HAP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +9.1%
· 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 | 22 | 0 | 1.45M | $99.72M | +2 | −2 |
| Q1 2026 | 22 | +2 | 1.35M | $97.62M | +6 | −4 |
| Q4 2025 | 20 | +1 | 1.01M | $60.96M | +1 | n/a |
| Q3 2025 | 2 | -1 | 125.65K | $7.17M | n/a | −1 |
| Q2 2025 | 2 | 0 | 11.44K | $594,251 | n/a | n/a |
| Q1 2025 | 1 | +1 | 25.08K | $1.25M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.98K | $948,848 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 571.31K | -5.6% | $41.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 220.79K | +215.3% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 212.90K | +41.0% | $15.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 93.67K | Nieuw | $6.79M | 0.0% | New | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 58.81K | +23.7% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 47.75K | +158.6% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 25.69K | -1.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 21.91K | +118.4% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.74K | +47.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 16.79K | +18.4% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 10.06K | -5.6% | $729,195 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 9.92K | +118.7% | $703,087 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 8.91K | 0.0% | $645,635 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 7.95K | Nieuw | $576,209 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 7.01K | +7.2% | $508,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 6.77K | +40.3% | $490,684 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 5.62K | Nieuw | $407,499 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 3.21K | Nieuw | $232,713 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 273 | Nieuw | $19,784 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 100 | Nieuw | $7,247 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 63 | 0.0% | $4,549 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Citigroup Inc | 2 | 0.0% | $145 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Ameriprise Financial Inc | $6.79M | 0.0% |
| Jane Street Group, Llc | $576,209 | 0.0% |
| Mariner, LLC | $407,499 | 0.0% |
| Mml Investors Services, Llc | $232,713 | 0.0% |
| Northwestern Mutual Wealth… | $19,784 | 0.0% |
| UBS AM, a distinct business… | $7,247 | 0.0% |
Verlaten
| Citadel Advisors | $1.05M | was 0.0% |
| Envestnet Asset Management Inc | $328,471 | was 0.0% |
| Pnc Financial Services Group… | $42,098 | was 0.0% |
| Barclays Plc | $10,825 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 2.83M aandelen, $172.38M 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.