HDUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -0.3% ·
netto nieuwe posities +5.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 1.59M | $113.19M | +2 | −1 |
| Q1 2026 | 17 | -1 | 1.52M | $95.71M | +3 | −4 |
| Q4 2025 | 18 | +1 | 1.44M | $93.65M | +1 | — |
| Q3 2025 | 3 | -1 | 38.05K | $2.45M | — | −1 |
| Q2 2025 | 2 | +1 | 11.36K | $676,132 | +1 | — |
| Q4 2024 | 1 | +1 | 20.44K | $1.15M | +1 | — |
| Q2 2024 | 1 | — | 18.81K | $985,727 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 647.02K | — | $42.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 302.72K | — | $19.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 223.37K | — | $14.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 223.37K | — | $14.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 223.37K | — | $14.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 140.00K | — | $9.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 140.00K | — | $9.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 140.00K | — | $9.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 32.07K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 19.66K | -46.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 19.66K | -46.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 19.66K | -46.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 16.65K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 14.41K | — | $939,598 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 12.25K | Nieuw | $798,751 | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 12.20K | — | $794,890 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 7.63K | — | $497,101 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 5.05K | — | $333,742 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.86K | — | $121,427 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.06K | -9.7% | $69,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.06K | -9.7% | $69,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.06K | -9.7% | $69,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 247 | — | $16,100 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 228 | — | $14,862 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 129 | — | $8,409 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 110 | -0.9% | $7,170 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $798,751 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 2.43M aandelen, $148.79M 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.