HLAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.6% ·
aandelenstroom +8.0% ·
netto nieuwe posities +12.0%
· 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 | 2 | 0 | 12.42K | $935,709 | n/a | n/a |
| Q2 2026 | 23 | -1 | 247.80K | $17.67M | +3 | −4 |
| Q1 2026 | 25 | +3 | 275.18K | $16.30M | +4 | −1 |
| Q4 2025 | 22 | 0 | 254.80K | $15.81M | n/a | n/a |
| Q3 2025 | 3 | 0 | 79.97K | $4.74M | n/a | n/a |
| Q2 2025 | 1 | -1 | 27 | $1,461 | n/a | −1 |
| Q1 2025 | 1 | -1 | 86.00K | $4.20M | n/a | −1 |
| Q4 2024 | 2 | 0 | 61.97K | $3.27M | n/a | n/a |
| Q3 2024 | 2 | +1 | 51.71K | $2.71M | +1 | n/a |
| Q2 2024 | 1 | n/a | 4.60K | $232,898 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 78.94K | 0.0% | $4.68M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 62.14K | -18.4% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 18.46K | -33.6% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Susquehanna International Group, Llp | 12.62K | +165.8% | $748,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 10.57K | +13.0% | $626,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cibc World Market Inc. | 10.55K | +0.4% | $625,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 10.24K | Nieuw | $588,390 | 0.0% | New | 1 | SEC ↗ |
| 8 | TD Waterhouse Canada Inc. | 8.65K | -13.7% | $516,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 7.99K | +13.6% | $473,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 7.89K | +17.5% | $468,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 6.78K | +49.5% | $402,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 6.33K | Nieuw | $375,674 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 5.81K | +43.6% | $336,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 5.34K | Nieuw | $316,806 | 0.0% | New | 1 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 5.19K | +2.8% | $307,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | 1832 Asset Management L.P. | 3.81K | 0.0% | $225,891 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Mariner, LLC | 3.68K | Nieuw | $218,179 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 3.12K | +940.7% | $185,197 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Bank Of Montreal /Can/ | 2.86K | +38.2% | $169,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 2.17K | +8.1% | $128,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 921 | +71.8% | $54,634 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 896 | -11.3% | $53,152 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Cwm, Llc | 113 | +151.1% | $6,703 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 84 | n/a | $4,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 27 | +3.9% | $1,618 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| JPMorgan Chase | $588,390 | 0.0% |
| Jane Street Group, Llc | $375,674 | 0.0% |
| Envestnet Asset Management Inc | $316,806 | 0.0% |
| Mariner, LLC | $218,179 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $4,652 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 572.20K aandelen, $33.80M 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.