CSBR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +17.1% ·
netto nieuwe posities +20.0%
— 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 | 15 | +3 | 1.24M | $7.67M | +4 | −1 |
| Q1 2026 | 12 | -2 | 1.06M | $6.11M | — | −2 |
| Q4 2025 | 14 | -1 | 1.11M | $7.67M | — | −1 |
| Q3 2025 | 9 | +1 | 941.62K | $6.10M | +1 | — |
| Q2 2025 | 6 | -1 | 754.35K | $5.56M | — | −1 |
| Q1 2025 | 5 | 0 | 342.89K | $2.98M | — | — |
| Q4 2024 | 5 | +1 | 253.71K | $2.17M | +1 | — |
| Q3 2024 | 3 | 0 | 195.82K | $953,706 | +1 | −1 |
| Q2 2024 | 3 | — | 195.90K | $1.01M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 301.35K | +0.6% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 235.40K | -2.9% | $1.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 214.06K | +880.4% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 214.06K | +880.4% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 139.04K | -4.5% | $856,480 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 129.85K | +4.8% | $799,864 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 129.85K | +4.8% | $799,864 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 129.85K | +4.8% | $799,864 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 129.85K | +4.8% | $799,864 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passief) | 76.30K | -1.1% | $470,118 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passief) | 76.30K | -1.1% | $470,118 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 41.90K | +19.2% | $258,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northern Trust Corp | 27.91K | -39.2% | $171,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passief) | 26.20K | 0.0% | $161,410 | 0.0% | Held | 7 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 21.61K | 0.0% | $133,142 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 21.61K | 0.0% | $133,142 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 18.30K | Nieuw | $112,697 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 12.78K | Nieuw | $78,694 | 0.0% | New | 1 | SEC ↗ |
| 19 | Barclays Plc | 13 | Nieuw | $80 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 11 | 0.0% | $71 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1 | Nieuw | $5 | 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
| Citadel Advisors | $112,697 | 0.0% |
| Mercer Global Advisors Inc… | $78,694 | 0.0% |
| Barclays Plc | $80 | 0.0% |
| Fidelity (FMR) | $5 | 0.0% |
Verlaten
| Dimensional Fund Advisors Lp | $137,943 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 24 houders, 5.73M aandelen, $32.77M 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.