EQRR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +24.8% ·
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 | +9 | 166.45K | $13.59M | +10 | −1 |
| Q1 2026 | 6 | -3 | 133.41K | $9.27M | +1 | −4 |
| Q4 2025 | 9 | -1 | 66.10K | $4.25M | n/a | −1 |
| Q3 2025 | 2 | 0 | 7.93K | $500,676 | n/a | n/a |
| Q2 2025 | 1 | +1 | 7.00K | $415,433 | +1 | n/a |
| Q4 2024 | 1 | +1 | 6.66K | $378,034 | +1 | n/a |
| Q2 2024 | 1 | n/a | 4.64K | $270,609 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 43.77K | -1.1% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 36.54K | Nieuw | $2.98M | 0.0% | New | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 16.81K | Nieuw | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 16.48K | -79.7% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 11.81K | Nieuw | $964,634 | 0.0% | New | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 11.77K | Nieuw | $961,366 | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 11.71K | Nieuw | $956,465 | 0.0% | New | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 7.83K | Nieuw | $639,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 6.37K | Nieuw | $520,089 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 1.53K | Nieuw | $125,143 | 0.0% | New | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.39K | Nieuw | $112,523 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 288 | Nieuw | $23,528 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 101 | 0.0% | $8,294 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 63 | +320.0% | $5,145 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | 0.0% | $96 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Royal Bank Of Canada | $2.98M | 0.0% |
| Citadel Advisors | $1.37M | 0.0% |
| Susquehanna International… | $964,634 | 0.0% |
| Goldman Sachs Group | $961,366 | 0.0% |
| Cetera Investment Advisers | $956,465 | 0.0% |
| Hrt Financial Lp | $639,000 | 0.0% |
| Envestnet Asset Management Inc | $520,089 | 0.0% |
| UBS Group AG | $125,143 | 0.0% |
| JPMorgan Chase | $112,523 | 0.0% |
| Fidelity (FMR) | $23,528 | 0.0% |
Verlaten
| Jane Street Group, Llc | $553,367 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 19 houders, 203.39K aandelen, $13.57M 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.