GJUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% · formule
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 | 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 | Raymond James Financial Inc | 725.06K | +213.4% | $29.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 492.47K | +36.5% | $20.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 474.21K | +110.3% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 429.08K | +248.9% | $17.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 375.22K | +132.2% | $15.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 263.27K | -2.0% | $10.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 238.64K | +11.6% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 141.19K | -4.1% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Captrust Financial Advisors | 39.78K | -43.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 36.63K | +2.6% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 23.11K | +13.4% | $951,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 41.34K | +84.6% | $615,937 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 9.78K | -53.2% | $402,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 6.61K | Nieuw | $272,307 | 0.0% | New | 1 | SEC ↗ |
| 15 | Barclays Plc | 4.87K | +6.7% | $200,595 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 3.07K | Nieuw | $125,880 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 1.90K | 0.0% | $77,520 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 675 | 0.0% | $27,803 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 177 | Nieuw | $7,291 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 64 | Nieuw | $2,636 | 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
| Us Bancorp \De\ | $272,307 | 0.0% |
| JPMorgan Chase | $125,880 | 0.0% |
| Assetmark, Inc | $7,291 | 0.0% |
| Wells Fargo & Company/Mn | $2,636 | 0.0% |
Verlaten
| Hrt Financial Lp | $1.28M | was 0.0% |
| Royal Bank Of Canada | $588,000 | was 0.0% |
| Susquehanna International… | $301,760 | was 0.0% |
| UBS Group AG | $46,516 | 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.