ESG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom +24.1% ·
netto nieuwe posities -5.9%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 133.15K | $23.41M | +2 | −2 |
| Q1 2026 | 17 | -1 | 157.58K | $23.91M | +1 | −2 |
| Q4 2025 | 18 | -1 | 126.97K | $20.10M | n/a | −1 |
| Q3 2025 | 6 | +1 | 42.45K | $6.55M | +1 | n/a |
| Q2 2025 | 2 | 0 | 4.25K | $623,397 | n/a | n/a |
| Q1 2025 | 1 | 0 | 6.01K | $807,040 | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.69K | $645,791 | n/a | n/a |
| Q3 2024 | 1 | -1 | 8.11K | $1.10M | n/a | −1 |
| Q2 2024 | 2 | n/a | 5.71K | $732,664 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54.96K | +7.8% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 19.01K | +6.2% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 14.22K | -25.8% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 13.61K | +101.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 13.40K | +286.5% | $2.03M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 6 | Northern Trust Corp | 10.55K | Nieuw | $1.60M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 6.08K | +1.9% | $923,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 4.76K | -4.3% | $721,827 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 4.62K | +145.4% | $700,819 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 3.68K | +33.0% | $558,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 3.55K | +4.6% | $538,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 3.28K | +0.1% | $497,570 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 2.14K | 0.0% | $324,724 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.83K | +415.2% | $278,255 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 1.80K | 0.0% | $273,132 | 0.0% | Held | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 72 | 0.0% | $10,670 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $51 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Northern Trust Corp | $1.60M | 0.0% |
Verlaten
| Wealth Enhancement Advisory… | $321,926 | was 0.0% |
| UBS Group AG | $7,912 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 50 houders, 308.45K aandelen, $41.02M 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.