HIO
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +2.1% ·
netto nieuwe posities -3.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.63M | +3.4% | $35.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Invesco Ltd. | 1.22M | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 776.29K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 702.71K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 534.54K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 417.11K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 385.00K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 358.80K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | First Trust Advisors Lp | 240.62K | n/a | $892,693 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 195.06K | n/a | $723,658 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 151.87K | n/a | $564,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 133.12K | n/a | $493,888 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 109.51K | n/a | $406,276 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 98.41K | n/a | $365,114 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 90.11K | n/a | $334,321 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 72.16K | n/a | $267,710 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 57.44K | n/a | $213,111 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 35.82K | n/a | $132,900 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 30.16K | n/a | $111,889 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 30.09K | n/a | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 22.14K | n/a | $82,155 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 10.90K | n/a | $40,439 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Us Bancorp \De\ | 8.00K | n/a | $29,680 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 2.23K | n/a | $8,262 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 830 | n/a | $3,079 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 190 | n/a | $705 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $47,113 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 32.34M aandelen, $98.40M 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.