CZWI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +14.1% ·
netto nieuwe posities +7.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +5 | 3.91M | $90.96M | +7 | −2 |
| Q1 2026 | 46 | -1 | 4.10M | $80.94M | +3 | −4 |
| Q4 2025 | 47 | +1 | 4.42M | $78.83M | +1 | — |
| Q3 2025 | 14 | +1 | 1.91M | $30.62M | +2 | −1 |
| Q2 2025 | 10 | 0 | 1.61M | $22.27M | — | — |
| Q1 2025 | 7 | 0 | 525.55K | $7.56M | — | — |
| Q4 2024 | 7 | +2 | 375.75K | $6.12M | +2 | — |
| Q3 2024 | 4 | 0 | 292.97K | $4.15M | — | — |
| Q2 2024 | 4 | — | 282.04K | $3.26M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 559.09K | +0.6% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 559.09K | +0.6% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 559.09K | +0.6% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 438.12K | +10.5% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 438.12K | +10.5% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 438.12K | +10.5% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 438.12K | +10.5% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 438.12K | +10.5% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 309.61K | +172.4% | $4.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passief) | 221.87K | +3.5% | $3.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passief) | 221.87K | +3.5% | $3.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passief) | 101.68K | +6.4% | $1.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 98.64K | 0.0% | $1.59M | 0.0% | Held | 6 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 41.70K | -6.5% | $670,119 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Millennium Management ✦ | 29.45K | -40.1% | $473,229 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 29.12K | — | $467,894 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 29.12K | — | $467,894 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 29.12K | — | $467,894 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 29.12K | — | $467,894 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 29.12K | — | $467,894 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 20.70K | -43.1% | $332,568 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 20.70K | -43.1% | $332,568 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 14.42K | — | $231,730 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 14.42K | — | $231,730 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 14.42K | — | $231,730 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 14.42K | — | $231,730 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 14.04K | Nieuw | $225,542 | 0.0% | New | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 14.04K | Nieuw | $225,542 | 0.0% | New | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 14.04K | Nieuw | $225,542 | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 14.04K | Nieuw | $225,542 | 0.0% | New | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 14.02K | Nieuw | $225,366 | 0.0% | New | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 12.62K | — | $202,868 | 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
| AQR Capital Management | $225,542 | 0.0% |
| AQR Capital Management | $225,542 | 0.0% |
| AQR Capital Management | $225,542 | 0.0% |
| AQR Capital Management | $225,542 | 0.0% |
| Two Sigma Investments | $225,366 | 0.0% |
Verlaten
| Fidelity (FMR) | $121,440 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 84 houders, 5.84M aandelen, $110.40M 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.
Open-market aankopen (P)
Officer, Director · CEO and President · 1.00K aand @ 20.50 · $20,500
Director · 500 aand @ 20.25 · $10,125
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
9.1% van klasse · Originele SEC-indiening bekijken ↗
9.1% van klasse · Originele SEC-indiening bekijken ↗
7.5% van klasse · Originele SEC-indiening bekijken ↗
6.3% van klasse · Originele SEC-indiening bekijken ↗