HQH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +0.2% ·
netto nieuwe posities -10.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.22K | $214,666 | n/a | −1 |
| Q2 2026 | 30 | -2 | 8.48M | $186.28M | +3 | −6 |
| 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 ✦ | 4.47M | -1.3% | $98.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 1.23M | +2.9% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 582.88K | +5.5% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 524.78K | +1.0% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 465.77K | -0.2% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 226.30K | +0.3% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 133.04K | +3.2% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 131.57K | +1.3% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Invesco Ltd. | 121.52K | +8.0% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | First Trust Advisors Lp | 114.79K | +8.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 86.49K | +189.9% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 76.37K | +1.3% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 60.06K | -27.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 57.97K | +2.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 39.99K | -45.2% | $878,958 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 27.81K | +2.7% | $611,217 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Jane Street Group, Llc | 23.29K | Nieuw | $511,826 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 19.76K | Nieuw | $426,556 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 18.63K | +3.9% | $409,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 14.91K | +1.6% | $327,627 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 14.27K | -3.4% | $313,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 14.14K | -59.4% | $310,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 10.05K | Nieuw | $220,888 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 6.94K | +0.5% | $152,521 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.08K | -4.9% | $89,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 3.44K | +52.6% | $75,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 320 | +2.9% | $7,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 173 | -9.9% | $3,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 52 | 0.0% | $1,125 | 0.0% | Held | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 39 | -89.3% | $857 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $511,826 | 0.0% |
| Wealth Enhancement Advisory… | $426,556 | 0.0% |
| Lido Advisors, LLC | $220,888 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $533,160 | was 0.0% |
| Susquehanna International… | $358,664 | was 0.0% |
| Millennium Management | $356,031 | was 0.0% |
| Mercer Global Advisors Inc… | $184,480 | was 0.0% |
| Pnc Financial Services Group… | $14,730 | was 0.0% |
| BlackRock | $4,768 | 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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