HEQT
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.8% ·
aandelenstroom +13.9% ·
netto nieuwe posities +13.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.67M | $56.15M | +5 | −3 |
| Q1 2026 | 22 | +3 | 2.26M | $71.04M | +4 | −1 |
| Q4 2025 | 19 | -1 | 1.98M | $63.50M | — | −1 |
| Q3 2025 | 3 | 0 | 20.07K | $627,054 | — | — |
| Q2 2025 | 1 | +1 | 8.65K | $259,902 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 629.59K | +4.0% | $19.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 562.60K | +22.5% | $17.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 223.59K | +278.8% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 180.10K | +4.6% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 140.55K | +15.9% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 140.55K | +15.9% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 135.06K | -8.3% | $4.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 109.84K | -12.2% | $3.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 100.70K | -10.7% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Captrust Financial Advisors | 47.98K | -1.5% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 39.97K | +6.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 22.40K | -4.5% | $705,632 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 18.42K | Nieuw | $580,324 | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 14.25K | Nieuw | $448,970 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 10.85K | +33.5% | $342,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 10.85K | +33.5% | $342,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 10.85K | +33.5% | $342,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 9.32K | -30.5% | $293,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.15K | 0.0% | $256,879 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.15K | 0.0% | $256,879 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.34K | 0.0% | $42,210 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 628 | 0.0% | $19,782 | 0.0% | Held | 2 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 504 | 0.0% | $15,700 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 210 | Nieuw | $6,615 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 149 | -77.1% | $4,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 19 | Nieuw | $598 | 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
| Jane Street Group, Llc | $580,324 | 0.0% |
| Susquehanna International… | $448,970 | 0.0% |
| Fifth Third Bancorp | $6,615 | 0.0% |
| Northwestern Mutual Wealth… | $598 | 0.0% |
Verlaten
| Mariner, LLC | $1.17M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 7.11M aandelen, $223.23M 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.