HERD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +11.7% ·
netto nieuwe posities +6.7%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.77K | $434,244 | n/a | n/a |
| Q2 2026 | 15 | +1 | 1.34M | $63.08M | +2 | −1 |
| Q1 2026 | 15 | +1 | 1.25M | $57.13M | +4 | −3 |
| Q4 2025 | 14 | -1 | 1.12M | $48.61M | n/a | −1 |
| Q3 2025 | 2 | 0 | 15.21K | $644,301 | n/a | n/a |
| Q2 2025 | 1 | 0 | 12.49K | $497,477 | n/a | n/a |
| Q1 2025 | 1 | +1 | 30.58K | $1.15M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 301.69K | +7.2% | $13.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 246.51K | +4.3% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 217.38K | -3.2% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 211.09K | -1.5% | $9.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 105.33K | +49.4% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 92.86K | Nieuw | $4.25M | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 43.60K | Nieuw | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 8.77K | -8.5% | $402,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 8.40K | -3.1% | $384,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 8.09K | -4.3% | $370,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 4.49K | -21.6% | $205,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 436 | -10.3% | $19,945 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 212 | Nieuw | $9,709 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 81 | Nieuw | $3,709 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $14 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Raymond James Financial Inc | $4.25M | 0.0% |
| Citadel Advisors | $1.99M | 0.0% |
| Northwestern Mutual Wealth… | $9,709 | 0.0% |
| Cwm, Llc | $3,709 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.74M | was 0.0% |
| Susquehanna International… | $792,301 | was 0.0% |
| UBS Group AG | $522 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 42 houders, 1.64M aandelen, $74.45M 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.