GJUL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -21.1% ·
netto nieuwe posities -8.7%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.80K | $574,803 | n/a | −1 |
| Q2 2026 | 23 | -1 | 2.49M | $108.49M | +1 | −3 |
| 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 | 977.96K | -7.4% | $42.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 331.34K | -40.5% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 255.52K | -1.7% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 193.42K | -18.1% | $8.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 190.52K | -49.6% | $8.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 172.93K | -44.0% | $7.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 100.15K | +4.3% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 94.68K | -49.1% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 57.02K | +985.6% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 42.77K | +192.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 20.37K | +109.8% | $885,717 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Royal Bank Of Canada | 14.22K | 0.0% | $618,000 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 11.06K | Nieuw | $480,956 | 0.0% | New | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 6.42K | 0.0% | $279,119 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 5.64K | 0.0% | $246,189 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 5.20K | -8.8% | $226,018 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Barclays Plc | 4.72K | -1.9% | $205,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.64K | 0.0% | $158,260 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 3.42K | -31.1% | $148,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.50K | 0.0% | $64,965 | 0.0% | Held | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.08K | +2.6% | $46,806 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | UBS Group AG | 943 | +55.6% | $41,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 25 | -93.4% | $1,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $480,956 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $646,306 | was 0.0% |
| Goldman Sachs Group | $244,699 | was 0.0% |
| Us Bancorp \De\ | $775 | 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.