HYBL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom +8.3% ·
netto nieuwe posities -5.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 21.07K | $579,650 | n/a | n/a |
| Q2 2026 | 22 | -1 | 6.79M | $189.69M | +1 | −2 |
| Q1 2026 | 24 | +4 | 6.60M | $183.72M | +5 | −1 |
| Q4 2025 | 20 | -1 | 5.96M | $169.60M | n/a | −1 |
| Q3 2025 | 3 | 0 | 662.35K | $18.98M | n/a | n/a |
| Q2 2025 | 1 | -1 | 12.76K | $364,723 | n/a | −1 |
| Q1 2025 | 2 | +1 | 17.88K | $502,729 | +1 | n/a |
| Q4 2024 | 1 | +1 | 10.47K | $296,868 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.09M | +79.6% | $30.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 998.00K | n/a | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 940.91K | n/a | $26.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 792.47K | n/a | $22.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 558.51K | n/a | $15.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 509.09K | n/a | $14.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 233.01K | n/a | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 191.40K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 168.03K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Mariner, LLC | 116.34K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 115.22K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 65.89K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 51.90K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 37.65K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 34.19K | +168.0% | $972,420 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Creative Planning | 29.07K | n/a | $826,722 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 16.80K | n/a | $477,894 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 14.06K | n/a | $399,819 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.30K | n/a | $150,618 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 651 | n/a | $18,514 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $1.30M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 91 houders, 14.86M aandelen, $409.09M 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.