HLAL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -9.9% ·
netto nieuwe posities -4.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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% | $5.64M | 0.0% | Held | 4 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 60.45K | -2.7% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 11.55K | +44.6% | $824,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 10.72K | +1.4% | $765,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 9.05K | +4.7% | $643,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cibc World Market Inc. | 8.64K | -18.1% | $616,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 7.87K | +47.3% | $561,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 7.85K | -0.5% | $560,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 7.57K | -59.0% | $541,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 7.19K | +6.1% | $513,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 7.22K | +24.3% | $499,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 5.46K | +5.3% | $390,146 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.82K | -52.9% | $339,810 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 4.70K | -62.7% | $335,819 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 4.65K | Nieuw | $331,863 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 4.09K | Nieuw | $294,516 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 2.98K | +4.1% | $212,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.42K | +11.5% | $172,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 885 | -1.2% | $63,261 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 375 | Nieuw | $26,771 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 300 | -90.4% | $21,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 41 | -51.2% | $2,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 26 | -3.7% | $1,877 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| LPL Financial LLC | $331,863 | 0.0% |
| Wealth Enhancement Advisory… | $294,516 | 0.0% |
| Pnc Financial Services Group… | $26,771 | 0.0% |
Verlaten
| Jane Street Group, Llc | $375,674 | was 0.0% |
| 1832 Asset Management L.P. | $225,891 | was 0.0% |
| Mariner, LLC | $218,179 | was 0.0% |
| Qube Research & Technologies… | $54,634 | 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.