 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 299 | — | $17,629 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 228 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 100 | — | $5,896 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 34 | — | $2,005 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Marshall Wace | $285,114 | was 0.0% |
| D. E. Shaw & Co. | $225,521 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 3.43M aandelen, $203.11M 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.