HYBL
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +5.7% ·
netto nieuwe posities -9.5%
· 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 | 21.07K | $579,650 | n/a | n/a |
| Q2 2026 | 21 | -1 | 6.77M | $189.21M | +1 | −3 |
| 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 | Raymond James Financial Inc | 1.47M | +12.7% | $41.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.24M | +16.6% | $34.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 1.03M | +5.0% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.02M | +14.3% | $28.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 613.24K | -8.0% | $17.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 592.90K | -17.5% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 182.56K | +51.6% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 171.89K | -8.5% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 116.84K | -38.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Mml Investors Services, Llc | 44.28K | +20.1% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 43.41K | +11.8% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 41.08K | -33.9% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 40.30K | +17.9% | $1.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Toronto Dominion Bank | 39.77K | Nieuw | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 28.11K | +229.7% | $785,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 23.15K | -17.4% | $647,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 20.95K | +154.9% | $584,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 14.80K | -1.2% | $413,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 14.00K | -6.7% | $391,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 9.76K | +11.4% | $272,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 6.74K | +15.5% | $188,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Toronto Dominion Bank | $1.11M | 0.0% |
Verlaten
| HighTower Advisors, LLC | $472,617 | was 0.0% |
| Truist Financial Corp | $336,921 | was 0.0% |
| Northwestern Mutual Wealth… | $18,124 | 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.