HEEM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +4.5% ·
netto nieuwe posities 0.0%
· 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 | 23 | +1 | 2.24M | $100.25M | +2 | −2 |
| Q1 2026 | 23 | +1 | 2.15M | $79.47M | +3 | −2 |
| Q4 2025 | 22 | 0 | 1.89M | $65.58M | n/a | n/a |
| Q3 2025 | 3 | +1 | 364.38K | $12.26M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.34K | $40,258 | n/a | −1 |
| Q1 2025 | 1 | +1 | 95.87K | $2.69M | +1 | n/a |
| Q3 2024 | 1 | 0 | 161.59K | $4.59M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.84K | $618,937 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 518.56K | +15.7% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 410.26K | +13.6% | $18.35M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 389.93K | -5.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Pictet Asset Management Holding SA | 252.30K | -5.0% | $11.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 135.16K | +0.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 118.23K | +1.6% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 108.39K | +2.6% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 77.72K | -19.3% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.83K | +9.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 40.46K | -1.1% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 31.56K | +17.4% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 30.23K | +232.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 15.26K | +52.8% | $682,356 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 12.25K | Nieuw | $547,751 | 0.0% | New | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 11.51K | +67.2% | $514,663 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 4.72K | Nieuw | $211,126 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.31K | -5.2% | $193,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | 0.0% | $134,190 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.64K | +198.4% | $73,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.12K | -10.0% | $50,137 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Assetmark, Inc | 303 | 0.0% | $13,553 | 0.0% | Held | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 212 | 0.0% | $9,483 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 128 | 0.0% | $5,618 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Mml Investors Services, Llc | $547,751 | 0.0% |
| Citadel Advisors | $211,126 | 0.0% |
Verlaten
| Susquehanna International… | $1.20M | was 0.0% |
| HighTower Advisors, LLC | $329,105 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 45 houders, 3.78M aandelen, $139.05M 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.