HFRO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom -2.5% ·
netto nieuwe posities 0.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 11.54M | $82.29M | +3 | −3 |
| Q1 2026 | 24 | -2 | 11.96M | $68.27M | +1 | −3 |
| Q4 2025 | 26 | 0 | 12.19M | $72.90M | +1 | −1 |
| Q3 2025 | 4 | 0 | 3.24M | $20.59M | +1 | −1 |
| Q2 2025 | 2 | +1 | 16.33K | $84,922 | +1 | n/a |
| Q4 2024 | 2 | +1 | 46.48K | $241,210 | +1 | n/a |
| Q3 2024 | 1 | +1 | 95.58K | $585,924 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 3.98M | +1.5% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Envestnet Asset Management Inc | 2.18M | +1.7% | $15.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 1.16M | -17.6% | $8.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 615.07K | -1.2% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 544.38K | -13.8% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Baird Financial Group, Inc. | 95.80K | -15.7% | $683,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 95.53K | -13.6% | $681,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Creative Planning | 68.55K | 0.0% | $488,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 50.97K | -0.3% | $363,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 43.43K | +16.6% | $309,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 40.66K | +25.0% | $289,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 35.83K | 0.0% | $255,475 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 29.94K | +60.6% | $213,494 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 25.11K | -17.0% | $179,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 18.68K | +14.4% | $133,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 15.15K | Nieuw | $108,005 | 0.0% | New | 1 | SEC ↗ |
| 18 | Nomura Holdings Inc | 15.00K | Nieuw | $106,950 | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.69K | +1.3% | $90,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 9.38K | +5.5% | $66,919 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Wells Fargo & Company/Mn | 6.50K | -17.1% | $46,380 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 6.16K | 0.0% | $43,892 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 226 | Nieuw | $1,611 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 23 | 0.0% | $164 | 0.0% | Held | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $108,005 | 0.0% |
| Nomura Holdings Inc | $106,950 | 0.0% |
| Assetmark, Inc | $1,611 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $651,085 | was 0.0% |
| Citadel Advisors | $88,870 | was 0.0% |
| Us Bancorp \De\ | $10,135 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 30.17M aandelen, $164.81M 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.