CHW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.3% ·
aandelenstroom +4.5% ·
netto nieuwe posities +3.2%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 72.58K | $584,237 | n/a | −1 |
| Q2 2026 | 33 | +2 | 10.12M | $90.14M | +3 | −1 |
| Q1 2026 | 31 | +1 | 10.36M | $75.25M | +3 | −2 |
| Q4 2025 | 30 | 0 | 9.92M | $73.48M | n/a | n/a |
| Q3 2025 | 2 | n/a | 5.40M | $40.74M | n/a | n/a |
| Q3 2024 | 1 | 0 | 10.09K | $72,367 | n/a | n/a |
| Q2 2024 | 1 | n/a | 10.74K | $73,683 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.93M | +3.7% | $43.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.00M | -2.6% | $7.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 939.09K | -0.9% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 366.94K | +210.4% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 303.31K | +36.9% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 288.27K | +2.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 267.10K | -1.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 201.90K | +0.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 122.69K | -23.3% | $890,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 113.39K | +0.7% | $823,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 100.69K | -10.8% | $753,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 86.63K | -19.8% | $628,954 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Focus Partners Wealth | 83.72K | -3.2% | $607,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 79.96K | Nieuw | $580,536 | 0.0% | New | 1 | SEC ↗ |
| 15 | Fifth Third Bancorp | 77.62K | +3968.0% | $563,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 69.24K | -11.5% | $502,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 68.13K | +387.8% | $494,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 43.36K | +59.0% | $314,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 35.90K | +8.0% | $260,658 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 31.94K | +1.1% | $231,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 29.65K | 0.0% | $215,235 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 29.51K | -5.7% | $214,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.27K | Nieuw | $176,164 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 20.22K | 0.0% | $146,819 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 14.68K | -17.8% | $106,569 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Corient Private Wealth LP | 13.51K | -73.0% | $98,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Nomura Holdings Inc | 10.00K | Nieuw | $72,600 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 3.25K | 0.0% | $23,595 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Citigroup Inc | 2.50K | 0.0% | $18,150 | 0.0% | Held | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 846 | 0.0% | $5,922 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 175 | 0.0% | $1,271 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Envestnet Asset Management Inc | $580,536 | 0.0% |
| Susquehanna International… | $176,164 | 0.0% |
| Nomura Holdings Inc | $72,600 | 0.0% |
Verlaten
| Cerity Partners LLC | $1.50M | was 0.0% |
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 20.48M aandelen, $147.50M 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.
Open-market aankopen (P)
10% owner · 134.40K aand @ 25.00 · $3.36M
10% owner · 157.60K aand @ 25.00 · $3.94M
10% owner · 72.00K aand @ 25.00 · $1.80M
10% owner · 20.00K aand @ 25.00 · $500,000
10% owner · 56.00K aand @ 25.00 · $1.40M
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie