HQH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.2% ·
aandelenstroom +1.2% ·
netto nieuwe posities +14.7%
· 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 | 11.38K | $217,925 | n/a | n/a |
| Q2 2026 | 31 | -2 | 8.51M | $186.95M | +3 | −5 |
| Q1 2026 | 34 | +5 | 8.49M | $150.95M | +7 | −2 |
| Q4 2025 | 29 | 0 | 8.39M | $158.84M | n/a | n/a |
| Q3 2025 | 3 | n/a | 4.22M | $77.81M | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.58K | $271,498 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.99K | $471,210 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.53M | -3.4% | $80.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 1.19M | +1.0% | $21.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 552.39K | +10.2% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 519.67K | +0.5% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 466.69K | +2.3% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 225.67K | +19.7% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 129.88K | -1.0% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 128.93K | +3.8% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Invesco Ltd. | 112.54K | +2.2% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 105.94K | +3.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 82.60K | +16.7% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 75.42K | +0.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 72.92K | +13.4% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 56.49K | Nieuw | $1.00M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 34.85K | +23.1% | $620,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 29.97K | +70.1% | $533,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 29.84K | +2.8% | $530,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 27.09K | +151.8% | $481,902 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Susquehanna International Group, Llp | 20.16K | Nieuw | $358,664 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 20.01K | Nieuw | $356,031 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 17.94K | +1.6% | $317,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 14.77K | -40.4% | $262,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 14.67K | +45.0% | $260,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 10.37K | Nieuw | $184,480 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 6.91K | Nieuw | $122,894 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 4.29K | +12.7% | $76,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 2.26K | +6.6% | $40,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 828 | -85.3% | $14,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 365 | +3.4% | $6,296 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Citigroup Inc | 311 | +6.1% | $5,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passief) | 268 | Nieuw | $4,768 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 192 | -5.9% | $3,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 125 | Nieuw | $2,224 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 52 | -92.3% | $906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Northern Trust Corp | $1.00M | 0.0% |
| Susquehanna International… | $358,664 | 0.0% |
| Millennium Management | $356,031 | 0.0% |
| Mercer Global Advisors Inc… | $184,480 | 0.0% |
| Fifth Third Bancorp | $122,894 | 0.0% |
| BlackRock | $4,768 | 0.0% |
| Cwm, Llc | $2,224 | 0.0% |
Verlaten
| Jane Street Group, Llc | $286,771 | was 0.0% |
| Goldman Sachs Group | $237,072 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 12.86M aandelen, $201.14M 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.
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