HAWX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -14.3% ·
aandelenstroom +1.6% ·
netto nieuwe posities -16.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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. | 321.75K | -5.3% | $13.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 254.80K | -2.6% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mariner, LLC | 150.15K | +3.5% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 120.58K | +64.3% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 107.94K | +25.2% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 56.03K | +12.6% | $2.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 31.04K | +439.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 21.01K | -48.9% | $865,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 13.86K | 0.0% | $566,817 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 13.04K | +4.0% | $533,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.80K | +2.7% | $318,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 7.18K | Nieuw | $293,713 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 5.33K | +43.7% | $218,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Fidelity (FMR) ✦ | 2.84K | -0.6% | $116,224 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 2.43K | 0.0% | $99,411 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 445 | -17.6% | $18,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1 | Nieuw | $50 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | n/a | $18 | 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
| Creative Planning | $293,713 | 0.0% |
| Morgan Stanley | $50 | 0.0% |
Verlaten
| Hrt Financial Lp | $1.54M | was 0.0% |
| Susquehanna International… | $267,280 | was 0.0% |
| Mml Investors Services, Llc | $237,995 | was 0.0% |
| UBS Group AG | $3,948 | was 0.0% |
| Jones Financial Companies Lllp | $1,145 | 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.