GSEP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.5% ·
aandelenstroom +1.1% ·
netto nieuwe posities +8.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -2 | 2.41M | $97.76M | +1 | −3 |
| Q1 2026 | 20 | -3 | 2.37M | $89.46M | +1 | −4 |
| Q4 2025 | 23 | +2 | 2.57M | $99.75M | +2 | — |
| Q3 2025 | 2 | 0 | 9.04K | $344,167 | — | — |
| Q2 2025 | 1 | +1 | 8.93K | $327,606 | +1 | — |
| Q4 2024 | 1 | +1 | 8.53K | $298,821 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 542.39K | — | $21.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 209.94K | — | $8.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 167.91K | — | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 164.67K | — | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 143.11K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 100.14K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 24.39K | — | $944,946 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 19.11K | Nieuw | $740,205 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 18.90K | — | $732,186 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 12.72K | — | $492,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | IMC-Chicago, LLC | 11.21K | — | $434,120 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 10.97K | +22.7% | $424,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 8.65K | — | $340,116 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 6.32K | Nieuw | $244,992 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 5.88K | — | $227,791 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Barclays Plc | 4.67K | — | $180,993 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.79K | — | $108,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.79K | — | $108,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.76K | — | $107,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 883 | — | $34,207 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 393 | — | $15,225 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 97 | 0.0% | $3,758 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $740,205 | 0.0% |
| JPMorgan Chase | $244,992 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 119 houders, 7.02M aandelen, $259.07M 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.