FRD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom +1.2% ·
netto nieuwe posities +3.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +7 | 2.29M | $73.84M | +7 | n/a |
| Q1 2026 | 33 | +3 | 2.12M | $37.61M | +4 | −1 |
| Q4 2025 | 30 | +1 | 2.17M | $44.52M | +1 | n/a |
| Q3 2025 | 8 | -1 | 1.36M | $29.82M | n/a | −1 |
| Q2 2025 | 7 | 0 | 1.18M | $19.58M | n/a | n/a |
| Q1 2025 | 4 | +1 | 443.69K | $6.61M | +1 | n/a |
| Q4 2024 | 3 | 0 | 434.80K | $6.65M | n/a | n/a |
| Q3 2024 | 2 | -1 | 429.91K | $6.89M | n/a | −1 |
| Q2 2024 | 3 | n/a | 437.69K | $6.61M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 538.40K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (passief) | 371.59K | +2.8% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passief) | 333.11K | +4.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Renaissance Technologies ✦ | 320.88K | -2.7% | $6.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 158.82K | +0.8% | $3.26M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 100.47K | +5.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (passief) | 79.31K | +5.2% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 58.00K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Northern Trust Corp | 53.14K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Corient Private Wealth LP | 52.51K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Charles Schwab Investment… | 17.96K | n/a | $368,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 17.38K | n/a | $356,094 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Bank Of America Corp /De/ | 16.92K | n/a | $346,629 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Barclays Plc | 13.07K | n/a | $267,825 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 12.88K | Nieuw | $263,809 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 10.00K | -56.4% | $204,941 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Rhumbline Advisers | 5.20K | n/a | $106,562 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.21K | n/a | $65,875 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | New York State Common Retirement… | 3.20K | n/a | $65,568 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.81K | n/a | $37,087 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 1.68K | n/a | $34,423 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 703 | n/a | $14,405 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Legal & General Group Plc | 598 | n/a | $12,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 576 | n/a | $11,801 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 553 | +169.8% | $11,323 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | California State Teachers… | 414 | n/a | $8,483 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 338 | n/a | $7,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Citigroup Inc | 152 | n/a | $3,114 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 21 | n/a | $430 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 23 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $263,809 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 66 houders, 3.74M aandelen, $63.87M 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.