GQI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +5 | 1.65M | $97.46M | +6 | −1 |
| Q1 2026 | 11 | -1 | 880.98K | $48.33M | +1 | −2 |
| Q4 2025 | 12 | 0 | 781.01K | $44.64M | — | — |
| Q3 2025 | 1 | +1 | 7.86K | $440,438 | +1 | — |
| Q3 2024 | 1 | +1 | 9.02K | $489,746 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 712.93K | +47.6% | $42.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 410.93K | +3589.4% | $24.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 151.64K | -3.0% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 109.35K | Nieuw | $6.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 109.35K | Nieuw | $6.47M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 90.11K | +33.0% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 90.11K | +33.0% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 64.75K | -36.7% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 46.77K | +4.2% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 33.15K | Nieuw | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 11.86K | Nieuw | $701,460 | 0.0% | New | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 4.39K | -14.2% | $259,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 3.70K | Nieuw | $219,140 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 3.70K | Nieuw | $219,140 | 0.0% | New | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 3.57K | -27.1% | $211,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 2.40K | Nieuw | $141,949 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 312 | -57.4% | $18,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 11 | Nieuw | $638 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $6.47M | 0.0% |
| Raymond James Financial Inc | $6.47M | 0.0% |
| Stifel Financial Corp | $1.96M | 0.0% |
| Jane Street Group, Llc | $701,460 | 0.0% |
| Bank of New York Mellon Corp | $219,140 | 0.0% |
| Bank of New York Mellon Corp | $219,140 | 0.0% |
| Fifth Third Bancorp | $141,949 | 0.0% |
| Jones Financial Companies Lllp | $638 | 0.0% |
Verlaten
| Ameriprise Financial Inc | $222,574 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 41 houders, 2.47M aandelen, $130.49M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.