GTIP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities +10.5%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -2 | 2.93M | $143.15M | +4 | −6 |
| Q1 2026 | 19 | +2 | 2.47M | $122.11M | +4 | −2 |
| Q4 2025 | 17 | -1 | 1.58M | $77.38M | — | −1 |
| Q3 2025 | 4 | +1 | 152.37K | $7.61M | +1 | — |
| Q2 2025 | 1 | 0 | 13.53K | $669,960 | — | — |
| Q1 2025 | 1 | 0 | 23.25K | $1.17M | — | — |
| Q4 2024 | 1 | 0 | 15.06K | $725,898 | — | — |
| Q3 2024 | 1 | 0 | 39.30K | $1.97M | — | — |
| Q2 2024 | 1 | — | 20.07K | $974,025 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.04M | +205.5% | $51.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 862.53K | +4.7% | $42.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 158.83K | +23.3% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 150.86K | +8.6% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 137.06K | +148.6% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 137.06K | +148.6% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 36.03K | +6.6% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 36.03K | +6.6% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 26.73K | +46.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.73K | +46.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 16.67K | Nieuw | $822,899 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 10.41K | Nieuw | $514,139 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 10.27K | -14.7% | $506,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 7.90K | +69.0% | $390,013 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 3.28K | +99.0% | $161,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.65K | -2.6% | $131,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 74 | -23.7% | $3,653 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 67 | Nieuw | $3,308 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 46 | 0.0% | $2,271 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34 | Nieuw | $1,667 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 23 | -93.4% | $1,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $822,899 | 0.0% |
| Susquehanna International… | $514,139 | 0.0% |
| Northwestern Mutual Wealth… | $3,308 | 0.0% |
| Jones Financial Companies Lllp | $1,667 | 0.0% |
Verlaten
| Commonwealth Equity Services… | $200,183 | was 0.0% |
| Assetmark, Inc | $295 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 54 houders, 4.69M aandelen, $189.07M 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.