ESGG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.5% ·
aandelenstroom +5.6% ·
netto nieuwe posities -14.3%
· 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 | 14 | +1 | 45.43K | $10.59M | +2 | −2 |
| Q1 2026 | 14 | -2 | 86.10K | $17.21M | +2 | −4 |
| Q4 2025 | 16 | +1 | 81.50K | $16.73M | +1 | n/a |
| Q3 2025 | 3 | 0 | 11.35K | $2.24M | n/a | n/a |
| Q2 2025 | 2 | +1 | 1.71K | $320,945 | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.31K | $1.73M | n/a | n/a |
| Q3 2024 | 1 | 0 | 51.85K | $8.95M | n/a | n/a |
| Q2 2024 | 1 | n/a | 4.81K | $791,246 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 25.78K | -5.7% | $5.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Northern Trust Corp | 16.73K | Nieuw | $3.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 9.91K | +3.1% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 7.68K | +55.6% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 5.79K | +8.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 4.66K | +5.5% | $931,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 4.53K | +5.4% | $906,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 4.06K | +2.5% | $811,374 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 3.65K | Nieuw | $730,015 | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 1.89K | -0.8% | $376,953 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 1.07K | -46.0% | $213,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 309 | 0.0% | $60,079 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 44 | -2.2% | $8,889 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | -100.0% | $90 | 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 | $3.34M | 0.0% |
| Raymond James Financial Inc | $730,015 | 0.0% |
Verlaten
| Susquehanna International… | $3.07M | was 0.0% |
| Jane Street Group, Llc | $236,479 | was 0.0% |
| Wealth Enhancement Advisory… | $213,684 | was 0.0% |
| Morgan Stanley | $222 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 33 houders, 197.11K aandelen, $37.81M 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.