HEZU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.5% ·
aandelenstroom -10.7% ·
netto nieuwe posities +6.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 3.59M | -25.5% | $156.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 522.37K | Nieuw | $22.83M | 0.0% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 310.86K | +0.7% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 240.94K | +9.3% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 238.53K | -14.5% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 219.72K | -9.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 168.98K | +8.9% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 142.70K | -2.9% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 137.03K | -1.9% | $5.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 79.68K | -3.6% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 56.99K | +24.9% | $2.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Royal Bank Of Canada | 56.16K | -1.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Jane Street Group, Llc | 41.02K | +19.8% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 35.94K | -13.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 29.74K | -6.3% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 21.51K | +2.1% | $939,943 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Citigroup Inc | 20.74K | -2.7% | $906,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 13.44K | +99.6% | $587,503 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Ameriprise Financial Inc | 13.05K | +5.1% | $570,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 6.77K | +50.0% | $286,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 6.05K | Nieuw | $264,428 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Deutsche Bank Ag\ | 5.30K | +14.0% | $231,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $222,215 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mariner, LLC | 5.01K | -24.6% | $218,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 4.95K | 0.0% | $216,462 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 4.67K | Nieuw | $203,853 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 3.90K | +1.8% | $170,561 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 3.63K | +31.7% | $158,782 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cwm, Llc | 1.22K | -1.6% | $53,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Franklin Resources Inc | 145 | 0.0% | $6,337 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 79 | 0.0% | $3,452 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 22 | -75.0% | $961 | 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
| BlackRock | $22.83M | 0.0% |
| Marshall Wace | $264,428 | 0.0% |
| Envestnet Asset Management Inc | $203,853 | 0.0% |
Verlaten
| Captrust Financial Advisors | $253,677 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 92 houders, 7.24M aandelen, $313.40M 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.