HSUN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom -5.1% ·
netto nieuwe posities -7.7%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 9.61M | $338.09M | +3 | −1 |
| Q1 2026 | 17 | +4 | 6.73M | $233.56M | +4 | — |
| Q4 2025 | 13 | -1 | 3.44M | $122.21M | +1 | −2 |
| Q3 2025 | 4 | +1 | 263.80K | $9.38M | +1 | — |
| Q2 2025 | 1 | 0 | 373.00K | $13.03M | — | — |
| Q1 2025 | 1 | -1 | 476.50K | $16.46M | — | −1 |
| Q4 2024 | 2 | 0 | 648.68K | $22.22M | — | — |
| Q3 2024 | 2 | 0 | 672.83K | $23.84M | — | — |
| Q2 2024 | 2 | — | 688.69K | $23.30M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.79M | — | $63.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 531.87K | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 531.87K | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 441.65K | — | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 441.65K | — | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 221.78K | — | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 198.04K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 101.25K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 53.94K | -44.8% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 51.34K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 24.80K | Nieuw | $879,727 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 19.21K | — | $681,571 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 10.12K | — | $359,110 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 485 | +798.1% | $17,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 330 | — | $12,000 | 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
| Goldman Sachs Group | $879,727 | 0.0% |
Verlaten
| Wellington Management | $5.17M | was 0.0% |
| Citadel Advisors | $730,936 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 67 houders, 17.08M aandelen, $589.46M 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.