HYMU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom +30.0% ·
netto nieuwe posities -5.0%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 6.94M | $155.85M | +1 | −2 |
| Q1 2026 | 22 | +2 | 5.30M | $116.72M | +4 | −2 |
| Q4 2025 | 20 | 0 | 3.91M | $86.94M | — | — |
| Q3 2025 | 4 | +1 | 770.08K | $17.20M | +1 | — |
| Q2 2025 | 1 | -1 | 2.55K | $56,824 | — | −1 |
| Q1 2025 | 1 | 0 | 16.43K | $372,536 | — | — |
| Q4 2024 | 1 | +1 | 17.74K | $402,056 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.63M | +82.0% | $59.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.32M | +3.0% | $29.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 838.09K | +33.9% | $18.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 838.09K | +33.9% | $18.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 762.20K | +24.4% | $17.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 415.60K | +8.6% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 415.60K | +8.6% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 371.41K | +18.4% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 217.17K | +14.8% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 107.76K | +2.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 105.17K | +12.2% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 42.85K | 0.0% | $962,095 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 41.34K | +154.5% | $923,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 31.07K | -76.4% | $697,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Creative Planning | 29.42K | -19.5% | $660,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 16.54K | Nieuw | $371,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 3.90K | -5.1% | $87,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 3.46K | +2.0% | $77,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 2.77K | +1.7% | $62,164 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 1.05K | 0.0% | $23,573 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1 | 0.0% | $33 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $7 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $371,000 | 0.0% |
Verlaten
| Assetmark, Inc | $206,129 | was 0.0% |
| Royal Bank Of Canada | $26,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 137 houders, 10.42M aandelen, $219.25M 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.