HYGW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom -2.0% ·
netto nieuwe posities +5.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 | 79 | $2,233 | n/a | n/a |
| Q2 2026 | 15 | -3 | 686.48K | $19.98M | +1 | −4 |
| Q1 2026 | 19 | -1 | 2.70M | $79.64M | +1 | −2 |
| Q4 2025 | 20 | +1 | 5.24M | $156.41M | +1 | n/a |
| Q3 2025 | 3 | 0 | 609.46K | $18.51M | n/a | n/a |
| Q2 2025 | 1 | -1 | 1.25K | $38,140 | n/a | −1 |
| Q1 2025 | 1 | +1 | 18.78K | $590,600 | +1 | n/a |
| Q3 2024 | 1 | +1 | 11.01K | $361,414 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.96M | n/a | $58.45M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 903.49K | n/a | $26.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 558.38K | n/a | $16.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Pnc Financial Services Group, Inc. | 358.43K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 305.81K | +18.7% | $9.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 304.31K | n/a | $9.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 271.08K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 177.34K | -49.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 160.63K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 117.38K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 46.57K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 25.41K | n/a | $758,892 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 21.23K | n/a | $633,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 18.42K | Nieuw | $550,021 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 8.60K | n/a | $256,796 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 1.65K | +12.2% | $49,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 755 | n/a | $22,573 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 738 | n/a | $22,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 619 | n/a | $18,487 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 20 | n/a | $1,000 | 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
| Citadel Advisors | $550,021 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 4.92M aandelen, $125.80M 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.