EQIN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom +3.2% ·
netto nieuwe posities -5.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 1.34M | +0.7% | $68.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 607.54K | -0.4% | $31.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Stifel Financial Corp | 211.84K | +6.6% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 128.34K | +27.8% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 103.88K | +10.3% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 51.80K | +13.1% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 35.18K | +106.4% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 32.11K | +111.0% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 30.79K | +26.9% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 28.77K | +8.0% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 16.97K | 0.0% | $876,092 | 0.0% | Held | 4 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 7.95K | +1.7% | $408,037 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 7.12K | Nieuw | $365,265 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 4.28K | -6.6% | $219,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 4.25K | -20.8% | $218,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.18K | +1491.0% | $163,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 2.05K | 0.0% | $104,962 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 853 | +333.0% | $43,743 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 500 | +49900.0% | $25,651 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 61 | +6000.0% | $3,134 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $365,265 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.69M | was 0.0% |
| Northwestern Mutual Wealth… | $19,905 | 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.