HYGW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities -5.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 864.14K | -55.9% | $25.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 505.24K | -44.1% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 317.68K | -43.1% | $9.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 195.63K | -36.0% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 159.06K | +35.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 147.20K | -17.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 140.54K | -12.5% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 140.14K | -48.3% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 126.08K | -58.6% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 36.20K | -22.3% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 17.93K | -29.4% | $528,904 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 17.68K | -4.0% | $521,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 17.54K | -17.4% | $517,316 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 11.93K | -96.7% | $351,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 1.51K | Nieuw | $44,687 | 0.0% | New | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 680 | -58.8% | $20,058 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 619 | 0.0% | $18,253 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Cwm, Llc | 604 | +2920.0% | $17,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 402 | -45.5% | $11,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $44,687 | 0.0% |
Verlaten
| Jane Street Group, Llc | $256,796 | was 0.0% |
| Rockefeller Capital… | $22,573 | was 0.0% |
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.