CVV
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +30.0% ·
netto nieuwe posities +5.9%
· 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 | 919.80K | $6.83M | +5 | −3 |
| Q1 2026 | 17 | +1 | 867.56K | $3.59M | +4 | −3 |
| Q4 2025 | 16 | 0 | 640.12K | $1.98M | +1 | −1 |
| Q3 2025 | 7 | -1 | 595.30K | $2.00M | n/a | −1 |
| Q2 2025 | 6 | 0 | 539.88K | $1.61M | n/a | n/a |
| Q1 2025 | 4 | 0 | 254.84K | $782,401 | n/a | n/a |
| Q4 2024 | 4 | 0 | 243.07K | $1.07M | n/a | n/a |
| Q3 2024 | 3 | 0 | 222.46K | $736,372 | n/a | n/a |
| Q2 2024 | 3 | n/a | 206.74K | $804,265 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 251.76K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 180.88K | +17.6% | $748,851 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | LPL Financial LLC | 137.54K | Nieuw | $569,420 | 0.0% | New | 1 | SEC ↗ |
| 4 | Hrt Financial Lp | 84.26K | Nieuw | $348,000 | 0.0% | New | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 71.44K | +6.9% | $295,815 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 68.36K | 0.0% | $283,023 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 31.10K | +95.1% | $128,750 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passief) | 21.55K | +16.2% | $89,200 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 14.52K | Nieuw | $60,125 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.97K | -3.4% | $8,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.21K | 0.0% | $5,009 | 0.0% | Held | 2 | SEC ↗ |
| 12 | UBS Group AG | 1.15K | +569.8% | $4,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.00K | 0.0% | $4,140 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 688 | 0.0% | $3,426 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Citigroup Inc | 58 | -97.5% | $240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 11 | Nieuw | $46 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 68 | +28.3% | $0 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| LPL Financial LLC | $569,420 | 0.0% |
| Hrt Financial Lp | $348,000 | 0.0% |
| Susquehanna International… | $60,125 | 0.0% |
| Russell Investments Group… | $46 | 0.0% |
Verlaten
| Commonwealth Equity Services… | $49,780 | was 0.0% |
| BlackRock | $6,798 | was 0.0% |
| Bank Of America Corp /De/ | $158 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 29 houders, 1.05M aandelen, $3.88M 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.