HAWX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom -3.1% ·
netto nieuwe posities -4.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 16.91K | $763,319 | n/a | n/a |
| Q2 2026 | 22 | +4 | 1.04M | $48.42M | +4 | n/a |
| Q1 2026 | 18 | -3 | 1.12M | $45.65M | +2 | −5 |
| Q4 2025 | 21 | -1 | 1.10M | $43.41M | n/a | −1 |
| Q3 2025 | 3 | 0 | 87.47K | $3.31M | n/a | n/a |
| Q2 2025 | 2 | 0 | 11.29K | $399,033 | n/a | n/a |
| Q1 2025 | 1 | +1 | 256.53K | $8.58M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 339.87K | n/a | $13.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 261.67K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 145.00K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 86.22K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 73.40K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 49.76K | -42.4% | $1.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 41.12K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 39.09K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 13.86K | n/a | $547,272 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 12.54K | n/a | $495,240 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.59K | n/a | $299,850 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 6.77K | n/a | $267,280 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 6.03K | n/a | $237,995 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 5.75K | n/a | $226,984 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.71K | n/a | $146,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Fidelity (FMR) ✦ | 2.86K | +157.0% | $112,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2.43K | n/a | $95,983 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 540 | n/a | $21,319 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 100 | n/a | $3,948 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 29 | n/a | $1,145 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $7 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Morgan Stanley | $52 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 55 houders, 5.33M aandelen, $217.95M 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.