CLOZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom -19.4% ·
netto nieuwe posities -4.5%
— formule
Brede distributie — dalende aandelen en 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 | 19 | +1 | 5.26M | $139.02M | +5 | −4 |
| Q1 2026 | 19 | -3 | 4.10M | $105.04M | +3 | −6 |
| Q4 2025 | 22 | -1 | 4.33M | $114.97M | — | −1 |
| Q3 2025 | 5 | 0 | 1.79M | $48.09M | — | — |
| Q2 2025 | 2 | +1 | 155.14K | $4.15M | +1 | — |
| Q1 2025 | 1 | 0 | 77.20K | $2.05M | — | — |
| Q4 2024 | 1 | +1 | 29.46K | $793,839 | +1 | — |
| Q2 2024 | 1 | — | 52.04K | $1.40M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.30M | — | $34.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 603.01K | -57.8% | $15.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 583.34K | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 530.71K | — | $14.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 288.56K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 196.51K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 194.16K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 171.51K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 106.89K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 102.91K | +45.0% | $2.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 96.74K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 44.26K | -74.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 27.76K | — | $735,164 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Osaic Holdings, Inc. | 24.33K | — | $644,401 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 18.18K | — | $481,327 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 16.93K | — | $448,180 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 12.37K | — | $328,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Mml Investors Services, Llc | 9.89K | — | $261,920 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.02K | -9.5% | $26,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 346 | — | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 300 | — | $7,944 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | — | $16 | 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
| JPMorgan Chase | $3.16M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 11.93M aandelen, $304.77M 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.