GVAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
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 Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 2.54M | $91.56M | +3 | −2 |
| Q1 2026 | 20 | +4 | 3.25M | $107.70M | +4 | — |
| Q4 2025 | 16 | 0 | 1.59M | $50.17M | — | — |
| Q3 2025 | 1 | — | 371.41K | $10.86M | — | — |
| Q3 2024 | 1 | +1 | 18.84K | $423,527 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.34M | +225.8% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.34M | +225.8% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.34M | +225.8% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 383.94K | +20.2% | $12.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 359.98K | Nieuw | $11.94M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 359.35K | +9.2% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 308.93K | +39.3% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 205.11K | +21.6% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 205.11K | +21.6% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 44.64K | +2707.6% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 42.72K | +6.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 36.13K | Nieuw | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 34.39K | +128.3% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 34.39K | +128.3% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 26.36K | +1.6% | $874,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cibc World Market Inc. | 26.35K | +15.8% | $874,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 22.81K | -9.0% | $732,137 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 21.81K | Nieuw | $723,405 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 11.42K | +570.4% | $378,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 11.42K | +570.4% | $378,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 8.28K | Nieuw | $274,747 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 7.00K | 0.0% | $232,190 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5.65K | +48.9% | $187,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 46 | 0.0% | $1,526 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | — | $11 | 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
| Jane Street Group, Llc | $11.94M | 0.0% |
| Commonwealth Equity Services… | $1.20M | 0.0% |
| Citadel Advisors | $723,405 | 0.0% |
| Mercer Global Advisors Inc… | $274,747 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 9.00M aandelen, $285.03M 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.