CLOZ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom +28.5% ·
netto nieuwe posities +5.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Focus Partners Wealth | 1.48M | +9.1% | $39.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mariner, LLC | 642.61K | +246.3% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 365.24K | +570.9% | $9.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 225.79K | -2.3% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Barclays Plc | 194.40K | +2.3% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 156.04K | +50.6% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 82.86K | -2.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Nuveen, LLC | 78.59K | Nieuw | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 74.94K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 34.49K | Nieuw | $911,120 | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 21.65K | +94017.4% | $571,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 15.51K | +27.1% | $409,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 12.21K | -8.1% | $322,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 4.70K | -74.3% | $124,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 1.22K | Nieuw | $32,123 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 64 | -78.7% | $1,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 7 | +600.0% | $179 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 2 | Nieuw | $53 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $2.08M | 0.0% |
| Bank Of Montreal /Can/ | $1.96M | 0.0% |
| Goldman Sachs Group | $911,120 | 0.0% |
| Northwestern Mutual Wealth… | $32,123 | 0.0% |
| Fidelity (FMR) | $53 | 0.0% |
Verlaten
| Citadel Advisors | $2.78M | was 0.0% |
| Susquehanna International… | $1.79M | was 0.0% |
| Jane Street Group, Llc | $933,121 | was 0.0% |
| Cerity Partners LLC | $211,907 | 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.