HDUS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +5.0% ·
netto nieuwe posities +5.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | 684.06K | +2.2% | $48.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 360.54K | +10.3% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 236.37K | +3.2% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 236.37K | +3.2% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 236.37K | +3.2% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 135.37K | -3.9% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 135.37K | -3.9% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 57.06K | +84.5% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 36.28K | +9.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 20.99K | +4.2% | $1.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 20.99K | +4.2% | $1.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 20.99K | +4.2% | $1.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Truist Financial Corp | 16.48K | +1.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 14.33K | +12.0% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.73K | +36.9% | $976,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 7.65K | -0.7% | $543,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 3.18K | 0.0% | $225,983 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 2.93K | Nieuw | $211,244 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.97K | 0.0% | $140,298 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 917 | -3.4% | $65,209 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 917 | -3.4% | $65,209 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | UBS Group AG | 494 | +107.6% | $35,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 494 | +107.6% | $35,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 394 | Nieuw | $28,018 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 110 | -78.1% | $7,822 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wealth Enhancement Advisory… | $211,244 | 0.0% |
| BlackRock | $28,018 | 0.0% |
Verlaten
| Jane Street Group, Llc | $878,376 | was 0.0% |
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.