GXC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.1% ·
aandelenstroom +12.3% ·
netto nieuwe posities -6.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 | 85 | $7,336 | n/a | n/a |
| Q2 2026 | 31 | -2 | 1.47M | $126.87M | +1 | −3 |
| Q1 2026 | 33 | -2 | 1.31M | $121.41M | +1 | −3 |
| Q4 2025 | 35 | 0 | 1.00M | $97.01M | n/a | n/a |
| Q3 2025 | 7 | -1 | 268.54K | $28.19M | n/a | −1 |
| Q2 2025 | 5 | 0 | 109.00K | $9.54M | n/a | n/a |
| Q1 2025 | 3 | +1 | 57.62K | $4.96M | +1 | n/a |
| Q4 2024 | 2 | +1 | 28.77K | $2.18M | +1 | n/a |
| Q3 2024 | 1 | 0 | 2.24K | $183,785 | +1 | −1 |
| Q2 2024 | 1 | n/a | 3.52K | $241,286 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 571.69K | +29.0% | $49.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Assetmark, Inc | 242.81K | +9.8% | $21.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 176.51K | +58.5% | $15.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 89.08K | +0.1% | $7.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 82.30K | -7.2% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 63.78K | -32.2% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | UBS Group AG | 54.80K | -3.3% | $4.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 43.24K | -3.3% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 26.71K | -0.7% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | BlackRock ✦ (passief) | 24.59K | 0.0% | $2.13M | 0.0% | Held | 5 | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 24.39K | +45.1% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | First Trust Advisors Lp | 11.21K | +0.2% | $970,289 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Citigroup Inc | 10.12K | +8.3% | $875,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 8.47K | -0.5% | $733,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | LPL Financial LLC | 8.27K | -8.7% | $715,555 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 6.53K | -62.1% | $564,716 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 5.33K | +11.9% | $461,400 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 5.00K | -5.1% | $432,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 3.28K | +37.2% | $283,891 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 2.43K | -28.8% | $210,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 2.08K | 0.0% | $179,875 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 1.09K | +359.9% | $93,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 729 | +12.5% | $63,269 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 635 | -45.5% | $54,948 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 420 | 0.0% | $36,322 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 345 | -20.7% | $29,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 284 | +111.9% | $24,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 244 | 0.0% | $21,111 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 188 | Nieuw | $16,266 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 176 | +36.4% | $15,212 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 31 | TD Waterhouse Canada Inc. | 85 | 0.0% | $7,429 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Northwestern Mutual Wealth… | $16,266 | 0.0% |
Verlaten
| Susquehanna International… | $474,540 | was 0.0% |
| Stifel Financial Corp | $464,802 | was 0.0% |
| D. E. Shaw & Co. | $218,739 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 1.96M aandelen, $182.75M 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.