EQIN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +0.8% ·
netto nieuwe posities +4.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 29.38K | $1.54M | n/a | n/a |
| Q2 2026 | 20 | -1 | 2.62M | $134.50M | +1 | −2 |
| Q1 2026 | 22 | +1 | 2.54M | $124.83M | +2 | −1 |
| Q4 2025 | 21 | 0 | 2.52M | $119.76M | +1 | −1 |
| Q3 2025 | 3 | 0 | 81.79K | $3.82M | n/a | n/a |
| Q2 2025 | 1 | +1 | 35.40K | $1.59M | +1 | n/a |
| Q4 2024 | 1 | +1 | 42.71K | $1.89M | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.66K | $996,192 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.33M | -4.0% | $65.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 610.17K | +1.3% | $29.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Stifel Financial Corp | 198.81K | +15.8% | $9.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 100.42K | +42.7% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 94.14K | +28.6% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 45.81K | +2.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 34.36K | +217.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 26.64K | +23.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 24.26K | -8.7% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 17.05K | +40.4% | $825,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 16.97K | +9.1% | $824,521 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 15.22K | -69.1% | $747,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 7.82K | -12.2% | $384,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 5.37K | -66.9% | $263,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 4.58K | -0.6% | $225,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 2.05K | 0.0% | $100,558 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 1.55K | 0.0% | $76,229 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 405 | Nieuw | $19,905 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 200 | 0.0% | $10,000 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 197 | n/a | $9,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1 | 0.0% | $54 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | Nieuw | $49 | 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
| Northwestern Mutual Wealth… | $19,905 | 0.0% |
| Fidelity (FMR) | $49 | 0.0% |
Verlaten
| UBS Group AG | $3,704 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 49 houders, 3.20M aandelen, $152.70M 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.