CHMI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.0% ·
aandelenstroom -12.5% ·
netto nieuwe posities -13.6%
· formule
Brede distributie: dalende aandelen en 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 | 22 | -3 | 3.93M | $9.13M | +4 | −7 |
| Q1 2026 | 25 | +2 | 4.49M | $10.81M | +5 | −3 |
| Q4 2025 | 23 | -2 | 4.76M | $12.16M | n/a | −2 |
| Q3 2025 | 13 | -1 | 4.48M | $10.71M | +1 | −2 |
| Q2 2025 | 11 | +1 | 4.22M | $11.55M | +2 | −1 |
| Q1 2025 | 7 | +2 | 1.38M | $4.57M | +2 | n/a |
| Q4 2024 | 5 | -1 | 1.08M | $2.86M | n/a | −1 |
| Q3 2024 | 5 | -1 | 1.37M | $4.98M | +1 | −2 |
| Q2 2024 | 6 | n/a | 1.11M | $4.04M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 1.51M | -3.9% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 562.98K | -7.6% | $1.31M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 475.69K | +7.1% | $1.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passief) | 413.43K | -18.9% | $959,341 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 264.98K | -3.2% | $614,749 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 164.29K | 0.0% | $397,575 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Corient Private Wealth LP | 170.92K | +0.8% | $396,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 111.15K | Nieuw | $257,861 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northern Trust Corp | 89.71K | -22.7% | $208,118 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 48.11K | -89.2% | $111,606 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Cetera Investment Advisers | 35.96K | +16.9% | $83,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 20.07K | 0.0% | $48,378 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 13 | UBS Group AG | 16.03K | -17.2% | $37,185 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 14.15K | Nieuw | $32,826 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.10K | -14.4% | $30,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 10.93K | -41.1% | $25,350 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 5.46K | +140.5% | $13,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.52K | +3.8% | $3,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 249 | -70.8% | $578 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 20 | Barclays Plc | 182 | Nieuw | $422 | 0.0% | New | 1 | SEC ↗ |
| 21 | Simplex Trading, Llc | 107 | Nieuw | $248 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 17 | +6.2% | $39 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Arrowstreet Capital | $257,861 | 0.0% |
| LPL Financial LLC | $32,826 | 0.0% |
| Barclays Plc | $422 | 0.0% |
| Simplex Trading, Llc | $248 | 0.0% |
Verlaten
| Goldman Sachs Group | $84,550 | was 0.0% |
| Susquehanna International… | $47,498 | was 0.0% |
| Hrt Financial Lp | $40,000 | was 0.0% |
| Group One Trading Llc | $22,885 | was 0.0% |
| Bnp Paribas Financial Markets | $3,818 | was 0.0% |
| Citigroup Inc | $3 | was 0.0% |
| Jones Financial Companies Lllp | $1 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 6.58M aandelen, $16.04M 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.