CREX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +26.4% ·
netto nieuwe posities +11.8%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 1.09M | $4.50M | +2 | n/a |
| Q1 2026 | 17 | +2 | 1.09M | $3.74M | +5 | −3 |
| Q4 2025 | 15 | -3 | 890.36K | $2.32M | n/a | −3 |
| Q3 2025 | 8 | +2 | 573.07K | $1.31M | +2 | n/a |
| Q2 2025 | 4 | -1 | 396.64K | $1.34M | n/a | −1 |
| Q1 2025 | 4 | 0 | 218.37K | $425,862 | n/a | n/a |
| Q4 2024 | 4 | 0 | 222.63K | $545,515 | n/a | n/a |
| Q3 2024 | 3 | 0 | 160.90K | $738,620 | n/a | n/a |
| Q2 2024 | 3 | n/a | 136.88K | $642,078 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 331.93K | 0.0% | $1.14M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 2 | Vanguard Capital Management Llc | 255.55K | n/a | $879,078 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 110.43K | Nieuw | $379,886 | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passief) | 85.40K | +1.6% | $293,858 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 73.88K | Nieuw | $254,144 | 0.0% | New | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 68.50K | -0.3% | $235,647 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 54.89K | +13.5% | $188,822 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 46.98K | +35.3% | $161,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northern Trust Corp | 15.08K | Nieuw | $51,872 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 15.00K | 0.0% | $51,600 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 12.00K | Nieuw | $41,280 | 0.0% | New | 1 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passief) | 11.11K | 0.0% | $38,208 | 0.0% | Held | 6 | SEC ↗ |
| 13 | UBS Group AG | 3.23K | -58.8% | $11,125 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | National Bank Of Canada /Fi/ | 1.36K | 0.0% | $4,580 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.20K | 0.0% | $4,134 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 410 | +2.2% | $1,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 150 | Nieuw | $516 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Raymond James Financial Inc | $379,886 | 0.0% |
| Citadel Advisors | $254,144 | 0.0% |
| Northern Trust Corp | $51,872 | 0.0% |
| Morgan Stanley | $41,280 | 0.0% |
| Fidelity (FMR) | $516 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $206 | was 0.0% |
| Us Bancorp \De\ | $5 | was 0.0% |
| Citigroup Inc | $3 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 30 houders, 2.44M aandelen, $8.39M 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.