HEGD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +26.7% ·
aandelenstroom +8.2% ·
netto nieuwe posities +20.0%
— 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 | 19 | +4 | 3.42M | $91.27M | +5 | −1 |
| Q1 2026 | 16 | -1 | 7.75M | $191.47M | +2 | −3 |
| Q4 2025 | 17 | -1 | 6.61M | $166.64M | — | −1 |
| Q3 2025 | 2 | +1 | 16.66K | $415,216 | +1 | — |
| Q2 2024 | 1 | — | 20.76K | $441,501 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.52M | +7.5% | $40.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 845.27K | -1.3% | $22.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 488.13K | +6.8% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 488.13K | +6.8% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 152.25K | +12.9% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 134.80K | Nieuw | $3.59M | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 85.69K | -3.0% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 41.69K | -45.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 29.14K | +11.7% | $776,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 28.30K | +103.5% | $754,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.30K | +103.5% | $754,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 26.02K | -26.3% | $693,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 16.08K | +12.9% | $428,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 14.33K | -1.9% | $381,950 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 13.15K | -2.4% | $353,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.80K | Nieuw | $314,535 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 7.58K | Nieuw | $202,056 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.63K | +1071.5% | $149,553 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.76K | Nieuw | $72,666 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 1.88K | 0.0% | $49,988 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1 | Nieuw | $34 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $3.59M | 0.0% |
| Jane Street Group, Llc | $314,535 | 0.0% |
| UBS Group AG | $202,056 | 0.0% |
| Jones Financial Companies Lllp | $72,666 | 0.0% |
| Morgan Stanley | $34 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $483,428 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 78 houders, 21.53M aandelen, $511.69M 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.