HPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.6% ·
aandelenstroom +2.1% ·
netto nieuwe posities +5.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 2.62M | $42.55M | +1 | −1 |
| Q1 2026 | 16 | -3 | 2.54M | $39.84M | — | −3 |
| Q4 2025 | 19 | +1 | 2.53M | $40.93M | +1 | — |
| Q3 2025 | 1 | — | 441.87K | $7.67M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 638.68K | — | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 638.68K | — | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 638.68K | — | $10.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 478.88K | +8.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 478.88K | +8.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 478.88K | +8.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 478.88K | +8.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 267.87K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 251.36K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 188.03K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 183.26K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 121.04K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 121.04K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 105.24K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 105.24K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 56.13K | — | $908,783 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 45.88K | — | $742,741 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 44.81K | — | $725,503 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 29.37K | — | $475,519 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 29.12K | — | $471,469 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 27.05K | — | $437,920 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 27.05K | — | $437,920 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 25.71K | — | $418,334 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 14.58K | Nieuw | $235,985 | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 10.93K | — | $176,915 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 10.04K | — | $162,467 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 315 | — | $5,100 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $235,985 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 60.58M aandelen, $52.76M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.