GJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom +10.0% ·
netto nieuwe posities +4.8%
· formule
Brede accumulatie: stijgende aandelen bij meer 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 | 41.41K | $627,575 | n/a | −1 |
| Q2 2026 | 20 | 0 | 3.31M | $135.13M | +4 | −4 |
| Q1 2026 | 21 | +1 | 1.97M | $77.07M | +2 | −1 |
| Q4 2025 | 20 | +1 | 1.79M | $70.77M | +1 | n/a |
| Q1 2025 | 1 | 0 | 25.32K | $890,504 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.86K | $318,996 | n/a | n/a |
| Q3 2024 | 1 | +1 | 17.09K | $605,328 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 360.80K | +35.0% | $14.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mariner, LLC | 268.63K | +11.8% | $10.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 231.34K | -7.5% | $9.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 225.44K | +214.6% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 213.88K | -16.1% | $8.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 161.57K | -1.7% | $6.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 147.23K | -12.5% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 122.99K | -31.2% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 69.97K | +0.5% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 35.69K | 0.0% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 32.47K | Nieuw | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 20.90K | +213.4% | $823,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 20.37K | +82.8% | $803,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 14.91K | -13.4% | $588,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 22.39K | -24.4% | $487,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 7.66K | -35.0% | $301,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Barclays Plc | 4.57K | -5.4% | $179,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 1.90K | Nieuw | $73,929 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.18K | +167.0% | $46,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 675 | -33.2% | $26,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 506 | 0.0% | $19,947 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $1.28M | 0.0% |
| Jones Financial Companies Lllp | $73,929 | 0.0% |
Verlaten
| Fifth Third Bancorp | $114,958 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 4.24M aandelen, $161.11M 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.