CION
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom +8.1% ·
netto nieuwe posities -13.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij 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 | 30 | -3 | 6.78M | $42.22M | +2 | −6 |
| Q1 2026 | 35 | -2 | 6.30M | $43.10M | +3 | −5 |
| Q4 2025 | 37 | +2 | 6.70M | $64.80M | +3 | −1 |
| Q3 2025 | 7 | 0 | 1.48M | $13.99M | — | — |
| Q2 2025 | 4 | -1 | 907.65K | $8.69M | — | −1 |
| Q1 2025 | 4 | +1 | 968.62K | $10.03M | +2 | −1 |
| Q4 2024 | 3 | -1 | 945.84K | $10.78M | — | −1 |
| Q3 2024 | 4 | -1 | 1.11M | $13.26M | +1 | −2 |
| Q2 2024 | 5 | — | 969.18K | $11.75M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.37M | +121.7% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.27M | +9.9% | $7.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 3 | LPL Financial LLC | 1.02M | +3.0% | $6.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 915.65K | +34.1% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | D. E. Shaw & Co. ✦ | 312.71K | -10.3% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 291.11K | +16.3% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 248.60K | -8.5% | $1.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 210.41K | +1.0% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 207.75K | -4.7% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 195.51K | -2.4% | $1.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 169.92K | +203.6% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Qube Research & Technologies Ltd | 113.97K | -57.8% | $710,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 96.21K | -21.6% | $599,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 70.56K | +10.2% | $439,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 68.99K | +105.1% | $430,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 61.46K | -46.9% | $382,902 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Creative Planning | 30.68K | +1.5% | $191,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 30.33K | -82.8% | $188,937 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Cerity Partners LLC | 21.86K | -2.9% | $136,213 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Squarepoint Ops LLC | 20.59K | Nieuw | $128,276 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 13.12K | -4.8% | $81,707 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 12.15K | -35.2% | $75,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 10.86K | -66.9% | $67,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 5.50K | +189.3% | $34,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 4.25K | -70.2% | $26,495 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 3.13K | -14.5% | $19,519 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 2.64K | Nieuw | $16,456 | 0.0% | New | 1 | SEC ↗ |
| 28 | Simplex Trading, Llc | 1.60K | +12.3% | $9,968 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Nomura Asset Management Co Ltd | 1.60K | -6.5% | $9,949 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.58K | 0.0% | $9,894 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Squarepoint Ops LLC | $128,276 | 0.0% |
| Russell Investments Group… | $16,456 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.42M | was 0.0% |
| Citadel Advisors | $536,625 | was 0.0% |
| Millennium Management | $338,402 | was 0.0% |
| HighTower Advisors, LLC | $105,447 | was 0.0% |
| Goldman Sachs Group | $71,875 | was 0.0% |
| Rockefeller Capital… | $9,599 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 157 houders, 17.04M aandelen, $100.91M 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.