HNDL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.0% ·
aandelenstroom -10.7% ·
netto nieuwe posities -8.7%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.30M | $29.67M | +4 | −3 |
| Q1 2026 | 23 | -2 | 1.33M | $29.04M | +2 | −4 |
| Q4 2025 | 25 | +1 | 1.49M | $32.81M | +1 | n/a |
| Q3 2025 | 3 | -1 | 85.93K | $1.91M | n/a | −1 |
| Q2 2025 | 2 | +1 | 14.62K | $316,593 | +1 | n/a |
| Q4 2024 | 1 | 0 | 9.99K | $213,151 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $88,177 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.40K | $156,288 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 699.74K | -8.8% | $15.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 187.83K | -9.0% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 106.10K | +0.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Creative Planning | 71.10K | +2.4% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 47.95K | -20.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 45.33K | +28.8% | $978,645 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 35.37K | -22.5% | $772,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 32.45K | -4.2% | $708,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 21.84K | +0.1% | $476,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 18.77K | -60.6% | $409,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 16.70K | -13.6% | $364,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 11.84K | +29.0% | $258,593 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 10.25K | Nieuw | $223,838 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 10.08K | -0.2% | $220,199 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 9.36K | -36.7% | $204,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.35K | Nieuw | $50,759 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.59K | 0.0% | $34,726 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.05K | +44.5% | $22,886 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 510 | 0.0% | $11,158 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 130 | +9.2% | $2,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 24 | -96.2% | $524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 12 | -90.6% | $262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $23 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Truist Financial Corp | $223,838 | 0.0% |
| Jones Financial Companies Lllp | $50,759 | 0.0% |
Verlaten
| Jane Street Group, Llc | $400,280 | was 0.0% |
| Hrt Financial Lp | $248,000 | was 0.0% |
| Citadel Advisors | $213,396 | was 0.0% |
| Royal Bank Of Canada | $9,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 97 houders, 3.09M aandelen, $58.05M 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.