GJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.6% ·
aandelenstroom -8.6% ·
netto nieuwe posities +12.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 12.82K | $575,917 | n/a | n/a |
| Q2 2026 | 24 | -1 | 2.51M | $109.18M | +1 | −2 |
| Q1 2026 | 25 | +3 | 3.18M | $129.60M | +4 | −1 |
| Q4 2025 | 22 | 0 | 3.48M | $143.76M | n/a | n/a |
| Q3 2025 | 3 | +1 | 11.12K | $450,912 | +1 | n/a |
| Q3 2024 | 1 | 0 | 5.72K | $206,272 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.68K | $405,880 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.06M | -4.7% | $43.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 556.42K | -18.4% | $22.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Commonwealth Equity Services, Llc | 378.03K | -12.6% | $15.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 308.92K | -1.8% | $12.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 259.85K | -2.5% | $10.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 236.27K | -0.5% | $9.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 185.90K | -4.4% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 96.02K | -16.1% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 15.85K | -67.1% | $646,306 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 14.64K | Nieuw | $596,844 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 14.22K | -6.9% | $580,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 9.71K | -45.2% | $395,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 6.42K | 0.0% | $261,703 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 6.00K | Nieuw | $244,699 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 5.70K | -41.9% | $232,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 5.64K | +27.0% | $231,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 5.25K | -50.3% | $214,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 4.96K | 0.0% | $202,455 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Barclays Plc | 4.81K | +150.3% | $196,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 3.64K | 0.0% | $148,385 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 1.50K | Nieuw | $60,305 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.05K | -66.7% | $42,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 606 | +96.8% | $24,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 381 | 0.0% | $15,536 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 19 | Nieuw | $775 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $596,844 | 0.0% |
| Goldman Sachs Group | $244,699 | 0.0% |
| Jones Financial Companies Lllp | $60,305 | 0.0% |
| Us Bancorp \De\ | $775 | 0.0% |
Verlaten
| Wells Fargo & Company/Mn | $69,477 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 5.12M aandelen, $198.87M 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.