GFEB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities -10.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 21.05K | $547,193 | n/a | n/a |
| Q2 2026 | 18 | +1 | 2.00M | $87.74M | +1 | −1 |
| Q1 2026 | 19 | -2 | 2.19M | $89.60M | +2 | −4 |
| Q4 2025 | 21 | +1 | 1.57M | $65.15M | +1 | n/a |
| Q3 2025 | 2 | -1 | 29.07K | $1.18M | n/a | −1 |
| Q2 2025 | 2 | +2 | 16.16K | $630,156 | +2 | n/a |
| Q4 2024 | 1 | 0 | 15.00K | $560,213 | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.29K | $777,401 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.60K | $411,142 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 493.39K | +42.7% | $20.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 318.64K | +31.3% | $13.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 293.40K | +12.7% | $12.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 245.89K | +961.9% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 231.58K | -1.2% | $9.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 176.92K | +77.4% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 137.55K | +9.8% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 116.77K | +321.6% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 95.02K | +15.6% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 24.69K | +112.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 12.68K | -8.6% | $521,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 8.19K | 0.0% | $336,568 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Cwm, Llc | 6.71K | +287.8% | $275,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 5.50K | Nieuw | $226,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 4.98K | -54.3% | $204,587 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 13.72K | -31.6% | $197,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Barclays Plc | 2.96K | +15.0% | $121,667 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 848 | Nieuw | $34,844 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 1 | -99.8% | $41 | 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
| Royal Bank Of Canada | $226,000 | 0.0% |
| Morgan Stanley | $34,844 | 0.0% |
Verlaten
| IMC-Chicago, LLC | $974,377 | was 0.0% |
| Hrt Financial Lp | $502,000 | was 0.0% |
| Brown Advisory Inc | $492,753 | was 0.0% |
| JPMorgan Chase | $427,593 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 109 houders, 4.59M aandelen, $182.21M 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.